300502 新易盛
交易中 03-20 10:42:45
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光模块双雄爆发！新易盛涨超10%创新高！华宝基金创业板人工智能ETF（159363）猛攻超3%有望突破箱体震荡
新浪基金 · 42分钟前
光模块双雄爆发！新易盛涨超10%创新高！华宝基金创业板人工智能ETF（159363）猛攻超3%有望突破箱体震荡
英伟达GTC倒计时，卖铲人先动！新易盛连甩“王炸”新品，华宝基金创业板人工智能ETF（159363）吸金！
新浪基金 · 03-15
英伟达GTC倒计时，卖铲人先动！新易盛连甩“王炸”新品，华宝基金创业板人工智能ETF（159363）吸金！
连涨12天！光模块跑出新龙头
格隆汇 · 03-14
连涨12天！光模块跑出新龙头
新易盛逆市大涨4%！英伟达GTC大会来临，算力板块有望燃爆？资金逢跌抢筹高“光”创业板人工智能ETF
新浪基金 · 03-13
新易盛逆市大涨4%！英伟达GTC大会来临，算力板块有望燃爆？资金逢跌抢筹高“光”创业板人工智能ETF
新易盛：目前公司在手订单充足，春节期间已根据订单需求安排加班，确保订单按时交付
证券之星 · 03-06
新易盛：目前公司在手订单充足，春节期间已根据订单需求安排加班，确保订单按时交付
新易盛：公司光器件主要来自于自制
证券之星 · 03-06
新易盛：公司光器件主要来自于自制
主力复盘：25.69亿爆拉新易盛 17.02亿流出紫金矿业
东方财富网 · 03-05
主力复盘：25.69亿爆拉新易盛 17.02亿流出紫金矿业
英伟达40亿美元重注两家激光组件公司，中际旭创、新易盛等CPO概念股领涨
福布斯 · 03-05
英伟达40亿美元重注两家激光组件公司，中际旭创、新易盛等CPO概念股领涨
3月4日新易盛发生1笔大宗交易 成交金额369.37万元
证券之星 · 03-04
3月4日新易盛发生1笔大宗交易 成交金额369.37万元
新易盛：目前公司在CPO技术领域已有布局
证券之星 · 03-03
新易盛：目前公司在CPO技术领域已有布局
3月2日新易盛涨5.87%，易方达创业板ETF基金重仓该股
证券之星 · 03-02
3月2日新易盛涨5.87%，易方达创业板ETF基金重仓该股
2月27日新易盛跌6.75%，易方达创业板ETF基金重仓该股
证券之星 · 02-27
2月27日新易盛跌6.75%，易方达创业板ETF基金重仓该股
新易盛：上述材料可满足1.6T产品的应用
证券之星 · 02-26
新易盛：上述材料可满足1.6T产品的应用
新易盛：目前的商业模式并没有改变
证券之星 · 02-13
新易盛：目前的商业模式并没有改变
新易盛：公司将在后续定期报告中披露股东人数情况
证券日报网 · 02-11
新易盛：公司将在后续定期报告中披露股东人数情况
2月11日新易盛跌5.46%，易方达创业板ETF基金重仓该股
证券之星 · 02-11
2月11日新易盛跌5.46%，易方达创业板ETF基金重仓该股
主力复盘：14.99亿抢筹北方稀土 30.50亿出逃新易盛
东方财富网 · 02-11
主力复盘：14.99亿抢筹北方稀土 30.50亿出逃新易盛
光模块和CPO，吵翻了天
估值之家 · 02-11
光模块和CPO，吵翻了天
TrendForce：预计2026年全球800G以上光收发模块出货占比将突破60%
智通财经 · 02-10
TrendForce：预计2026年全球800G以上光收发模块出货占比将突破60%
新易盛成交额达100亿元
每日经济新闻 · 02-10
新易盛成交额达100亿元
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公司概况
公司名称：
成都新易盛通信技术股份有限公司
所属行业：
计算机、通信和其他电子设备制造业
上市日期：
2016-03-03
主营业务：
成都新易盛通信技术股份有限公司的主营业务是高性能光模块的研发、生产和销售。公司的主要产品是点对点光模块、PON光模块、组件。
发行价格：
21.47
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cpo是否已经通过英伟达的认证呢？26年产能何时放量呢？公司光模块组件是全部外采吗？公司是否有自己的光器件生产呢？新易盛回复：您好，感谢您对公司的关注。目前公司产能正处于持续释放过程中，具体的客户信息属于公司商业秘密不便披露，敬请谅解。公司光器件主要来自于自制，谢谢。以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。","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":"https://stock.stockstar.com/RB2026030600015567.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":"stockstar","symbols":["LU2778985437.USD","BK0148","LU2399975544.HKD","LU2476274308.USD","LU1961090484.USD","SGXZ81163826.USD","BK0132","LU1794554557.SGD","300502","LU1997244956.HKD","LU1997245177.USD","LU1720050803.USD","LU2476274720.SGD","LU2289578879.USD","SGXZ49509284.SGD","LU1997245094.SGD","BK0167","LU2495084118.USD","BK0214"],"gpt_icon":0},{"id":"2617545999","title":"主力复盘：25.69亿爆拉新易盛 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15:30","pubTimestamp":1772695839,"startTime":"0","endTime":"0","summary":"3月5日，沪指涨0.64%，深成指涨1.23%，创业板指涨1.66%。两市成交额2.39万亿，较上个交易日放量243亿。数据显示，今日大盘主力资金净流入56.54亿。