仕佳光子(688313)_个股概要_股票价格_最新资讯_行情走势_历史数据 - 老虎社区

688313 仕佳光子

已收盘 08-14 15:00:01

{"stockData":{"symbol":"688313","market":"SH","secType":"STK","nameCN":"仕佳光子","latestPrice":56.43,"timestamp":1755154801000,"preClose":61.54,"halted":0,"volume":39891879,"delay":0,"changeRate":-0.083,"floatShares":459000000,"shares":459000000,"eps":0.5877,"marketStatus":"已收盘","change":-5.11,"latestTime":"08-14 15:00:01","open":60.62,"high":60.65,"low":56.35,"amount":2321000000,"amplitude":0.0699,"askPrice":56.43,"askSize":1502,"bidPrice":56.42,"bidSize":195,"shortable":0,"etf":0,"ttmEps":0.5877,"tradingStatus":0,"nextMarketStatus":{"tag":"开盘","tradingStatus":2,"beginTime":1755221400000},"marketStatusCode":5,"adr":0,"adjPreClose":61.54,"symbolType":"stock_kcb","openAndCloseTimeList":[[1755135000000,1755142200000],[1755147600000,1755154800000]],"highLimit":67.69,"lowLimit":55.39,"ibTradeSell":false,"ibTradeBuySell":true,"totalEquity":458802328,"isCdr":false,"pbRate":18.61,"roa":"--","peRate":96.018377,"roe":"16.56%","epsLYR":0.1436,"committee":-0.26537,"marketValue":25890000000,"turnoverRate":0.0869,"status":1,"afterMarket":{"amount":101574,"volume":1800,"close":56.43,"buyVolume":430,"sellVolume":0,"time":1755156839260,"indexStatus":"已收盘 08-14 15:30:00","preClose":61.54},"floatMarketCap":25890000000},"requestUrl":"/m/hq/s/688313","defaultTab":"news","newsList":[{"id":"2558464870","title":"F5G概念盘中拉升，仕佳光子涨7.07%","url":"https://stock-news.laohu8.com/highlight/detail?id=2558464870","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2558464870?lang=zh_cn&edition=full","pubTime":"2025-08-12 14:48","pubTimestamp":1754981300,"startTime":"0","endTime":"0","summary":"08月12日，F5G概念盘中拉升，截至14点48分，F5G概念整体指数上涨1.00%，报2211.750点。从个股上来看，该概念的成分股中，仕佳光子涨7.07%，星网锐捷、中际旭创2只股涨幅超过5%。从资金上来看，截止发稿，F5G概念主力净流入为8.76亿，其中中际旭创受到资金热捧，主力净流入6.06亿；拉长时间线来看，该板块近20日主力资金净流入-51.69亿。（以上内容为腾讯自选股基于公开消息，由程序或算法智能生成，仅作为用户看盘参考，不作为投资建议或交易依据。股市有风险，请谨慎决策。）","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202508121448209742717a&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202508121448209742717a&s=b","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":"tencent","symbols":["BK0214","688313"],"gpt_icon":0},{"id":"2558694742","title":"光芯片概念盘中跳水，聚飞光电跌0.46%","url":"https://stock-news.laohu8.com/highlight/detail?id=2558694742","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2558694742?lang=zh_cn&edition=full","pubTime":"2025-08-12 09:42","pubTimestamp":1754962928,"startTime":"0","endTime":"0","summary":"08月12日，光芯片概念盘中跳水，截至09点42分，光芯片概念整体指数下跌0.55%，报1676.330点。从个股上来看，该概念的成分股中，聚飞光电跌0.46%，亨通光电、跃岭股份、仕佳光子跌幅居前。从资金上来看，截止发稿，光芯片概念主力净流入为2.23亿，其中新易盛受到资金热捧，主力净流入1.84亿；拉长时间线来看，该板块近20日主力资金净流入-70.10亿。（以上内容为腾讯自选股基于公开消息，由程序或算法智能生成，仅作为用户看盘参考，不作为投资建议或交易依据。