公开资料显示，鸿腾精密为全球服务器连接器龙头厂商之一，其母公司鸿海与英伟达在AI领域合作密 切，目前集团在AI服务领域积极布局连接器、线缆、内存插槽等多款新型产品。长江证券近期指，鸿 腾精密正将AI的巨大潜力转化为坚实的增长动力，盈利的持续增长可期。 消息面上，9月18日，高盛在最新研报中称，预计工业富联（601138）将从2025年三季度开始进入强劲 的盈利增长周期。其中，高盛预计机架级AI服务器从2025年第三季度开始的强劲放量将大幅推动收入 规模增长。中信建投（601066）研报认为，工业富联GB200系列产品效率与良率指标显著改善，GB300 新品的推出有望进一步释放公司营收与盈利的成长潜力，公司AI服务器业务后续展望乐观。 鸿腾精密(06088)午后涨超25%，截至发稿，涨18.35%，报5.74港元，成交额20.63亿港元。 ...

Core Viewpoint - Hongteng Precision (06088) has seen a significant stock increase of over 11%, currently trading at 5.41 HKD with a transaction volume of 924 million HKD, driven by strategic announcements during its first Technology Day [1] Group 1: Company Developments - Hongteng Precision announced the establishment of its first manufacturing base in the Middle East through a joint venture with Smart Mobility in Saudi Arabia, focusing on the production of electric vehicle charging stations, with construction expected to start in December 2023 and production slated for 2026 [1] - The company anticipates revenue from the automotive sector to reach 700 million USD this year, highlighting its strategic expansion into the automotive industry [1] Group 2: Industry Collaborations - Nvidia and Intel have announced a collaboration to develop customized data center and personal computing products, aimed at enhancing large-scale computing and various applications in enterprise and consumer markets [1] - Hongteng Precision is recognized as a leading global manufacturer of server connectors and is actively expanding its product offerings in the AI service sector, including connectors, cables, and memory slots, leveraging its close partnership with Nvidia in the AI domain [1] Group 3: Market Outlook - Changjiang Securities has indicated that Hongteng Precision is effectively transforming the immense potential of AI into solid growth momentum, suggesting a promising outlook for sustained profit growth [1]