688048 长光华芯
已收盘 10-29 15:00:00
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长光华芯(688048)9月30日股东户数4.24万户，较上期减少8.83%
证券之星 · 10-28 18:33
长光华芯(688048)9月30日股东户数4.24万户，较上期减少8.83%
国金证券：给予长光华芯买入评级
证券之星 · 10-28 08:49
国金证券：给予长光华芯买入评级
长光华芯(688048.SH)发布前三季度业绩，归母净利润5207.58万元，同比增长148.66%
智通财经 · 10-27 23:55
长光华芯(688048.SH)发布前三季度业绩，归母净利润5207.58万元，同比增长148.66%
长光华芯（688048）10月26日主力资金净卖出1.37亿元
证券之星 · 10-27 08:29
长光华芯（688048）10月26日主力资金净卖出1.37亿元
长光华芯（688048）10月22日主力资金净卖出1.67亿元
证券之星 · 10-23
长光华芯（688048）10月22日主力资金净卖出1.67亿元
长光华芯（688048）10月21日主力资金净买入6400.67万元
证券之星 · 10-22
长光华芯（688048）10月21日主力资金净买入6400.67万元
长光华芯（688048）10月14日主力资金净卖出1.78亿元
证券之星 · 10-15
长光华芯（688048）10月14日主力资金净卖出1.78亿元
长光华芯（688048）10月12日主力资金净卖出1.98亿元
证券之星 · 10-13
长光华芯（688048）10月12日主力资金净卖出1.98亿元
长光华芯半年报现多处披露疏漏：董事会会议届次写错，税率列示存疑
新浪证券 · 10-10
长光华芯半年报现多处披露疏漏：董事会会议届次写错，税率列示存疑
大摩调研纪要引发光通信板块大跌，长光华芯、源杰科技相继回应
市场资讯 · 10-09
大摩调研纪要引发光通信板块大跌，长光华芯、源杰科技相继回应
长光华芯（688048）10月8日主力资金净卖出5.58亿元
证券之星 · 10-09
长光华芯（688048）10月8日主力资金净卖出5.58亿元
长假后首个交易日，A股光模块板块受挫，长光华芯、东山精密回应来了！
同花顺 · 10-08
长假后首个交易日，A股光模块板块受挫，长光华芯、东山精密回应来了！
长光华芯20CM跌停 中邮证券在其历史大顶喊买入
中金财经 · 10-08
长光华芯20CM跌停 中邮证券在其历史大顶喊买入
长光华芯回应大摩报告：3.2T放量尚早，短期对国内光芯片无影响
同花顺 · 10-08
长光华芯回应大摩报告：3.2T放量尚早，短期对国内光芯片无影响
CPO又集体大跌，这次又犯了什么事？
格隆汇APP · 10-08
CPO又集体大跌，这次又犯了什么事？
光芯片板块大幅下挫，三家上市公司回应：未获悉降价相关消息
中证金牛座 · 10-08
光芯片板块大幅下挫，三家上市公司回应：未获悉降价相关消息
突然！36倍大牛股20%跌停！整条赛道崩跌 发生了什么？
东方财富网 · 10-08
突然！36倍大牛股20%跌停！整条赛道崩跌 发生了什么？
快讯：科创50跌超2% CPO板块直线下挫 长光华芯、源杰科技20cm跌停
中金财经 · 10-08
快讯：科创50跌超2% CPO板块直线下挫 长光华芯、源杰科技20cm跌停
A股半导体股走弱，长光华芯触及20CM跌停
格隆汇 · 10-08
A股半导体股走弱，长光华芯触及20CM跌停
光芯片板块回调 剑桥科技（06166）跌3.62% 长光华芯称光芯片长期来看不排除有价格下降的可能
金吾财讯 · 10-06
光芯片板块回调 剑桥科技（06166）跌3.62% 长光华芯称光芯片长期来看不排除有价格下降的可能
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公司概况
公司名称：
苏州长光华芯光电技术股份有限公司
所属行业：
计算机、通信和其他电子设备制造业
上市日期：
2022-04-01
主营业务：
苏州长光华芯光电技术股份有限公司的主营业务是半导体激光芯片、器件及模块等激光行业核心元器件的研发、制造与销售。公司的主要产品是高功率单管系列产品、高功率巴条系列产品、高效率VCSEL系列产品及光通信芯片系列产品。
发行价格：
80.80
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15:30:00","preClose":154.6},"floatMarketCap":25032000000},"requestUrl":"/m/hq/s/688048","defaultTab":"news","newsList":[{"id":"2678630774","title":"长光华芯(688048)9月30日股东户数4.24万户，较上期减少8.83%","url":"https://stock-news.laohu8.com/highlight/detail?id=2678630774","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2678630774?lang=zh_cn&edition=full","pubTime":"2026-10-28 18:33","pubTimestamp":1793183599,"startTime":"0","endTime":"0","summary":"证券之星消息，近日长光华芯披露，截至2026年9月30日公司股东户数为4.24万户，较6月30日减少4100.0户，减幅为8.83%。在半导体行业个股中，长光华芯股东户数低于行业平均水平，截至9月30日，半导体行业平均股东户数为8.18万户。从股价来看，2026年6月30日至2026年9月30日，长光华芯区间跌幅为42.29%，在此期间股东户数减少4100.0户，减幅为8.83%。","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/RB2026102800040182.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":["688048","SGXZ49509284.SGD","BK0214","SGXZ81163826.