603083 剑桥科技
已收盘 12-24 15:00:00
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港股异动 | 剑桥科技(06166)午前涨超6% 液冷产业正经历关键阶段转换 公司聚焦800G液冷光模块
智通财经 · 11:33
港股异动 | 剑桥科技(06166)午前涨超6% 液冷产业正经历关键阶段转换 公司聚焦800G液冷光模块
剑桥科技(06166)续升7.52% 拟入股永鼎股份(600105)子公司鼎芯光电
金吾财讯 · 09:42
剑桥科技(06166)续升7.52% 拟入股永鼎股份(600105)子公司鼎芯光电
永鼎股份最新公告：光芯片子公司拟增资扩股并引入剑桥科技等外部投资者
证券之星 · 12-22 17:56
永鼎股份最新公告：光芯片子公司拟增资扩股并引入剑桥科技等外部投资者
港股异动 | 剑桥科技(06166)午后涨超8% 公司加速海外产能扩张与研发布局
智通财经 · 12-22 14:16
港股异动 | 剑桥科技(06166)午后涨超8% 公司加速海外产能扩张与研发布局
剑桥科技(06166.HK)再涨超6%
每日经济新闻 · 12-12
剑桥科技(06166.HK)再涨超6%
港股异动 | 剑桥科技(06166)再涨超6% 拟斥约1亿美元增资美国子公司CIG扩产
智通财经 · 12-12
港股异动 | 剑桥科技(06166)再涨超6% 拟斥约1亿美元增资美国子公司CIG扩产
剑桥科技（603083）披露向境外全资子公司增资公告，12月08日股价上涨7.01%
证券之星 · 12-08
剑桥科技（603083）披露向境外全资子公司增资公告，12月08日股价上涨7.01%
剑桥科技(603083.SH)拟向CIG美国增资1亿美元 用于扩张在北美及东南亚地区高速光模块产能配套等
智通财经 · 12-08
剑桥科技(603083.SH)拟向CIG美国增资1亿美元 用于扩张在北美及东南亚地区高速光模块产能配套等
剑桥科技(603083.SH)拟受让并参与认购扬中幸福家园创业投资合伙企业
智通财经 · 12-08
剑桥科技(603083.SH)拟受让并参与认购扬中幸福家园创业投资合伙企业
剑桥科技计划向其子公司Cambridge Industries USA Inc注入1亿美金资本
美股速递 · 12-08
剑桥科技计划向其子公司Cambridge Industries USA Inc注入1亿美金资本
港股异动 | 剑桥科技(06166)涨超6% 全球光模块产业正加速向800G/1.6T升级 行业受益AI算力需求持续增长
智通财经 · 12-08
港股异动 | 剑桥科技(06166)涨超6% 全球光模块产业正加速向800G/1.6T升级 行业受益AI算力需求持续增长
算力硬件股活跃 剑桥科技(06166)涨5.13% 机构指率先进入硅光光模块大批量量产公司有望享受行业红利
金吾财讯 · 12-08
算力硬件股活跃 剑桥科技(06166)涨5.13% 机构指率先进入硅光光模块大批量量产公司有望享受行业红利
港股剑桥科技涨超6%
每日经济新闻 · 11-28
港股剑桥科技涨超6%
剑桥科技盘中涨近10% 据报谷歌追加光模块订单 将用于扩容TPU集群
新浪港股 · 11-27
剑桥科技盘中涨近10% 据报谷歌追加光模块订单 将用于扩容TPU集群
异动快报：剑桥科技（603083）11月27日9点58分触及涨停板
证券之星 · 11-27
异动快报：剑桥科技（603083）11月27日9点58分触及涨停板
港股异动 | 剑桥科技(06166)涨超4% 光模块成为AI算力突破焦点 公司多个新产品预计将于年内大批量发货
智通财经 · 11-26
港股异动 | 剑桥科技(06166)涨超4% 光模块成为AI算力突破焦点 公司多个新产品预计将于年内大批量发货
港股异动 | 剑桥科技(06166)涨超4% 今日起正式进入港股通名单
智通财经 · 11-24
港股异动 | 剑桥科技(06166)涨超4% 今日起正式进入港股通名单
每周股票复盘：剑桥科技（603083）743人行权756.85万股
证券之星 · 11-23
每周股票复盘：剑桥科技（603083）743人行权756.85万股
剑桥科技（603083）披露2024年股票期权激励计划第一个行权期行权结果暨股份上市公告，11月20日股价下跌3.38%
证券之星 · 11-20
剑桥科技（603083）披露2024年股票期权激励计划第一个行权期行权结果暨股份上市公告，11月20日股价下跌3.38%
剑桥科技(06166)根据股份计划发行合计756.85万股A股
智通财经 · 11-20
剑桥科技(06166)根据股份计划发行合计756.85万股A股
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公司概况
公司名称：
上海剑桥科技股份有限公司
所属行业：
计算机、通信和其他电子设备制造业
上市日期：
2017-11-10
主营业务：
上海剑桥科技股份有限公司的主营业务是电信、数通和企业网络的终端设备（包括电信宽带、无线网络与小基站、边缘计算与工业互联产品）以及高速光模块产品的研发、生产和销售。公司的主要产品是光纤接入产品PON(GPON,EPON)、光纤接入产品10GGPON、25G/50GGPON、SFU、HGW、铜线接入产品、企业及运营商级WLAN产品、AP产品、家用无线互联产品、Wi-FiMesh家庭网关产品、5GFWACPE、移动通信小基站、25G边缘网关、用于5G部署的边缘DU产品、工业AP、AR系列路由器、以太网交换机、物联网网关、高速光模块。
发行价格：
15.05
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| 剑桥科技(06166)午前涨超6% 液冷产业正经历关键阶段转换 公司聚焦800G液冷光模块","url":"https://stock-news.laohu8.com/highlight/detail?id=2593423266","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2593423266?lang=zh_cn&edition=full","pubTime":"2025-12-24 11:33","pubTimestamp":1766547184,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，剑桥科技午前涨超6%，截至发稿，涨5.65%，报93.45港元，成交额2.4亿港元。该行认为，液冷产业长期确定性强，行业龙头在全链条布局、系统集成与交付、头部客户认证等领域优势凸显。据了解，剑桥科技聚焦800G液冷光模块，通过定制化液冷散热结构提升模块散热效率与运行稳定性，适配AI算力、超大型数据中心等高功率场景，匹配1.6T等更高速率模块的散热演进需求。