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汇聚科技
14.980
-0.270
-1.77%
手动刷新
成交量:
676.06万
成交额:
1.01亿
市值:
334.50亿
市盈率:
38.98
高:
15.680
开:
15.250
低:
14.740
收:
15.250
52周最高:
24.668
52周最低:
11.872
股本:
22.33亿
香港流通股本:
22.33亿
量比:
0.50
换手率:
0.30%
股息:
0.04
股息率:
0.27%
每股收益(LYR):
0.384
净资产收益率:
35.21%
总资产收益率:
7.73%
市净率:
11.83
市盈率(LYR):
38.98
市销率:
2.70
数据加载中...
总览
公司
新闻资讯
公告
财报前瞻|汇聚科技本季度营收预计不明,机构观点暂未出现明显分歧
财报Agent
·
08/21
港股异动 | 光通信概念股跌幅居前 中际旭创(03308)跌超12% 剑桥科技(06166)跌超6%
智通财经
·
昨天
汇聚科技:8月19日根据股份计划发行5,000股新股,已发行股本增至2,233,324,404股
公告速递
·
08/19
汇聚科技(01729.HK)根据股份计划发行5000股
智通财经
·
08/19
OpenAI预计次季亏损扩大 港股芯片、CPO板块集体下跌
金吾财讯
·
08/19
异动解读|汇聚科技盘中下跌6.2%,港股光通信板块集体走弱
行情直击
·
08/19
港股光通信概念股延续升势,海光芯正涨超7%,长飞光纤光缆、舜宇光学科技涨超4%
老虎资讯综合
·
08/18
汇聚科技:8月17日发行1,000股股份,每股价格1.506港元
公告速递
·
08/17
汇聚科技(01729)根据股份计划发行1000股
智通财经
·
08/17
汇聚科技(01729)定于8月28日审议2026年中期业绩及派息计划
公告速递
·
08/17
港股光通信概念股午后涨幅扩大,海光芯正涨超10%
老虎资讯综合
·
08/17
汇聚科技(01729)出现大手买入56.6万股,成交价$17.5,涉资990.5万
阿斯达克财经
·
08/17
异动解读|汇聚科技盘中上涨5.14%,莱尼整合超预期叠加多机构看好算力业务
行情直击
·
08/17
港股光通信板块走强,中际旭创涨超4%,海光芯正涨超3%
老虎资讯综合
·
08/13
光通信概念股盘初走强 中际旭创(03308)涨4.78% 机构指产业链有望开启新一轮
金吾财讯
·
08/13
港股异动 | 光通信概念股涨幅居前 Coherent季度营收超20亿美元 业绩展望高于市场预期
智通财经
·
08/13
【券商聚焦】国海证券首予汇聚科技(01729)买入评级 指AI服务器业务快速放量
金吾财讯
·
08/12
港股异动 | 汇聚科技(01729.HK)午后涨近7% 机构指莱尼整合效果超预期 算力业务被明显低估
智通财经
·
08/12
异动解读|汇聚科技盘中上涨5.12%,隔夜美股光通信板块反弹提振情绪
行情直击
·
08/12
汇聚科技(01729)股价上升5.055%,现价港币$16.21
阿斯达克财经
·
08/12
更多
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14:05","pubTimestamp":1787551534,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,光通信概念股跌幅居前,截至发稿,中际旭创跌12.11%,报1002港元;剑桥科技跌5.81%,报90.8港元;汇聚科技跌2.95%,报14.8港元;长飞光纤光缆跌3%,报135.8港元。但市场对此解读为:ITI作为美国科技行业代表,其公开反对恰恰暗示FCC确实有可能出台相关限制措施,反而加剧对光模块出口前景的担忧。中信证券香港此前发布研报称,FCC草案实施难度较高。","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/1484085.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":["BK1533","KCAI","LU0417516902.SGD","91530","LU0348827113.USD","BK0070","LU2495084118.USD","LU0210526637.USD","LU1961090484.USD","IE0034224299.USD","LU2476274720.SGD","LUMA","VXUS","LU0307460666.USD","LU1719994722.HKD","LU1997245177.USD","LU0359202008.SGD","BK1249","FOTO","03308","LU0469268626.HKD","300308","SGXZ81163826.USD","LU0327786744.USD","01729","IE0032431581.USD","SIXG","LU1064131003.USD","BK1122","LU1794554557.SGD","LYTE","LU0164939612.USD","LU0588546209.SGD","LU0634319403.HKD","LU0082770016.USD","BK4585","LU0456827905.SGD","603083","06166","06869","LU0082770016.SGD","LU2580892789.USD","LU2148510915.USD","LU1064130708.USD","LU0348825331.USD","LU0620787316.HKD","LU1781817850.SGD","LU1979443071.USD","LU0531971595.HKD","LU0540923850.HKD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1120337365","title":"汇聚科技:8月19日根据股份计划发行5,000股新股,已发行股本增至2,233,324,404股","url":"https://stock-news.laohu8.com/highlight/detail?id=1120337365","media":"公告速递","labels":["SGX"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1120337365?lang=zh_cn&edition=fundamental","pubTime":"2026-08-19 18:06","pubTimestamp":1787133977,"startTime":"0","endTime":"0","summary":"汇聚科技有限公司(股票代码:01729)于2026年8月19日发布翌日披露报表。