智通财经APP获悉，汇聚科技(01729)午后涨超5%，截至发稿，涨4.67%，报17.04港元，成交额2.15亿港元。
消息面上，汇聚科技此前发布公告，预期2025年净利润同比增长约60%至70%。汇聚科技表示，该增长主要源于两大因素：一是电线组件分部内数据中心及服务器分部的销售订单增加，带动整体收入上升；二是本年度分占联营公司业绩净额增加。
招商证券发表研报称，汇聚科技业绩预告超预期主要因2025年阿里、字节等国产服务器需求带动公司服务器业务营收实现大幅增长，同时下半年莱尼整合效果较佳亦带来业绩增厚。报告指，考虑到数据中心及服务器市场需求高景气、莱尼盈利能力好于预期，上调盈利预测，维持“强烈推荐”评级。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.