601869 长飞光纤
已收盘 10-14 15:00:00
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长飞光纤（601869）10月13日主力资金净卖出7613.20万元
证券之星 · 08:22
长飞光纤（601869）10月13日主力资金净卖出7613.20万元
港股开盘｜恒生指数跌0.41% 光通信股走低
第一财经 · 10-13 09:26
港股开盘｜恒生指数跌0.41% 光通信股走低
资金动向 | 北水净买入港股26.03亿港元，加仓小米、友邦保险
格隆汇 · 10-12 19:33
资金动向 | 北水净买入港股26.03亿港元，加仓小米、友邦保险
大行评级丨星展：升长飞光纤电缆评级至“买入”，上调盈利预测
格隆汇 · 10-10
大行评级丨星展：升长飞光纤电缆评级至“买入”，上调盈利预测
资金动向 | 北水大肆加仓友邦保险，抛售小米、长飞光纤光缆
格隆汇 · 10-09
资金动向 | 北水大肆加仓友邦保险，抛售小米、长飞光纤光缆
从光芯片到覆铜板 A股AI硬件板块因何轮番走低？
东方财富网 · 10-09
从光芯片到覆铜板 A股AI硬件板块因何轮番走低？
光通信板块继续走强 京信通信（02342）涨15.05%、剑桥科技（06166）涨8.60%
金吾财讯 · 10-05
光通信板块继续走强 京信通信（02342）涨15.05%、剑桥科技（06166）涨8.60%
星展：升长飞光纤电缆(06869)评级至“买入“目标价259港元
智通财经 · 10-02
星展：升长飞光纤电缆(06869)评级至“买入“目标价259港元
长飞光纤：9月24日召开业绩说明会，投资者参与
证券之星 · 09-30
长飞光纤：9月24日召开业绩说明会，投资者参与
北水动向|北水成交净买入0.15亿 北水加仓友邦保险(01299)超8亿港元 抛售阿里(09988)超5亿
智通财经 · 09-29
北水动向|北水成交净买入0.15亿 北水加仓友邦保险(01299)超8亿港元 抛售阿里(09988)超5亿
光通信板块走强 长飞光纤（06869）涨超3% 机构上调光模块需求预期
金吾财讯 · 09-29
光通信板块走强 长飞光纤（06869）涨超3% 机构上调光模块需求预期
长飞光纤（601869）9月28日主力资金净卖出9.40亿元
证券之星 · 09-29
长飞光纤（601869）9月28日主力资金净卖出9.40亿元
长飞光纤港股重挫16%，瑞银首次覆盖给予买入：产能过剩担忧被高估，高端光纤供需紧张将延续至2027-28年
华尔街见闻 · 09-28
长飞光纤港股重挫16%，瑞银首次覆盖给予买入：产能过剩担忧被高估，高端光纤供需紧张将延续至2027-28年
长飞光纤（601869）9月24日主力资金净卖出6.21亿元
证券之星 · 09-25
长飞光纤（601869）9月24日主力资金净卖出6.21亿元
长飞光纤：公司将于9月24日召开2026年半年度业绩说明会
证券日报网 · 09-18
长飞光纤：公司将于9月24日召开2026年半年度业绩说明会
长飞光纤在武汉成立石英材料公司，含电子专用材料制造业务
同花顺 · 09-18
长飞光纤在武汉成立石英材料公司，含电子专用材料制造业务
港股异动 | 光通信概念股多数走高，特朗普联合黄仁勋驳斥AI末日论，机构指行业高景气度确定性抬升
智通财经 · 09-16
港股异动 | 光通信概念股多数走高，特朗普联合黄仁勋驳斥AI末日论，机构指行业高景气度确定性抬升
光通信板块走高 海光芯正（01191）涨6.84%、剑桥科技（06166）涨7.31%
金吾财讯 · 09-16
光通信板块走高 海光芯正（01191）涨6.84%、剑桥科技（06166）涨7.31%
资金动向｜北水减持腾讯10亿港元，连续3日加仓智谱！
格隆汇 · 09-15
资金动向｜北水减持腾讯10亿港元，连续3日加仓智谱！
资金动向｜北水抢筹智谱超12亿港元，连续10日抛售中芯国际
格隆汇 · 09-14
资金动向｜北水抢筹智谱超12亿港元，连续10日抛售中芯国际
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公司概况
公司名称：
长飞光纤光缆股份有限公司
所属行业：
计算机、通信和其他电子设备制造业
上市日期：
2018-07-20
主营业务：
长飞光纤光缆股份有限公司的主营业务是研究、开发、生产和销售光纤预制棒、光纤、光缆及相关产品。公司的主要产品是光纤预制棒、光纤、光缆及漏泄电缆、射频电缆、光器件、光模块、有源光缆、无源预端接跳线、数通高速铜缆。公司于2005年首次获得国家科技进步二等奖；随着技术积累和不断创新，2017年至2026年的十年间，公司三度荣膺国家科技进步二等奖，成为光纤行业唯一四次问鼎国家科技进步奖的企业。
发行价格：
26.71
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A股AI硬件板块因何轮番走低？】科技股经过一个季度筹码整理后，10月伊始却连续破位下跌。从光芯片到覆铜板、PCB、存储，近两个交易日里被抛售的标的，高度重合于公募基金二季报显示的季度加仓名单，当重仓的方向接连成为抛压来源，市场内关于“抱团是否松动”的讨论也越来越热。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"east_money_stock","url":"http://stock.eastmoney.com/news/1405,202610093891318544.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://stock.eastmoney.com/news/1405,202610093891318544.