智通财经APP获悉，汇聚科技(01729)涨超6%，截至发稿，涨6.12%，报19.08港元，成交额1.52亿港元。
消息面上，近期谷歌链催化密集。谷歌此前透露，公司第一方模型API每分钟消耗Token就超过100亿，Token消耗量的结构性增长有望巩固公司在AI时代的盈利能力，或大幅拉动谷歌TPU需求。此外，Anthropic此前联合谷歌等11家科技巨头，启动 Project Glasswing 项目，同时发布前沿AI模型Claude Mythos Preview用于网络防御。值得关注的是，Google Cloud Next '26 将于4月22-24日在美国内华达州拉斯维加斯举行。
招商证券此前指出，公司为谷歌MPO国内核心供应商，算力、汽车、医疗三驾马车驱动中长线成长可期。展望未来，预计AI算力需求高增有望助力公司MPO、服务器和高速铜缆等业务持续增长。兴业证券表示，公司核心客户体系绑定海外头部云厂商，其中光互连产品以MPO等高密度光纤解决方案为当前主要收入来源，已稳定进入北美大客户供应链，后续仍将持续强化供应链优势。
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