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06869 长飞光纤光缆
未开盘 06-16 16:08:14
238.000
-1.200
-0.50%
最高
249.800
最低
232.600
成交量
1,472万
今开
242.200
昨收
239.200
日振幅
7.19%
总市值
1,971亿
流通市值
1,004亿
总股本
8.28亿
成交额
35.45亿
换手率
3.49%
流通股本
4.22亿
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）
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新帖
简况
光通信概念股多股扬升 蓝思科技(06613)涨逾5% 机构料2030年CPO市场规模将超390亿美元
金吾财讯 · 06-16 09:54
光通信概念股多股扬升 蓝思科技(06613)涨逾5% 机构料2030年CPO市场规模将超390亿美元
港股光通信概念股逆势拉升！蓝思科技涨超5%，汇聚科技、长飞光纤光缆涨超4%
老虎资讯综合 · 06-16 09:46
港股光通信概念股逆势拉升！蓝思科技涨超5%，汇聚科技、长飞光纤光缆涨超4%
异动解读｜长飞光纤光缆盘中上涨3.34%，光通信板块修复行情延续叠加光纤涨价长期逻辑强化
行情直击 · 06-16 09:45
异动解读｜长飞光纤光缆盘中上涨3.34%，光通信板块修复行情延续叠加光纤涨价长期逻辑强化
资金动向 | 北水减仓港股超21.1亿港元，连续5日卖出阿里
格隆汇 · 06-15 19:36
资金动向 | 北水减仓港股超21.1亿港元，连续5日卖出阿里
港股异动 | 长飞光纤光缆(06869)涨超5% 机构指光纤涨价有望成为长期趋势
智通财经 · 06-15 15:14
港股异动 | 长飞光纤光缆(06869)涨超5% 机构指光纤涨价有望成为长期趋势
【券商聚焦】招银国际：AI光互联正在从光模块升级周期进入系统级基础设施瓶颈阶段
金吾财讯 · 06-15 13:27
【券商聚焦】招银国际：AI光互联正在从光模块升级周期进入系统级基础设施瓶颈阶段
异动解读 | 光通信板块企稳反弹叠加AI算力需求旺盛，长飞光纤光缆盘中大涨5.03%
异动解读 · 06-15 11:27
异动解读 | 光通信板块企稳反弹叠加AI算力需求旺盛，长飞光纤光缆盘中大涨5.03%
光通信概念股普升 曦智科技-P(01879)涨15.14%、剑桥科技(06166)涨7.68%
金吾财讯 · 06-15 10:13
光通信概念股普升 曦智科技-P(01879)涨15.14%、剑桥科技(06166)涨7.68%
异动解读｜长飞光纤光缆盘中上涨3.71%，光通信板块企稳反弹延续修复行情
行情直击 · 06-15 09:39
异动解读｜长飞光纤光缆盘中上涨3.71%，光通信板块企稳反弹延续修复行情
港股异动 | 光通信概念股继续走低 CPO推进节奏遭质疑 AI开支等多重利空集中发酵
智通财经 · 06-11
港股异动 | 光通信概念股继续走低 CPO推进节奏遭质疑 AI开支等多重利空集中发酵
异动解读｜长飞光纤光缆盘中下跌3.2%，光通信板块持续承压，机构看空CPO落地节奏
行情直击 · 06-11
异动解读｜长飞光纤光缆盘中下跌3.2%，光通信板块持续承压，机构看空CPO落地节奏
资金动向 | 北水买入港股82.43亿港元，连续加仓长飞光纤光缆、腾讯控股
格隆汇 · 06-10
资金动向 | 北水买入港股82.43亿港元，连续加仓长飞光纤光缆、腾讯控股
港股异动 | 光通信概念股普跌 SemiAnalysis报告指两大关键技术延迟 隔夜美股光通信股重挫
智通财经 · 06-10
港股异动 | 光通信概念股普跌 SemiAnalysis报告指两大关键技术延迟 隔夜美股光通信股重挫
光通信板块深度调整 鸿腾精密(06088)跌10.64% 投资人指CPO量产节奏将提速
金吾财讯 · 06-10
光通信板块深度调整 鸿腾精密(06088)跌10.64% 投资人指CPO量产节奏将提速
异动解读 | 长飞光纤光缆盘中大跌5.32%，光通信板块调整与行业担忧成主因
异动解读 · 06-10
异动解读 | 长飞光纤光缆盘中大跌5.32%，光通信板块调整与行业担忧成主因
异动解读｜长飞光纤光缆盘中下跌4.23%，光通信板块延续调整，极端估值消化仍在持续
行情直击 · 06-10
异动解读｜长飞光纤光缆盘中下跌4.23%，光通信板块延续调整，极端估值消化仍在持续
港股概念追踪|光纤巨头再签亿级大单 国产光纤光缆厂商系统性出海（附概念股）
智通财经 · 06-10
港股概念追踪|光纤巨头再签亿级大单 国产光纤光缆厂商系统性出海（附概念股）
光通信板块走强 长飞光纤光缆(06869)涨9.05% 机构指CPO、硅光等远期技术正逐步进行商业化落地
金吾财讯 · 06-09
光通信板块走强 长飞光纤光缆(06869)涨9.05% 机构指CPO、硅光等远期技术正逐步进行商业化落地
港股午评|恒生指数早盘跌0.15% PCB概念股集体走高
智通财经 · 06-09
港股午评|恒生指数早盘跌0.15% PCB概念股集体走高
港股异动 | 长飞光纤光缆(06869)涨超4% 康宁签下亚马逊数十亿美元大单 光纤出海打开增量空间
智通财经 · 06-09
港股异动 | 长飞光纤光缆(06869)涨超4% 康宁签下亚马逊数十亿美元大单 光纤出海打开增量空间
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公司概况
公司名称：
长飞光纤光缆
所属市场：
SEHK
上市日期：
--
主营业务：
长飞光纤光缆股份有限公司是一家主要提供光纤预制棒、光纤、光缆以及其它通信行业相关产品的中国公司。该公司运营三个分部。光纤及光纤预制棒分部主要负责光纤及光纤预制棒的生产和销售。光缆分部主要负责光缆的生产和销售。光器件及模块分部主要负责光器件及模块的生产和销售。该公司的产品销往国内外市场。
发行价格：