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2678799480","title":"国金证券：给予长光华芯买入评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2678799480","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2678799480?lang=zh_cn&edition=full","pubTime":"2026-10-28 08:49","pubTimestamp":1793148596,"startTime":"0","endTime":"0","summary":"国金证券股份有限公司樊志远近期对长光华芯进行研究并发布了研究报告《Q3营收高增，光通信业务持续加速》，给予长光华芯买入评级。最新盈利预测明细如下：该股最近90天内共有3家机构给出评级，买入评级2家，增持评级1家。本文数据来源于国金证券股份有限公司，仅供参考不构成投资建议。","market":"fut","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":"https://stock.stockstar.com/RB2026102800014371.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":["688048"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2678101531","title":"长光华芯(688048.SH)发布前三季度业绩，归母净利润5207.58万元，同比增长148.66%","url":"https://stock-news.laohu8.com/highlight/detail?id=2678101531","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2678101531?lang=zh_cn&edition=full","pubTime":"2026-10-27 23:55","pubTimestamp":1793116548,"startTime":"0","endTime":"0","summary":"智通财经APP讯，长光华芯(688048.SH)发布2026年第三季度报告，公司前三季度实现营业收入6.33亿元，同比增长86.43%;归属于上市公司股东的净利润5207.58万元，同比增长148.66%;归属于上市公司股东的扣除非经常性损益的净利润279.95万元;基本每股收益0.2954元。前三季度，公司营收同比增长主要系前期布局的光通信业务快速增长。归母净利润同比增长主要系经营业绩提升及投资的光子基金估值增加带来的收益。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1513777.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":["688048"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2678489011","title":"长光华芯（688048）10月26日主力资金净卖出1.37亿元","url":"https://stock-news.laohu8.com/highlight/detail?id=2678489011","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2678489011?lang=zh_cn&edition=full","pubTime":"2026-10-27 08:29","pubTimestamp":1793060980,"startTime":"0","endTime":"0","summary":"证券之星消息，截至2026年10月26日收盘，长光华芯报收于160.34元，下跌5.11%，换手率5.14%，成交量9.06万手，成交额14.53亿元。近5日资金流向一览见下表：长光华芯融资融券信息显示，融资方面，当日融资买入1.05亿元，融资偿还1.31亿元，融资净偿还2545.41万元。长光华芯主营业务：半导体激光芯片、器件及模块等激光行业核心元器件的研发、制造与销售。","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/RB2026102700010429.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","SGXZ81163826.USD","688048","SGXZ49509284.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2677240918","title":"长光华芯（688048）10月22日主力资金净卖出1.67亿元","url":"https://stock-news.laohu8.com/highlight/detail?id=2677240918","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2677240918?lang=zh_cn&edition=full","pubTime":"2026-10-23 08:24","pubTimestamp":1792715081,"startTime":"0","endTime":"0","summary":"证券之星消息，截至2026年10月22日收盘，长光华芯报收于168.95元，下跌8.94%，换手率5.08%，成交量8.96万手，成交额15.68亿元。近5日资金流向一览见下表：长光华芯融资融券信息显示，融资方面，当日融资买入9686.52万元，融资偿还2.04亿元，融资净偿还1.08亿元。长光华芯主营业务：半导体激光芯片、器件及模块等激光行业核心元器件的研发、制造与销售。","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/RB2026102300007543.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","SGXZ49509284.SGD","688048","SGXZ81163826.