研报掘金丨中邮证券：维持鹏鼎控股“买入”评级，卡位AI浪潮，业绩稳健增长

格隆汇2025-06-27

中邮证券研报指出，鹏鼎控股卡位AI终端消费品创新周期，为业绩稳定增长提供动能。公司已构建覆盖AI手机、AIPC、AI眼镜等AI端侧消费品的全场景产品矩阵，通过与全球头部客户协同研发实现技术快速落地及规模化生产，精准卡位AI终端消费品创新周期，为业绩稳定增长提供动能。此外，公司基于ONEAVARY平台的技术优势，推动光模块和交换机布局，特别是瞄准800G/1.6T光模块升级窗口，推动公司SLP产品...

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