股市有风险，请谨慎决策。）","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202508120942089741f2e7&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202508120942089741f2e7&s=b","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":"tencent","symbols":["159813","BK0141","BK0214","300303","BK0077","688313"],"gpt_icon":0},{"id":"2558664352","title":"仕佳光子：盈利能力大幅提升，新产品研发进展显著【天风通信】","url":"https://stock-news.laohu8.com/highlight/detail?id=2558664352","media":"海陆清风","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2558664352?lang=zh_cn&edition=full","pubTime":"2025-08-12 00:01","pubTimestamp":1754928080,"startTime":"0","endTime":"0","summary":"事件公司发布2025年半年报，公司实现营业收入9.93亿元，同比增长121%，归母净利润为2.17亿元，同比增长1712%，扣非归母净利润为2.14亿元，同比增长12667%。公司拟收购福可喜玛部分股权，协同效应有望增强公司拟通过发行股份及支付现金的方式购买福可喜玛82.3810%股权。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250812001713a4824ffe&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250812001713a4824ffe&s=b","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":"tencent","symbols":["BK0214","688313"],"gpt_icon":0},{"id":"2558630322","title":"仕佳光子今日主力净流出3749.7万 资金流出股价或承压","url":"https://stock-news.laohu8.com/highlight/detail?id=2558630322","media":"智选洞察","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2558630322?lang=zh_cn&edition=full","pubTime":"2025-08-11 15:32","pubTimestamp":1754897572,"startTime":"0","endTime":"0","summary":"仕佳光子今日主力资金净流出3749.7万元，连续4日净流出，上一交易日主力资金净流出达1.1亿元。资金博弈与产业预期共振引发短期波动仕佳光子近期主力资金剧烈波动源于多空力量对产业预期的分歧加剧。7月29日，受英伟达供应链及800G光模块订单预期催化，CPO概念热度攀升，主力资金三日内净流入2.54亿元。此外，公司24.3亿元融资余额加剧资金链压力，部分杠杆资金撤离放大了股价波动幅度。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250811154241a4817c7e&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250811154241a4817c7e&s=b","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":"tencent","symbols":["BK0214","688313"],"gpt_icon":0},{"id":"2558068067","title":"光芯片概念盘中拉升，亨通光电涨4.48%","url":"https://stock-news.laohu8.com/highlight/detail?id=2558068067","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2558068067?lang=zh_cn&edition=full","pubTime":"2025-08-11 09:39","pubTimestamp":1754876354,"startTime":"0","endTime":"0","summary":"08月11日，光芯片概念盘中拉升，截至09点39分，光芯片概念整体指数上涨1.00%，报1641.010点。从个股上来看，该概念的成分股中，亨通光电涨4.48%，新易盛、中际旭创、仕佳光子涨幅居前。从资金上来看，截止发稿，光芯片概念主力净流入为3.05亿，其中新易盛受到资金热捧，主力净流入2.45亿；拉长时间线来看，该板块近20日主力资金净流入-88.65亿。（以上内容为腾讯自选股基于公开消息，由程序或算法智能生成，仅作为用户看盘参考，不作为投资建议或交易依据。股市有风险，请谨慎决策。）","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025081109391494dbbd01&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025081109391494dbbd01&s=b","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":"tencent","symbols":["LU1969619763.USD","SGXZ49509284.SGD","BK0224","BK0188","159813","BK0070","BK0175","LU2328871848.SGD","688313","BK0148","BK0167","BK0196","SGXZ81163826.USD","600487","BK0187","BK0143"],"gpt_icon":0},{"id":"2558192688","title":"周末重点速递丨谁在追“牛”？