豪鵬科技(001283.SZ):AI類別業務涵蓋AIPC、AI耳機、AI眼鏡、AI玩具、AI服務器(BBU)等產品
格隆匯7月10日丨豪鵬科技(001283.SZ)於近期投資者關係活動表示,公司AI類別業務涵蓋AIPC、AI耳機、AI眼鏡、AI玩具、AI服務器(BBU)等產品。2025年上半年,PC類產品AI滲透率相對領先,其他品類的AI+端側產品將陸續在下半年開始試產、量產。公司在細分領域的頭部客户、高端產品機型的卡位將充分受益於AI的滲透率提升,AI類業務佔公司營收比例將持續提升。
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