公告显示,公司根据此前于2023年7月24日授予参与人的股份计划,于2026年8月19日发行5,000股新股,占发行前已发行股本的0.001%。本次发行的每股价格为1.506港元,发行完成后,公司已发行股本从2,233,319,404股增加至2,233,324,404股。\n公告称,相关股份发行已获得董事会正式授权,并已遵守香港联合交易所有限公司证券上市规则及相关法律法规。该公告由执行董事柯天然签署。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":"汇聚科技:8月19日根据股份计划发行5,000股新股,已发行股本增至2,233,324,404股","news_tag":"SGX","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["01729"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2660044166","title":"汇聚科技(01729.HK)根据股份计划发行5000股","url":"https://stock-news.laohu8.com/highlight/detail?id=2660044166","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2660044166?lang=zh_cn&edition=fundamental","pubTime":"2026-08-19 17:56","pubTimestamp":1787133377,"startTime":"0","endTime":"0","summary":null,"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://www.zhitongcaijing.com/immediately.html?type=ganggu","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":"live_zhitongcaijing","symbols":["LU2279858448.HKD","LU1171460220.USD","01729","BK1116"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2660841970","title":"OpenAI预计次季亏损扩大 港股芯片、CPO板块集体下跌","url":"https://stock-news.laohu8.com/highlight/detail?id=2660841970","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2660841970?lang=zh_cn&edition=fundamental","pubTime":"2026-08-19 11:29","pubTimestamp":1787110149,"startTime":"0","endTime":"0","summary":"金吾财讯 | OpenAI预计次季亏损扩大,港股AI相关板块走低,芯片方面,华虹宏力 跌11.25%,芯智控股跌8.69%,中芯国际跌5.74%,上海复旦跌4.23%,晶门半导体跌3.70%,中兴通讯跌2.99%。据相关媒体援引知情人士报道,OpenAI二季度收入为67亿美元,较一季度的57亿美元增长18%,与此同时运营亏损进一步扩大。另据最新消息,OpenAI发布公告称,公司暂时放慢包括Astra在内前沿模型的研发节奏,大量Astra训练和评估任务仍处于暂停状态。","market":"sh","thumbnail":"https://static.szfiu.com/news/20241108/MmRhZGRhNjQ0NTZmM2ZiNTY3MTMzODA5NjE3MTg=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/MmRhZGRhNjQ0NTZmM2ZiNTY3MTMzODA5NjE3MTg=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1988661","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":["LU0348766576.USD","IE0008369823.USD","LU1282649810.SGD","LU1328277881.USD","LU0417516738.SGD","LU0588546209.SGD","LU1235294995.USD","BK1163","SG9999001903.USD","00981","IE0034224299.USD","LU0307460666.USD","BK1162","LU1823568750.SGD","ASMVY","BK1149","BK1249","LU0708995583.HKD","LU0348783233.USD","BK1610","LU1481107354.HKD","03308","TCHI","BK1169","LU1770034418.SGD","02878","LU0417516571.SGD","BK1589","LU0320764599.SGD","LU0227179875.USD","BK1116","688385","LU0348735423.USD","LU0274383008.USD","06869","SG9999000475.SGD","LU0540923850.HKD","LU1282649141.HKD","LU0634319403.HKD","LU1171460220.USD","688347","00763","BK1614","601869","03355","BK1526","00522","01347","BK1607","LU1719994722.HKD","603083","LU0164880469.USD","BK1529","01729","BK1122","LU0648948544.HKD","LU1251922891.USD","LU0348767384.USD","LU2279858448.HKD","LU0348825331.USD","LU0384037296.USD","LU0052750758.USD","BK1506","LU1813983027.USD","MCHS","300308","LU1303224171.USD","LU2039709279.SGD","688981","SFDMY","LU1046421795.USD","SG9999006597.SGD","BK1533","LU1282649067.USD","000063","LU0314109678.HKD","LU0417516902.SGD","01385","02166","LU0348784397.USD","BK1240","LU0488056044.USD","BK1523","LU0011963245.USD","SG9999000459.SGD","LU0149721374.USD","06166"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1110849615","title":"异动解读|汇聚科技盘中下跌6.2%,港股光通信板块集体走弱","url":"https://stock-news.laohu8.com/highlight/detail?id=1110849615","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1110849615?lang=zh_cn&edition=fundamental","pubTime":"2026-08-19 