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| 长飞光纤光缆(06869)涨超5% 机构指光纤涨价有望成为长期趋势","url":"https://stock-news.laohu8.com/highlight/detail?id=2643278409","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2643278409?lang=zh_cn&edition=full","pubTime":"2026-06-15 15:14","pubTimestamp":1781507684,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，长飞光纤光缆涨超5%，截至发稿，涨5.38%，报238.8港元，成交额40.54亿港元。消息面上，国金证券指出，AI 驱动下，光纤涨价趋势有望成为长期趋势，关注光纤光缆标的的投资机会。1）AI 成为重要光纤需求领域：根据光纤光缆行业独立调研机构英国商品研究所，AI 与超大规模数据中心成为全球最强劲的增长引擎，低损耗设计、更高规格的光纤以及极高纤芯数的光缆结构，使得数据中心相关需求成为市场增长的核心。","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/1454320.html","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":"stock_zhitongcaijing","symbols":["LU0307460666.USD","BK4588","VXUS","BK4585","BK1523","SG9999006597.SGD","BK1506","06869","BK1149","LU0588546209.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2643222102","title":"【券商聚焦】招银国际：AI光互联正在从光模块升级周期进入系统级基础设施瓶颈阶段","url":"https://stock-news.laohu8.com/highlight/detail?id=2643222102","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2643222102?lang=zh_cn&edition=full","pubTime":"2026-06-15 13:27","pubTimestamp":1781501239,"startTime":"0","endTime":"0","summary":"该机构认为这将把行业机会从光模块本身扩展至更高价值的光器件、集成光平台以及系统级互联架构。对光通信行业的核心结论是AI光互联不是简单的TAM扩张故事，而是价值重新分配的故事，利润池正从最终组装环节迁移至瓶颈器件、光引擎和系统级光学架构。","market":"other","thumbnail":"https://static.szfiu.com/news/20250109/MWU1MjY1NDI2Mjg5NDIzOQ==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/MWU1MjY1NDI2Mjg5NDIzOQ==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1983815","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":null,"symbols":["06869","BK1240","AAOI","IE00B19Z4B17.USD","LU0588546209.SGD","HIMX","BK4141","601869","LU0307460666.USD","BK1149","IE00B7SZL793.SGD","IE00B66KJ199.SGD","300620","IE0031619046.USD","BK0167","AAOX","603083","BK4526","06166","BK4020","BK0214","BK1523","SG9999006597.SGD","BK1506"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1148715258","title":"异动解读 | 光通信板块企稳反弹叠加AI算力需求旺盛，长飞光纤光缆盘中大涨5.03%","url":"https://stock-news.laohu8.com/highlight/detail?id=1148715258","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1148715258?lang=zh_cn&edition=full","pubTime":"2026-06-15 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曦智科技-P(01879)涨15.14%、剑桥科技(06166)涨7.68%","url":"https://stock-news.laohu8.com/highlight/detail?id=2643226204","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2643226204?lang=zh_cn&edition=full","pubTime":"2026-06-15 10:13","pubTimestamp":1781489620,"startTime":"0","endTime":"0","summary":"金吾财讯 | 光通信概念板块普涨，截至发稿，曦智科技-P 涨15.14%，华虹宏力涨9.48%，FIT HON HENG涨8.56%，汇聚科技涨7.72%，剑桥科技涨7.68%，舜宇光学科技涨3.63%，长飞光纤光缆涨3.53%，均胜电子涨3.16%，京信通信涨2.61%，俊知集团涨2.31%。