$沃尔核材(SZ002130)$ 萝卜老师一直说安费诺独供英伟达铜缆连接器。并否认招银国际的研报
招银国际研报：For 2H24E,FIT is positive on iPhone replacement cycle backed by Apple Intelligence, and potential order wins in AI server connectivity (e.g. copper cartridge, switch tray) apart from US$500-1,000content value on compute tray which will present significant revenue upside in networking segment ahead.
不知道下面这个信息是否属实？@roboroborobo $鸿腾精密科技(06088)$ $立讯精密(SZ002475)$