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":["BK0197","LU0823426308.USD","LU1580142542.USD","LU2097828474.EUR","LU0456827905.SGD","LU2008162690.USD","LU1934453819.USD","300502","BK0188","LU0307460666.USD","SGXZ81163826.USD","LU0348735423.USD","BK0102","LU2097828714.EUR","LU0164939612.USD","LU1328615791.USD","SG9999006597.SGD","LU1820825898.SGD","LU0231483743.USD","LU0417516738.SGD","BK0186","BK0028","SG9999001093.SGD","LU0359201885.HKD","BK0132","LU1655091616.SGD","06869","LU1206782309.USD","LU1064131003.USD","LU2931357623.SGD","LU0708995583.HKD","03986","IE00BYTNYN87.SGD","LU0417516902.SGD","03308","002371","300308","SGXZ49509284.SGD","LU0274383776.USD","SG9999003461.SGD","LU2213484517.USD","LU0274383008.USD","LU0620787316.HKD","LU2476274720.SGD","LU0823426480.USD","LU1719994722.HKD","LU0132412106.USD","LU2506952253.HKD","688020","LU2097828805.USD","LU0561508036.HKD","BK0251","LU2148510915.USD","LU2580892862.HKD","LU0210526637.USD","LU0359202008.SGD","688825","LU0823413587.USD","LU1255011170.USD","LU1997245177.USD","LU2289578879.USD","HK0000320223.HKD","LU0327786744.USD","603186","LU2177674079.SGD","LU0320764599.SGD","LU1969619763.USD","LU2089985449.USD","LU0348825331.USD","LU0871576103.HKD","LU0823413660.USD","LU0823437842.USD","601869","LU1023057109.AUD","LU1328277881.USD","LU2778985437.USD","LU1064130708.USD","LU1997245094.SGD","002916","LU1997244956.HKD","LU1146622755.USD","LU1251922891.USD","BK0167","BK0070","HK0000320264.USD","LU0540923850.HKD","LU1720050803.USD","LU2495084118.USD","LU1039395188.USD","603986","LU0634319403.HKD","LU2097828631.EUR","LU2476274308.USD","LU1813983027.USD","BK0077","LU0164865239.USD","LU0039217434.USD","IE00BYQNZ168.SGD","LU2580892789.USD","LU1770034418.SGD","LU1808992512.USD","LU0531971595.HKD","LU2294711473.HKD","BK0148","LU0588546209.SGD","LU0082770016.SGD","SG9999011746.SGD","LU0469268626.HKD","LU0359201612.USD","LU2097828557.USD","LU0051755006.USD","LU0572944931.SGD","LU0082770016.USD","LU0314109678.HKD","BK0125","LU2328871848.SGD","IE00B12V2V27.USD","LU0211977185.USD","LU1781817850.SGD","LU1979443071.USD","IE0034224299.USD","LU1303224171.USD","LU0593848301.USD","LU0052750758.USD","LU0348827113.USD","IE0032431581.USD","LU1961090484.USD","BK0214","HK0000306685.HKD","LU1794554557.SGD","LU2399975544.HKD","LU2039709279.SGD","HK0000306701.USD","002636"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2673199777","title":"光通信板块继续走强 京信通信（02342）涨15.05%、剑桥科技（06166）涨8.60%","url":"https://stock-news.laohu8.com/highlight/detail?id=2673199777","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2673199777?lang=zh_cn&edition=full","pubTime":"2026-10-05 13:40","pubTimestamp":1791178833,"startTime":"0","endTime":"0","summary":"金吾财讯 | 光通信板块继续走强，截至发稿，京信通信 涨15.05%，剑桥科技涨8.60%，俊知集团涨8.38%，海光芯正涨5.77%，中际旭创涨3.45%，华虹宏力涨3.13%，长飞光纤光缆涨2.34%，汇聚科技涨1.52%，蓝思科技涨1.40%。按照大摩测算，3.2T光模块预计2028年起放量，大范围普及接近2029年。