港股详情

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富士康概念

2,678.377

+268.46211.14%

涨家数：2

跌家数：1

平家数：- -

市盈率：- -

高：2,747.163

开：2,522.255

低：2,483.346

收：2,409.915

成交量：1.58亿

成交额：12.46亿

市值：747.70亿

流通市值：747.70亿

数据加载中...

总览新闻资讯

云智汇科技(01037)发布年度业绩，年度亏损1455.1万元同比增加16.94%

智能驾驶板块多数上涨泽景股份(02632)涨32.71%

苹果概念股普升鸿腾精密(06088)涨11.21% 大摩料苹果供应链表现可能优于Android供应链

鸿腾精密(06088)涨超12% 中金公司看好AI需求快速提升驱动公司盈利能力持续提升

FIT HON TENG(06088)出现大手买入180万股，成交价$7.3，涉资1.314千万

阿斯达克财经

【券商聚焦】招银国际：半导体行业行业并未走向单一技术路线

美联储鹰派"靴子"落地！三大指数集体杀跌，道指创年内新低，港股今日承压

智通港股解盘 | 中东战事形势复杂扑朔迷离科技股卷土重来带动人气

FIT HON TENG(06088)出现大手买入120万股，成交价$7.0，涉资840万

阿斯达克财经

【热门行业】万亿算力需求指引提振市场情绪 AI产业链板块再起升势

【券商聚焦】中国银河：光纤光缆行业需求增长显著，行业价格大幅上调

鸿腾精密(06088)盘初涨13.51% 机构指去年业绩验证高景气赛道布局的有效性

FIT HON TENG(06088)出现大手卖出190万股，成交价$6.17，涉资1.172千万

阿斯达克财经

【券商聚焦】中信建投：电信分公司光缆集采限价大幅提升，关注OFC与GTC大会投资机会

港股鸿腾精密盘中涨近10%

每日经济新闻

富智康集团(02038)发布年度业绩，股东应占溢利5272.7万美元同比转亏为盈

FIT HON TENG(06088)出现大手卖出80.1万股，成交价$5.46，涉资437.346万

阿斯达克财经

港股异动 | 手机产业链悉数承压存储涨价冲击消费电子花旗下调全球智能手机出货量预测

鸿腾精密盘中异动股价大跌7.23%报5.130港元

【湾区早参】香港上季金融保险收益均增逾三成；2月份深圳CPI环比上涨1.7%

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09:46","pubTimestamp":1774403160,"startTime":"0","endTime":"0","summary":"拥有较高苹果敞口以及非智能手机业务的公司将处于更有利的地位。此类价格上涨极有可能导致Android智能手机出现实质性的需求短缺，因为终端用户对价格更为敏感。该行将2026年全球智能手机出货量预测下调15%，至11亿部。其中，苹果出货量可能下降2%，而Android出货量将按年下降16%。下降幅度将与2022年的低迷期相当，甚至可能更大。因此，苹果供应链表现亦可能优于Android供应链。","market":"other","thumbnail":"https://static.szfiu.com/news/20241105/OGZjY2Y5NjEzNTIxNjU5NDU5.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241105/OGZjY2Y5NjEzNTIxNjU5NDU5.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1977174","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":["LU0466842654.USD","LU0528227936.USD","LU1582986433.USD","LU2750360997.AUD","BK4581","LU1935042215.USD","LU0308772762.SGD","LU0957808578.USD","LU2125154935.USD","LU0971096721.USD","LU0965508806.USD","LU2487616109.SGD","HK0000306685.HKD","LU2347655073.USD","LU0234570918.USD","BK1167","LU0158827948.USD","IE00BN8TJ469.HKD","LU2265009873.SGD","LU0345770993.USD","IE00BDCRKT87.USD","BK1149","LU0210528500.USD","LU1582987597.SGD","LU2430703251.USD","LU1127390331.HKD","LU2602419157.SGD","LU0057025933.USD","LU0353189763.USD","LU1037948541.HKD","LU2242650005.HKD","LU0724617625.USD","SG9999018857.SGD","SG9999017495.SGD","LU2168563687.JPY","IE00BN29S564.USD","LU0786609619.USD","LU1235294995.USD","LU2750360641.GBP","BK4533","LU0965509101.SGD","LU0124676726.USD","LU2191332357.HKD","LU1003077747.HKD","IE00B19Z8W00.USD","SG9999014559.SGD","LU0820561818.USD","LU2237443622.USD","LU2756315318.SGD","LU1280957306.USD","LU1206712785.SGD","SG9999014898.SGD","LU2092627202.USD","LU2357305700.SGD","BK4501","LU2023250843.SGD","LU0056508442.USD","SGXZ31699556.SGD","BK4516","LU1074936037.SGD","LU0726765562.USD","MACW.SI","LU0154236417.USD","LU2087625088.SGD","BK1500","LU1301847155.USD","BK1179","LU0964807845.USD","LU0823421416.USD","IE00BJTD4V19.USD","LU1868836914.USD","LU2092937148.SGD","LU2108987350.USD","SG9999001424.SGD","LU1791710400.SGD","LU0158827781.USD","LU0795875086.SGD","BK4574","LU1496350502.SGD","LU0689626769.HKD","LU0011850046.USD","LU1934455194.USD","BK1580","LU1791710582.SGD","BK1582","LU0345768740.USD","LU0069063385.USD","LU1242518931.SGD","LU2361045086.USD","LU2860962120.EUR","BK1607","LU0965509010.AUD","LU1267930730.SGD","LU0348723411.USD","AAPX","LU1363072403.SGD","SG9999014906.USD","LU2756315664.SGD","IE000ITXATA3.USD","LU0444973449.USD","BK1540","LU0912757837.SGD","BK4592","LU2083900584.USD","LU0889565833.HKD","LU0985320562.USD","LU0823434740.USD","LU1316542783.SGD","LU0225283273.USD","IE00BLSP4239.USD","LU0096362180.USD","LU0820561909.HKD","AAPW","