异动解读｜鸿腾精密盘中上涨3.83%，CPO量产延期担忧缓解叠加电子元件板块集体反弹

行情直击06-30 10:32

6月30日，鸿腾精密盘中上涨3.83%，报7.05港元，成交额6775.52万港元。

消息面上，此前引发市场恐慌的CPO量产延期争议近日获得产业端澄清。英伟达网络业务高级副总裁Gilad Shainer明确回应称，Spectrum-X以太网CPO交换机将按照既定计划于下半年启动量产和客户导入，不存在延期问题。多位产业人士亦表示，市场此前或混淆了"小批量验证导入"和"全行业普及"两个不同周期。同日电子元件板块整体走强，胜宏科技涨7.06%，蓝思科技涨4.93%，舜宇光学科技涨3.87%，板块超跌反弹情绪带动鸿腾精密自近期低位企稳回升。

（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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