2025年下半年以来，在供给受限及技术迭代等因素的驱动下，光模块龙头企业纷纷加紧产能扩张，旺盛的固定资产投资对于光模块设备需求提供了有力保障。","market":"sg","thumbnail":"https://static.szfiu.com/news/20250110/NmI5OTlmYjAxY2FmOGFlNWZkYjg2NDM0MTE4MzUwMDcw.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250110/NmI5OTlmYjAxY2FmOGFlNWZkYjg2NDM0MTE4MzUwMDcw.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1993060","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":["603083","LU0314109678.HKD","LU1251922891.USD","TCHI","BK1529","BK1116","LU0708995583.HKD","06613","300308","BK1607","01729","BK1614","LU2279858448.HKD","LU1206782309.USD","LU2039709279.SGD","01300","601869","BK1147","BK1537","LU1719994722.HKD","01191","BK1249","BK1240","LU1303224171.USD","688347","BK1523","LU1813983027.USD","LU1171460220.USD","BK1149","BK1533","LU1770034418.SGD","SG9999006597.SGD","LU1655091616.SGD","BK1506","LU1328277881.USD","LU0588546209.SGD","BK1122","LU0320764599.SGD","300433","BK1589","BK1170","06166","03308","LU1255011170.USD","IE0034224299.USD","BK1163","02342","LU0307460666.USD","06869","01347","LU0052750758.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2672792676","title":"星展：升长飞光纤电缆(06869)评级至“买入“目标价259港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2672792676","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2672792676?lang=zh_cn&edition=full","pubTime":"2026-10-02 14:15","pubTimestamp":1790921729,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，星展发布研报称，将长飞光纤电缆(06869)评级由\"估值已充分(Fully Valued)\"上调至\"买入\"，目标价259港元，按2027财年预测市盈率20倍，较历史平均高一个标准差，反映盈利能见度改善、人工智能数据中心需求敞口上升及国内电信商价格重置。该行预测公司2026至2028财年光缆出货量分别增长34%、19%及9%，集团毛利率于2026财年扩张至48%;收入分别增长63%、44%及20%，并上调盈利预测至分别60.68亿元、93.13亿元及111.99亿元人民币。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1503272.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":["601869","EWH","06869"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2671484206","title":"长飞光纤：9月24日召开业绩说明会，投资者参与","url":"https://stock-news.laohu8.com/highlight/detail?id=2671484206","media":"证券之星","labels":["conferences"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2671484206?lang=zh_cn&edition=full","pubTime":"2026-09-30 19:09","pubTimestamp":1790766543,"startTime":"0","endTime":"0","summary":"证券之星消息，2026年9月30日长飞光纤发布公告称公司于2026年9月24日召开业绩说明会。传统电信网络、数据中心预计分别贡献多大增长动力？当前，国内外算力数据中心资本开支仍保持较大强度，光纤需求持续上升，行业处于上行周期。按照独立调研机构英国商品研究所发布的预测，全球 2030 年光纤需求总量将达 8.6 亿芯公里。其中，2025 年至 2030 年，全球数据中心光纤需求量年均增速将达 20.74%；而 2025 年至 2030 年全球电信市场光纤需求年均增速约为 2.47%。","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/RB2026093000032060.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"conferences","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["601869","BK0214"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2671218193","title":"北水动向|北水成交净买入0.15亿 北水加仓友邦保险(01299)超8亿港元 抛售阿里(09988)超5亿","url":"https://stock-news.laohu8.com/highlight/detail?id=2671218193","media":"智通财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2671218193?lang=zh_cn&edition=full","pubTime":"2026-09-29 17:48","pubTimestamp":1790675327,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，9月29日港股市场，北水成交净买入0.15亿港元。