IE00B5949003.HKD","BK4534","LU0823421333.USD","IE00B19Z9505.USD","LU0080751232.USD","LU0640476718.USD","LU0868494708.USD","LU1261432733.SGD","LU0289739343.SGD","LU0053666078.USD","BK4505","BK4515","LU0511384066.AUD","HK0000306701.USD","BK1508","IE0004445239.USD","LU0098860793.USD","LU0689472784.USD","LU1868836591.USD","LU2237438978.USD","LU2089283258.USD","LU2592432038.USD","SG9999014914.USD","LU2271345857.HKD","BK1504","LU2417539215.USD","LU0494093205.USD","LU2237443549.SGD","IE00B1BXHZ80.USD","LU1989771016.USD","IE00BLSP4452.SGD","LU2065171402.SGD","LU1989772840.SGD","LU2430703095.HKD","IE00BK4W5M84.HKD","LU0943347566.SGD","LU0949170426.SGD","IE00BYXW3230.USD","LU2133065610.SGD","LU0353189680.USD","LU0719512351.SGD","LU2065170008.USD","LU0354030438.USD","LU1242518857.USD","LU1718418525.SGD","BK4170","LU1244550577.SGD","LU1162221912.USD","LU1732800096.USD","IE00B3S45H60.SGD","LU0345769631.USD","LU0861579265.USD","LU0316494557.USD","IE0001KFT4U8.USD","SG9999015341.SGD","BK4585","IE0003U64NQ7.SGD","LU0348767384.USD","LU2505996509.AUD","IE00BJLML261.HKD","BK4550","LU1720051017.SGD","LU0210536198.USD","LU1974910355.USD","LU2471134523.USD","LU0267386448.USD","IE00BDRTCR15.USD","LU0949170772.SGD","LU2458330169.SGD","LU0238689110.USD","LU0256863902.USD","LU1551013342.USD","LU0672654240.SGD","LU0210533765.USD","IE00BK4W5L77.USD","SG9999015952.SGD","LU2065171311.SGD","LU2106854487.HKD","LU1116320901.HKD","LU1868837300.USD","LU2023250330.USD","LU2471134796.USD","IE00BJJMRY28.SGD","LU2361044865.SGD","LU2237443978.SGD","LU0256863811.USD","LU2023251221.USD","LU2168564495.EUR","IE000KEQY171.SGD","BK4553","LU1066053197.SGD","SG9999000418.SGD","LU1244550494.USD","HK0000914686.HKD","LU2360032135.SGD","IE0004086264.USD","LU1629891620.HKD","BK1589","BK4588","BK4575","LU2168564065.EUR","LU0787776722.HKD","AAPB","LU0882574139.USD","LU2420271590.USD","SG9999001069.SGD","BK4579","LU1935042991.SGD","IE00B7KXQ091.USD","BK1170","LU2347655156.SGD","IE00B1XK9C88.USD","LU0109391861.USD","LU0979878070.USD","SG9999014674.SGD","LU2896262040.SGD","LU0265550359.USD","HK0000914660.USD","LU0070217475.USD","LU2097344357.USD","LU0314106906.USD","LU0061474960.USD","LU1119994496.HKD","LU2452424414.USD","IE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11:18","pubTimestamp":1773976736,"startTime":"0","endTime":"0","summary":"中金公司研报指，看好AI需求快速提升，驱动公司收入结构持续优化、盈利能力持续提升：根据公司业绩会披露，2026年全年收入有望维持5-15%增长，同时受益于AI相关占比提升，产品结构持续优化，公司毛利有望维持同比快速增长，同时由于公司在AI服务器涵盖范围逐步提升，公司预计2027/2028年收入增速有望达20%~25%。","market":"fut","thumbnail":"https://static.szfiu.com/news/20250110/OTZhY2RjY2M0NGRhYmE3MDgxYTI5ZDA4OTNlODY4MjM3MDk5ODc3.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250110/OTZhY2RjY2M0NGRhYmE3MDgxYTI5ZDA4OTNlODY4MjM3MDk5ODc3.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1976920","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":["BK1564","LU2663582299.SGD","LU0359201612.USD","BK1508","LU1781817850.SGD","BK1147","BK0276","LU1508157978.USD","SG9999001069.SGD","06088","LU1023057109.AUD","BK1170","LU0359202008.SGD","BK1516","LU0359201885.HKD","SG9999002828.SGD","601995","03908","LU1580142542.USD","BK1501","LU0348766576.USD","LU0348767384.USD"],"gpt_icon":0},{"id":"2620205079","title":"FIT HON TENG(06088)出现大手买入180万股，成交价$7.3，涉资1.314千万","url":"https://stock-news.laohu8.com/highlight/detail?id=2620205079","media":"阿斯达克财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2620205079?lang=zh_cn&edition=fundamental","pubTime":"2026-03-20 10:05","pubTimestamp":1773972300,"startTime":"0","endTime":"0","summary":"[大手成交]FIT HON TENG(06088)在上午10:05出现大手买入，成交量为180万，成交价为港币$7.3，涉资1.314千万。