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01191 海光芯正
休市中 08-21 16:08:06
103.900
-2.700
-2.53%
最高
109.400
最低
102.700
成交量
16.93万
今开
106.600
昨收
106.600
日振幅
6.29%
总市值
95.13亿
流通市值
95.13亿
总股本
9,156万
成交额
1,788万
换手率
0.18%
流通股本
9,156万
市净率
--
ROE
--
每股收益
0.00
52周最高
--
52周最低
--
市盈率
--
股息
--
股息收益率
--
ROA
--
分时
五日
日K
周K
月K
数据加载中...
北京优虎网络科技有限公司
免责声明:香港交易所资讯服务有限公司、其控股公司及/或该等控股公司的任何附属公司均竭力确保所提供信息的准确和可靠度,但不能保证其绝对准确和可靠,且亦不会承担因任何不准确或遗漏而引起的任何损失或损害的责任(不管是否侵权法下的责任或合约责任又或其它责任)
资讯
新帖
简况
海光芯正(01191)获纳入恒生综合指数成分股
智通财经 · 08-21 20:49
海光芯正(01191)获纳入恒生综合指数成分股
海光芯正(01191)被纳入恒生综合指数,9月7日正式生效
公告速递 · 08-21 20:42
海光芯正(01191)被纳入恒生综合指数,9月7日正式生效
港股光通信概念股延续升势,海光芯正涨超7%,长飞光纤光缆、舜宇光学科技涨超4%
老虎资讯综合 · 08-18
港股光通信概念股延续升势,海光芯正涨超7%,长飞光纤光缆、舜宇光学科技涨超4%
海光芯正(01191.HK)拟8月28日举行董事会会议以批准中期业绩
中金财经 · 08-17
海光芯正(01191.HK)拟8月28日举行董事会会议以批准中期业绩
海光芯正(01191)董事会将于8月28日审议2026年中期财务业绩及派息计划
公告速递 · 08-17
海光芯正(01191)董事会将于8月28日审议2026年中期财务业绩及派息计划
港股光通信概念股午后涨幅扩大,海光芯正涨超10%
老虎资讯综合 · 08-17
港股光通信概念股午后涨幅扩大,海光芯正涨超10%
港股光通信概念股集体走强,剑桥科技涨超6%,鸿腾精密涨超5%
老虎资讯综合 · 08-17
港股光通信概念股集体走强,剑桥科技涨超6%,鸿腾精密涨超5%
港股异动 | 光通信概念股涨幅居前 Coherent季度营收超20亿美元 业绩展望高于市场预期
智通财经 · 08-13
港股异动 | 光通信概念股涨幅居前 Coherent季度营收超20亿美元 业绩展望高于市场预期
港股直击|港股光通信股多数走强,海光芯正涨超12%
老虎资讯综合 · 08-07
港股直击|港股光通信股多数走强,海光芯正涨超12%
海光芯正7月股份变动月报:注册股本增至91,556,745股
公告速递 · 08-05
海光芯正7月股份变动月报:注册股本增至91,556,745股
光通信板块受压 中际旭创(03308)跌9.52% 市传美国考虑禁止进口中国光模块
金吾财讯 · 08-05
光通信板块受压 中际旭创(03308)跌9.52% 市传美国考虑禁止进口中国光模块
港股异动 | 美禁令传闻重创光模块,中际旭创跌 8%,剑桥科技跌4%
智通财经 · 08-05
港股异动 | 美禁令传闻重创光模块,中际旭创跌 8%,剑桥科技跌4%
AI算力驱动光通信行业进入新景气周期 相关板块强势 海光芯正(01191)涨27.94%
金吾财讯 · 08-04
AI算力驱动光通信行业进入新景气周期 相关板块强势 海光芯正(01191)涨27.94%
港股异动 | 光通信概念股涨幅居前 InP供应缺口进一步扩大 机构看好超跌硬科技与光通信长期配置价值
智通财经 · 08-04
港股异动 | 光通信概念股涨幅居前 InP供应缺口进一步扩大 机构看好超跌硬科技与光通信长期配置价值
海光芯正(01191)拟于2026年8月25日召开第二次临时股东会 六项议案待表决
公告速递 · 08-03
海光芯正(01191)拟于2026年8月25日召开第二次临时股东会 六项议案待表决
海光芯正授予董事会股份购回授权,规模达已发行H股一成
公告速递 · 08-03
海光芯正授予董事会股份购回授权,规模达已发行H股一成
港股异动 | 光通信概念多数上扬,英伟达CPO技术正式进入量产阶段,花旗指近期板块迎多重催化
智通财经 · 08-03
港股异动 | 光通信概念多数上扬,英伟达CPO技术正式进入量产阶段,花旗指近期板块迎多重催化
港股异动 | 光通信概念多数上扬 英伟达CPO技术正式进入量产阶段 花旗指近期板块迎多重催化
智通财经 · 08-03
港股异动 | 光通信概念多数上扬 英伟达CPO技术正式进入量产阶段 花旗指近期板块迎多重催化
港股异动 | 海光芯正涨超17%,正锁定2027年度千万颗DSP芯片采购订单
智通财经 · 08-03
港股异动 | 海光芯正涨超17%,正锁定2027年度千万颗DSP芯片采购订单
港股异动 | 海光芯正(01191.HK)涨超11% 正锁定2027年度千万颗DSP芯片采购订单
智通财经 · 08-03
港股异动 | 海光芯正(01191.HK)涨超11% 正锁定2027年度千万颗DSP芯片采购订单
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公司概况
公司名称:
海光芯正
所属市场:
SEHK
上市日期:
--
主营业务:
北京海光芯正科技股份有限公司是一家主要提供光电互连产品的中国公司。该公司提供光模块、有源光缆(AOC)及其他产品。其他产品主要包括光电元件,光学次模组(OSA)及板载芯片封装(COB)组件,以及原材料,包括印刷电路板组装(PCBA)及其他相关元件。其光电互连产品应用于人工智能(AI)数据中心。该公司主要在中国国内和海外市场开展业务。
发行价格:
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发布公告,根据恒生指数有限公司于2026年8月21日公布的截至2026年6月30日止期间的恒生指数系列季度检讨结果,本公司被纳入恒生综合指数成分股,该调整将于2026年9月7日起正式生效。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1483636.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["HSCI","BK1537","BK1147","01191","BK1170"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1192622671","title":"海光芯正(01191)被纳入恒生综合指数,9月7日正式生效","url":"https://stock-news.laohu8.com/highlight/detail?id=1192622671","media":"公告速递","labels":["corporation","SGX"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1192622671?lang=zh_cn&edition=full","pubTime":"2026-08-21 20:42","pubTimestamp":1787316123,"startTime":"0","endTime":"0","summary":"2026年8月21日,北京海光芯正科技股份有限公司发布自愿性公告称,根据恒生指数有限公司于2026年8月21日公布的截至2026年6月30日止期间恒生指数系列季度检讨结果,公司将被纳入恒生综合指数成分股。