券商热议A股七大资金主体流向；机构聚焦卫星互联网、人形机器人等配置机会","url":"https://stock-news.laohu8.com/highlight/detail?id=2558192688","media":"每经网","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2558192688?lang=zh_cn&edition=full","pubTime":"2025-08-10 09:48","pubTimestamp":1754790539,"startTime":"0","endTime":"0","summary":"（二）券商最新研判天风证券：A股七大资金主体面面观，谁在追“牛”？私募证券基金方面，规模持续上升。6月私募证券基金规模为5.56万亿元，较5月环比小幅上行。2025Q2理财资金权益比例较上期整体有所下降。北向资金方面，月度日均成交额回升。海南商业航天发射场双工位的“接力”火箭发射，意味着我国首个商业航天发射场的高频次发射能力得到验证。投资建议上，有关机器人会展、大会和新品发布等消息的催化，对板块持续上行形成支持。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025081009501494da4adc&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025081009501494da4adc&s=b","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":"tencent","symbols":["688498","688160","160636","688523","BK0224","159792","BK0143","BK0054","688097","BK0148","BK0012","603009","688102","BK0167","688311","399300","603667","600487","688048","BK0155","BK0187","BK0188","600522","BK0196","159982","BK0028","600114","688313","603662","688205"],"gpt_icon":0},{"id":"2558502090","title":"每周股票复盘：仕佳光子（688313）拟购东莞福可喜玛股权并募集配套资金","url":"https://stock-news.laohu8.com/highlight/detail?id=2558502090","media":"证券之星","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2558502090?lang=zh_cn&edition=full","pubTime":"2025-08-10 01:20","pubTimestamp":1754760019,"startTime":"0","endTime":"0","summary":"截至2025年8月8日收盘，仕佳光子报收于54.92元，较上周的55.46元下跌0.97%。本周，仕佳光子8月5日盘中最高价报58.97元。根据上海证券交易所相关规定，公司股票于2025年6月30日开市起停牌，预计停牌时间不超过10个交易日。","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/RB2025081000000068.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","688313"],"gpt_icon":0},{"id":"2557202775","title":"盈利能力大幅提升，新产品研发进展显著","url":"https://stock-news.laohu8.com/highlight/detail?id=2557202775","media":"东方财富","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2557202775?lang=zh_cn&edition=full","pubTime":"2025-08-08 21:30","pubTimestamp":1754659844,"startTime":"0","endTime":"0","summary":"公司盈利能力提升，光芯片及器件营收快速增长2025年上半年，公司毛利率为37.38%，同比提升13.57个百分点，净利率为21.83%，同比提升19.17个百分点，公司盈利能力提升；公司光芯片及器件营收为7.00亿元，同比增长190.92%，其中AWG芯片系列产品营收为3.11亿元，同比增长205.71%，光纤连接器产品营业收入为2.98亿元，同比增长423.03%。公司拟收购福可喜玛部分股权，协同效应有望增强公司拟通过发行股份及支付现金的方式购买福可喜玛82.3810%股权。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250808213046973bdeaf&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250808213046973bdeaf&s=b","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":"tencent","symbols":["BK0214","688313"],"gpt_icon":0},{"id":"2557877524","title":"通信行业点评报告：GPT-5发布，多领域取得SOTA，可靠性大幅提升","url":"https://stock-news.laohu8.com/highlight/detail?id=2557877524","media":"开源证券","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2557877524?lang=zh_cn&edition=full","pubTime":"2025-08-08 20:06","pubTimestamp":1754654789,"startTime":"0","endTime":"0","summary":"GPT-5发布，模型能力多方位提升，可靠性大幅加强2025年8月7日，OpenAI发布GPT-5系列模型，在编码、数学、写作、健康、视觉感知等方面均实现了显著的提升。