603083 剑桥科技
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剑桥科技(06166.HK)涨超8%
每日经济新闻 · 2025-12-29
剑桥科技(06166.HK)涨超8%
港股异动 | 剑桥科技(06166)涨超8% 光模块需求持续高增 机构看好行业盈利能力提升
智通财经 · 2025-12-29
港股异动 | 剑桥科技(06166)涨超8% 光模块需求持续高增 机构看好行业盈利能力提升
每周股票复盘：剑桥科技（603083）拟投3亿布局光器件芯片领域
证券之星 · 2025-12-28
每周股票复盘：剑桥科技（603083）拟投3亿布局光器件芯片领域
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 · 2025-12-24
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 · 2025-12-24
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 · 2025-12-22
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 · 2025-12-22
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 · 2025-12-12
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 · 2025-12-12
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 · 2025-12-08
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 · 2025-12-08
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 · 2025-12-08
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 · 2025-12-08
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 · 2025-12-08
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 · 2025-12-08
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 · 2025-11-28
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 · 2025-11-27
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 · 2025-11-27
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 · 2025-11-26
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 · 2025-11-24
港股异动 | 剑桥科技(06166)涨超4% 今日起正式进入港股通名单
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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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2026-01-05。","hkstockBrief":{"symbol":"06166","market":"HK","secType":"STK","nameCN":"剑桥科技","latestPrice":93.5,"timestamp":1767154107713,"preClose":96.15,"halted":0,"volume":1210200,"delay":0,"premium":"-37.62"},"floatMarketCap":37034000000},"requestUrl":"/m/hq/s/603083","defaultTab":"news","newsList":[{"id":"2595086206","title":"剑桥科技(06166.HK)涨超8%","url":"https://stock-news.laohu8.com/highlight/detail?id=2595086206","media":"每日经济新闻","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2595086206?lang=zh_cn&edition=full","pubTime":"2025-12-29 11:43","pubTimestamp":1766979839,"startTime":"0","endTime":"0","summary":"每经AI快讯，剑桥科技(06166.HK)盘中拉升，截至发稿涨8.09%，报100.9港元，成交额3.18亿港元。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202512293604298840.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/202512293604298840.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_eastmoney","symbols":["603083","06166","BK1149","BK0214","BK1240"],"gpt_icon":0},{"id":"2595205177","title":"港股异动 | 剑桥科技(06166)涨超8% 光模块需求持续高增 机构看好行业盈利能力提升","url":"https://stock-news.laohu8.com/highlight/detail?id=2595205177","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2595205177?lang=zh_cn&edition=full","pubTime":"2025-12-29 11:21","pubTimestamp":1766978495,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，剑桥科技盘中拉升，现涨超8%，截至发稿，涨8.09%，报100.9港元，成交额3.18亿港元。该行认为，高速光模块需求提升有望带动行业盈利能力提升。此外，剑桥科技此前披露投资者关系活动记录表显示，1.6T光模块预计于2026年一季度实现大量发货。2026年，公司1.6T光模块的出货占比预计约为20%，且该占比后续呈上升趋势；800G光模块仍将是当年出货主力，二者占比将随市场需求与公司产能释放动态调整。","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/1386383.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":["BK0214","06166","603083","BK1149","BK1240"],"gpt_icon":0},{"id":"2594241353","title":"每周股票复盘：剑桥科技（603083）拟投3亿布局光器件芯片领域","url":"https://stock-news.laohu8.com/highlight/detail?id=2594241353","media":"证券之星","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2594241353?lang=zh_cn&edition=full","pubTime":"2025-12-28 01:14","pubTimestamp":1766855651,"startTime":"0","endTime":"0","summary":"截至2025年12月26日收盘，剑桥科技报收于126.77元，较上周的111.03元上涨14.18%。本周，剑桥科技12月24日盘中最高价报132.3元。剑桥科技当前最新总市值447.05亿元，在通信设备板块市值排名12/85，在两市A股市值排名413/5178。本周关注点公司公告汇总：剑桥科技拟使用H股募集资金500万元受让并新增认缴出资30,000万元，布局光器件、芯片及核心IC领域。本次投资旨在布局光器件、芯片及核心IC领域，提升技术能力与供应链韧性，符合公司战略发展及募集资金使用规划。","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/RB2025122800000092.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":["BK0214","BK1240","159813","06166","603083","BK1149"],"gpt_icon":0},{"id":"2593423266","title":"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","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","BK1240","BK0214","BK1149","603083"],"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":"hk","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":["600105","BK0012","06166","BK0214","BK0077","BK1149","BK0138","BK0224","BK1240","603083","BK0070","BK0028"],"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":["600105","BK0077","BK0012","159813","BK0224","603083","BK0028","BK0070","BK0138","06166","BK1149","BK1240","BK0214"],"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":"us","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":["603083","BK0214","BK1149","BK1240","06166"],"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":"sh","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":["BK1240","603083","06166","BK0214","BK1149"],"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":"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/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":["BK4081","BK1240","BK1149","603083","06166","CIG","BK0214"],"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":"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/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":["BK0214","BK1240","06166","603083","BK1149"],"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":"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/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":["BK1149","BK1240","BK0214","06166","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":["BK0214","603083"],"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":"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/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":["BK1149","BK1240","06166","BK0214","603083"],"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":"us","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":["BK1523","06869","BK1149","06166","BK0214","BK1506","LU0588546209.SGD","01729","LU0307460666.USD","SG9999006597.SGD","BK1116","BK1240","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":"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://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":["BK4532","LU0256863811.USD","LU0456855351.SGD","LU2403377893.USD","IE00BN8TJ469.HKD","LU2237443549.SGD","LU2746668974.SGD","LU0784383803.USD","LU2471134796.USD","LU2023250504.SGD","LU0648000940.SGD","LU1035773651.USD","LU1633808545.USD","LU2491049909.HKD","LU2023250330.USD","603083","USJW.SI","LU0157215616.USD","LU2054465674.USD","LU2756315318.SGD","IE00BLSP4452.SGD","LU0820561909.HKD","LU0345774631.USD","IE00BQXX3D17.EUR","LU1221951129.SGD","LU1043141396.HKD","LU0203202063.USD","LU1868836591.USD","LU2491050071.SGD","SG9999015952.SGD","LU2361045086.USD","LU1267930573.SGD","IE00BQXX3C00.GBP","LU1037948897.HKD","LU2168564149.EUR","LU1059921491.USD","LU2746668461.USD","06166","LU0203345920.USD","LU0345768740.USD","LU0949170426.SGD","IE0005OL40V9.USD","LU0094547139.USD","LU0965508806.USD","LU1489326972.SGD","LU2592432038.USD","BK4534","LU2065170008.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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