相关调整将于2026年9月7日起正式生效。海光芯正董事会在公告中表示,此次调入恒生综合指数反映国际资本市场对公司投资价值及成长前景的认可,有助于扩大股东基础并吸引长期机构投资者。","market":"sh","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"a3893e2538b44a4c9453f52433cb6ed2","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation,SGX","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["01191"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1123803582","title":"港股光通信概念股延续升势,海光芯正涨超7%,长飞光纤光缆、舜宇光学科技涨超4%","url":"https://stock-news.laohu8.com/highlight/detail?id=1123803582","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1123803582?lang=zh_cn&edition=full","pubTime":"2026-08-18 09:39","pubTimestamp":1787017188,"startTime":"0","endTime":"0","summary":"8月18日,港股光通信概念股延续升势,$海光芯正(01191)$涨超7%,$长飞光纤光缆(06869)$、$舜宇光学科技(02382)$涨超4%,$华虹宏力(01347)$、$汇聚科技(01729)$涨超2%。","market":"hk","thumbnail":"https://static.tigerbbs.com/fd680cd945fd32917c8ece66ec685e5f","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/fd680cd945fd32917c8ece66ec685e5f"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU1719994722.HKD","LU1770034418.SGD","LU1303224171.USD","LU1831875114.USD","BK4588","02382","IE00B031HY20.USD","LU1813983027.USD","BK1614","KCAI","LU0708995583.HKD","01347","LU1251922891.USD","BK1521","01191","VXUS","BK1147","LU2039709279.SGD","BK1149","FOTO","BK1589","LU1171460220.USD","IE0008368742.USD","LUMA","LU0320764599.SGD","LU2279858448.HKD","SG9999006597.SGD","BK1163","01729","BK1506","BK1523","BK1170","LU0588546209.SGD","BK1116","LU0314109678.HKD","IE00B29SXG58.USD","IE0034224299.USD","LU0052750758.USD","BK1504","LYTE","BK1607","SIXG","IE0008369823.USD","LU0326950275.SGD","BK1537","BK1608","LU0307460666.USD","06869","LU1211504680.USD","TCHI","BK4585","LU1328277881.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2660486571","title":"海光芯正(01191.HK)拟8月28日举行董事会会议以批准中期业绩","url":"https://stock-news.laohu8.com/highlight/detail?id=2660486571","media":"中金财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2660486571?lang=zh_cn&edition=full","pubTime":"2026-08-17 17:17","pubTimestamp":1786958226,"startTime":"0","endTime":"0","summary":"格隆汇8月17日丨海光芯正(01191.HK)宣布,董事会会议将于2026年8月28日(星期五)举行,以(其中包括)考虑及批准集团截至2026年6月30日止六个月的未经审核中期业绩及其刊发,以及考虑派发中期股息(如有)。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://sc.stock.cnfol.com/gushizhibo/20260817/32337217.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"zhongjincaijing_highlight","symbols":["BK1537","BK1147","BK1170","01191"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1155331983","title":"海光芯正(01191)董事会将于8月28日审议2026年中期财务业绩及派息计划","url":"https://stock-news.laohu8.com/highlight/detail?id=1155331983","media":"公告速递","labels":["conferences","SGX"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1155331983?lang=zh_cn&edition=full","pubTime":"2026-08-17 16:37","pubTimestamp":1786955825,"startTime":"0","endTime":"0","summary":"北京海光芯正科技股份有限公司(01191)17日发布公告称,公司董事会已排定于2026年8月28日(星期五)召开会议,议程包括:一、审议并批准本集团截至2026年6月30日止六个月的未经审计中期业绩;二、研究及决定是否派发中期股息(如有)。