---
title: "汇聚科技大成交急升 9%  获中信建投首次予「买入」评级"
description: "汇聚科技今早高开 1.5%，随后升幅扩大至 9.35%，成交激增至 2,130.91 万股，涉资 3.79 亿元。中信建投首次给予其「买入」评级，认为公司与谷歌等 CSP 深度绑定，受益于光模块升级及 AI 服务器业务快速增长，去年上半年营收同比增长 82.1%。"
type: "news"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/275282182.md"
published_at: "2026-02-09T07:48:30.000Z"
---

# 汇聚科技大成交急升 9%  获中信建投首次予「买入」评级

> 汇聚科技今早高开 1.5%，随后升幅扩大至 9.35%，成交激增至 2,130.91 万股，涉资 3.79 亿元。中信建投首次给予其「买入」评级，认为公司与谷歌等 CSP 深度绑定，受益于光模块升级及 AI 服务器业务快速增长，去年上半年营收同比增长 82.1%。

汇聚科技 (01729.HK) 今早 (9 日) 高开 1.5% 后升幅扩大，最高见 18.16 元。尾市最新报 17.89 元，升 9.35%，成交激增至 2,130.91 万股，涉资 3.79 亿元。

中信建投首次覆盖汇聚科技予「买入」评级，指其深度绑定谷歌等龙头 CSP，MPO 光电互连核心赛道受益於 800G/1.6T 光模块升级及 CPO 演进；AI 服务器 JDM/ODM 业务快速放量，叠加收购 Leoni 汽车线缆布局高端汽车电子，去年上半年营收按年升 82.1%。

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