近期，光通信板块由于前期涨幅较大、情绪扰动等而出现调整，该机构认为并不会动摇行业基本面向好的基本趋势，依然对整个光通信及CPO/NPO产业链的景气度保持乐观与看好的态度。","market":"sh","thumbnail":"https://static.szfiu.com/news/20200908/YzIxOTk5NDIxODE3ODE=.png","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20200908/YzIxOTk5NDIxODE3ODE=.png"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1983753","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":null,"symbols":["LU1201861249.SGD","BK1607","LU2458330169.SGD","BK4533","SG9999001069.SGD","00699","IE00B19Z3B42.SGD","IE00BLSP4452.SGD","LU0553294199.USD","LU1989764664.SGD","603083","BK1116","BK1149","06088","IE00B3S45H60.SGD","ORCX","IE0008369823.USD","LU0210536198.USD","LU0965509101.SGD","LU2746668461.USD","LU2458330243.SGD","LU1211504680.USD","SG9999003800.SGD","BK4528","LU1852331112.SGD","LU1935042215.USD","BK4543","LU0965508806.USD","LU1642822529.SGD","IE00B7SZLL34.SGD","LU2326559502.SGD","LU0985489474.SGD","LU0068578508.USD","LU1506573853.SGD","LU0348766576.USD","LU0444971666.USD","600699","LU0965509010.AUD","LU1803068979.SGD","BK4534","BK4097","LU0949170772.SGD","LU2236285917.USD","LU2250418816.HKD","BK1523","IE00BBT3K403.USD","BK1614","BK4581","LU1366333091.USD","LU2543165471.USD","LU0320765489.SGD","IE00BMPRXN33.USD","LU0348767384.USD","IE00BN8TJ469.HKD","LU0353189680.USD","LU1831875114.USD","LU0326950275.SGD","LU1935043536.SGD","IE00BMPRXR70.SGD","LU0234570918.USD","LU0957808578.USD","02382","LU0661504455.SGD","LU1235294995.USD","LU1003077747.HKD","LU1935042488.USD","ORCS","LU2360106780.USD","LU0648001328.SGD","LU2087625088.SGD","BK4538","LU1989764748.USD","01300","LU0056508442.USD","BK1529","LU0476273544.USD","SG9999011175.SGD","BK1508","688347","LU0889565833.HKD","LU1815336760.USD","LU1069347547.HKD","LU0417517546.SGD","LU1429558221.USD","LU0323591593.USD","LU0738911758.USD","LU1720051017.SGD","06869","LU2746668974.SGD","LU2860962120.EUR","LU0965509283.SGD","01879","LU1489326972.SGD","IE00B775SV38.USD","06166","LU1046421795.USD","LU0256863811.USD","LU0588546209.SGD","LU0980610538.SGD","LU1934455277.USD","LU0878866978.SGD","LU0719512351.SGD","LU0234572021.USD","02342","LU1691799644.USD","BK1144","IE00BMPRXQ63.HKD","ORCL","IE0004445239.USD","IE00B19Z3581.USD","LU0861579265.USD","BK1506","LU1435385759.SGD","LU2896262040.SGD","LU1366192091.USD","LU0433182093.SGD","LU2054465674.USD","LU1934455194.USD","LU1989772840.SGD","LU0082616367.USD","BK1589","LU0052750758.USD","IE00BLSP4239.USD","01729","LU1548497426.USD","LU1037948541.HKD","BK4588","LU0130102774.USD","LU2108987350.USD","LU0444973449.USD","LU1934455863.HKD","BK1240","LU0157215616.USD","IE0002270589.USD","BK1163","BK4585","BK1521","IE0034224299.USD","SG9999001424.SGD","SG9999006597.SGD","LU1989772923.USD","01347","LU0353189763.USD","LU0