北水净买入最多的个股是友邦保险、小米-W、智谱。港股通(沪)活跃成交股港股通(深)活跃成交股友邦保险获净买入8.09亿港元。该行维持友邦“买入”评级及目标价114港元，认为泰国业务被投资者低估。药明生物获净买入4582万港元。此外，智谱获净买入1.62亿港元，而腾讯、中芯国际分别遭净卖出2666万、5.68亿港元。","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/1502132.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["GAMR","IE00BKZH1Z71.USD","MIUmain","LU0819121731.USD","IE0003851619.USD","LU2778985437.USD","SG9999001226.SGD","LU1675838814.USD","LU0516423091.SGD","LU0651947912.USD","LU2476274308.USD","LU1224709979.USD","LU1439103000.SGD","LU0972618739.USD","LU0456842615.SGD","HK0000286598.CNH","LU0540923850.HKD","LU0054450605.USD","LU0431992006.USD","LU0823038988.USD","09088","LU0640798160.USD","LU1725190679.HKD","LU2087589342.USD","LU2097828805.USD","LU1400636574.HKD","LU2097829019.USD","LU0130103400.USD","LU1171460220.USD","LU0049853897.USD","03417","LU0541502299.USD","SG9999015986.USD","BK1607","LU0039217434.USD","LU1504937902.USD","IE0032834883.USD","LU2279701549.SGD","LU0878005551.USD","LU0831093199.SGD","IE00B5TLWC47.USD","LU3063872942.SGD","BK1609","LU0608807433.USD","LU1048588211.SGD","LU0067412154.USD","IE0008368742.USD","LU0762542818.HKD","LU0823426480.USD","688981","LU1226287875.USD","HK0000165453.HKD","IE00B543WZ88.USD","HK0000288784.HKD","IE00BQXX3C00.GBP","LU2089283258.USD","BK1618","LU0648948544.HKD","LU1102505762.USD","LU0175139822.USD","SG9999002562.SGD","LU0048597586.USD","LU2929501877.USD","LU2125910500.SGD","LU1813983027.USD","LU0651946864.USD","LU1044876610.USD","LU0633140727.USD","BIDD","LU2317271919.USD","00700","EMCS","LU0149721374.USD","LU1226288253.USD","LU2187417386.USD","LU0605514214.HKD","LU1242518931.SGD","LU1734074674.USD","03423","LU0289961442.SGD","SGXZ90724238.SGD","SGXZ31699556.SGD","LU1328277881.USD","LU0737861699.HKD","BABA","LU0289739343.SGD","LU0828237940.HKD","LU1883866441.USD","LU1282651048.USD","LU1623119135.USD","SG9999001846.SGD","BK1575","LU1993786604.SGD","LU0348783233.USD","LU0348827113.USD","07552","LU0797268264.HKD","LU1044874839.SGD","LU1282649810.SGD","LU0577902298.EUR","LU0828237510.HKD","LU0456846285.SGD","LU1064131003.USD","LU0531971595.HKD","LU0169518387.USD","LU0577902538.SGD","LU0708995153.HKD","LU0823426308.USD","LU1202635105.USD","LU1691799644.USD","IE00B031J352.USD","IE00B8HQ1Z84.USD","SG9999001051.SGD","LU0048575426.USD","LU1206782309.USD","LU0320764599.SGD","LU1821325948.USD","LU2237443382.USD","SG9999002463.SGD","BK1249","LU0823040885.USD","LU0588545904.SGD","LU0011963245.USD","LU2357305700.SGD","LU0287142896.SGD","LU0229945570.USD","89988","LU0164865239.USD","LU0251143458.SGD","LU0791591158.USD","SGXZ99366536.SGD","HK0000914686.HKD","HK0000107257.USD","LU1196710864.SGD","LU0630378692.HKD","SG9999015978.USD","LU0345775950.USD","LU1880383440.USD","HK0001040143.USD","LU2362540622.SGD","BK1614","LU0738912210.USD","LU0070217475.USD","BK1526","LU1303224171.USD","SGXZ86797644.SGD","IE00BMPRXN33.USD","JADE","LU1064130708.USD","LU0205439572.USD","LU2008162690.USD","BK1608","LU1023057109.AUD","LU2362541513.USD","LU0348784397.USD","BK1531","LU1008478684.HKD","HTCD.SI","LU0264606111.USD","LU1655091459.SGD","LU0266013472.USD","JEMA","LU1282651121.HKD","BK1502","LU0784639295.USD","LU0819123356.HKD","LU2498475776.HKD","LU0449509016.USD","LU0261950983.USD","LU0955669360.SGD","LU1769817179.HKD","LU0329678170.USD","LU0634319403.HKD","LU0831103253.SGD","LU2148510915.USD","LU0043850808.USD","LU2089284900.SGD","LU0314109678.HKD","LU0164872284.USD","LU1770034418.SGD","LU1211504680.USD","LU0642271901.SGD","TCHmain","LU0251144936.SGD","LU1515016050.SGD","LU0054237671.USD","LU0210526637.USD","LU2247934214.USD","BK1142","LU0650527681.SGD","LU0955623706.USD","SG9999014914.USD","IE0003895053.USD","LU0261950470.USD","LU0823397285.USD","LU0762540952.USD","IE00BZ08YR35.GBP","LU0348805143.USD","SG9999014005.SGD","SOCL","IE0032431581.USD","LU0084288322.USD","LU0469268626.HKD","BK1521","IE00B0169N27.USD","07226","LU1868837565.USD","03088","LU1733274390.USD","LU0293314216.USD","09067","LU1718418525.SGD","LU2462611646.USD","LU0823413660.USD","LU0057025933.USD","EPP","AAGIY","LU0210533765.USD","LU0327786744.USD","LU1115378108.SGD","LU2153591404.USD","LU0274383008.USD","LU0096374516.USD","LU0985320562.USD","LU2028103732.USD","LU1102505929.USD","LU0516423174.USD","BK1610","TCHI","LU0762541174.USD","SGXZ51526630.SGD","HBBD.SI","LU0254981946.USD","IE0008369823.USD","LU0348814723.USD","LU1880383366.USD","GB00BDT5M118.USD","SG9999014906.USD","IE0008368411.USD","HK0000352291.HKD","LU0630378429.USD","LU1804176565.USD","BK1576","03067","EMC","SG9999015945.SGD","LU244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长飞光纤（06869）涨超3% 机构上调光模块需求预期","url":"https://stock-news.laohu8.com/highlight/detail?id=2671262510","media":"金吾财讯","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2671262510?lang=zh_cn&edition=full","pubTime":"2026-09-29 10:21","pubTimestamp":1790648499,"startTime":"0","endTime":"0","summary":"金吾财讯 | 光通信板块走强，截至发稿，长飞光纤光缆（06869）涨3.86%，中际旭创（03308）涨2.63%，曦智科技-P（01879）涨1.79%，剑桥科技（06166）涨1.08%，华虹宏力（01347）涨0.85%。消息面上，高盛上调2027-2028年海外云厂商光模块需求预期，供应链产能紧张或将成为明年出货瓶颈；算力扩容拉动高速光模块、光纤光缆需求。此外瑞银表示首次覆盖光纤光缆赛道，市场对行业产能过剩、盈利见顶的担忧存在高估；上调长飞光纤光缆2026-2028年净利润预测，高端光纤供需紧张延续至2027-2028年，长飞光纤等龙头盈利有望大幅修复，当前估值具备安全边际。","market":"fut","thumbnail":"https://static.szfiu.com/news/20250110/OTZhY2RjY2M0NGRhYmE3MDgxYTI5ZDA4OTNlODY4MjM3MDk5ODc3.