至目前为止，股价升11.963%，今日最高价为$7.3，而最低价为$6.6，总成交量为5.415千万股，总成交金额港币$3.795亿。","market":"sh","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20180126132514810_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20180126132514810_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAT2603203890/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/AAT2603203890/aamm-all-category","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":"aastocks_highlight","symbols":["06088","BK1508","BK1170","LU0348767384.USD","LU0348766576.USD","SG9999001069.SGD"],"gpt_icon":0},{"id":"2620215402","title":"【券商聚焦】招银国际：半导体行业行业并未走向单一技术路线","url":"https://stock-news.laohu8.com/highlight/detail?id=2620215402","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2620215402?lang=zh_cn&edition=fundamental","pubTime":"2026-03-19 13:10","pubTimestamp":1773897058,"startTime":"0","endTime":"0","summary":"金吾财讯 | 招银国际表示，2026年光纤通信展会（OFC）印证了行业结构性变革：AI算力扩张，推动数据中心互联架构在光、电领域全面重构。会议聚焦共封装光学（CPO）与可插拔光模块的技术路线争议、LPO/NPO等中间架构崛起、XPO全新形态面世、光电路交换机（OCS）作为配套方案关注度持续提升。行业并未走向单一技术路线，而是持续丰富互联方案，以满足算力扩容、横向扩展及系统效率的多元需求。在此背景下，可插拔光模块仍为核心主流方案，单通道400G持续迭代、供应链明朗化、模块设计与散热方案不断升级，均支撑其核心地位。","market":"nz","thumbnail":"https://static.szfiu.com/news/20250106/YTg5NTFiOTlmZmEyYmE3ODE4NjgwNzc4MTUzMTI=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250106/YTg5NTFiOTlmZmEyYmE3ODE4NjgwNzc4MTUzMTI=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1976826","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":["BK1614","BK4588","03968","BK1589","BK1506","LU0348766576.USD","LU0708995583.HKD","BK1163","BK4535","BK1116","IE0034224299.USD","BK1149","SG9999006597.SGD","LU0307460666.USD","BK1240","LU0588546209.SGD","LU0320764599.SGD","BK1170","CIHKY","BK4585","SG9999001069.SGD","600036","BK1529","BK1607","BK1508","BK1523","LU0348767384.USD","LU0052750758.USD"],"gpt_icon":0},{"id":"2620290161","title":"美联储鹰派\"靴子\"落地！三大指数集体杀跌，道指创年内新低，港股今日承压","url":"https://stock-news.laohu8.com/highlight/detail?id=2620290161","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2620290161?lang=zh_cn&edition=fundamental","pubTime":"2026-03-19 10:50","pubTimestamp":1773888626,"startTime":"0","endTime":"0","summary":"道指和标普500均收于去年11月以来新低。点阵图维持今年仅降息一次的中值预测，意味着市场此前对年内两次降息的乐观预期被进一步压缩。美军此前对伊朗哈尔克岛石油枢纽实施打击，伊朗维持霍尔木兹海峡禁航，地缘风险溢价仍高。技术面上，道指和标普500均已跌破去年11月以来的支撑位，若后续不能快速收复，可能开启新一轮调整。","market":"sg","thumbnail":"https://static.szfiu.com/news/20241108/MGM1MTEwODE5MDc1ODM4MQ==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/MGM1MTEwODE5MDc1ODM4MQ==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"956310d767df1a273dfac6ac0c59c198","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1976815","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":["BK1610","LU2039709279.SGD","LU0314109678.HKD","LU0359201885.HKD","LU0651947912.USD","BK1508","SG9999014674.SGD","LU0640798160.USD","SCHG","SSO","BK1521","LU1522347837.USD","LU0348783662.USD","LU0181495838.USD","LU0871576103.HKD","OEF","LU1634259391.SGD","LU0140636845.USD","BK1562","LU1188198961.HKD","LU1481107354.HKD","BK1589","GOVT","LU1242518857.USD","LU1831875114.USD","LU0417516902.SGD","LU1282651121.HKD","UPRO","IE00B19Z5X02.USD","LU0173614495.USD","LU1515016050.SGD","SG9999001093.SGD","IE00BWDBJ730.SGD","LU0516422366.SGD","LU0163747925.USD","LU0244354667.USD","LU0708995583.HKD","ZTmain","ESmain","LU0228367735.SGD","LU1064130708.USD","LU1813983027.USD","MYMmain","LU1961090484.USD","LU1048596156.SGD","LU0348805143.USD","BK4581","SG9999004220.SGD","BK1116","LU1064131003.USD","LU1969619763.USD","BK4550","BK1506","BK1226","BK4504","LU1282651048.USD","LU0052750758.USD","DXD","LU0531971595.HKD","LU1328277881.USD","BK1198","BK1528","LU0348766576.USD","LU2097828631.EUR","TLTW","DDM","LU2293587155.HKD","LU1303224171.USD","LU1048588211.SGD","