光学光电子、电网设备、通信设备等板块主力资金流入排名居前，其中光学光电子净流入57.54亿元。主力净买入个股中，新易盛排名第一，主力净买入25.69亿元；岩山科技排名第二，主力净买入24.77亿元。","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://stock.eastmoney.com/news/11782,202603053663115354.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":"east_money_stock","symbols":["LU0588546209.SGD","LU0979878070.USD","LU1720050803.USD","LU0572944931.SGD","HK0000252152.HKD","BK0077","LU0469268626.HKD","LU1188198961.HKD","LU1719994722.HKD","BK1594","LU0328353924.USD","LU0348827113.USD","LU0049853897.USD","LU0348825331.USD","LU1064131003.USD","LU0173614495.USD","LU0164880469.USD","BK1544","BK0015","LU0456854461.SGD","02899","LU2476274720.SGD","LU0540923850.HKD","BK1505","LU2580892789.USD","LU0463099449.HKD","HK0000320264.USD","LU1813983027.USD","LU1961090484.USD","LU0417516902.SGD","LU0828237940.HKD","IE0032431581.USD","BK0242","LU0561508036.HKD","LU1808992512.USD","LU0620787316.HKD","LU0307460666.USD","LU2399975544.HKD","LU1481107354.HKD","300502","LU1997245177.USD","601899","LU0828237510.HKD","LU2476274308.USD","SGXZ81163826.USD","LU0531971595.HKD","LU0266512473.USD","HK0000252160.HKD","LU2097828805.USD"],"gpt_icon":1},{"id":"2617683590","title":"英伟达40亿美元重注两家激光组件公司，中际旭创、新易盛等CPO概念股领涨","url":"https://stock-news.laohu8.com/highlight/detail?id=2617683590","media":"福布斯","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2617683590?lang=zh_cn&edition=full","pubTime":"2026-03-05 13:27","pubTimestamp":1772688474,"startTime":"0","endTime":"0","summary":"3月5日，A股CPO板块表现活跃，截至午间休市，新易盛涨11.8%，中际旭创涨幅为6.4%。当地时间3月2日，英伟达宣布与光通信企业Coherent和Lumentum签署多年战略合作协议。市场普遍将英伟达的动作解读为供应链保护的信号。对于中际旭创、新易盛等中游光模块厂商而言，此次投资意味着需求确定性的增强。随着英伟达对上游核心器件的锁定，整个CPO产业链的商用化进程正在提速。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260305133030a6a52b11&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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成交金额369.37万元","url":"https://stock-news.laohu8.com/highlight/detail?id=2616533810","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2616533810?lang=zh_cn&edition=full","pubTime":"2026-03-04 17:08","pubTimestamp":1772615282,"startTime":"0","endTime":"0","summary":"证券之星消息，3月4日新易盛发生大宗交易，交易数据如下：大宗交易成交价格369.37元，成交1万股，成交金额369.37万元，买方营业部为机构专用，卖方营业部为机构专用。近三个月该股共发生16笔大宗交易，合计成交3382.0手，折价成交2笔，溢价成交1笔。截至2026年3月4日收盘，新易盛报收于369.37元，下跌3.36%，换手率3.68%，成交量32.61万手，成交额121.84亿元。","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":"https://stock.stockstar.com/RB2026030400029555.