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鸿腾精密午后涨超25% 鸿海系有望显著受益机架级AI服务器放量
Zhi Tong Cai Jing· 2025-09-19 05:54
Group 1 - Hongteng Precision (06088) saw its stock price increase by over 25%, currently trading at 5.74 HKD with a transaction volume of 20.63 billion HKD [1] - Goldman Sachs predicts that Industrial Fulian (601138) will enter a strong profit growth cycle starting from Q3 2025, driven by significant revenue growth from rack-level AI servers [1] - CITIC Securities reports that the efficiency and yield metrics of Industrial Fulian's GB200 series products have significantly improved, and the launch of the GB300 new products is expected to further enhance the company's revenue and profit growth potential [1] Group 2 - Hongteng Precision is a leading global manufacturer of server connectors, with its parent company Hon Hai closely collaborating with NVIDIA in the AI sector [1] - The group is actively developing new products in the AI service sector, including connectors, cables, and memory slots [1] - Changjiang Securities indicates that Hongteng Precision is transforming the immense potential of AI into solid growth momentum, with sustained profit growth expected [1]