港股异动 | 亿和控股(00838)尾盘涨超6% 服务器机箱业务受益AI资本开支浪潮公司已进入华为供应商体系

智通财经2025-10-08

智通财经APP获悉，亿和控股(00838)尾盘涨超6%，截至发稿，涨6.67%，报1.28港元，成交额1548.39万港元。消息面上，花旗近日大幅上调AI资本开支预测，称AI基建部署正在急剧加速。招银国际此前发布研报称，亿和的墨西哥工厂收入持续增长并实现连续两年盈利，或将受益于更多主机厂业务与新的关税政策。此外，华为和超聚变是亿和服务器机箱业务最大的客户，而亿和已经进入华为的钣金结构件主力供应商...

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港股异动 | 亿和控股(00838)尾盘涨超6% 服务器机箱业务受益AI资本开支浪潮 公司已进入华为供应商体系

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港股异动 | 亿和控股(00838)尾盘涨超6% 服务器机箱业务受益AI资本开支浪潮公司已进入华为供应商体系