智通财经APP获悉，鸿腾精密(06088)午后涨幅扩大逾18%。消息面上，近日，英伟达(NVDA)资深副总裁GiladShainer在技术论坛上正式宣告CPO已步入量产阶段，与供应链合作开发的交换机已开始向紧密合作客户交付，预计下半年将大量导入全球AI工厂。开源证券认为，集群规模的跃升对Scale-up互联带宽提出倍增需求，有望加速NPO/CPO等光学互联技术的产业化渗透，推动光通信在AI基础设施中的价值量实现结构性重估。
国证国际此前指出，鸿腾精密在AI算力基础设施领域形成铜光协同、系统级解决方案的核心壁垒，高速连接、高压配电、液冷散热三大产品线协同落地。OFC 2026 与GTC 2026期间展示102.4T ELSFP外置激光模块、1.6T高速连接方案、LC Busbar等高壁垒产品，与博通、NTT 等生态伙伴深度协同，下一代背板连接器、CPO方案预计2026年下半年放量，102.4T相关产品2027年起贡献显著收入。
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