BK4585","LU0359202008.SGD","DOG","LU1497733631.SGD","LU0651946864.USD","LU0348825331.USD","LU1251922891.USD","LU0890818403.SGD","LU0348784397.USD","BK1238","IE00BQJZWZ67.USD","LU0149721374.USD","LU0211977185.USD","DJX","LU0516423091.SGD","LU0862451753.SGD","BK1523","BK1592","ZFmain","LU2097828557.USD","SPXU","LU1497734951.SGD","MESmain","LU0979878070.USD","BK1170","LU0327786744.USD","LU2097828714.EUR","OEX","LU0417516571.SGD","LU2097828474.EUR","BK4534","SPY","SCHD","LU0320764599.SGD","LU0469268626.HKD","LU0405327148.USD","LU0307460666.USD","LU1770034418.SGD","LU0359201612.USD",".SPX","LU1051768304.USD","VUG","LU0072462343.USD","LU1720050803.USD","IVV","LU1115378108.SGD","LU0326950275.SGD","LU0463099449.HKD","LU0287142896.SGD","LU1808992512.USD","LU0348735423.USD","SG9999003461.SGD",".DJI","LU0516423174.USD","LU0293314216.USD","LU0516422952.EUR","LU0039217434.USD","LU1497733557.USD","LU0634319403.HKD","BK4559","TNmain","LU1023057109.AUD","LU0348767384.USD","LU0164865239.USD","SDS","LU0417516738.SGD","LU2399975544.HKD","LU0588546209.SGD","ZBmain","LU0516422440.USD","80883","LU1242518931.SGD","SG9999001069.SGD","LU0611395673.USD","SG9999006597.SGD","LU0862451837.USD","LU1051769294.HKD","UBmain","LU2148510915.USD","VYM","LU0540923850.HKD","LU2328871848.SGD","LU0828237940.HKD","SH","LU0572944931.SGD","UDOW","LU2097828805.USD","LU0561508036.HKD","DIA","SPYI","LU0164880469.USD","LU1224444064.USD","BK1149","LU0823426308.USD","LU1794554557.SGD","SDOW","BK1544","LU0348783233.USD","LU0348827113.USD","BK4588","IEI","LU1634259557.SGD","LU0823426480.USD","LU0821914370.USD","LU0405327494.USD","LU1719994722.HKD"],"gpt_icon":0},{"id":"2620558132","title":"智通港股解盘 | 中东战事形势复杂扑朔迷离 科技股卷土重来带动人气","url":"https://stock-news.laohu8.com/highlight/detail?id=2620558132","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2620558132?lang=zh_cn&edition=fundamental","pubTime":"2026-03-18 20:19","pubTimestamp":1773836343,"startTime":"0","endTime":"0","summary":"估计内塔尼亚胡战略重点就是各种“斩首”行动为主。他提到中方对此表示接受。关于霍尔木兹海峡安全形势，外交部发言人毛宁此前在例行记者会上应询表示，维护霍尔木兹海峡及周边地区的安全稳定符合国际社会的共同利益。若无重大变化，三星电子工会成员将于5月21日至6月7日全面罢工。市场共识是面对着中东战事引发的高度不确定性，美联储本周将只能选择按兵不动。","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/1415556.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":["BK1583","BK1613","BK1504","06088","BK1170","BK1134","01072","SG9999001069.SGD","BK1183","03200","BK1574","BK4588","03896","LU2328871848.SGD","02038","BK1522","LU0348767384.USD","09995","VXUS","LU0348766576.USD","BK1167","BK4585","BK1546","BK1205","BK1508","LU1969619763.USD","VGT","BK1147","03086","XLK","BK1161","TTTN"],"gpt_icon":1},{"id":"2620869042","title":"FIT HON TENG(06088)出现大手买入120万股，成交价$7.0，涉资840万","url":"https://stock-news.laohu8.com/highlight/detail?id=2620869042","media":"阿斯达克财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2620869042?lang=zh_cn&edition=fundamental","pubTime":"2026-03-18 11:46","pubTimestamp":1773805560,"startTime":"0","endTime":"0","summary":"[大手成交]FIT HON TENG(06088)在上午11:46出现大手买入，成交量为120万，成交价为港币$7.0，涉资840万。至目前为止，股价升15.321%，今日最高价为$7.04，而最低价为$6.25，总成交量为1.405亿股，总成交金额港币$9.603亿。","market":"hk","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20180205145550868_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20180205145550868_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAT2603184474/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/AAT2603184474/aamm-all-category","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":"aastocks_highlight","symbols":["BK1170","06088","BK1508","SG9999001069.SGD","LU0348767384.USD","LU0348766576.USD"],"gpt_icon":0},{"id":"2620028599","title":"【热门行业】万亿算力需求指引提振市场情绪 AI产业链板块再起升势","url":"https://stock-news.laohu8.com/highlight/detail?id=2620028599","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2620028599?lang=zh_cn&edition=fundamental","pubTime":"2026-03-18 11:24","pubTimestamp":1773804286,"startTime":"0","endTime":"0","summary":"黄仁勋预计智能体AI和物理AI将成为未来AI的重要增长点。