GPT-5在多领域取得SOTA，所有用户开放使用GPT-5在数学、写作、编程、健康等方面能力更强，在数学AIME无工具使用时得分达94.6%，在现实世界编程SWE-bench验证测试达74.9%，Aider Polyglot达88%，健康HealthBench Hard测试中达46.2%，均实现新的SOTA。","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=nesSN2025080820065494d7a345&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025080820065494d7a345&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["688048","600522","BK4588","BK4526","688313","BK4529","01686","GDS","BK4607","601869","BK4116","BK4585","688498","BK4563","BK4505","09698","BK4531","688205","600487","BK4614"],"gpt_icon":1},{"id":"2557528777","title":"仕佳光子：毛利率回落因产品收入结构变化 净利率提升得益于工艺改进与降本增效","url":"https://stock-news.laohu8.com/highlight/detail?id=2557528777","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2557528777?lang=zh_cn&edition=full","pubTime":"2025-08-08 18:30","pubTimestamp":1754649051,"startTime":"0","endTime":"0","summary":"公司2025年半年度报告显示，毛利率较一季度有所回落，主要受报告期内部分产品收入结构变化等因素影响；而净利率实现提升，主要得益于两方面：一是公司持续推进工艺改进，带动产品良率稳步提高；二是精细化管理与降本增效措施落地见效。","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/RB2025080800031615.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":["ZFmain","ZBmain","688313","UBmain","BK0214","TNmain","ZNmain","ZTmain"],"gpt_icon":0},{"id":"2557981315","title":"仕佳光子股价下跌2.27% 半年报净利润同比增幅达1712%","url":"https://stock-news.laohu8.com/highlight/detail?id=2557981315","media":"金融界","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2557981315?lang=zh_cn&edition=full","pubTime":"2025-08-08 01:09","pubTimestamp":1754586556,"startTime":"0","endTime":"0","summary":"仕佳光子8月7日股价报55.85元，较前一交易日下跌1.30元，跌幅2.27%。当日开盘价为56.62元，最高触及57.89元，最低下探至54.44元，成交量为297983手，成交额16.68亿元。仕佳光子主营业务为光通信芯片及器件的研发、生产和销售，产品广泛应用于光纤通信、数据中心等领域。公司所属行业为通信设备，涉及CPO、F5G等概念。数据显示，仕佳光子2025年上半年净利润同比增幅达1712%，业绩表现突出。8月7日主力资金净流出22084.27万元，占流通市值的0.86%。近五个交易日主力资金累计净流出70876.30万元，占流通市值的2.77%。风险提示：市场有风险，投资需谨慎。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250808011746973a065b&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, .wx-sou","directOrigin":true},"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250808011746973a065b&s=b","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":"tencent","symbols":["688313"],"gpt_icon":0},{"id":"2557901514","title":"通信行业点评报告：ARISTA上调业绩指引 XPU加速落地","url":"https://stock-news.laohu8.com/highlight/detail?id=2557901514","media":"开源证券","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2557901514?lang=zh_cn&edition=full","pubTime":"2025-08-08 00:00","pubTimestamp":1754582400,"startTime":"0","endTime":"0","summary":"Arista 上调业绩指引，AI 后端网络需求持续提升2025 年8 月5 日，Arista Networks 发布2025 第二季度报，2025Q2，公司实现营收22.05 亿美元，同比增长30.4%，环比增长10.0%，超出公司指引，实现毛利率65.2%，同比提升0.3 个百分点，环比提升1.5 个百分点。AI 后端网络持续为公司带来营收和市场份额增量，公司预计AI 网络总收入将在2025 年超过150 亿美元，并在未来持续增长。