09:46","pubTimestamp":1787104004,"startTime":"0","endTime":"0","summary":"8月19日,汇聚科技盘中下跌6.2%,报15.7港元,成交额6673.48万港元。消息面上,港股光通信板块当日集体走弱,剑桥科技跌超6%,长飞光纤光缆跌超5%,板块普遍承压。此前光通信板块已连续多日反弹,通信ETF曾录得五连涨,市场获利回吐压力加大。汇聚科技8月17日曾盘中涨超5%,近期累计涨幅较大,叠加板块整体调整,短期回撤明显。基本面方面,公司8月28日将审议中期业绩及派息计划,莱尼线缆100%并表后机构普遍看好其算力业务增长前景。(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":"汇聚科技盘中下跌6.2%,港股光通信板块集体走弱","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["01729"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1123803582","title":"港股光通信概念股延续升势,海光芯正涨超7%,长飞光纤光缆、舜宇光学科技涨超4%","url":"https://stock-news.laohu8.com/highlight/detail?id=1123803582","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1123803582?lang=zh_cn&edition=fundamental","pubTime":"2026-08-18 09:39","pubTimestamp":1787017188,"startTime":"0","endTime":"0","summary":"8月18日,港股光通信概念股延续升势,$海光芯正(01191)$涨超7%,$长飞光纤光缆(06869)$、$舜宇光学科技(02382)$涨超4%,$华虹宏力(01347)$、$汇聚科技(01729)$涨超2%。","market":"hk","thumbnail":"https://static.tigerbbs.com/fd680cd945fd32917c8ece66ec685e5f","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/fd680cd945fd32917c8ece66ec685e5f"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU2279858448.HKD","01347","BK1170","01191","LU1328277881.USD","BK1116","IE00B29SXG58.USD","06869","LU1171460220.USD","IE0008368742.USD","IE0034224299.USD","BK1521","BK1608","LU1813983027.USD","01729","LU0307460666.USD","LU1303224171.USD","LU2039709279.SGD","LU0320764599.SGD","BK4588","IE0008369823.USD","KCAI","LU1770034418.SGD","LU1211504680.USD","LYTE","02382","BK1614","LU0314109678.HKD","LU1831875114.USD","SIXG","BK1607","BK1504","LU1251922891.USD","BK4585","LU0052750758.USD","IE00B031HY20.USD","BK1589","LU0326950275.SGD","SG9999006597.SGD","BK1147","LUMA","TCHI","BK1523","LU0588546209.SGD","LU0708995583.HKD","LU1719994722.HKD","FOTO","BK1149","BK1506","BK1537","BK1163","VXUS"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1157209538","title":"汇聚科技:8月17日发行1,000股股份,每股价格1.506港元","url":"https://stock-news.laohu8.com/highlight/detail?id=1157209538","media":"公告速递","labels":["shareholding","SGX"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1157209538?lang=zh_cn&edition=fundamental","pubTime":"2026-08-17 17:56","pubTimestamp":1786960597,"startTime":"0","endTime":"0","summary":"汇聚科技有限公司(股票代码:01729)于2026年8月17日公告,根据股份计划向除公司董事外的相关参与人发行1,000股新股。发行数量占此前2,233,318,404股已发行股份约0.001%。公司此次每股发行价格为1.506港元,发行完成后公司已发行股份总数增至2,233,319,404股,库藏股份数量保持为0股。\n公司确认本次股份发行已获得董事会正式授权,相关程序均符合香港联合交易所有限公司证券上市规则及其他适用法律法规。公告由执行董事柯天然签署。