智通财经APP获悉，鸿腾精密(06088)涨超10%，截至发稿，涨10.36%，报10.01港元，成交额6.89亿港元。
消息面上，隔夜美股光通信概念龙头股集体大涨，迈威尔科技暴涨超32%。迈威尔科技首席执行官马特·墨菲表示，继算力和存储业务的需求爆发式增长之后，数据中心连接正成为AI增长的下一个主要瓶颈。对此，英伟达首席执行官黄仁勋表示，整个行业必须高度依赖先进的互连技术，这正是Marvell如此重要的原因。黄仁勋称，Marvell将成为下一个万亿美元市值的公司。黄仁勋还表示，未来5到10年，仍将大量使用铜缆，同时也会使用海量的光器件。
财通证券此前研报指出，鸿腾精密凭借高速互联、液冷散热、高功率连接器、光模块等AI全场景连接方案，深度绑定全球AI计算产业生态。公司在英伟达GTC及OFC展会上展出多款创新产品，获得市场高度认可与积极反馈。公司正由单一组件供应商向系统级解决方案商转型升级，单机价值量与产品毛利率持续提升，成长空间进一步打开。
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