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250808120620a47c5052&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250808120620a47c5052&s=b","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":"tencent","symbols":["600522","688498","601869","09698","01686","600487","BK1134","GOOG","688048","GDS","GOOGL","688313","688205"],"gpt_icon":0},{"id":"2557347136","title":"近一个月券商调研超600只个股 工业机械行业热度高","url":"https://stock-news.laohu8.com/highlight/detail?id=2557347136","media":"财经网","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2557347136?lang=zh_cn&edition=full","pubTime":"2025-08-06 13:11","pubTimestamp":1754457078,"startTime":"0","endTime":"0","summary":"Wind资讯数据显示，近一个月，已有101家券商对608只个股进行了调研。其中，仕佳光子以54次的调研次数位居榜首；豪鹏科技次之，接受了50次调研；德福科技、宏发股份、海康威视分别被调研49次、47次和46次；新时达、孚能科技均被调研44次。聚焦这些被调研个股的市场表现，近一个月内，上述608只个股中有472只个股股价实现上涨，占比77.63%。对上述被调研个股的行业分布进行梳理可以发现，工业机械、电子元件等行业受到券商高度关注。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202508061311189736c7ae&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202508061311189736c7ae&s=b","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":"tencent","symbols":["IE0008368742.USD","BK0077","LU1831875114.USD","BK0185","LU0359201612.USD","BK0224","LU0359202008.SGD","LU2213484517.USD","LU0072462343.USD","IE00B031HY20.USD","LU1328615791.USD","600885","IE0005HP3H50.USD","688567","LU1023057109.AUD","BK0169","BK0196","688313","LU0359201885.HKD","LU1048588211.SGD","BK0028","BK0175","IE00BZ08YR35.GBP","BK0078","600513","LU0227179875.USD","IE00BZ08YT58.USD","688202","IE00BZ08YS42.EUR","688110"],"gpt_icon":0},{"id":"2557351845","title":"券商调研热：工业机械等行业受关注，并购及新兴业务成关注焦点","url":"https://stock-news.laohu8.com/highlight/detail?id=2557351845","media":"环球网","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2557351845?lang=zh_cn&edition=full","pubTime":"2025-08-05 11:28","pubTimestamp":1754364538,"startTime":"0","endTime":"0","summary":"Wind数据显示，在7月4日至8月4日的近一个月时间里，已有101家券商对608只个股展开调研，工业机械、电子元件等行业备受券商关注。同时，上市公司在新兴业务领域的布局也成为券商关注的重点之一。豪鹏科技被问及在低空经济领域的技术储备和客户拓展进度，海康威视被问及场景数字化业务的进展及收入贡献情况。对被调研个股的行业分布进行梳理发现，工业机械、电子元件等行业受到券商高度关注。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025080511293894d052bf&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025080511293894d052bf&s=b","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":"tencent","symbols":["688567","LU0359201885.HKD","LU0227179875.USD","LU2213484517.USD","BK0077","BK0196","688313","BK0028","BK0185","LU1048588211.SGD","IE0005HP3H50.USD","IE00BZ08YT58.USD","LU1023057109.AUD","LU0359202008.SGD","LU1831875114.USD","IE00B031HY20.USD","LU0359201612.USD","BK0169","LU1328615791.USD","IE0008368742.USD","600885","IE00BZ08YR35.GBP","BK0175","BK0078","IE00BZ08YS42.EUR","BK0224","LU0072462343.USD"],"gpt_icon":0},{"id":"2557356268","title":"激光雷达概念盘中拉升，波长光电涨8.41%","url":"https://stock-news.laohu8.com/highlight/detail?id=2557356268","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2557356268?lang=zh_cn&edition=full","pubTime":"2025-08-05 10:01","pubTimestamp":1754359315,"startTime":"0","endTime":"0","summary":"08月05日，激光雷达概念盘中拉升，截至10点01分，激光雷达概念整体指数上涨1.03%，报1276.350点。从个股上来看，该概念的成分股中，波长光电涨8.41%，仕佳光子、硕贝德、德龙激光涨幅居前。