华泰证券认为，英伟达给出该指引有望提振产业链对2027年行业增速的信心。此外，鸿海在3月16日业绩会上给出的2026年机柜出货量翻倍、2027年继续强劲增长的展望，和英伟达万亿美元指引形成相互印证，产业链核心供应商有望充分受益。看好英伟达GTC 2026大会将进一步强化市场对于AI产业持续增长、增量逻辑兑现的信心。","market":"sh","thumbnail":"https://static.szfiu.com/news/20250106/ODE3MzYxNTg1NDgwMzI=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250106/ODE3MzYxNTg1NDgwMzI=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1976730","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":["IE0009356076.USD","LU1868837565.USD","LU1951198990.SGD","LU1733274390.USD","LU2449936058.SGD","LU2226246903.HKD","LU2251237488.HKD","LU2272731782.SGD","LU1814569148.SGD","LU0198837287.USD","LU2360107168.USD","LU1810669033.SGD","LU0417516571.SGD","LU0441854154.USD","LU2357305700.SGD","LU2097829019.USD","LU0314109678.HKD","LU0608807433.USD","LU0348735423.USD","IE0032431581.USD","LU0651947912.USD","LU1282649141.HKD","LU1813983027.USD","LU0106261372.USD","BK1517","LU1400636491.USD","LU2357125470.USD","LU1400636657.SGD","BK4532","IE0004445015.USD","LU1861220033.SGD","LU0689472784.USD","LU0828237510.HKD","LU0227179875.USD","SGXZ86797644.SGD","LU1839511570.USD","LU1267930730.SGD","LU1720051017.SGD","SGXZ51526630.SGD","LU0229945570.USD","LU0347712357.USD","BK4543","LU2065171311.SGD","LU2293587155.HKD","LU0476273544.USD","LU0359201885.HKD","LU0154236417.USD","LU1224444064.USD","LU1008478684.HKD","SG9999001689.USD","LU0384037296.USD","LU0211977185.USD","LU0370786039.SGD","LU0878005551.USD","LU2237443549.SGD","LU0502904849.HKD","LU2097828474.EUR","LU2023250504.SGD","LU1989764664.SGD","HK0000306685.HKD","NVDD","LU0488056044.USD","LU1232071149.USD","LU2125910849.SGD","LU2237443465.HKD","BK1588","LU0165289439.USD","BK1531","LU0516423091.SGD","LU1102505929.USD","LU0158827948.USD","LU0211328371.USD","LU1642822529.SGD","IE00BQXX3C00.GBP","LU1956131251.USD","LU0061474960.USD","LU0889565833.HKD","LU2152927971.USD","LU1868838027.USD","BK1523","LU0029874905.USD","LU2552382215.SGD","LU0449509016.USD","IE00BGV7N243.SGD","LU0820561818.USD","LU0188438112.USD","LU0708995153.HKD","LU0463099449.HKD","LU0588546209.SGD","BK1613","LU1303224171.USD","BK4592","LU0289961442.SGD","BK1170","BK4527","LU0228367735.SGD","IE000ITXATA3.USD","NVDY","LU0820562030.AUD","LU1868837722.USD","LU0345768740.USD","BK1610","LU0225283273.USD","LU0006306889.USD","IE0001KFT4U8.USD","LU0856984785.SGD","LU0353189680.USD","HBBD.SI","LU0787776722.HKD","LU1051769294.HKD","LU0164872284.USD","LU2471134523.USD","LU1861215975.USD","IE000KEQY171.SGD","LU1983260115.SGD","LU0011963245.USD","LU0048584097.USD","NVD","LU1439103000.SGD","LU0444973449.USD","LU2125909916.SGD","LU0417517546.SGD","LU2430703095.HKD","BK4548","LU2458330169.SGD","LU1992135399.USD","BK1508","HK0000914686.HKD","LU0345776255.USD","LU1917777945.USD","LU0831103253.SGD","LU0048388663.USD","LU2456880835.USD","LU1725190679.HKD","LU0106959298.USD","LU0577902454.USD","LU0633140727.USD","LU2860962120.EUR","IE00B19Z9505.USD","LU0455707207.USD","LU1883866441.USD","LU1069344957.HKD","LU0265550946.USD","LU1400636574.HKD","SG9999014880.SGD","LU1153585028.USD","LU0265550359.USD","BK4023","LU0107464264.USD","LU1504937902.USD","LU1934455277.USD","LU0882747503.HKD","IE00BKVL7J92.USD","LU2279858448.HKD","LU2491049909.HKD","LU0049112450.USD","LU1785774172.SGD","LU2077746001.SGD","LU1951186391.HKD","LU0444971666.USD","LU1084165304.USD","LU0823041008.USD","SG9999002828.SGD","LU0197773160.USD","BK1134","LU0588545490.SGD","LU0109391861.USD","