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港股
詳情
本頁面由Tiger Trade Technology Pte. Ltd.提供服務
長飛光纖光纜
36.860
+1.780
5.07%
手動刷新
成交量:
1,922.75萬
成交額:
7.10億
市值:
279.40億
市盈率:
37.62
高:
37.700
開:
35.080
低:
34.860
收:
35.080
52周最高:
65.000
52周最低:
10.800
股本:
7.58億
香港流通股本:
3.52億
量比:
4.04
換手率:
5.47%
股息:
0.30
股息率:
0.80%
每股收益(LYR):
0.980
淨資產收益率:
3.89%
總資產收益率:
2.00%
市淨率:
2.15
市盈率(LYR):
37.62
市銷率:
1.84
資料載入中...
總覽
公司
新聞資訊
公告
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金吾财讯
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長飛光纖光纜(06869)出現大手買入17.85萬股,成交價$37.2,涉資664.02萬
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·
12/04
長飛光纖光纜12月03日獲主力加倉474.4萬元
市场透视
·
12/03
每日沽空追蹤 | 長飛光纖光纜 12月02日沽空量成交10.65萬股,沽空比例為1.03%
市场透视
·
12/02
長飛光纖光纜12月01日遭主力拋售192.4萬元
市场透视
·
12/01
智通港股通資金流向統計(T+2)|12月1日
智通财经
·
12/01
每日沽空追蹤 | 長飛光纖光纜 11月28日沽空量成交84.95萬股,沽空比例為5.54%
市场透视
·
11/28
智通港股通持股解析|11月28日
智通财经
·
11/28
中國首批領航級智能工廠集體亮相
中国新闻网
·
11/27
【券商聚焦】中國銀河:算力需求爆發 AI基建先行
金吾财讯
·
11/27
智通港股解盤 | 谷歌(GOOGL.US)持續佔據熱度榜 消費突發政策利好
智通财经
·
11/26
每日沽空追蹤 | 長飛光纖光纜 11月26日沽空量成交136.4萬股,沽空比例為3.21%
市场透视
·
11/26
智通AH統計|11月26日
智通财经
·
11/26
算力端側股悉數上揚 長飛光纖光纜漲8.89% 阿里CEO稱AI資源整體將處於供不應求的狀態
金吾资讯
·
11/26
港股異動 | 長飛光纖光纜漲超8%,谷歌TPU芯片引發關注,機構看好AI數通驅動增長
智通财经
·
11/26
異動解讀 | 長飛光纖光纜盤中大漲7.19%,AI數據中心需求推動光纖業務增長
异动解读
·
11/26
更多
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涨5.13%,长飞光纤光缆涨4.56%,汇聚科技涨2.78%。西部证券发研报指,2025年以来,受益于AI算力需求持续增长,光模块行业维持高景气。该机构续指,技术升级上,率先进入硅光光模块大批量量产的公司有望享受行业加速期的高毛利,以及受益于行业份额的巩固和聚拢。","market":"sg","thumbnail":"https://static.szfiu.com/news/20210810/ZTUyNTQ0NjcxODUwNQ==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20210810/ZTUyNTQ0NjcxODUwNQ==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1971070","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":["06166","01729","SG9999006597.SGD","603083","06869","BK1149","BK1523","BK1116","BK1506","LU0307460666.USD","BK0214","BK1240","LU0588546209.SGD"],"gpt_icon":0},{"id":"2589580012","title":"長飛光纖光纜(06869)出現大手買入17.85萬股,成交價$37.2,涉資664.02萬","url":"https://stock-news.laohu8.com/highlight/detail?id=2589580012","media":"阿斯达克财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2589580012?lang=zh_tw&edition=fundamental","pubTime":"2025-12-08 10:05","pubTimestamp":1765159500,"startTime":"0","endTime":"0","summary":"[大手成交]长飞光纤光缆(06869)在上午10:05出现大手买入,成交量为17.85万,成交价为港币$37.2,涉资664.02万。至目前为止,股价升5.986%,今日最高价为$37.2,而最低价为$34.86,总成交量为873.7万股,总成交金额港币$3.188亿。","market":"fut","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":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAT2512082764/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":["LU0588546209.SGD","BK1506","LU0307460666.USD","BK1523","SG9999006597.SGD","BK1149","06869"],"gpt_icon":0},{"id":"2589804199","title":"智通港股通佔比異動統計|12月8日","url":"https://stock-news.laohu8.com/highlight/detail?id=2589804199","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2589804199?lang=zh_tw&edition=fundamental","pubTime":"2025-12-08 08:36","pubTimestamp":1765154169,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,根据2025年12月5日披露数据,南方港美科技、狮腾控股、吉宏股份港股通持股占比增加值最大,分别增加1.35%、1.19%、0.75%;昊天国际建投、龙蟠科技、微盟集团港股通持股占比减少值最大,分别减少-0.93%、-0.83%、-0.59%。","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/1378570.