081259029.USD","BK1170","LU0109392836.USD","LU1823568750.SGD","LU0208291251.USD","LU0070302665.USD","IE0008368742.USD","LU0289960550.SGD","LU0198837287.USD","LU1935042991.SGD","LU0314106906.USD","LU1037948897.HKD","LU2357305700.SGD","LU0708995583.HKD","IE0009356076.USD","IE00B031HY20.USD","BK1504","601869","BK1608","IE00B5949003.HKD","LU0307460666.USD","LU1720051108.HKD","LU0545039389.USD","ORCU","IE00B29SXG58.USD","LU0175139822.USD","LU1035773651.USD","LU2237957902.USD","LU2237957811.SGD","LU0348723411.USD","BK4516","LU0320764599.SGD","LU1935043023.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1100372949","title":"异动解读｜长飞光纤光缆盘中上涨3.71%，光通信板块企稳反弹延续修复行情","url":"https://stock-news.laohu8.com/highlight/detail?id=1100372949","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1100372949?lang=zh_cn&edition=full","pubTime":"2026-06-15 09:39","pubTimestamp":1781487593,"startTime":"0","endTime":"0","summary":"6月15日，长飞光纤光缆盘中上涨3.71%，报226.2港元，成交额4.17亿港元。消息面上，此前光通信板块因海外机构SemiAnalysis发布研报看空CPO规模化落地节奏，叠加800G光模块价格拟大幅下降等负面因素，板块连续数日深度调整。随后英伟达紧急辟谣，业内投资人亦表态CPO量产进度或早于市场预期，恐慌情绪逐步消化。叠加全球光纤供需缺口持续存在、亚马逊与康宁签署数十亿美元光纤采购协议等基本面支撑，板块企稳回暖。同业剑桥科技今日亦涨4.49%，显示光通信板块修复行情延续。（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","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":null,"symbols":["06869"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2642408008","title":"港股异动 | 光通信概念股继续走低 CPO推进节奏遭质疑 AI开支等多重利空集中发酵","url":"https://stock-news.laohu8.com/highlight/detail?id=2642408008","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2642408008?lang=zh_cn&edition=full","pubTime":"2026-06-11 10:55","pubTimestamp":1781146535,"startTime":"0","endTime":"0","summary":"消息面上，AI产业链明星分析机构SemiAnalysis最新发布的一篇报告称，800VDC与CPO落地时间都将延后。值得注意的是，近期关于AI业绩、资本开支结构及流动性的质疑集中发酵。市场预计，科技行业未来数年可能需要发行高达1.5万亿美元新债以融资AI基础设施，且部分云计算平台的自由现金流正在骤降。此外，美联储紧缩预期快速抬升，将直接挤压债务可持续性、成长股估值及AI板块高杠杆风险。","market":"hk","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/1452980.html","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":"stock_zhitongcaijing","symbols":["BK1240","06869","CHAT","06166","BK1506","01300","ARTY","BK1149","SG9999006597.SGD","LU0307460666.USD","VXUS","AGIX","AIPO","BK1523","BK4585","LU0588546209.SGD","01729","BK4588","BK1116"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1187901333","title":"异动解读｜长飞光纤光缆盘中下跌3.2%，光通信板块持续承压，机构看空CPO落地节奏","url":"https://stock-news.laohu8.com/highlight/detail?id=1187901333","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1187901333?lang=zh_cn&edition=full","pubTime":"2026-06-11 10:46","pubTimestamp":1781146011,"startTime":"0","endTime":"0","summary":"6月11日，长飞光纤光缆盘中下跌3.2%，报224.0港元，成交额10.76亿港元。光通信板块延续近期弱势调整格局。