LU1115378108.SGD","LU0345770993.USD","LU2191332357.HKD","LU0791591158.USD","LU0784639295.USD","LU2125909759.SGD","HK0000352291.HKD","LU2430703178.SGD","LU0072462426.USD","LU2097828714.EUR","SG9999014914.USD","LU0737861699.HKD","LU0516422440.USD","LU1152091168.USD","LU1935042488.USD","LU1048484197.HKD","LU2125154778.USD","SG9999001093.SGD","LU0143863784.USD","LU0054450605.USD","HK0000914660.USD","LU0079474960.USD","IE00BWXC8680.SGD","LU0390134368.USD","BK1614","LU0943347566.SGD","LU0561508036.HKD","BK4549","LU1551013342.USD","LU0882574139.USD","LU0588545904.SGD","LU0862451753.SGD","LU0648948544.HKD","BK1142","LU0051755006.USD","SG9999014898.SGD","SG9999000459.SGD","LU2125910500.SGD","BK1586","LU0985320562.USD","LU2462157665.USD","IE00BZ08YR35.GBP","LU0345768153.USD","3NVD.UK","LU0819123356.HKD","HK0000320264.USD","IE00B3M56506.USD","LU0345770308.USD","BK1521","LU0264606111.USD","LU0589944569.HKD","LU0235996351.USD","LU2430703251.USD","SG9999015986.USD","LU0234572021.USD","LU0170899867.USD","LU1044876610.USD","LU0737861772.HKD","LU0061475181.USD","SG9999015358.SGD","LU1044874839.SGD","LU0593848301.USD","LU2361044865.SGD","IE00B3SWFQ91.USD","SG9999001051.SGD","LU0577902611.USD","LU0607220059.USD","LU1035775433.USD","IE00B0169L03.USD","LU0348784397.USD","LU0499858602.USD","TCHmain","LU0210528500.USD","BK1575","LU0072913022.USD","LU1171460220.USD","LU0640476718.USD","LU1366192091.USD","LU2213496289.HKD","LU1791710582.SGD","LU1211504680.USD"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10:28","pubTimestamp":1773800895,"startTime":"0","endTime":"0","summary":"金吾财讯 | 中国银河证券发研报指，光纤光缆行业需求增长显著，行业价格大幅上调：运营商集采接连出现流标、加价现象，部分产品投标限价甚至在两个月内涨至100%。招标单价提升侧面反映了光纤光缆价格大幅上调的市场普遍情况；同时该招标为应急采购项目，更偏向于短周期，结合此前因项目情况变化而暂停的招标，或代表光纤光缆的缺货情况已经较为普遍。","market":"nz","thumbnail":"https://static.szfiu.com/news/20250106/ZDQ3YWRiNzU2MjI5OWUwYTllMmZlMTAyNzEyNzQzMTU2MQ==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250106/ZDQ3YWRiNzU2MjI5OWUwYTllMmZlMTAyNzEyNzQzMTU2MQ==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1976720","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":["LU0307460666.USD","SG9999006597.SGD","BK1506","BK1170","LU0348767384.USD","BK0276","BK1116","BK0188","LU0348766576.USD","601881","LU0588546209.SGD","BK1523","06166","06088","BK1240","SG9999001069.SGD","01729","BK1149","BK1508"],"gpt_icon":1},{"id":"2620400945","title":"鸿腾精密(06088)盘初涨13.51% 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盘初走强，截至发稿，涨13.51%，报6.89港元，成交额2.76亿港元。国投证券国际发研报指鸿腾精密2025年业绩验证了高景气赛道布局的有效性，AI与汽车业务已成为核心增长引擎，技术研发与产品落地进度超预期。","market":"sg","thumbnail":"https://static.szfiu.com/news/20250110/MjA1YmE2ZTUwNGJlNDY3ODMxMDE0ODI=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250110/MjA1YmE2ZTUwNGJlNDY3ODMxMDE0ODI=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"029c9c4b4acfff7b01a7569c21d50174","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1976712","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":["SG9999001069.SGD","BK1170","06088","LU0348767384.USD","BK1508","LU0348766576.USD"],"gpt_icon":0},{"id":"2620419053","title":"FIT HON TENG(06088)出现大手卖出190万股，成交价$6.17，涉资1.172千万","url":"https://stock-news.laohu8.com/highlight/detail?id=2620419053","media":"阿斯达克财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2620419053?lang=zh_cn&edition=fundamental","pubTime":"2026-03-17 09:45","pubTimestamp":1773711900,"startTime":"0","endTime":"0","summary":"[大手成交]FIT HON TENG(06088)在上午09:45出现大手卖出，成交量为190万，成交价为港币$6.17，涉资1.172千万。