智通财经APP获悉，招银国际发布研报称，该行维持鸿腾精密(06088)“买入”评级，大致维持盈利预测，目标价由7.33港元上调至7.42港元，基于相同的21倍2026年预测。鸿腾精密2025财年收入同比增长12%至50亿美元，大致符合预期，唯有纯利同比增长2%至1.56亿美元，较该行预测及市场共识低8%及12%，主要由于实际税率上升。
在举行的业绩后非交易路演电话会议上，管理层重申对云端及数据中心业务势头的正面看法，该业务受惠于大规模人工智能服务器升级及2026至2028年预测的新产品量产。管理层指引2026年云端及数据中心收入将同比增长70%，并上调2026至2028年云端收入占比指引。
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