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2677986618","title":"长光华芯（688048）10月21日主力资金净买入6400.67万元","url":"https://stock-news.laohu8.com/highlight/detail?id=2677986618","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2677986618?lang=zh_cn&edition=full","pubTime":"2026-10-22 08:20","pubTimestamp":1792628449,"startTime":"0","endTime":"0","summary":"证券之星消息，截至2026年10月21日收盘，长光华芯报收于185.53元，上涨2.06%，换手率4.1%，成交量7.23万手，成交额13.5亿元。近5日资金流向一览见下表：长光华芯融资融券信息显示，融资方面，当日融资买入1.06亿元，融资偿还1.23亿元，融资净偿还1660.56万元。长光华芯主营业务：半导体激光芯片、器件及模块等激光行业核心元器件的研发、制造与销售。","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/RB2026102200006754.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":["688048","SGXZ49509284.SGD","SGXZ81163826.USD","BK0214"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2675375230","title":"长光华芯（688048）10月14日主力资金净卖出1.78亿元","url":"https://stock-news.laohu8.com/highlight/detail?id=2675375230","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2675375230?lang=zh_cn&edition=full","pubTime":"2026-10-15 08:31","pubTimestamp":1792024273,"startTime":"0","endTime":"0","summary":"证券之星消息，截至2026年10月14日收盘，长光华芯报收于199.44元，下跌4.57%，换手率3.65%，成交量6.44万手，成交额13.06亿元。近5日资金流向一览见下表：长光华芯融资融券信息显示，融资方面，当日融资买入9821.58万元，融资偿还1.23亿元，融资净偿还2469.22万元。长光华芯主营业务：半导体激光芯片的研发、设计及制造。","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/RB2026101500007163.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":["BK0214","SGXZ49509284.SGD","SGXZ81163826.USD","688048"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2675386179","title":"长光华芯（688048）10月12日主力资金净卖出1.98亿元","url":"https://stock-news.laohu8.com/highlight/detail?id=2675386179","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2675386179?lang=zh_cn&edition=full","pubTime":"2026-10-13 08:31","pubTimestamp":1791851502,"startTime":"0","endTime":"0","summary":"证券之星消息，截至2026年10月12日收盘，长光华芯报收于207.27元，下跌5.44%，换手率5.14%，成交量9.06万手，成交额19.11亿元。近5日资金流向一览见下表：长光华芯融资融券信息显示，融资方面，当日融资买入1.74亿元，融资偿还1.76亿元，融资净偿还152.12万元。长光华芯主营业务：半导体激光芯片的研发、设计及制造。","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/RB2026101300007149.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":["SGXZ81163826.USD","688048","SGXZ49509284.SGD","BK0214"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2674894555","title":"长光华芯半年报现多处披露疏漏：董事会会议届次写错，税率列示存疑","url":"https://stock-news.laohu8.com/highlight/detail?id=2674894555","media":"新浪证券","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2674894555?lang=zh_cn&edition=full","pubTime":"2026-10-10 18:33","pubTimestamp":1791628380,"startTime":"0","endTime":"0","summary":"登录新浪财经APP 搜索查看更多考评等级经对长光华芯2026年半年度报告核查发现，报告存在多处文字及信息披露疏漏，涉及董事会会议届次、税费列示、会计政策及财务附注等内容。资料来源：长光华芯《关于向关联方增资的公告》而半年报此前已披露，第二届董事会第十九次会议于3月18日召开。