\n公告显示,截至公告日,公司董事会由九名董事组成,包括五名执行董事(胡朝阳博士、胡勇先生、周红女士、孙旭博士及郭青松先生)、一名非执行董事(吴皓南先生)以及三名独立非执行董事(徐浩萍博士、王飞博士及张维先生)。\n公司创始人、董事会主席、执行董事兼首席执行官胡朝阳于公告落款表示,相关中期业绩及派息决定将在董事会会议后及时对外公布。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"conferences,SGX","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["01191"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1148441773","title":"港股光通信概念股午后涨幅扩大,海光芯正涨超10%","url":"https://stock-news.laohu8.com/highlight/detail?id=1148441773","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1148441773?lang=zh_cn&edition=full","pubTime":"2026-08-17 13:11","pubTimestamp":1786943477,"startTime":"0","endTime":"0","summary":"8月17日,港股光通信概念股午后涨幅扩大,$海光芯正(01191)$涨超10%,$长飞光纤光缆(06869)$、$中际旭创(03308)$涨超8%,$华虹宏力(01347)$涨超7%,$汇聚科技(01729)$涨超6%,$鸿腾精密(06088)$、$剑桥科技(06166)$涨超4%。","market":"hk","thumbnail":"https://static.tigerbbs.com/fd680cd945fd32917c8ece66ec685e5f","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/fd680cd945fd32917c8ece66ec685e5f"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK1506","BK1607","03308","BK4588","LU0314109678.HKD","LU1251922891.USD","LU0348766576.USD","BK1523","LU0320764599.SGD","LU0348767384.USD","BK1537","TCHI","LU1303224171.USD","BK1122","SG9999001069.SGD","KCAI","LU0588546209.SGD","BK1147","06088","SG9999006597.SGD","BK1589","IE0034224299.USD","LU0708995583.HKD","LU1719994722.HKD","06869","VXUS","BK1533","BK1149","FOTO","LU2039709279.SGD","BK1163","LU1770034418.SGD","BK1240","LU2279858448.HKD","01729","BK1170","LYTE","LU1171460220.USD","01191","BK1508","LUMA","LU1813983027.USD","LU0052750758.USD","BK1116","SIXG","LU0307460666.USD","06166","LU1328277881.USD","BK1249","01347","BK4585","BK1614"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1126767892","title":"港股光通信概念股集体走强,剑桥科技涨超6%,鸿腾精密涨超5%","url":"https://stock-news.laohu8.com/highlight/detail?id=1126767892","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1126767892?lang=zh_cn&edition=full","pubTime":"2026-08-17 09:36","pubTimestamp":1786930586,"startTime":"0","endTime":"0","summary":"8月17日,港股光通信概念股集体走强,$剑桥科技(06166)$涨超6%,$鸿腾精密(06088)$涨超5%,$长飞光纤光缆(06869)$、$海光芯正(01191)$涨超4%,$中际旭创(03308)$涨超3%。","market":"hk","thumbnail":"https://static.tigerbbs.com/fd680cd945fd32917c8ece66ec685e5f","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/fd680cd945fd32917c8ece66ec685e5f"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["KCAI","BK1122","BK1249","BK1506","BK1533","03308","BK0214","LUMA","SGXZ81163826.USD","BK4588","LYTE","06088","LU0307460666.USD","SGXZ49509284.SGD","91530","LU0348767384.USD","SG9999001069.SGD","FOTO","SG9999006597.SGD","603083","06869","BK1170","06166","BK1149","LU0348766576.USD","LU0588546209.SGD","BK1537","BK1523","BK1508","VXUS","BK1147","SIXG","01191","BK1240","BK4585"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2659092184","title":"港股异动 | 光通信概念股涨幅居前 Coherent季度营收超20亿美元 业绩展望高于市场预期","url":"https://stock-news.laohu8.com/highlight/detail?id=2659092184","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2659092184?lang=zh_cn&edition=full","pubTime":"2026-08-13 