消息面上，研究机构SemiAnalysis于6月9日发布重磅研报，明确看空CPO规模化落地节奏，指出CPO大规模商业化被推迟至2028至2029年，远晚于市场此前预期。同时，800G光模块价格拟降幅超60%、英伟达推进\"铜进光退\"策略等行业负面因素持续发酵，市场对板块长期成长逻辑分歧加大。同业俊知集团跌6.38%、剑桥科技跌3.54%，板块整体承压。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","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":null,"symbols":["06869"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2642294423","title":"资金动向 | 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| 光通信概念股普跌 SemiAnalysis报告指两大关键技术延迟 隔夜美股光通信股重挫","url":"https://stock-news.laohu8.com/highlight/detail?id=2642411251","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2642411251?lang=zh_cn&edition=full","pubTime":"2026-06-10 10:29","pubTimestamp":1781058575,"startTime":"0","endTime":"0","summary":"消息面上，隔夜美股光通信概念股全线重挫，应用光电暴跌超17%，Coherent大跌超11%，Lumentum大跌超8%，康宁大跌超7%。AI产业链明星分析机构SemiAnalysis发布了一份直指AI数据中心两大核心技术路径延期的报告，报告中认为，英伟达800VDC电源架构出货将推迟至2028年，CPO规模化量产则可能延至2028年乃至2029年。\"他进一步透露，英伟达已准备好开始出货，合作伙伴Lambda已发布博客确认获得CPO交换机，下半年将加速推进CPO放量，并将从scale-out延伸至scale-up场景。","market":"fut","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/1452383.html","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":"stock_zhitongcaijing","symbols":["VXUS","06088","BK1508","LU0348766576.USD","BK1116","LU0348767384.USD","06166","SG9999001069.SGD","BK1523","01729","BK4585","BK4588","SG9999006597.SGD","BK1240","BK1170","06869","LU0588546209.SGD","BK1506","LU0307460666.USD","BK1149"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2642446411","title":"光通信板块深度调整 鸿腾精密(06088)跌10.64% 投资人指CPO量产节奏将提速","url":"https://stock-news.laohu8.com/highlight/detail?id=2642446411","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2642446411?lang=zh_cn&edition=full","pubTime":"2026-06-10 10:17","pubTimestamp":1781057852,"startTime":"0","endTime":"0","summary":"金吾财讯 | 光通信板块深度调整，舜宇光学科技 跌4.04%，均胜电子跌4.88%，剑桥科技跌6.18%，长飞光纤光缆跌6.89%，俊知集团跌7.21%，汇聚科技跌9.26%，鸿腾精密跌10.64%。据报道，“白毛股神” Serenity 发文称，CPO 量产进度或早于市场预期。富士康上调相关产品注册量预估，且已提前向英伟达交付光交换机。Serenity 认为，相较部分机构放缓判断，产业链企业口径更可信：Scale-Out CPO 自今年下半年起逐步放量，Scale-Up CPO 于 2027 年下半年启动，2028 年迎来增长高峰。","market":"other","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":"1983439","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":null,"symbols":["SG9999001069.SGD","06166","IE00B29SXG58.USD","LU0307460666.USD","BK1116","06088","01300","SG9999006597.SGD","BK1521","LU0326950275.SGD","LU1211504680.USD","BK1504","LU1831875114.USD","LU0588546209.SGD","BK1170","01729","LU0348767384.USD","BK1608","00699","06869","02382","BK1149","BK1506","LU0348766576.USD","BK1589","BK1240","BK1144","BK1523","BK1508"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1127103771","title":"异动解读 | 长飞光纤光缆盘中大跌5.32%，光通信板块调整与行业担忧成主因","url":"https://stock-news.laohu8.com/highlight/detail?id=1127103771","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1127103771?lang=zh_cn&edition=full","pubTime":"2026-06-10 09:49","pubTimestamp":1781056153,"startTime":"0","endTime":"0","summary":"长飞光纤光缆今日盘中股价大跌5.32%，引发了市场的广泛关注。