教育费附加税率标注为5%半年报第94页“主要税种及税率”表中，将教育费附加税率标注为5%。","market":"other","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/aigcy/2026-10-10/doc-iniututh0658209.shtml","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":"sina","symbols":["SGXZ49509284.SGD","SGXZ81163826.USD","BK0214","688048"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2674100887","title":"大摩调研纪要引发光通信板块大跌，长光华芯、源杰科技相继回应","url":"https://stock-news.laohu8.com/highlight/detail?id=2674100887","media":"市场资讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2674100887?lang=zh_cn&edition=full","pubTime":"2026-10-09 11:17","pubTimestamp":1791515820,"startTime":"0","endTime":"0","summary":"中新经纬10月8日，受大摩调研纪要相关内容的影响，A股光通信板块大幅下挫，多只个股跌停。一份纪要引发板块大跌 芯片环节首当其冲10月8日，A股光通信板块大幅下跌，源杰科技、长光华芯、东山精密等跌停，仕佳光子跌逾17%，长芯博创跌幅超过13%。多家上市公司回应 产业链离不开中国对于传言引发股价大跌，多家A股上市公司积极回应。","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://finance.sina.com.cn/roll/2026-10-09/doc-iniuquqp7081065.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":"sina","symbols":["LU2089283258.USD","LU0158827781.USD","LU1074936037.SGD","BK0214","LU2357305700.SGD","IE00BKVL7J92.USD","LU0795875169.SGD","LU1064131342.USD","LU1720051108.HKD","688498","KBWB","LU0795875086.SGD","LU2111349929.HKD","LU1162221912.USD","BK4588","LU0234570918.USD","BK4534","LU2028103732.USD","LU0971096721.USD","LU2271345857.HKD","LU1668664300.SGD","LU1244550221.USD","LU0106831901.USD","LYTE","BK4127","688048","LU0053666078.USD","BK4504","LUMA","BK4516","IE00BZ1G4Q59.USD","LU1989772840.SGD","LU1720051017.SGD","IE00B3S45H60.SGD","SIXG","LU0158827948.USD","LU0267386448.USD","LU1732799900.SGD","FOTO","LU2133065610.SGD","LU0006306889.USD","LU0390134368.USD","LU1244550577.SGD","LU1548497426.USD","LU2264538146.SGD","LU1791710582.SGD","LU1363072403.SGD","LU2487616109.SGD","IAI","LU0225283273.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2674889521","title":"长光华芯（688048）10月8日主力资金净卖出5.58亿元","url":"https://stock-news.laohu8.com/highlight/detail?id=2674889521","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2674889521?lang=zh_cn&edition=full","pubTime":"2026-10-09 08:24","pubTimestamp":1791505494,"startTime":"0","endTime":"0","summary":"证券之星消息，截至2026年10月8日收盘，长光华芯报收于231.76元，下跌20.0%，跌停，换手率7.14%，成交量12.59万手，成交额29.98亿元。近5日资金流向一览见下表：长光华芯融资融券信息显示，融资方面，当日融资买入2.62亿元，融资偿还2.94亿元，融资净偿还3178.22万元。长光华芯主营业务：半导体激光芯片的研发、设计及制造。","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/RB2026100900006058.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":["SGXZ81163826.USD","BK0214","SGXZ49509284.SGD","688048"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2673072064","title":"长假后首个交易日，A股光模块板块受挫，长光华芯、东山精密回应来了！","url":"https://stock-news.laohu8.com/highlight/detail?id=2673072064","media":"同花顺","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2673072064?lang=zh_cn&edition=full","pubTime":"2026-10-08 