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":"汇聚科技:8月17日发行1,000股股份,每股价格1.506港元","news_tag":"shareholding,SGX","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["01729"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2660333489","title":"汇聚科技(01729)根据股份计划发行1000股","url":"https://stock-news.laohu8.com/highlight/detail?id=2660333489","media":"智通财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2660333489?lang=zh_cn&edition=fundamental","pubTime":"2026-08-17 17:52","pubTimestamp":1786960355,"startTime":"0","endTime":"0","summary":"智通财经APP讯,汇聚科技(01729)发布公告,2026年8月17日,根据股份计划授予参与人(发行人的董事除外)的股份奖励或期权而发行1000股。","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/1480833.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU1171460220.USD","LU2279858448.HKD","01729","BK1116"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1166853754","title":"汇聚科技(01729)定于8月28日审议2026年中期业绩及派息计划","url":"https://stock-news.laohu8.com/highlight/detail?id=1166853754","media":"公告速递","labels":["dataReport","SGX"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1166853754?lang=zh_cn&edition=fundamental","pubTime":"2026-08-17 16:35","pubTimestamp":1786955726,"startTime":"0","endTime":"0","summary":"2026年8月17日,汇聚科技有限公司(01729)公告称,公司董事会将于2026年8月28日(星期五)召开会议,审议并通过本集团截至2026年6月30日止六个月的未经审计中期业绩,并考虑派付中期股息(如有)。\n公告显示,汇聚科技董事会目前由10名董事组成,具体包括4名执行董事柯天然先生、黄志权先生、庄桂荣先生及洪维澧先生;1名非执行董事王来春女士;以及5名独立非执行董事何显信先生、陆伟成先生、陈忠信先生、陈洁芬女士及胡志远博士。\n此次董事会会议决定的中期业绩及分红方案(如有)结果预计将在会议结束后对外公布。","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":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport,SGX","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["01729"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1148441773","title":"港股光通信概念股午后涨幅扩大,海光芯正涨超10%","url":"https://stock-news.laohu8.com/highlight/detail?id=1148441773","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1148441773?lang=zh_cn&edition=fundamental","pubTime":"2026-08-17 13:11","pubTimestamp":1786943477,"startTime":"0","endTime":"0","summary":"8月17日,港股光通信概念股午后涨幅扩大,$海光芯正(01191)$涨超10%,$长飞光纤光缆(06869)$、$中际旭创(03308)$涨超8%,$华虹宏力(01347)$涨超7%,$汇聚科技(01729)$涨超6%,$鸿腾精密(06088)$、$剑桥科技(06166)$涨超4%。","market":"hk","thumbnail":"https://static.tigerbbs.com/fd680cd945fd32917c8ece66ec685e5f","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/fd680cd945fd32917c8ece66ec685e5f"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK1537","BK1149","SG9999006597.SGD","LUMA","01347","BK1506","01729","03308","BK4585","LU1251922891.USD","LU0314109678.HKD","LU1719994722.HKD","BK1607","BK1614","BK1533","FOTO","IE0034224299.USD","LU0588546209.SGD","LU2039709279.SGD","BK1249","LU1770034418.SGD","BK1589","LU1171460220.USD","KCAI","SIXG","BK1170","LU2279858448.HKD","BK1240","BK4588","BK1116","06088","BK1523","BK1147","LU1813983027.USD","SG9999001069.SGD","LU1303224171.USD","06166","LU0348766576.USD","BK1163","LU1328277881.USD","LU0307460666.USD","LU0320764599.SGD","BK1508","LYTE","TCHI","06869","VXUS","01191","LU0348767384.USD","BK1122","LU0708995583.HKD","LU0052750758.