消息面上，尽管有研报显示公司一季度业绩高增、毛利率创历史新高，但行业层面的负面因素主导了市场情绪。市场对光通信板块产能过剩的担忧升温，同时有消息称800G光模块价格拟大幅下降超过60%，叠加英伟达推进CPO（共封装光学）技术替代传统光模块的“铜进光退”策略，引发了市场对板块长期成长逻辑的重新评估与分歧。在此背景下，光通信板块整体延续弱势调整，同业公司股价亦普遍下跌。市场分析指出，板块经历前期上涨后，当前估值处于历史较高分位，获利盘消化压力显著，资金高位兑现意愿明显，共同导致了此次股价的盘中大幅下挫。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["06869"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1136511483","title":"异动解读｜长飞光纤光缆盘中下跌4.23%，光通信板块延续调整，极端估值消化仍在持续","url":"https://stock-news.laohu8.com/highlight/detail?id=1136511483","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1136511483?lang=zh_cn&edition=full","pubTime":"2026-06-10 09:46","pubTimestamp":1781056008,"startTime":"0","endTime":"0","summary":"6月10日，长飞光纤光缆盘中下跌4.23%，报242.6港元，成交额8.82亿港元。尽管上一交易日受美股光通信走强及指数纳入预期提振一度反弹，但行业层面产能过剩担忧升温，800G光模块价格拟降幅超60%叠加英伟达推进CPO替代传统光模块的\"铜进光退\"策略，市场对板块长期逻辑的分歧加大。当前动态市盈率仍处历史极高分位，获利盘消化压力下资金高位兑现意愿明显，光通信板块整体延续弱势，同业俊知集团跌5.9%、剑桥科技跌3.66%。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","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":null,"symbols":["06869"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2642413472","title":"港股概念追踪|光纤巨头再签亿级大单 国产光纤光缆厂商系统性出海（附概念股）","url":"https://stock-news.laohu8.com/highlight/detail?id=2642413472","media":"智通财经","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2642413472?lang=zh_cn&edition=full","pubTime":"2026-06-10 07:21","pubTimestamp":1781047290,"startTime":"0","endTime":"0","summary":"国盛证券在研报中指出，美国本土光纤产能高度集中于康宁等少数厂商，本轮行情的核心变量之一是海外需求正在成为核心驱动力，中国光纤光缆厂商开始系统性出海。南方通信持有盈科光导的51%权益，盈科光导主要从事制造及销售光纤预制棒。","market":"fut","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/1452310.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["SG9999006597.SGD","BK1506","01300","01617","BK4588","BK1523","LU0588546209.SGD","VXUS","LU0307460666.USD","01720","06869","BK4585","BK1149"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2642045472","title":"光通信板块走强 长飞光纤光缆(06869)涨9.05% 机构指CPO、硅光等远期技术正逐步进行商业化落地","url":"https://stock-news.laohu8.com/highlight/detail?id=2642045472","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2642045472?lang=zh_cn&edition=full","pubTime":"2026-06-09 14:10","pubTimestamp":1780985403,"startTime":"0","endTime":"0","summary":"金吾财讯 | 光通信板块走强，长飞光纤光缆 涨9.05%，俊知集团涨6.88%，剑桥科技涨5.87%，汇聚科技涨5.84%，华虹宏力涨3.79%，京信通信涨0.86%。