Core Viewpoint - Hongteng Precision (06088) has seen a stock price increase of over 4%, attributed to strong performance in AI server business and positive earnings report from Hon Hai [1] Financial Performance - Hon Hai's October revenue reached 895.7 billion, surpassing September's 837 billion and last year's 804.8 billion, marking a month-on-month increase of 7.01% and a year-on-year increase of 11.29% (15.4% in USD terms) [1] Market Position and Outlook - Morgan Stanley's recent report indicates that Hongteng is well-positioned within the Hon Hai Group and is expected to benefit from the AI component trend [1] - Morgan Stanley has initiated a "Outperform" rating for Hongteng with a target price of 8 HKD, reflecting a projected P/E ratio of 22x and 17x for the fiscal years 2026 and 2027 respectively [1] - The firm anticipates significant growth in Hongteng's AI revenue over the next 2 to 3 years, suggesting that this positive development is not yet fully reflected in the current stock price [1]
港股异动 | 鸿腾精密(06088)涨超4% 鸿海10月营收创单月最高纪录 大摩看好公司未来AI收入增长