目前公司1.6T光模块处于送样测试阶段，液冷方案未进入量产交付。","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/1385331.html","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":"stock_zhitongcaijing","symbols":["06166","BK1149","603083","BK1240","BK0214"],"gpt_icon":0},{"id":"2593917447","title":"剑桥科技(06166)续升7.52% 拟入股永鼎股份(600105)子公司鼎芯光电","url":"https://stock-news.laohu8.com/highlight/detail?id=2593917447","media":"金吾财讯","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2593917447?lang=zh_cn&edition=full","pubTime":"2025-12-24 09:42","pubTimestamp":1766540535,"startTime":"0","endTime":"0","summary":"金吾财讯 | 剑桥科技(06166)延续近期升势，截至发稿，涨7.52%，报95.1港元，成交额4054万港元。消息面上，永鼎股份(600105)公告称，公司控股子公司鼎芯光电拟增资扩股并引入外部投资者，包括无锡集萃、苏州龙驹、福州创新、临沪创业、南京航源、剑桥科技和苏州同芯等，合计现金增资5500万元。","market":"other","thumbnail":"https://static.szfiu.com/news/20241108/NmNiNTg2NTUyNjE5NjAwNw==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/NmNiNTg2NTUyNjE5NjAwNw==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1972154","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK0028","BK0224","BK0070","BK0214","BK0138","600105","603083","BK1240","BK0012","BK1149","BK0077","06166"],"gpt_icon":0},{"id":"2593048573","title":"永鼎股份最新公告：光芯片子公司拟增资扩股并引入剑桥科技等外部投资者","url":"https://stock-news.laohu8.com/highlight/detail?id=2593048573","media":"证券之星","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2593048573?lang=zh_cn&edition=full","pubTime":"2025-12-22 17:56","pubTimestamp":1766397405,"startTime":"0","endTime":"0","summary":"永鼎股份(600105.SH)公告称，公司控股子公司鼎芯光电拟增资扩股并引入外部投资者，包括无锡集萃、苏州龙驹、福州创新、临沪创业、南京航源、剑桥科技和苏州同芯等，合计现金增资5500万元。增资完成后，公司及控股子公司合计持有鼎芯光电的股权比例从55.8879%下降至52.4914%，公司直接持有的股权比例从24.2384%下降至22.7654%。鼎芯光电主营光芯片制造业务。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":"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/RB2025122200022969.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["06166","BK0012","BK0138","600105","BK0028","BK0070","BK0077","159813","603083","BK0214","BK1149","BK0224","BK1240"],"gpt_icon":0},{"id":"2593099831","title":"港股异动 | 剑桥科技(06166)午后涨超8% 公司加速海外产能扩张与研发布局","url":"https://stock-news.laohu8.com/highlight/detail?id=2593099831","media":"智通财经","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2593099831?lang=zh_cn&edition=full","pubTime":"2025-12-22 14:16","pubTimestamp":1766384206,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，剑桥科技午后涨超8%，截至发稿，涨7.33%，报87.1港元，成交额2.55亿港元。消息面上，剑桥科技此前宣布，拟以H股募集资金向境外全资子公司CIG美国增资1亿美元，用于产能扩张、研发升级、市场拓展及供应链安全等核心战略布局。资金注入后将加速推进CIG美国在马来西亚、墨西哥及美国的产能扩张计划，强化高速光模块等核心产品的全球交付能力。开源证券表示，随着谷歌自研芯片起量，或拉动液冷及光模块需求。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"29b9fa5f153c35d9a075ee8159db19eb","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1384310.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["06166","BK1149","603083","BK0214","BK1240"],"gpt_icon":0},{"id":"2590529016","title":"剑桥科技(06166.HK)再涨超6%","url":"https://stock-news.laohu8.com/highlight/detail?id=2590529016","media":"每日经济新闻","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2590529016?lang=zh_cn&edition=full","pubTime":"2025-12-12 10:54","pubTimestamp":1765508091,"startTime":"0","endTime":"0","summary":"每经AI快讯，剑桥科技(06166.HK)再涨超6%，截至发稿，涨6.11%，报87.75港元，成交额7926.18万港元。