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":"stockstar","symbols":["LU1961090484.USD","LU1997244956.HKD","LU1997245094.SGD","300502","LU1794554557.SGD","SGXZ49509284.SGD","LU1720050803.USD","LU2476274308.USD","BK0132","LU2399975544.HKD","BK0148","LU2778985437.USD","LU2476274720.SGD","BK0214","BK0167","SGXZ81163826.USD","LU1997245177.USD","LU2289578879.USD","LU2495084118.USD"],"gpt_icon":0},{"id":"2616392536","title":"新易盛：目前公司在CPO技术领域已有布局","url":"https://stock-news.laohu8.com/highlight/detail?id=2616392536","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2616392536?lang=zh_cn&edition=full","pubTime":"2026-03-03 11:45","pubTimestamp":1772509529,"startTime":"0","endTime":"0","summary":"证券之星消息，新易盛(300502)03月02日在投资者关系平台上答复投资者关心的问题。投资者提问：您好董秘。近期市场对于贵司业务重心主要在可插拔光模块，未参与CPO业务有担忧。请问您，贵司在CPO方面有无布局？未来是否有出货计划？谢谢新易盛回复：您好，感谢您对公司的关注。目前公司在CPO技术领域已有布局。谢谢。以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。","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":"https://stock.stockstar.com/RB2026030300017591.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":"stockstar","symbols":["BK0214","LU2778985437.USD","BK0132","BK0167","SGXZ81163826.USD","LU2399975544.HKD","LU2289578879.USD","LU2476274720.SGD","LU1997245094.SGD","SGXZ49509284.SGD","LU1997244956.HKD","LU1794554557.SGD","300502","BK0148","LU1720050803.USD","LU1997245177.USD","LU1961090484.USD","LU2476274308.USD","LU2495084118.USD"],"gpt_icon":0},{"id":"2616381419","title":"3月2日新易盛涨5.87%，易方达创业板ETF基金重仓该股","url":"https://stock-news.laohu8.com/highlight/detail?id=2616381419","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2616381419?lang=zh_cn&edition=full","pubTime":"2026-03-02 16:38","pubTimestamp":1772440733,"startTime":"0","endTime":"0","summary":"证券之星消息，3月2日新易盛涨5.87%，收盘报381.0元，换手率6.24%，成交量55.21万手，成交额204.91亿元。根据2025基金年报公募基金重仓股数据，重仓该股的公募基金共1338家，其中持有数量最多的公募基金为易方达基金的易方达创业板ETF。易方达创业板ETF目前规模为4.46亿元，最新净值3.3006，较上一交易日下跌1.03%，近一年上涨49.11%。","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":"https://stock.stockstar.com/RB2026030200022901.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0167","SGXZ49509284.SGD","BK0132","159958","LU1720050803.USD","LU2476274720.SGD","LU2495084118.USD","LU1997245094.SGD","LU1961090484.USD","BK0148","LU2289578879.USD","BK0214","LU1997244956.HKD","LU2399975544.HKD","300502","LU1997245177.USD","LU1794554557.SGD","LU2476274308.USD","SGXZ81163826.USD","LU2778985437.USD"],"gpt_icon":0},{"id":"2614880937","title":"2月27日新易盛跌6.75%，易方达创业板ETF基金重仓该股","url":"https://stock-news.laohu8.com/highlight/detail?id=2614880937","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2614880937?lang=zh_cn&edition=full","pubTime":"2026-02-27 16:28","pubTimestamp":1772180912,"startTime":"0","endTime":"0","summary":"证券之星消息，2月27日新易盛跌6.75%，收盘报359.86元，换手率5.75%，成交量50.91万手，成交额184.87亿元。根据2025基金年报公募基金重仓股数据，重仓该股的公募基金共1338家，其中持有数量最多的公募基金为易方达基金的易方达创业板ETF。