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2660532102","title":"汇聚科技(01729)出现大手买入56.6万股,成交价$17.5,涉资990.5万","url":"https://stock-news.laohu8.com/highlight/detail?id=2660532102","media":"阿斯达克财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2660532102?lang=zh_cn&edition=fundamental","pubTime":"2026-08-17 13:10","pubTimestamp":1786943400,"startTime":"0","endTime":"0","summary":"[大手成交]汇聚科技(01729)在下午01:10出现大手买入,成交量为56.6万,成交价为港币$17.5,涉资990.5万。至目前为止,股价升5.804%,今日最高价为$17.5,而最低价为$16.58,总成交量为841.32万股,总成交金额港币$1.457亿。","market":"sh","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20180416150431576_s.png","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20180416150431576_s.png"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAT2608174869/aamm-all-category","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAT2608174869/aamm-all-category","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":"aastocks_highlight","symbols":["BK1116","01729","LU2279858448.HKD","LU1171460220.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1171925389","title":"异动解读|汇聚科技盘中上涨5.14%,莱尼整合超预期叠加多机构看好算力业务","url":"https://stock-news.laohu8.com/highlight/detail?id=1171925389","media":"行情直击","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1171925389?lang=zh_cn&edition=fundamental","pubTime":"2026-08-17 11:22","pubTimestamp":1786936969,"startTime":"0","endTime":"0","summary":"8月17日,汇聚科技盘中上涨5.14%,报17.39港元,成交额1.04亿港元。消息面上,汇聚科技近期完成对新加坡汇聚剩余51%股权的收购,实现莱尼线缆LCS 100%股权并表。招商证券指出,莱尼整合效果带来盈利超预期,100%并表将大幅增厚收入及利润规模,上调总收入预测至338亿、479亿及635亿港元,维持\"强烈推荐\"评级。机构普遍认为公司算力业务被明显低估,MPO、AI服务器主业高速增长,光通信CPO等新产品放量在即。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":"汇聚科技盘中上涨5.14%,莱尼整合超预期叠加多机构看好算力业务","news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["01729"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1187762973","title":"港股光通信板块走强,中际旭创涨超4%,海光芯正涨超3%","url":"https://stock-news.laohu8.com/highlight/detail?id=1187762973","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1187762973?lang=zh_cn&edition=fundamental","pubTime":"2026-08-13 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机构指产业链有望开启新一轮","url":"https://stock-news.laohu8.com/highlight/detail?id=2659818254","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2659818254?lang=zh_cn&edition=fundamental","pubTime":"2026-08-13 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15:39","pubTimestamp":1786520368,"startTime":"0","endTime":"0","summary":"公司服务器业务在AI算力需求驱动下快速放量,2025年收入达74.00亿港元,同比增长132.1%,收入占比提升至59.6%,成为第一大收入来源。该业务覆盖机架式算力服务器、AI智能服务器、存储服务器及整机柜等产品,有望继续成为公司收入增长的重要支撑。首次覆盖,给予“买入”评级。","market":"sg","thumbnail":"https://static.szfiu.com/news/20250106/ODRhMzI4MWM5YTc2MTY1NjgxNGQwMTEwODUwOTcyNzQ0Mg==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250106/ODRhMzI4MWM5YTc2MTY1NjgxNGQwMTEwODUwOTcyNzQ0Mg==.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1988020","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":["LU2279858448.HKD","LU1171460220.USD","01729","BK1116"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2658386929","title":"港股异动 | 汇聚科技(01729.HK)午后涨近7% 机构指莱尼整合效果超预期 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