该机构认为头部平台正推进传统互联架构迈向更高带宽密度的新形态，CPO、硅光等远期技术正逐步进行商业化落地，具有技术领先优势的光互连企业有望受益。","market":"hk","thumbnail":"https://static.szfiu.com/news/20241108/MGQ5MWNhYjgxMjA0ZDU3OGI4Y2EzYTk1OWIyNGM1NTg2NTUyNjEzMTk5Ng==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/MGQ5MWNhYjgxMjA0ZDU3OGI4Y2EzYTk1OWIyNGM1NTg2NTUyNjEzMTk5Ng==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1983389","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":null,"symbols":["601869","06869","LU0307460666.USD","LU0588546209.SGD","BK1506","BK1149","BK1523","SG9999006597.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2642459115","title":"港股午评|恒生指数早盘跌0.15% 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12:00","pubTimestamp":1780977613,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，港股恒生指数跌0.15%，跌36点，报24620点；恒生科技指数涨0.62%。港股早盘成交1557亿港元。腾讯控股涨超3%，据2026年6月8日消息，微信正式面向开发者提供接入微信AI生态的能力，开发者可在小程序管理后台主动授权接入。PCB概念股集体走高。万裕科技涨超27%，AI算力引爆电容需求，公司核心业务包括铝电解电容器等。集运股集体走低，集中出货接近尾声，市场关注集运运费涨价持续性。","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://www.zhitongcaijing.com/content/detail/1451831.html","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":"stock_zhitongcaijing","symbols":["LU0441854154.USD","LU0414403682.SGD","LU0823397285.USD","LU0823413660.USD","LU0823426480.USD","LU0326950275.SGD","IE00B12V2V27.USD","LU0345776255.USD","LU1224444064.USD","LU1282649810.SGD","LU1880383366.USD","LU1917777945.USD","LU0882747503.HKD","BK1202","BK1209","LU0516422440.USD","LU0192582467.USD","LU1733274473.HKD","SGXZ81514606.USD","LU2045819591.USD","LU0588546209.SGD","LU0856984785.SGD","IE00B031J352.USD","LU0173614495.USD","LU0588545904.SGD","LU2097828557.USD","LU0516423174.USD","LU2097828631.EUR","LU0871576103.HKD","SG9999007991.SGD","SGXZ90724238.SGD","LU0878004406.USD","SG9999015945.SGD","IE0003895053.USD","LU0509642566.USD","BK1526","LU0531971595.HKD","LU1642822792.SGD","LU0359201885.HKD","LU0072913022.USD","LU0821914370.USD","BK1517","SG9999011746.SGD","LU0348805143.USD","LU1323998911.USD","LU0823397103.USD","07226","LU0029875118.USD","LU0502904849.HKD","LU2237443895.HKD","LU1733274390.USD","LU1804176565.USD","LU1813983027.USD","IE00BZ08YS42.EUR","LU0561508036.HKD","LU0543330483.HKD","LU2039709279.SGD","01308","LU2152927971.USD","LU1868837722.USD","03088","SG9999004220.SGD","IE0008368742.USD","SG9999006597.SGD","LU1868837565.USD","LU0823039010.USD","LU0345769128.USD","02476","LU0188438112.USD","LU1328277881.USD","LU2125910500.SGD","09088","HK0000151867.HKD","HK0000352382.USD","LU2294711473.HKD","IE00BPRC5H50.USD","LU0049112450.USD","LU1226288097.SGD","LU2237443978.SGD","BK1586","LU0516422366.SGD","IE00B8L5B284.USD","SG9999000418.SGD","LU1048484197.HKD","LU0819123356.HKD","LU0675040207.SGD","LU0254981946.USD","BK1134","LU0211331839.USD","LU1044874839.SGD","LU1993786604.SGD","LU0163747925.