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250110/OTZhY2RjY2M0NGRhYmE3MDgxYTI5ZDA4OTNlODY4MjM3MDk5ODc3.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1992698","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["06869","BK1149","SG9999006597.SGD","BK1523","BK1506","LU0588546209.SGD","LU0307460666.USD","601869"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2671426988","title":"长飞光纤（601869）9月28日主力资金净卖出9.40亿元","url":"https://stock-news.laohu8.com/highlight/detail?id=2671426988","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2671426988?lang=zh_cn&edition=full","pubTime":"2026-09-29 08:28","pubTimestamp":1790641734,"startTime":"0","endTime":"0","summary":"证券之星消息，截至2026年9月28日收盘，长飞光纤报收于394.22元，下跌10.0%，换手率3.19%，成交量12.96万手，成交额52.42亿元。近5日资金流向一览见下表：长飞光纤融资融券信息显示，融资方面，当日融资买入3.23亿元，融资偿还5.55亿元，融资净偿还2.32亿元。","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/RB2026092900007226.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-2","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["601869","BK0214"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2670531289","title":"长飞光纤港股重挫16%，瑞银首次覆盖给予买入：产能过剩担忧被高估，高端光纤供需紧张将延续至2027-28年","url":"https://stock-news.laohu8.com/highlight/detail?id=2670531289","media":"华尔街见闻","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2670531289?lang=zh_cn&edition=full","pubTime":"2026-09-28 14:21","pubTimestamp":1790576472,"startTime":"0","endTime":"0","summary":"亨通光电抛出66亿元定增预案引发光纤板块剧烈调整。瑞银认为，产能过剩风险有限，AI数据中心对高端光纤的结构性需求将支撑价格高位运行，且核心设备瓶颈将延缓新产能投放。将长飞光纤H股2026-28年净利润预测大幅上调116%-158%，远超市场一致预期7%-19%。","market":"nz","thumbnail":"https://static.tigerbbs.com/d7ff4cdaa37126da01dee4ddb28188c0","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/d7ff4cdaa37126da01dee4ddb28188c0"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3782632","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK4588","BK4585","06869","601869","VXUS","BK0214","KCAI"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2670041947","title":"长飞光纤（601869）9月24日主力资金净卖出6.21亿元","url":"https://stock-news.laohu8.com/highlight/detail?id=2670041947","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2670041947?lang=zh_cn&edition=full","pubTime":"2026-09-25 08:29","pubTimestamp":1790296144,"startTime":"0","endTime":"0","summary":"证券之星消息，截至2026年9月24日收盘，长飞光纤报收于438.0元，下跌4.34%，换手率2.1%，成交量8.53万手，成交额37.86亿元。近5日资金流向一览见下表：长飞光纤融资融券信息显示，融资方面，当日融资买入2.85亿元，融资偿还3.61亿元，融资净偿还7596.13万元。","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":"https://stock.stockstar.com/RB2026092500005217.