20:15","pubTimestamp":1791461700,"startTime":"0","endTime":"0","summary":"10月8日，A股光模块、光通信板块震荡走弱，部分个股更是遭遇跌停，例如，长光华芯(SH688048，股价231.76元，市值408.55亿元)全天下跌20%，东山精密(SZ002384，股价150.66元，市值2760.00亿 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中邮证券在其历史大顶喊买入","url":"https://stock-news.laohu8.com/highlight/detail?id=2673413020","media":"中金财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2673413020?lang=zh_cn&edition=full","pubTime":"2026-10-08 17:12","pubTimestamp":1791450723,"startTime":"0","endTime":"0","summary":"中国经济网北京10月8日讯 长光华芯(688048.SH)今日跌停，收报231.76元，跌幅20.00%。\n\n 2026年7月1日，长光华芯股价盘中创下历史最高点509.11元。\n\n 中邮证券有限责任公司研究员万玮、吴文吉7月8日发布研报《长光华芯(688048)：芯所往光所至》称，维持“买入”评级。\n\n (责任编辑：徐自立)","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://sc.stock.cnfol.com/gushijujiao/20261008/32390293.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":"zhongjincaijing_highlight","symbols":["161027","688048","SGXZ49509284.SGD","SGXZ81163826.USD","BK0214"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2673202480","title":"长光华芯回应大摩报告：3.2T放量尚早，短期对国内光芯片无影响","url":"https://stock-news.laohu8.com/highlight/detail?id=2673202480","media":"同花顺","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2673202480?lang=zh_cn&edition=full","pubTime":"2026-10-08 15:41","pubTimestamp":1791445260,"startTime":"0","endTime":"0","summary":"每经AI快讯，10月8日，针对近日摩根士丹利报告提及“FCC潜在规则可能在3.2T世代限制中国光模块”所引发的市场波动，长光华芯(SH688048，股价231.76元，市值408.55亿元)投资者热线工作人员在 ...","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tonghuashun_highlight","url":"http://news.10jqka.com.cn/20261008/c680472813.shtml","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://news.10jqka.com.cn/20261008/c680472813.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":"tonghuashun_highlight","symbols":["688048","SGXZ49509284.SGD","BK0214","SGXZ81163826.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2673071687","title":"CPO又集体大跌，这次又犯了什么事？","url":"https://stock-news.laohu8.com/highlight/detail?id=2673071687","media":"格隆汇APP","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2673071687?lang=zh_cn&edition=full","pubTime":"2026-10-08 14:44","pubTimestamp":1791441840,"startTime":"0","endTime":"0","summary":"节后第一天，CPO板块出现集体下跌。昨天还以为会因为英伟达股价创出新高，对国产CPO有带动，结果打脸啪啪响。不过，今天CPO的下跌，并非空穴来风，而是一份摩根士丹利研报，叠加高位获利盘、减持信号和价格预期松动后的集中杀估值。那到底大摩说了什么？那市场这一次的逻辑，到底是什么呢？CPO和光芯片是本轮AI算力主线中最拥挤的赛道之一，源杰科技年内涨幅一度非常惊人，长光华芯也接近翻倍，获利盘本就丰厚。","market":"sh","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://mp.weixin.qq.com/s?__biz=MzAwNjExNDkyOA==&mid=2649877749&idx=1&sn=947a9cf559536752fd442c52194805c0&chksm=82c327a6a6f5ca0618aaa47e769dde70db81bc5c6f80553b197296ffd39d4198ce982f65782a&scene=0#rd","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":["002384","688205","688498","688313","688048"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2673404670","title":"光芯片板块大幅下挫，三家上市公司回应：未获悉降价相关消息","url":"https://stock-news.laohu8.com/highlight/detail?id=2673404670","media":"中证金牛座","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2673404670?lang=zh_cn&edition=full","pubTime":"2026-10-08 12:26","pubTimestamp":1791433560,"startTime":"0","endTime":"0","summary":"10月8日上午，A股光芯片概念板块震荡走弱，多只个股大幅下挫。