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202512123589967976.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202512123589967976.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["BK1149","603083","06166","BK1240","BK0214"],"gpt_icon":0},{"id":"2590529377","title":"港股异动 | 剑桥科技(06166)再涨超6% 拟斥约1亿美元增资美国子公司CIG扩产","url":"https://stock-news.laohu8.com/highlight/detail?id=2590529377","media":"智通财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2590529377?lang=zh_cn&edition=full","pubTime":"2025-12-12 10:29","pubTimestamp":1765506540,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，剑桥科技再涨超6%，截至发稿，涨6.11%，报87.75港元，成交额7926.18万港元。消息面上，12月8日晚间，剑桥科技公告称，拟以发行境外上市外资股(H股)募集资金向全资子公司CIG美国增资1亿美元。剑桥科技表示，本次增资是落实H股招股说明书中“加强研发投入、扩大生产能力、拓展全球市场”战略的重要举措，将显著增强CIG美国资金实力，降低资产负债率，强化其与下属附属公司的协同效应，提升全球生产交付与供应链管理能力。","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/1380736.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":["BK0214","CIG","BK1240","06166","BK4081","BK1149","603083"],"gpt_icon":0},{"id":"2589359515","title":"剑桥科技（603083）披露向境外全资子公司增资公告，12月08日股价上涨7.01%","url":"https://stock-news.laohu8.com/highlight/detail?id=2589359515","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2589359515?lang=zh_cn&edition=full","pubTime":"2025-12-08 22:19","pubTimestamp":1765203547,"startTime":"0","endTime":"0","summary":"截至2025年12月8日收盘，剑桥科技报收于118.0元，较前一交易日上涨7.01%，最新总市值为416.13亿元。近日，上海剑桥科技股份有限公司发布公告称，拟使用H股募集资金向全资子公司CIG美国增资10,000万美元，用于扩充北美及东南亚高速光模块产能、提升海外研发能力、加强市场营销、战略性采购元器件、参与产业链协同及补充运营资金。增资后CIG美国仍为公司全资子公司，公司合并报表范围不变。","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/RB2025120800034828.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":["06166","603083","BK1240","BK1149","BK0214"],"gpt_icon":0},{"id":"2589452335","title":"剑桥科技(603083.SH)拟向CIG美国增资1亿美元 用于扩张在北美及东南亚地区高速光模块产能配套等","url":"https://stock-news.laohu8.com/highlight/detail?id=2589452335","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2589452335?lang=zh_cn&edition=full","pubTime":"2025-12-08 17:09","pubTimestamp":1765184974,"startTime":"0","endTime":"0","summary":"智通财经APP讯，剑桥科技(603083.SH)发布公告，为支持CAMBRIDGE INDUSTRIES USA INC.(以下简称“CIG美国”)的业务部署，提升此次境外发行募集资金的利用效率，公司拟以发行境外上市外资股(H股)募集资金向CIG美国增资1亿美元，用于采购配套生产设备，扩张公司在北美及东南亚地区高速光模块产能配套等项目。","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/1378816.html","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":"stock_zhitongcaijing","symbols":["BK4081","CIG","06166","BK1149","BK1240","BK0214","603083"],"gpt_icon":0},{"id":"2589679335","title":"剑桥科技(603083.SH)拟受让并参与认购扬中幸福家园创业投资合伙企业","url":"https://stock-news.laohu8.com/highlight/detail?id=2589679335","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2589679335?lang=zh_cn&edition=full","pubTime":"2025-12-08 17:02","pubTimestamp":1765184560,"startTime":"0","endTime":"0","summary":"智通财经APP讯，剑桥科技 发布公告，公司拟以发行境外上市外资股(H股)募集资金人民币500万元受让陈璐持有的扬中幸福家园创业投资合伙企业99.99%的财产份额，并作为有限合伙人以发行境外上市外资股(H股)募集资金增加认缴份额3亿元。