异动解读｜鸿腾精密盘中上涨3.67%，英伟达明确CPO交换机下半年如期量产驱动板块修复

行情直击06-15

6月15日，鸿腾精密盘中上涨3.67%，报7.79港元，成交额8604.42万港元。消息面上，此前SemiAnalysis发布看空报告称CPO规模化量产或延至2028年乃至2029年，引发光通信板块连日深度调整，鸿腾精密自6月3日高点以来累计回撤超30%。但英伟达网络业务高级副总裁随后公开回应，明确表示Spectrum-X以太网CPO交换机将按原计划于下半年启动量产交付，不存在延期，且已在Lambda等合作伙伴的生产级GPU集群中完成部署。市场对CPO放量预期企稳，叠加电子元件板块整体走强，前期超跌的鸿腾精密迎来技术性修复。

（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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