USD","LU0143863198.USD","LU0164872284.USD","LU0455707207.USD","LU0972618739.USD","LU1794554557.SGD","LU1831875114.USD","LU0348814723.USD","LU0106959298.USD","LU0080751232.USD","LU0683595622.HKD","LU0164865239.USD","03037","LU0862451753.SGD","SG9999014906.USD","LU0642271901.SGD","SGXZ99366536.SGD","LU0588545490.SGD","LU0164880469.USD","LU2125910849.SGD","LU0359201612.USD","LU1960683339.HKD","LU1956131251.USD","OROVY","LU2462611646.USD","LU0264606111.USD","LU0605514214.HKD","LU2237443549.SGD","IE00B97KM107.HKD","LU1152091168.USD","LU1883866441.USD","LU2476274308.USD","LU0797268264.HKD","LU2929501877.USD","SG9999001903.USD","LU2362541273.HKD","LU0456846285.SGD","BK1575","IE00B0JY6N72.USD","LU0269904917.USD","SG9999001846.SGD","LU0862451837.USD","LU1282651121.HKD","SG9999014880.SGD","07200","IE00BYTNYN87.SGD","LU0214875030.USD","LU0737861699.HKD","00148","LU0873338254.USD","LU0577902298.EUR","LU1655091459.SGD","LU0501845795.SGD","BK1541","HK0001040143.USD","HK0001040168.HKD","LU0611395673.USD","LU2293587155.HKD","LU0463099449.HKD","LU2087589342.USD","LU0203345920.USD","LU0634319403.HKD","BK1529","LU0737861772.HKD","TCEHY","LU1064131003.USD","LU1814569148.SGD","LU1048588211.SGD","LU1718418525.SGD","LU1303224171.USD","LU0169518387.USD","LU1282648689.USD","LU0791590937.USD","IE0009570106.USD","LU0072462343.USD","03419","LU0307460666.USD","LU1366334651.USD","BK1109","LU0828238088.HKD","LU0348783662.USD","LU0577902538.SGD","IE0031814852.USD","SG9999001226.SGD","LU0348723411.USD","LU0348825331.USD","00117","LU0979878070.USD","LU0084288322.USD","LU0449509016.USD","LU1044875133.USD","LU0708995583.HKD","LU0488056044.USD","LU0370786039.SGD","LU0203347892.USD","LU1282651048.USD","BK1135","IE00B8HQ1Z84.USD","LU1044876610.USD","LU0640798160.USD","LU1515016050.SGD","HK0000320264.USD","LU1064130708.USD","BK1503","IE00BF5LJ272.USD","LU1675838814.USD","IE00B031HW06.USD","LU0348816934.USD","LU1734074674.USD","BK1516","LU3063872942.SGD","LU1810669033.SGD","LU0259732245.USD","LU0738912210.USD","LU2097828474.EUR","IE0008369823.USD","LU0096374516.USD","09698","LU0181495838.USD","SG9999018857.SGD","LU0048580855.USD","HK0000306701.USD","LU0633140560.USD","BK1585","LU0231483743.USD","LU1226287529.USD","IE00B0169L03.USD","LU0819121731.USD","LU0106259558.USD","LU0117841782.USD","LU0608807946.USD","LU0456827905.SGD","SG9999015952.SGD","LU0651947912.USD","300476","LU0516423091.SGD","LU0345775950.USD","LU0823041008.USD","SG9999015986.USD","LU0244354667.USD","LU1226287792.SGD","LU0516422952.EUR","LU1102505929.USD","IE0008368411.USD","LU0348788117.USD","LU2237443382.USD","HK0000914660.USD","LU2362540622.SGD","L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