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剑桥科技

71.250

-2.550-3.46%

成交量：282.47万

成交额：2.02亿

市值：251.26亿

市盈率：139.71

高：74.600

开：69.600

低：69.200

收：73.800

52周最高：109.000

52周最低：63.250

股本：3.53亿

香港流通股本：7,706.20万

量比：0.61

换手率：3.67%

股息：- -

股息率：- -

每股收益(LYR):0.510

净资产收益率：10.33%

总资产收益率：2.60%

市净率：8.79

市盈率(LYR):139.71

市销率: 5.22

数据加载中...

总览公司新闻资讯公告

上海剑桥科技（06166）披露2026年2月股份变动月报，股本维持352,650,373股

港股异动 | 剑桥科技涨超9%，机构看好AI算力需求推动光通信产业升级

老虎资讯综合

剑桥科技一度涨超13%

每日经济新闻

港股异动 | 剑桥科技(06166)一度涨超13% 机构看好AI算力需求推动光通信产业升级

异动快报：剑桥科技（603083）3月2日13点19分触及涨停板

CPO概念午后持续拉升剑桥科技冲击涨停

每日经济新闻

剑桥科技披露关联租赁：附属公司租入股东方物业 9年租金预计超8200万

剑桥科技子公司订立九年九个月租赁协议

剑桥科技盘中异动早盘大幅跳水5.07%报69.350港元

英伟达算力架构持续迭代升级，行业高景气度不断夯实，高速光模块需求确定性极强，CPO步入实质落地阶段

大摩减持剑桥科技(06166)约63.14万股每股作价约68.06港元

剑桥科技02月25日主力净流入201.7万元散户资金抛售

算力核心赛道：光通信CPO产业链全解析(附股)