易方达创业板ETF目前规模为4.46亿元，最新净值3.3351，较上一交易日下跌0.29%，近一年上涨49.89%。","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":"https://stock.stockstar.com/RB2026022700026403.shtml","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":"stockstar","symbols":["LU2495084118.USD","BK0148","LU1997245177.USD","159958","300502","LU1961090484.USD","LU1720050803.USD","LU2289578879.USD","LU2476274720.SGD","LU2476274308.USD","BK0132","LU1997244956.HKD","LU2778985437.USD","BK0167","SGXZ81163826.USD","LU1997245094.SGD","LU2399975544.HKD","BK0214","LU1794554557.SGD","SGXZ49509284.SGD"],"gpt_icon":0},{"id":"2614006546","title":"新易盛：上述材料可满足1.6T产品的应用","url":"https://stock-news.laohu8.com/highlight/detail?id=2614006546","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2614006546?lang=zh_cn&edition=full","pubTime":"2026-02-26 08:36","pubTimestamp":1772066176,"startTime":"0","endTime":"0","summary":"证券之星消息，新易盛(300502)02月25日在投资者关系平台上答复投资者关心的问题。投资者提问：董秘，您好！请问公司的1.6T光模块未来是否有可能考虑使用玻璃基板作为中介层，送样玻璃基板审核是否通过公司验证？新易盛回复：您好，感谢您对公司的关注。上述材料可满足1.6T产品的应用，公司会根据不同客户需求确认方案，谢谢。以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。","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":"https://stock.stockstar.com/RB2026022600004490.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":"stockstar","symbols":["LU2289578879.USD","LU1720050803.USD","SGXZ81163826.USD","LU1794554557.SGD","LU2495084118.USD","BK0132","LU2399975544.HKD","BK0167","BK0214","300502","LU2476274308.USD","LU1961090484.USD","LU2778985437.USD","SGXZ49509284.SGD","LU1997244956.HKD","LU1997245094.SGD","BK0148","LU2476274720.SGD","LU1997245177.USD"],"gpt_icon":0},{"id":"2611868351","title":"新易盛：目前的商业模式并没有改变","url":"https://stock-news.laohu8.com/highlight/detail?id=2611868351","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2611868351?lang=zh_cn&edition=full","pubTime":"2026-02-13 11:34","pubTimestamp":1770953680,"startTime":"0","endTime":"0","summary":"证券之星消息，新易盛(300502)02月12日在投资者关系平台上答复投资者关心的问题。投资者提问：近日台湾有新闻说CSP绕过公司，通过下单给Lumentum上游，再经Lumentum指定模组/组装厂的方式，跳过中间层下单，此说法是否属实？新易盛回复：您好，感谢您对公司的关注。CSP光模块产品有高度定制化特点，且光模块厂商进入CSP客户供应体系需经历严苛的认证与准入流程。若要成为核心供应商，通常需历经较长的认证周期，覆盖多个核心环节。目前的商业模式并没有改变。以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。","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":"https://stock.stockstar.com/RB2026021300014857.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":"stockstar","symbols":["LU2289578879.USD","BK0148","LU2495084118.USD","LU1997245177.USD","LU1794554557.SGD","LU1720050803.USD","LU1997244956.HKD","LU2476274308.USD","300502","BK0167","BK0132","SGXZ81163826.USD","SGXZ49509284.SGD","LU2476274720.SGD","LU2778985437.USD","LU1961090484.USD","LU2399975544.HKD","BK0214","LU1997245094.SGD"],"gpt_icon":0},{"id":"2610933435","title":"新易盛：公司将在后续定期报告中披露股东人数情况","url":"https://stock-news.laohu8.com/highlight/detail?id=2610933435","media":"证券日报网","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2610933435?lang=zh_cn&edition=full","pubTime":"2026-02-11 17:38","pubTimestamp":1770802680,"startTime":"0","endTime":"0","summary":"证券日报网讯2月11日，新易盛在互动平台回答投资者提问时表示，公司将在后续定期报告中披露股东人数情况，敬请关注。