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10:32","pubTimestamp":1786069969,"startTime":"0","endTime":"0","summary":"8月7日,港股光通信股多数走强,海光芯正(01191.HK)涨12.27%,剑桥科技(6166.HK)涨超8%,中际旭创(03308.HK)涨超5%。","market":"hk","thumbnail":"https://static.tigerbbs.com/e924ef371565c58a754568171a758e44","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/e924ef371565c58a754568171a758e44"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["03308","06166","01191"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1186844514","title":"海光芯正7月股份变动月报:注册股本增至91,556,745股","url":"https://stock-news.laohu8.com/highlight/detail?id=1186844514","media":"公告速递","labels":["SGX"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1186844514?lang=zh_cn&edition=full","pubTime":"2026-08-05 16:44","pubTimestamp":1785919460,"startTime":"0","endTime":"0","summary":"2026年8月5日,海光芯正披露了截至2026年7月31日的证券变动月报。根据公告,公司在报告期内注册股本由上月底的89,542,045股增至91,556,745股,增加2,014,700股。公告称,该公司于2026年7月13日因悉数行使超额配股权而额外发行及配发2,014,700股H股,每股发行价为114港元。报告期内公司未有股份购回、注销或作为库藏股持有的情况。公司另披露,其首发前的购股权计划在报告期内无行权新增。月末时,该购股权计划下仍剩余2,800,000股可供日后行使。公告由公司董事胡勇签署。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"SGX","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["01191"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2657995505","title":"光通信板块受压 中际旭创(03308)跌9.52% 市传美国考虑禁止进口中国光模块","url":"https://stock-news.laohu8.com/highlight/detail?id=2657995505","media":"金吾财讯","labels":["policyRegulatory"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2657995505?lang=zh_cn&edition=full","pubTime":"2026-08-05 09:43","pubTimestamp":1785894183,"startTime":"0","endTime":"0","summary":"金吾财讯 | 光通信板块受压,中际旭创(03308)跌9.52%,剑桥科技(06166)跌6.96%,汇聚科技(01729)跌7.98%,海光芯正(01191)跌7.00%,曦智科技-P(01879)跌3.48%,长飞光纤光缆(06869)跌2.37%。近日,有报道引知情人士的消息称,美国联邦通信委员会(FCC)正在制定相关措施,以禁止进口新型号的中国光模块。国泰海通表示,光通信是非常依赖全球化生态的行业,不止中国企业受益,上游中也有重要的美国芯片/器件企业分走重要利润,下游的CSP(CSPI)(云服务商)也获得关键支持,一刀切限制的概率几乎没有。","market":"us","thumbnail":"https://static.szfiu.com/news/20241108/MmRhZGRhNjQ0NTZmM2ZiNTY3MTMzODA5NjE3MTg=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/MmRhZGRhNjQ0NTZmM2ZiNTY3MTMzODA5NjE3MTg=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1987502","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"policyRegulatory","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["03308","LU1719994722.HKD","LU0320764599.SGD","LU0417516738.SGD","IE00B12V2V27.USD","91530","LU0572944931.SGD","06166","01191","LU1655091616.SGD","06869","FOTO","LU0082770016.USD","BK1249","LU2778985437.USD","BK0070","BK0167","LU2279858448.HKD","IE00BYTNYN87.SGD","LU0417516902.SGD","300308","LU0348825331.USD","BK1147","LU0210526637.USD","BK1537","HK0000320264.USD","LU2476274720.SGD","LU0052750758.USD","AAOZ","IE0034224299.USD","01879","LU0307460666.USD","LU0231483743.USD","SGXZ81163826.USD","LU0871576103.HKD","LU0620787316.HKD","BK1122","LUMA","LU0039217434.USD","LU2289578879.USD","SIXG","LU1979443071.USD","LU2399975544.HKD","LU1251922891.USD","LU0327786744.USD","LU1580142542.USD","01729","LU1781817850.SGD","LU1997244956.HKD","LU1961090484.