乐晴智库精选

剑桥科技02月24日主力净流出353.8万元散户资金买入

光通信概念股走强，长飞光纤光缆盘中涨超4%，剑桥科技涨超2%

老虎资讯综合

剑桥科技(06166)股价上升8.119%，现价港币$69.25

阿斯达克财经

AI驱动算力投资持续加码长飞光纤光缆(06869)涨15.77%领升光通信板块

通信行业周报：春节AI综述：大模型、CPO与光纤光缆

春节期间通信行业主题事件简述：通信全产业链蓬勃发展算力行业高景气

大涨220.51%

中国基金报

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14:40","pubTimestamp":1772433603,"startTime":"0","endTime":"0","summary":"每经AI快讯，3月2日，剑桥科技(06166.HK)午后一度涨超13%，截至发稿涨9.48%，报73.35港元，成交额3.9亿港元。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202603023658438062.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/202603023658438062.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":["BK0214","603083","06166","BK1240","BK1149"],"gpt_icon":0},{"id":"2616800084","title":"港股异动 | 剑桥科技(06166)一度涨超13% 机构看好AI算力需求推动光通信产业升级","url":"https://stock-news.laohu8.com/highlight/detail?id=2616800084","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2616800084?lang=zh_cn&edition=fundamental","pubTime":"2026-03-02 14:23","pubTimestamp":1772432593,"startTime":"0","endTime":"0","summary":"消息面上，行业研究机构LightCounting近期发布报告，上调了对800G和1.6T光模块出货量的预测——2026年800G光模块出货量将增长一倍以上，1.6T光模块出货量则从2025年的小基数增长至数千万端口。中信证券研报指出，AI算力需求爆发推动光通信产业升级，海外云厂商资本开支持续扩张，印证AI基础设施需求强劲，带来旺盛的高速率光模块需求。2026年，公司预计800G光模块仍将是出货主力，1.6T光模块将于一季度实现大量发货，并呈上升趋势。","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/1408894.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","603083","BK4588","VT","06166","BK4585","VXUS","BK1240","BK1149"],"gpt_icon":0},{"id":"2616070738","title":"异动快报：剑桥科技（603083）3月2日13点19分触及涨停板","url":"https://stock-news.laohu8.com/highlight/detail?id=2616070738","media":"中金财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2616070738?lang=zh_cn&edition=fundamental","pubTime":"2026-03-02 13:55","pubTimestamp":1772430906,"startTime":"0","endTime":"0","summary":"证券之星3月2日盘中消息，13点19分剑桥科技触及涨停板。其所属行业通信设备目前下跌。领涨股为德科立。该股为光电共封装CPO，光通信，F5G概念热股，当日光电共封装CPO概念上涨2.53%，光通信概念上涨1.38%，F5G概念上涨1.26%。2月27日的资金流向数据方面，主力资金净流出2.72亿元，占总成交额12.5%，游资资金净流入1.47亿元，占总成交额6.77%，散户资金净流入1.25亿元，占总成交额5.73%。","market":"hk","thumbnail":" http://caiji.3g.cnfol.com/colect/202603/02/20260302938604.png","type":0,"news_type":0,"thumbnails":[" http://caiji.3g.cnfol.com/colect/202603/02/20260302938604.png"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://sc.stock.cnfol.com/gushiyaowen/20260302/32037256.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":"zhongjincaijing_highlight","symbols":["BK1149","BK1240","06166","BK0214","603083"],"gpt_icon":0},{"id":"2616245802","title":"CPO概念午后持续拉升 剑桥科技冲击涨停","url":"https://stock-news.laohu8.com/highlight/detail?id=2616245802","media":"每日经济新闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2616245802?lang=zh_cn&edition=fundamental","pubTime":"2026-03-02 13:27","pubTimestamp":1772429232,"startTime":"0","endTime":"0","summary":"每经AI快讯，3月2日，CPO概念午后持续拉升，剑桥科技冲击涨停，源杰科技涨超10%，此前凯格精机20cm涨停，新易盛、光库科技、东山精密、泰晶科技跟涨。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202603023658366539.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/202603023658366539.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":["06166","BK1240","BK0214","603083","BK1149"],"gpt_icon":0},{"id":"2616287826","title":"剑桥科技披露关联租赁：附属公司租入股东方物业 9年租金预计超8200万","url":"https://stock-news.laohu8.com/highlight/detail?id=2616287826","media":"财中社","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2616287826?lang=zh_cn&edition=fundamental","pubTime":"2026-03-01 16:34","pubTimestamp":1772354087,"startTime":"0","endTime":"0","summary":"3月1日，剑桥科技（603083）发布公告，公告中提到公司附属公司浙江剑桥通信设备有限公司（作为承租人）于2026年2月27日与嘉善县中新产业发展投资有限公司（作为出租人）签订租赁协议，租期为9年9个月，自2026年4月1日起至2035年12月31日止。嘉善县中新产业发展投资有限公司持有浙江剑桥通信设备有限公司约33.33%股权，因而被认定为公司的关联人士。","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://finance.eastmoney.com/a/202603013657711393.