从资金上来看，截止发稿，激光雷达概念主力净流入为3.68亿，其中仕佳光子受到资金热捧，主力净流入1.03亿；拉长时间线来看，该板块近20日主力资金净流入-63.16亿。（以上内容为腾讯自选股基于公开消息，由程序或算法智能生成，仅作为用户看盘参考，不作为投资建议或交易依据。股市有风险，请谨慎决策。）","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025080510015594d02648&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025080510015594d02648&s=b","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":"tencent","symbols":["688313","BK0214","301421","BK0225"],"gpt_icon":0},{"id":"2557335545","title":"F5G概念盘中拉升，仕佳光子涨5.13%","url":"https://stock-news.laohu8.com/highlight/detail?id=2557335545","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2557335545?lang=zh_cn&edition=full","pubTime":"2025-08-05 09:45","pubTimestamp":1754358311,"startTime":"0","endTime":"0","summary":"08月05日，F5G概念盘中拉升，截至09点45分，F5G概念整体指数上涨0.55%，报2137.340点。从个股上来看，该概念的成分股中，仕佳光子涨5.13%，长芯博创、特发信息、中际旭创涨幅居前。从资金上来看，截止发稿，F5G概念主力净流入为5.29亿，其中中际旭创受到资金热捧，主力净流入3.42亿；拉长时间线来看，该板块近20日主力资金净流入-36.83亿。（以上内容为腾讯自选股基于公开消息，由程序或算法智能生成，仅作为用户看盘参考，不作为投资建议或交易依据。股市有风险，请谨慎决策。）","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250805094511a47574ec&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250805094511a47574ec&s=b","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":"tencent","symbols":["BK0214","688313"],"gpt_icon":0},{"id":"2556388963","title":"仕佳光子：光芯片及器件增长显著","url":"https://stock-news.laohu8.com/highlight/detail?id=2556388963","media":"证券之星","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2556388963?lang=zh_cn&edition=full","pubTime":"2025-08-04 18:27","pubTimestamp":1754303235,"startTime":"0","endTime":"0","summary":"证券之星消息，仕佳光子08月04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：2025年中报，光芯片与器件收入7亿占总收入的70.52%，同比增长达到190.92%远超总收入增速121.12%，光芯片与器件成为贵司中报业绩大增的最重要推手，请问光芯片与器件主要出口市场是北美还是东南亚？受益于AI算力需求驱动，数通市场快速增长，公司光芯片及器件增长显著。","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/RB2025080400027450.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":"stockstar","symbols":["159813","BK0214","688313"],"gpt_icon":0},{"id":"2556874297","title":"仕佳光子股价下跌5.25% 产业催化与资金博弈加剧波动","url":"https://stock-news.laohu8.com/highlight/detail?id=2556874297","media":"智选洞察","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2556874297?lang=zh_cn&edition=full","pubTime":"2025-08-04 09:32","pubTimestamp":1754271155,"startTime":"0","endTime":"0","summary":"仕佳光子股价大幅下跌，最新价52.55元/股，跌幅5.25%。资金博弈与产业催化共振引发波动仕佳光子近期净流入主要源于多重短期因素交织。2025年上半年净利润同比激增1712%的业绩兑现后，部分投资者选择获利了结，加剧了股价波动。产业红利与估值天平持续博弈长期来看，仕佳光子深度参与全球算力基建产业链的战略布局持续发力。公司2025年上半年境外收入同比增幅超323%，光器件业务收入占比提升至70.52%，1.6T光模块产品已进入客户验证阶段。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250804093552a4733bcd&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250804093552a4733bcd&s=b","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":"tencent","symbols":["BK0214","688313"],"gpt_icon":0},{"id":"2556687542","title":"【机构调研记录】蜂巢基金调研仕佳光子","url":"https://stock-news.laohu8.com/highlight/detail?id=2556687542","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2556687542?lang=zh_cn&edition=full","pubTime":"2025-08-04 08:02","pubTimestamp":1754265750,"startTime":"0","endTime":"0","summary":"蜂巢基金成立于2018年，截至目前，资产管理规模488.84亿元，排名86/210；资产管理规模488.79亿元，排名75/210；管理公募基金数57只，排名97/210；旗下公募基金经理9人，排名112/210。