截至发稿，长光华芯、源杰科技双双触及20%跌停，仕佳光子跌逾15%，永鼎股份跌逾6%，东山精密跌停。长光华芯方面表示，公司未收到任何关于光芯片降价的相关消息；对于股价大幅下跌原因，公司亦未做相关猜测。仕佳光子方面表示，公司未获得任何光芯片降价的相关消息，但认为本轮板块调整可能源于10月1日摩根士丹利发布的关于美国联邦通信委员会政策的研究报告。","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/2026-10-08/doc-iniunrrf7677711.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":"sina","symbols":["BK0138","BK0028","BK0224","BK0012","BK0077","SGXZ81163826.USD","SGXZ49509284.SGD","688313","BK0070","BK0214","688048","600105"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2673028383","title":"突然！36倍大牛股20%跌停！整条赛道崩跌 发生了什么？","url":"https://stock-news.laohu8.com/highlight/detail?id=2673028383","media":"东方财富网","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2673028383?lang=zh_cn&edition=full","pubTime":"2026-10-08 12:22","pubTimestamp":1791433320,"startTime":"0","endTime":"0","summary":"【突然！36倍大牛股20%跌停！整条赛道崩跌 发生了什么？】一是美国联邦通信委员会（FCC）新规10月13日生效。专业人士认为，北美供应链强制切换美系光源，国产高速光芯片进入北美高端市场的难度增加；二是有消息指出，1.6T光芯片价格已有所下滑，原因是市场高估了短期芯片溢价，硅光方案爬坡顺利使成本底线暴露，客户采购心态也发生转变。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"east_money_stock","url":"http://stock.eastmoney.com/news/1405,202610083889431718.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/1405,202610083889431718.html","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":"east_money_stock","symbols":["LU0210526637.USD","LU1255011170.USD","LU1997245094.SGD","LU1997245177.USD","LU2399975544.HKD","LU1997244956.HKD","LU2289578879.USD","LU0456827905.SGD","LU2495084118.USD","LU1961090484.USD","LU1655091616.SGD","SGXZ81163826.USD","BK0076","LU1720050803.USD","688313","BK0196","002384","LU0051755006.USD","SGXZ49509284.SGD","LU1794554557.SGD","688048","BK0109","BK0141","688498","IE00BMPRXN33.USD","BK0102","BK0152","BK0214","IE00BMPRXQ63.HKD","IE00BMPRXR70.SGD","BK0171"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2673704232","title":"快讯：科创50跌超2% CPO板块直线下挫 长光华芯、源杰科技20cm跌停","url":"https://stock-news.laohu8.com/highlight/detail?id=2673704232","media":"中金财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2673704232?lang=zh_cn&edition=full","pubTime":"2026-10-08 10:31","pubTimestamp":1791426664,"startTime":"0","endTime":"0","summary":" 10月8日消息，指数冲高回落，三大股指涨跌不一，沪指表现较强，科创50跌超2%。下跌方面，CPO板块直线下挫，长光华芯、源杰科技20cm跌停，东山精密跌停；创新药概念震荡下挫，艾力斯20cm跌停；半导体板块集体下跌，盛美上海跌幅居前。总体来看，两市个股涨多跌少，上涨个股超2900只。 盘面上，电池、油气开采及服务、港口航运板块涨幅居前；生物制品、重组蛋白、半导体板块跌幅居前。","market":"sh","thumbnail":" http://caiji.3g.cnfol.com/colect/202610/08/20261008537088.jpg","type":0,"news_type":0,"thumbnails":[" 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