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瑞聲科技(02018.HK)升逾4% 大摩:新CDU產品量產把握AI基建增長機遇
瑞聲科技(02018.HK)今日高開0.93%,最高見40.82元。現報40.62元,升4.42%,成交339.05萬股,涉資1.36億元。摩根士丹利發表研究報告指出,瑞聲科技旗下的JYUNDSE16剛開始大規模生產其新型冷卻分配裝置(CDU)——ATAHORAN 2.2MW/2.6MW產品,目前月產能可達400台。該CDU產品專為AI數據中心設計,首批出貨...
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瑞聲科技(02018.HK)升逾4% 大摩:新CDU產品量產把握AI基建增長機遇
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瑞聲科技(02018.HK)  +3.620 (+9.306%)    Short selling $62.23M; Ratio 13.586%   今日高開0.93%,最高見40.82元。現報40.62元,升4.42%,成交339.05萬股,涉資1.36億元。

摩根士丹利發表研究報告指出,瑞聲科技旗下的JYUNDSE16剛開始大規模生產其新型冷卻分配裝置(CDU)——ATAHORAN 2.2MW/2.6MW產品,目前月產能可達400台。該CDU產品專為AI數據中心設計,首批出貨已部署在上海、廣州、珠海及深圳等現有設施中。

該行認為,這項發展對瑞聲科技具有積極的戰略意義,有助公司捕捉全球AI基礎設施建設所帶來的新增長機遇。

大摩維持對瑞聲科技的「增持」評級,目標價為42元。(ad/u)(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2026-05-13 12:25.)

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