旗下最近一年表现最佳的公募基金产品为蜂巢先进制造混合发起式A，最新单位净值为1.08，近一年增长28.31%。","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/RB2025080400001951.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":["688313","BK0214"],"gpt_icon":0},{"id":"2556754908","title":"【机构调研记录】国联安基金调研长华集团、仕佳光子等3只个股（附名单）","url":"https://stock-news.laohu8.com/highlight/detail?id=2556754908","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2556754908?lang=zh_cn&edition=full","pubTime":"2025-08-04 08:01","pubTimestamp":1754265694,"startTime":"0","endTime":"0","summary":"证券之星消息，根据市场公开信息及8月1日披露的机构调研信息，国联安基金近期对3家上市公司进行了调研，相关名单如下：1）长华集团 调研纪要：长华集团在行星滚柱丝杠方面已成功生产出新的迭代样品，检测数据符合行业要求，但产品尚处于研发阶段，未实现营业收入，存在较大投资风险。2）仕佳光子 调研纪要：仕佳光子介绍了其在多个业务板块的进展和规划。","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/RB2025080400001900.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","605018","688313","BK0264"],"gpt_icon":0}],"profile":{"ret":0,"serverTime":1755157107134,"stockEarnings":[{"period":"1week","weight":0.0768},{"period":"1month","weight":0.4355},{"period":"3month","weight":1.0636},{"period":"6month","weight":2.3193},{"period":"1year","weight":5.9884},{"period":"ytd","weight":2.7607}],"compareEarnings":[{"period":"1week","weight":0.0136},{"period":"1month","weight":0.0465},{"period":"3month","weight":0.0895},{"period":"6month","weight":0.1006},{"period":"1year","weight":0.2844},{"period":"ytd","weight":0.099}],"compareStock":{"symbol":"000001.SH","name":"上证指数"},"companyName":"河南仕佳光子科技股份有限公司","boardCode":"AI0039","boardName":"计算机、通信和其他电子设备制造业","stockholders":"24840人(较上一季度增加5.31%)","perCapita":"18470股","listingDate":"2020-08-12","address":"河南省鹤壁市淇滨区延河路201号","registeredCapital":"45880万元","survey":"　　河南仕佳光子科技股份有限公司的主营业务是光集成芯片及光电芯片、器件、模块、子系统、室内光缆、线缆高分子材料的研发、生产、销售和相关技术服务。公司的主要产品是PLC光分路器芯片、AWG芯片及组件、VOA芯片及器件模块、OSW芯片、MEMS光器件、WDM与OADM、VMUX模块、光纤连接器跳线、FP激光器芯片及器件、DFB激光器芯片及器件、EML激光器芯片、室内光缆、线缆高分子材料。公司曾荣获2017年国家科学技术进步奖。","listedPrice":10.82},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.34.7","shortVersion":"4.34.7","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"pagemeta":{"title":"仕佳光子(688313)_个股概要_股票价格_最新资讯_行情走势_历史数据","description":"美港股上老虎。老虎社区提供仕佳光子(688313)今日价格,行情走势,历史数据,股票概要及实时的新闻资讯,近期大事等重要参考决策数据。","keywords":"仕佳光子,688313,仕佳光子股票,仕佳光子股票老虎,仕佳光子股票老虎国际,仕佳光子行情,仕佳光子股票行情,仕佳光子股价,仕佳光子股市,仕佳光子股票价格,仕佳光子股票交易,仕佳光子股票购买,仕佳光子股票实时行情,购买美股,购买港股,港股开户,美股开户,美股交易,港股交易,开通美港股账户,老虎国际行情","social":{"og_title":"仕佳光子(688313)_个股概要_股票价格_最新资讯_行情走势_历史数据","og_description":"美港股上老虎。老虎社区提供仕佳光子(688313)今日价格,行情走势,历史数据,股票概要及实时的新闻资讯,近期大事等重要参考决策数据。","og_image":"https://static.tigerbbs.com/a0b84b8debbbce3b4440f7fdd5eed2e7"}}}