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_eastmoney","symbols":["06166","BK1542","BK1240","BK1258","603083","BK1149","BK1229","03913","BK0214"],"gpt_icon":0},{"id":"2614868655","title":"剑桥科技子公司订立九年九个月租赁协议","url":"https://stock-news.laohu8.com/highlight/detail?id=2614868655","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2614868655?lang=zh_cn&edition=fundamental","pubTime":"2026-02-27 20:25","pubTimestamp":1772195136,"startTime":"0","endTime":"0","summary":"此次租赁旨在为浙江剑桥通信设备有限公司提供稳定、合适的厂房设施，以满足其日常生产经营、办公及仓储需求，有利于保障其业务的持续开展及稳定发展。租赁协议的条款公平合理，符合本公司及其全体股东的利益。","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=nesSN20260227204752a4376ad7&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, 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09:56","pubTimestamp":1772157371,"startTime":"0","endTime":"0","summary":"2026年02月27日早盘09时56分，剑桥科技股票出现异动，股价急速下挫5.07%。截至发稿，该股报69.350港元/股，成交量72.735万股，换手率0.94%，振幅2.60%。资金方面，该股资金流入1261.75万港元，流出3101万港元。剑桥科技股票所在的电讯网路基建设施行业中，整体跌幅为2.61%。其相关个股中，长城微光、亨鑫科技、环联连讯涨幅较大，振幅较大的相关个股有长城微光、摩比发展、南方通信，振幅分别为135.48%、14.81%、10.94%。","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=nesSN2026022709561195422d7e&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, 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散户资金抛售","url":"https://stock-news.laohu8.com/highlight/detail?id=2614701588","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2614701588?lang=zh_cn&edition=fundamental","pubTime":"2026-02-25 16:16","pubTimestamp":1772007367,"startTime":"0","endTime":"0","summary":"02月25日, 剑桥科技股价涨0.15%，报收67.70元，成交金额1.1亿元，换手率2.06%，振幅3.40%，量比0.92。剑桥科技今日主力资金净流入201.7万元，上一交易日主力净流出353.8万元。该股近5个交易日上涨2.26%，主力资金累计净流入2337.0万元；近20日主力资金累计净流入2077.3万元，其中净流入天数为10日。","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=nesSN20260225162303a4c668ec&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, 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07:52","pubTimestamp":1771977153,"startTime":"0","endTime":"0","summary":"本文重点聚焦算力硬件核心赛道：CPO产业链、竞争格局以及产业趋势。2027年全球CPO出货量将达7500万个，市场规模超194亿美元。当前国内算力建设持续提速，CPO市场国产化率有望从当前的30%提升至65%以上，将形成完整产业链生态。上游：核心器件材料&设备CPO产业链上游环节核心器件占据产业链价值的60%以上。海外激光器龙头企业Lumentum最新财报披露CPO进展顺利，II-VI在磷化铟InP激光器芯片领域具有绝对优势、博通等厂商主导高端市场。","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=nesSN20260224212841a71a2138&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, 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剑桥科技股价跌0.66%，报收67.60元，成交金额2.4亿元，换手率4.45%，振幅5.07%，量比1.72。剑桥科技今日主力资金净流出353.8万元，上一交易日主力净流入2474.9万元。该股近5个交易日下跌0.30%，主力资金累计净流入3978.5万元；近20日主力资金累计净流入1884.9万元，其中净流入天数为10日。","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=nesSN20260224161559a4c22120&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, 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股价在下午01:50比前收市价上升8.119%，现股价为港币$69.25。至目前为止，今日最高价为$69.25，而最低价为$64.15。总成交量为93.06万股，总成交金额为港币$6.31千万。","market":"hk","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20190515141041255_s.png","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20190515141041255_s.png"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAR2602237541/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/AAR2602237541/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":["603083","06166","BK1240","BK0214","BK1149"],"gpt_icon":0},{"id":"2613208779","title":"AI驱动算力投资持续加码 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变化才能判定此轮资本开支见顶信号。","market":"hk","thumbnail":"https://static.szfiu.com/news/20200908/MDgxZGVmMDU5NGQxM2FkZGQzODVkYTY4OWM4NjkxNzk5NzY4NzQ2MDU0.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20200908/MDgxZGVmMDU5NGQxM2FkZGQzODVkYTY4OWM4NjkxNzk5NzY4NzQ2MDU0.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1975291","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":null,"symbols":["BK1506","06869","BK1523","06166","LU0307460666.USD","BK1529","BK1149","SG9999006597.SGD","BK1116","LU0588546209.SGD","01729","02342","BK1240"],"gpt_icon":0},{"id":"2613978955","title":"通信行业周报：春节AI综述：大模型、CPO与光纤光缆","url":"https://stock-news.laohu8.com/highlight/detail?id=2613978955","media":"国盛证券","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2613978955?lang=zh_cn&edition=fundamental","pubTime":"2026-02-23 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