至目前为止，股价升1.142%，今日最高价为$6.77，而最低价为$6.1，总成交量为3.878千万股，总成交金额港币$2.487亿。","market":"hk","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20180205145550051_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20180205145550051_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAT2603172559/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/AAT2603172559/aamm-all-category","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":"aastocks_highlight","symbols":["BK1170","SG9999001069.SGD","LU0348766576.USD","06088","LU0348767384.USD","BK1508"],"gpt_icon":0},{"id":"2620415125","title":"【券商聚焦】中信建投：电信分公司光缆集采限价大幅提升，关注OFC与GTC大会投资机会","url":"https://stock-news.laohu8.com/highlight/detail?id=2620415125","media":"金吾财讯","labels":["conferences"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2620415125?lang=zh_cn&edition=fundamental","pubTime":"2026-03-17 08:57","pubTimestamp":1773709033,"startTime":"0","endTime":"0","summary":"OFC和GTC大会的开幕，有望进一步明确AI产业链的技术路线，提升相关厂商的订单能见度；阿里巴巴、腾讯也将发布业绩，建议关注其2026年及长期资本开支指引。我们持续推荐AI板块。目前，光纤光缆行业已从复苏转向“供给偏紧、量价齐升”阶段，该机构持续推荐光纤光缆板块。","market":"other","thumbnail":"https://static.szfiu.com/news/20250106/ZGNkM2E3NDVjMTk0N2Q5ZDk4NjYxNjc1YjA4NjMzOTA5MjkwMDE=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250106/ZGNkM2E3NDVjMTk0N2Q5ZDk4NjYxNjc1YjA4NjMzOTA5MjkwMDE=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1976602","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"conferences","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK1508","LU0348766576.USD","LU0588546209.SGD","BK1523","SG9999006597.SGD","BK1506","BK1614","BK1607","LU0052750758.USD","LU0320764599.SGD","SG9999001069.SGD","BK1240","601869","LU0348767384.USD","BK1589","BK1116","IE0034224299.USD","BK1149","LU0307460666.USD","BK0276","BK1163","BK1170","06066","601066","LU0708995583.HKD"],"gpt_icon":0},{"id":"2619328914","title":"港股鸿腾精密盘中涨近10%","url":"https://stock-news.laohu8.com/highlight/detail?id=2619328914","media":"每日经济新闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2619328914?lang=zh_cn&edition=fundamental","pubTime":"2026-03-16 14:51","pubTimestamp":1773643873,"startTime":"0","endTime":"0","summary":"每经AI快讯，3月16日，鸿腾精密(06088.HK)盘中涨近10%，截至发稿涨8.97%，报5.95港元，成交额3.9亿港元。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202603163673030554.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/202603163673030554.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":["BK1170","SG9999001069.SGD","VXUS","BK4588","LU0348766576.USD","BK4585","06088","LU0348767384.USD","BK1508"],"gpt_icon":0},{"id":"2619115111","title":"富智康集团(02038)发布年度业绩，股东应占溢利5272.7万美元 同比转亏为盈","url":"https://stock-news.laohu8.com/highlight/detail?id=2619115111","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2619115111?lang=zh_cn&edition=fundamental","pubTime":"2026-03-13 22:48","pubTimestamp":1773413286,"startTime":"0","endTime":"0","summary":"智通财经APP讯，富智康集团(02038)发布截至2025年12月31日止年度的全年业绩初步公告，该公司取得营业收入66.58亿美元，同比增加16.74%;公司拥有人应占年内溢利5272.7万美元，同比转亏为盈;每股盈利6.7美仙;建议派发末期股息每股3.47美仙。公告称，营业收入增长主要得益于对一名主要客户的出货量增加、车载电子、制造设备及机器人业务的持续扩张，以及客户组合的多元化与优化。","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/1413936.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":"富智康集团(02038)发布年度业绩，股东应占溢利5272.7万美元 同比转亏为盈","news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["02038","BK1508","BK1167","BK1504"],"gpt_icon":0},{"id":"2619574162","title":"FIT HON TENG(06088)出现大手卖出80.1万股，成交价$5.46，涉资437.346万","url":"https://stock-news.laohu8.com/highlight/detail?id=2619574162","media":"阿斯达克财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2619574162?lang=zh_cn&edition=fundamental","pubTime":"2026-03-13 16:08","pubTimestamp":1773389280,"startTime":"0","endTime":"0","summary":"[大手成交]FIT HON TENG(06088)在下午04:08出现大手卖出，成交量为80.1万，成交价为港币$5.46，涉资437.346万。