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1188184161","title":"港股异动 | 美禁令传闻重创光模块,中际旭创跌 8%,剑桥科技跌4%","url":"https://stock-news.laohu8.com/highlight/detail?id=1188184161","media":"智通财经","labels":["policyRegulatory","movement"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1188184161?lang=zh_cn&edition=full","pubTime":"2026-08-05 09:33","pubTimestamp":1785893638,"startTime":"0","endTime":"0","summary":"光通信概念股多数下跌,截至发稿,中际旭创跌8%;海光芯正跌4%;剑桥科技跌4%。消息面上,日前有报道称,知情人士透露,美国政府正起草一项禁令,拟禁止进口中国新型号的数据中心组件,以保护支撑AI发展的关键基础设施。据悉,国内头部企业占据全球七成以上高速光模块产能,仅中际旭创在美国数通光模块市场就有约27%的份额。中金公司表示,光模块的核心功能是光电信号转换,本身不承担业务数据存储。","market":"us","thumbnail":"https://static.tigerbbs.com/3299f0aa430f44d45729a266d0f7b350","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/3299f0aa430f44d45729a266d0f7b350"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.zhitongcaijing.com/content/recommend.html","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":"美禁令传闻重创光模块","news_tag":"policyRegulatory,movement","news_rank":0,"length":0,"strategy_id":0,"source":"live_zhitongcaijing","symbols":["06166","01191","03308"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2656589912","title":"AI算力驱动光通信行业进入新景气周期 相关板块强势 海光芯正(01191)涨27.94%","url":"https://stock-news.laohu8.com/highlight/detail?id=2656589912","media":"金吾财讯","labels":["economic"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2656589912?lang=zh_cn&edition=full","pubTime":"2026-08-04 10:47","pubTimestamp":1785811638,"startTime":"0","endTime":"0","summary":"东莞证券表示,AI算力驱动光通信行业进入新景气周期。据LightCounting数据,2025年全年光模块及相关产品的最终销售额统计为268亿美元,较2024年增长74%。LightCounting预测2026年以太网光模块市场将增长65%,2026年800G光模块出货量将增长一倍以上,1.6T光模块出货量将从2025年的小基数增长至数千万端口。2026年全球光模块进入800G全面普及、1.6T规模商用阶段,需求重心加速转向高速规格。","market":"sh","thumbnail":"https://static.szfiu.com/news/20241108/MzQyYjVhODQ3ZWY1M2M1MGY5NWIyMTYzODE1MzIxNzE=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/MzQyYjVhODQ3ZWY1M2M1MGY5NWIyMTYzODE1MzIxNzE=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1987425","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"economic","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0314109678.HKD","01729","BK1122","BK1240","LU0348766576.USD","01191","LU0052750758.USD","LU0588546209.SGD","BK1506","BK1589","IE0034224299.USD","688347","BK1149","BK1614","01347","LU1171460220.USD","06166","SG9999006597.SGD","BK1249","03308","BK1116","603083","06869","300433","LU1770034418.SGD","BK1533","LU1303224171.USD","300308","601869","TCHI","LU1813983027.USD","LU2039709279.SGD","LU0307460666.USD","BK1508","LU2279858448.HKD","LU1719994722.HKD","BK1147","SG9999001069.SGD","BK1170","LU0708995583.HKD","BK1537","LU1328277881.USD","BK1163","LU0348767384.USD","BK1523","BK1607","LU0320764599.SGD","06613","06088","LU1251922891.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2656858625","title":"港股异动 | 光通信概念股涨幅居前 InP供应缺口进一步扩大 机构看好超跌硬科技与光通信长期配置价值","url":"https://stock-news.laohu8.com/highlight/detail?id=2656858625","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2656858625?lang=zh_cn&edition=full","pubTime":"2026-08-04 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六项议案待表决","url":"https://stock-news.laohu8.com/highlight/detail?id=1109199403","media":"公告速递","labels":["SGX"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1109199403?lang=zh_cn&edition=full","pubTime":"2026-08-03 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