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":["601869","BK0214"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2668219919","title":"长飞光纤：公司将于9月24日召开2026年半年度业绩说明会","url":"https://stock-news.laohu8.com/highlight/detail?id=2668219919","media":"证券日报网","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2668219919?lang=zh_cn&edition=full","pubTime":"2026-09-18 21:06","pubTimestamp":1789736760,"startTime":"0","endTime":"0","summary":"证券日报网讯 9月18日，长飞光纤发布公告称，公司将于2026年9月24日15:00–16:00召开2026年半年度业绩说明会。","market":"sg","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/stock/relnews/cn/2026-09-18/doc-inishent3196967.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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10:41","pubTimestamp":1789526488,"startTime":"0","endTime":"0","summary":"消息面上，近期美AI巨头们呼吁“减速”引发对AI指出放缓担忧。对此，特朗普与英伟达首席执行官黄仁勋接连为AI加速派站台，黄仁勋称AI安全无需专项立法、市场机制已足够，并批驳AI末日论是不讲科学的哗众取宠。花旗报告指出，市场对AI支出放缓的担忧已明显过度。该行认为，AI推理需求的持续增长，加上供应端的持续紧张，将支撑整个产业生态系统的资本投入进一步扩大。","market":"fut","thumbnail":"https://static.tigerbbs.com/af47ab6c10e46f0aea6733871f311696","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/af47ab6c10e46f0aea6733871f311696"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1496632.html","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":"特朗普联合黄仁勋驳斥AI末日论，机构指行业高景气度确定性抬升","news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU0006306889.USD","GB00BDT5M118.USD","LU0267386448.USD","LU0672654240.SGD","LU3102509885.SGD","LU1066051811.HKD","LU2361044865.SGD","LU2100268510.USD","LU0466842654.USD","LU0683600562.USD","LU1064131342.USD","LU2491049909.HKD","LU0726765562.USD","LU2125909916.SGD","LU0898699433.AUD","IE00B4JS1V06.HKD","LU1951198990.SGD","LU0127658192.USD","LU0868494708.USD","LU0210536198.USD","LU2417539215.USD","LU0823421333.USD","LU0868494617.USD","01191","LU0276348264.USD","06166","03308","LU0198837287.USD","LU2237443465.HKD","LU2125154935.USD","LU2054465674.USD","LU0308772762.SGD","LU0689472784.USD","LU0985320562.USD","IE00BFSS8Q28.SGD","LU0965509010.AUD","LU1153585028.USD","LU2168563687.JPY","LU2111349929.HKD","LU2357305700.SGD","LU0787776722.HKD","IE00BYXW3230.USD","LU2756315318.SGD","LU0072462426.USD","LU1791710582.SGD","LU1989764748.USD","IE0004445015.USD","LU0124676726.USD","LU0133085943.USD","LU0203201768.USD","BK4549","IETC","SHOC","LU2860962120.EUR","BK1240","LU0348723411.USD","LU1934455277.USD","LU0069063385.USD","LU0138981039.USD","SG9999000418.SGD","LU0957791311.USD","SG9999004303.SGD","IE00B775SV38.USD","LU2028103732.USD","LU1267930573.SGD","ROM","IE0001KFT4U8.USD","LU2471134879.HKD","SPTE","LU0158827781.USD","LU0395794307.EUR","LU2063271972.USD","IE0005OL40V9.USD","LU2452424414.USD","LU0820562030.AUD","BK4503","HK0000532082.HKD","LU1366333091.USD","LU2360107168.USD","LU0957808578.USD","LU0979878070.USD","LU0661504455.SGD","