智通财经APP获悉，鸿腾精密(06088)涨超4%，截至发稿，涨4%，报5.46港元，成交额1.85亿港元。
消息面上，11月5日，鸿海最新公布的业绩报告显示，AI服务器业务成为增长引擎，10月营收不仅创下历史同期纪录，更创下公司成立以来的单月最高纪录。数据显示，鸿海10月营收达到8957亿，超越9月的8370亿，也远高于去年同期的8048亿，月增7.01%，年增11.29%（美元计价年增15.4%）。
摩根士丹利近期研报指出， 鸿腾在鸿海集团内部定位良好，有望受益于AI元件趋势；首予鸿腾“跑赢大市”评级，目标价8港元，相当于2026、2027财年预期22倍、17倍市盈率。大摩预期，鸿腾的AI收入将在未来2至3年内显著增长，相信这一正面发展尚未完全反映在当前股价中，并视鸿腾为关键AI基础设施推动者。
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