异动解读｜鸿腾精密盘中下跌5.16%，苹果全球涨价冲击果链订单预期叠加CPO量产争议股价延续回落

行情直击06-29 10:36

6月29日，鸿腾精密盘中下跌5.16%，报6.62港元，成交额1.47亿港元。

消息面上，苹果近日因内存及存储芯片成本飙升宣布对Mac、iPad等多条产品线全球提价17%至25%，高盛同步将全球智能手机出货量预测下调4%至11.4亿部，市场担忧终端需求受挫拖累供应链订单预期，港股果链个股持续承压。此外，此前SemiAnalysis报告称CPO规模化量产或延至2028年乃至2029年，量产节奏分歧仍未弥合。鸿腾精密自6月3日高点以来累计回撤显著，动态市盈率约42倍仍高于电子元件行业均值，叠加董事会主席卢松青此前以每股约10.05港元减持，抛压持续释放。

（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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