本次交易完成后，合伙企业认缴出资总额变更为人民币40,001万元，公司认缴出资40,000万元，占比99.9975%，合伙企业将纳入公司合并报表范围。","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/1378805.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":["06166","BK1240","BK1149","BK0214","603083"],"gpt_icon":0},{"id":"1152685412","title":"剑桥科技计划向其子公司Cambridge Industries USA Inc注入1亿美金资本","url":"https://stock-news.laohu8.com/highlight/detail?id=1152685412","media":"美股速递","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1152685412?lang=zh_cn&edition=full","pubTime":"2025-12-08 16:56","pubTimestamp":1765184170,"startTime":"0","endTime":"0","summary":"剑桥科技计划向其子公司Cambridge Industries USA Inc注入1亿美金资本。","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":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["603083","BK0214"],"gpt_icon":0},{"id":"2589800219","title":"港股异动 | 剑桥科技(06166)涨超6% 全球光模块产业正加速向800G/1.6T升级 行业受益AI算力需求持续增长","url":"https://stock-news.laohu8.com/highlight/detail?id=2589800219","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2589800219?lang=zh_cn&edition=full","pubTime":"2025-12-08 10:25","pubTimestamp":1765160737,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，剑桥科技涨超6%，截至发稿，涨5.68%，报86.5港元，成交额1.17亿港元。消息面上，国盛证券指出，在AI算力需求驱动下，全球光模块产业正加速向800G/1.6T升级。据了解，剑桥科技的核心业务聚焦于光模块的研发、生产与销售，其在 800G、1.6T 等高端光模块领域技术领先。西部证券表示，2025年以来，受益于AI算力需求持续增长，光模块行业维持高景气。","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/1378627.html","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":"stock_zhitongcaijing","symbols":["603083","BK1149","BK1240","BK0214","06166"],"gpt_icon":0},{"id":"2589800696","title":"算力硬件股活跃 剑桥科技(06166)涨5.13% 机构指率先进入硅光光模块大批量量产公司有望享受行业红利","url":"https://stock-news.laohu8.com/highlight/detail?id=2589800696","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2589800696?lang=zh_cn&edition=full","pubTime":"2025-12-08 10:11","pubTimestamp":1765159908,"startTime":"0","endTime":"0","summary":"金吾财讯 | 算力硬件股活跃，截至发稿，剑桥科技 涨5.13%，长飞光纤光缆涨4.56%，汇聚科技涨2.78%。西部证券发研报指，2025年以来，受益于AI算力需求持续增长，光模块行业维持高景气。该机构续指，技术升级上，率先进入硅光光模块大批量量产的公司有望享受行业加速期的高毛利，以及受益于行业份额的巩固和聚拢。","market":"other","thumbnail":"https://static.szfiu.com/news/20210810/ZTUyNTQ0NjcxODUwNQ==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20210810/ZTUyNTQ0NjcxODUwNQ==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1971070","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":null,"symbols":["06869","BK1149","BK1240","01729","BK1506","BK1523","LU0307460666.USD","SG9999006597.SGD","LU0588546209.SGD","BK1116","06166","BK0214","603083"],"gpt_icon":0},{"id":"2586706582","title":"港股剑桥科技涨超6%","url":"https://stock-news.laohu8.com/highlight/detail?id=2586706582","media":"每日经济新闻","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2586706582?lang=zh_cn&edition=full","pubTime":"2025-11-28 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将用于扩容TPU集群","url":"https://stock-news.laohu8.com/highlight/detail?id=2586290092","media":"新浪港股","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2586290092?lang=zh_cn&edition=full","pubTime":"2025-11-27 10:51","pubTimestamp":1764211860,"startTime":"0","endTime":"0","summary":" 剑桥科技早盘一度涨近10%，截至发稿，股价上涨7.79%，现报83.70港元，成交额3.08亿港元。 