異動解讀｜鴻騰精密盤中上漲3.05%，CPO量產爭議逐步消化疊加產業鏈確認未延期前期超跌股迎修復

行情直擊

06/24

6月24日，鴻騰精密盤中上漲3.05%，報7.76港元，成交額2563.18萬港元。

消息面上，此前SemiAnalysis報告稱CPO規模化量產或延至2028年引發光通信板塊深度調整，鴻騰精密自6月3日高點以來累計回撤超30%。近日接近英偉達的業內人士確認產業端不存在CPO量產推遲，真正制約高速光通信的瓶頸在於上游磷化銦激光芯片產能，市場此前將"小批量驗證導入"與"全行業普及"兩個周期混淆。隨着量產爭議逐步消化，前期超跌股價迎來技術性修復。

（以上內容均基於市場公開消息，由程序或算法智能生成，僅作為股價異動提醒，不作為投資建議或交易依據。）

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熱議股票

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