\n\n\n海量资讯、精准解读，尽在新浪财经APP","market":"other","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/stock/relnews/cn/2026-02-11/doc-inhmmvzi4686071.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, 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16:34","pubTimestamp":1770798862,"startTime":"0","endTime":"0","summary":"证券之星消息，2月11日新易盛跌5.46%，收盘报371.66元，换手率5.0%，成交量44.28万手，成交额166.51亿元。根据2025基金年报公募基金重仓股数据，重仓该股的公募基金共1338家，其中持有数量最多的公募基金为易方达基金的易方达创业板ETF。易方达创业板ETF目前规模为4.46亿元，最新净值3.3089，较上一交易日下跌0.35%，近一年上涨54.42%。","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":"https://stock.stockstar.com/RB2026021100025762.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["LU2778985437.USD","SGXZ81163826.USD","LU2399975544.HKD","LU1997245177.USD","LU1997245094.SGD","LU2476274308.USD","LU1720050803.USD","LU2289578879.USD","SGXZ49509284.SGD","BK0167","BK0148","LU1794554557.SGD","LU1961090484.USD","LU1997244956.HKD","BK0132","159958","LU2476274720.SGD","BK0214","LU2495084118.USD","300502"],"gpt_icon":0},{"id":"2610387949","title":"主力复盘：14.99亿抢筹北方稀土 30.50亿出逃新易盛","url":"https://stock-news.laohu8.com/highlight/detail?id=2610387949","media":"东方财富网","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2610387949?lang=zh_cn&edition=full","pubTime":"2026-02-11 15:31","pubTimestamp":1770795067,"startTime":"0","endTime":"0","summary":"2月11日，沪指涨0.09%，深成指跌0.35%，创业板指跌1.08%。两市成交额1.98万亿，较上个交易日缩量1213亿。数据显示，今日大盘主力资金净流出528.08亿。小金属、玻璃玻纤、能源金属等板块主力资金流入排名居前，其中小金属净流入41.87亿元。主力净买入个股中，北方稀土排名第一，主力净买入14.99亿元；格林美排名第二，主力净买入14.26亿元。","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://stock.eastmoney.com/news/11782,202602113647838334.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":"east_money_stock","symbols":["LU1997244956.HKD","BK0084","LU2399975544.HKD","LU2495084118.USD","300502","BK0028","BK0148","LU1961090484.USD","BK0132","LU1720050803.USD","BK0188","LU1997245094.SGD","BK0233","LU2289578879.USD","BK0183","BK0214","BK0167","600111","SGXZ49509284.SGD","LU2778985437.USD","BK0196","LU1794554557.SGD","SGXZ81163826.USD","LU2476274308.USD","LU1997245177.USD","BK0182","LU2476274720.SGD"],"gpt_icon":0},{"id":"2610360101","title":"光模块和CPO，吵翻了天","url":"https://stock-news.laohu8.com/highlight/detail?id=2610360101","media":"估值之家","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2610360101?lang=zh_cn&edition=full","pubTime":"2026-02-11 10:52","pubTimestamp":1770778320,"startTime":"0","endTime":"0","summary":"随着2月初北美AI产业链著名分析师“AYZ”发布一系列关于CPO的增量信息，以及近期Fabrinet、Lumentum、Coherent等公司陆续公布财报及Earings Call，2026年以来关于光模块和CPO的争论，可谓“吵翻了天”，丝毫不逊于当年Blackwell B200机架首次推出后，关于“光退铜进”和“光进铜退”的争论热度。而在Vera Rubin Ultra机架中，英伟达将强制规定每个机架将额外配备12个CPO 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