至目前为止，股价跌1.266%，今日最高价为$5.54，而最低价为$5.01，总成交量为8.832千万股，总成交金额港币$4.666亿。","market":"other","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20180205145555799_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20180205145555799_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAV2603137835/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/AAV2603137835/aamm-all-category","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":"aastocks_highlight","symbols":["BK1508","06088","LU0348766576.USD","SG9999001069.SGD","LU0348767384.USD","BK1170"],"gpt_icon":0},{"id":"2619916936","title":"港股异动 | 手机产业链悉数承压 存储涨价冲击消费电子 花旗下调全球智能手机出货量预测","url":"https://stock-news.laohu8.com/highlight/detail?id=2619916936","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2619916936?lang=zh_cn&edition=fundamental","pubTime":"2026-03-13 15:14","pubTimestamp":1773386042,"startTime":"0","endTime":"0","summary":"消息面上，花旗发布研报称，下调今明两年全球智能手机出货量预测至分别10.4亿及11.7亿部，分别同比减少17%及同比增长12%，并预测2028年出货量同比升7%至12.5亿部。有关预测基于记忆体短缺及价格上涨，以及通胀攀升导致需求疲软，平均售价同比增幅预测分别为7%、2%及3%。报告指，IDC公布去年第四季智能手机出货量较该行预期高5%，主要受中、东欧、中东与非洲及美洲地区带动。","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/1413540.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_zhitongcaijing","symbols":["LU1244550494.USD","BK1580","LU0348767384.USD","BK1167","LU2360032135.SGD","BK4585","LU0162691827.USD","LU1791807156.HKD","HK0000320223.HKD","BK4559","LU0130102774.USD","BK1170","LU2236285917.USD","01415","LU0310800965.SGD","LU1267930227.SGD","VXUS","BK1508","HK0000320264.USD","HK0000306701.USD","BK1515","LU0477156953.USD","BK1582","159732","LU1201861249.SGD","LU0980610538.SGD","LU2417539215.USD","BK4588","06613","LU0072461881.USD","BK1149","LU0052756011.USD","00285","LU0128525689.USD","LU0648001328.SGD","BK4566","BK1504","BK1589","HK0000306685.HKD","LU0348766576.USD","02038","LU2125154778.USD","BK4504","LU1244550221.USD","LU0130517989.USD","BK4207","LU0314106906.USD","LU0320765646.SGD","LU1506573853.SGD","LU1366192091.USD"],"gpt_icon":0},{"id":"2619165296","title":"鸿腾精密盘中异动 股价大跌7.23%报5.130港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2619165296","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2619165296?lang=zh_cn&edition=fundamental","pubTime":"2026-03-13 09:30","pubTimestamp":1773365425,"startTime":"0","endTime":"0","summary":"2026年03月13日早盘09时30分，鸿腾精密股票出现波动，股价大幅下挫7.23%。截至发稿，该股报5.130港元/股，成交量216.9万股，换手率0.03%，振幅2.17%。资金方面，该股资金流入426.561万港元，流出375.165万港元。鸿腾精密股票所在的电子零件行业中，整体跌幅为0.09%。其相关个股中，亚洲联网科技、广和通、瑞远智控涨幅较大，振幅较大的相关个股有鸿腾精密、丘钛科技、瑞声科技，振幅分别为2.17%、1.91%、1.70%。","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=nesSN20260313093025a465356e&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, 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08:33","pubTimestamp":1773362015,"startTime":"0","endTime":"0","summary":"扣除食品和能源价格的核心CPI同比由上月的下降0.1%转为上涨2.3%。1—2月平均，深圳居民消费价格比上年同期上涨0.4%。2月份，CPI环比由上月下降0.1%转为上涨1.7%。其中，集装箱运输及物流收入96.98亿元，同比下滑9.18%。期内，集团总收入554.65亿港元，同比减少7.57%。","market":"hk","thumbnail":"https://static.szfiu.com/news/20241108/ZTRlMTU1ZDUyYWE0NDQzMjc2MzgzOTI4MA==.png","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/ZTRlMTU1ZDUyYWE0NDQzMjc2MzgzOTI4MA==.png"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1976405","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":["BK1589","06088","00066","BK1236","LU0823437842.USD","BK4097","00293","BK4195","BK1170","BK1103","IE00BZ08YS42.EUR","IE00BZ08YR35.GBP","BK1508","IE00BZ08YT58.USD","LU0348767384.USD","BK1561","LU1039395188.USD","SG9999001069.SGD","OS","BK1577","01177","LU0348766576.USD","PFS","HK0000165453.HKD","BK1123","BK1191","LU2663582299.SGD","BK1601","LU2506952253.HKD","00316","LU1508157978.USD","BK1521","BK4211","BK1515"],"gpt_icon":0}],"pageSize":20,"totalPage":2,"pageCount":1,"totalSize":26,"code":"91000000","status":"200"}]}}