LU2125909593.SGD","06869","LU0820561818.USD","BK4551","LU0689626769.HKD","LU2360032135.SGD","LU1732799900.SGD","LU0345770993.USD","IE0034235188.USD","LU0823421416.USD","LU2463028550.USD","TYLG","LU1721428933.USD","LU1935042488.USD","LU2168564065.EUR","LU1974910355.USD","LU0965508806.USD","LU1623119135.USD","LU1035773651.USD","FDTX","TTXU","BK4534","LU2125909247.SGD","LU1119994496.HKD","LU0444973449.USD","LU0029864427.USD","LU1496350171.SGD","SGXZ99366536.SGD","CNEQ","LU2756315664.SGD","LU1989772923.USD","LU1255011170.USD","HK0000320223.HKD","SG9999006597.SGD","SMHX","LU0057025933.USD","LU2896262040.SGD","LU1267930490.SGD","IE00BZ199S13.USD","LU1116320737.USD","LU1861127337.USD","LU1267930730.SGD","LU0353189680.USD","LU0048584097.USD","HK0000306701.USD","IE00BJLML261.HKD","LU0070217475.USD","SG9999014906.USD","LU0310799852.SGD","IE00BHPRN162.USD","LU2462591277.SGD","LU0053666078.USD","VGT","LU1935042215.USD","LU2148611432.USD","HK0000306685.HKD","LU0234570918.USD","LU1261432733.SGD","LU1674673691.USD","LU1880398471.USD","LU0094547139.USD","LU2290526834.HKD","LU0265550359.USD","LU2247934214.USD","LU0106261372.USD","LU2191332357.HKD","SG9999018857.SGD","LU1066051498.USD","LU0354030438.USD","LU0323240290.USD","IE00B3M56506.USD","LU2999663052.SGD","LU1923623000.USD","JGRO","LU1116320901.HKD","LU0234572021.USD","LU1718418525.SGD","LU1814569148.SGD","LU2237443622.USD","LU2420271590.USD","LU0128525929.USD","LU2505996681.GBP","LU1400636574.HKD","SGXZ51526630.SGD","LU2089985449.USD","LU1366192091.USD","LU2065171311.SGD","LU1127390331.HKD","LU1935043023.USD","IE00B3SWFQ91.USD","LU0157215616.USD","LU0786609619.USD","IE00BKPKM429.USD","IE0004091025.USD","LU2237443549.SGD","LU0061475181.USD","LU0187121727.USD","LU2458330169.SGD","LU1934455194.USD","HK0000914660.USD","LU0823414551.USD","IE00BK4W5M84.HKD","IE0003U64NQ7.SGD","LU2473716301.USD","IE00B19Z8W00.USD","FAI","LU0081259029.USD","IE00BKVL7J92.USD","LU2552382132.HKD","LU2347655073.USD","LU1989772840.SGD","LU0061474705.USD","LU1868837136.USD","SG9999014575.USD","LU1868836757.USD","LU2360106780.USD","LU0511384066.AUD","IE000Q6AESB8.SGD","IE00BN29S564.USD","BK1523","IE00BJJMRX11.SGD","IE00BJJMRY28.SGD","LU1316542783.SGD","LU2168564495.EUR","LU0557290698.USD","LU0823414478.USD","SG9999014567.USD","LU1732800096.USD","LU0795875086.SGD","BK4527","SG9999014559.SGD","IE000W1ABFV2.USD","LU0912757837.SGD","BK1170","LU1861215975.USD","LU2089284900.SGD","SGXZ80539844.SGD","LU1400636491.USD","LU0943347566.SGD","LU0553294199.USD","LU0096364046.USD","LU2237443978.SGD","LU1923622614.USD","BK1149","USXF","LU0965509101.SGD","SG9999002224.SGD","AGOX","LU1839511570.USD","ILDR","BK1147","VT","LU2236285917.USD"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