据媒体报道，Meta正与谷歌进行深入谈判，考虑从2027年起在自家数据中心大规模采用TPU，潜在采购规模或达数十亿美元。这笔交易一旦落地，将是谷歌外售TPU上的重大胜利。近期业内有报道称，谷歌正在进一步追加光模块龙头的订单。从供应链反馈看，此次加单主要集中在800G/1.6T高速光模块，对应的多为谷歌新一代TPU集群扩容需求。","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":"https://finance.sina.com.cn/stock/hkstock/marketalerts/2025-11-27/doc-infyvakm1075570.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":"sina","symbols":["LU0345768740.USD","LU2746668461.USD","LU0203345920.USD","LU2065170008.USD","LU0345774631.USD","LU2592432038.USD","IE00BLSP4452.SGD","IE00BQXX3C00.GBP","LU1489326972.SGD","LU2471134796.USD","BK4534","LU2237443549.SGD","LU2491049909.HKD","LU1035773651.USD","LU2168564149.EUR","LU0820561909.HKD","LU0784383803.USD","LU2361045086.USD","LU1059921491.USD","LU2054465674.USD","LU2023250504.SGD","LU2403377893.USD","IE0005OL40V9.USD","BK4532","LU0965508806.USD","LU0203202063.USD","USJW.SI","LU0157215616.USD","LU1221951129.SGD","LU1043141396.HKD","SG9999015952.SGD","LU2756315318.SGD","LU1868836591.USD","603083","LU0094547139.USD","LU1267930573.SGD","IE00BN8TJ469.HKD","LU0456855351.SGD","LU2491050071.SGD","LU1633808545.USD","06166","LU2023250330.USD","LU0949170426.SGD","LU1037948897.HKD","IE00BQXX3D17.EUR","LU2746668974.SGD","LU0648000940.SGD","LU0256863811.USD"],"gpt_icon":1},{"id":"2586297474","title":"异动快报：剑桥科技（603083）11月27日9点58分触及涨停板","url":"https://stock-news.laohu8.com/highlight/detail?id=2586297474","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2586297474?lang=zh_cn&edition=full","pubTime":"2025-11-27 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公司多个新产品预计将于年内大批量发货","url":"https://stock-news.laohu8.com/highlight/detail?id=2586235343","media":"智通财经","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2586235343?lang=zh_cn&edition=full","pubTime":"2025-11-26 14:33","pubTimestamp":1764138789,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，剑桥科技涨超4%，截至发稿，涨3.94%，报79.15港元，成交额2.88亿港元。光模块作为数据中心内部的“信息高速公路”，确保了计算潜力能被完全释放。光模块行业正迎来“量价齐增”的发展局面。华鑫证券此前指出，剑桥科技多个新产品在多个客户顺利完成认证，预计将在2025年实现大批量发货。公司继续完善多款800G LPO 产品开发，800G DR8 LPO 产品在客户交换机的测试结果良好，将继续推进800G 和1.6T LPO 和LRO 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22:01","pubTimestamp":1763647285,"startTime":"0","endTime":"0","summary":"截至2025年11月20日收盘，剑桥科技报收于108.89元，较前一交易日下跌3.38%，最新总市值为384亿元。该股当日开盘117.6元，最高118.33元，最低107.7元，成交额达36.28亿元，换手率为11.81%。公司近日发布《2024年股票期权激励计划第一个行权期行权结果暨股份上市公告》。公告显示，本次行权人数为743人，行权股票数量为7,568,532股，均为无限售条件流通股，上市流通日期为2025年11月26日。行权后公司总股本由345,081,841股增至352,650,373股，股权分布仍具备上市条件。","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/RB2025112000037771.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":["06166","BK0214","603083","BK1149","BK1240"],"gpt_icon":0},{"id":"2584641131","title":"剑桥科技(06166)根据股份计划发行合计756.85万股A股","url":"https://stock-news.laohu8.com/highlight/detail?id=2584641131","media":"智通财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2584641131?lang=zh_cn&edition=full","pubTime":"2025-11-20 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