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":["06683","02208","00568","02402","09863","02333","02562","02202","00187","01858","00638","02550","01709","02228","01282","01958","02587","02013","01341","02498","02631","02600","03319","00347","06682","01317","09606","01233","03678","02238","06680","09885","02465","02648","06869","01385","01478","02582","01138","06166","03759","09858","02367","00694","03347","03958","06865","02603"],"gpt_icon":1},{"id":"2589856915","title":"智通港股通持股解析|12月5日","url":"https://stock-news.laohu8.com/highlight/detail?id=2589856915","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2589856915?lang=zh_tw&edition=fundamental","pubTime":"2025-12-05 08:30","pubTimestamp":1764894602,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,根据2025年12月4日披露数据,中国电信、绿色动力环保、昊天国际建投位居港股通持股比例前3位,分别为72.75%、69.12%、68.59%。此外,阿里巴巴-W、美团-W、泡泡玛特在最近有统计数据的5个交易日内,持股额增幅最大,分别为+36.91亿元、+19.48亿元、+12.39亿元;紫金矿业、中芯国际、中国移动在最近有统计数据的5个交易日内,持股额减幅最大,分别为-11.62亿元、-9.24亿元、-4.58亿元。","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://www.zhitongcaijing.com/content/detail/1377975.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":["01108","01635","01088","00939","01456","03033","02238","03958","80883","HMTD.SI","01065","01288","01801","02202","LNVGY","06869","02899","01138","00956","03143","000002","601318","00941","PAImain","01341","80992","00992","02359","PNGAY","01330","01375","00728","03690","00762","01798","00883","02318","82318","03145","03968","MPNGY","09992","01776","03678","LU0326950275.SGD","02628","HPAD.SI"],"gpt_icon":1},{"id":"2588073495","title":"智通港股通持股解析|12月4日","url":"https://stock-news.laohu8.com/highlight/detail?id=2588073495","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2588073495?lang=zh_tw&edition=fundamental","pubTime":"2025-12-04 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16:30","pubTimestamp":1764664235,"startTime":"0","endTime":"0","summary":"长飞光纤光缆北京时间12月02日,跌1.31%,卖空量成交10.65万股,较上一交易日减少81.18%更多个股卖空数据请看下面视窗:卖空数据是观测市场多空博弈的关键指标:短期可反映市场情绪,高卖空比例预示看空预期,但极端值可能触发轧空反弹;长期结合基本面恶化则预警下行风险。需注意其局限性:卖空行为包含对冲需求,未必单纯看空;机构可能通过衍生品做空未体现在数据中,且散户跟风易扭曲信号。股市有风险,请谨慎决策。","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=nesSN2025120216355395265a3e&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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长飞光纤光缆股价跌2.18%,报收36.76元,成交金额3.6亿元,换手率2.77%,振幅2.77%,量比0.33。长飞光纤光缆今日主力资金净流出192.4万元,连续4日净流出,上一交易日主力净流出771.2万元。该股近5个交易日上涨13.48%,主力资金累计净流入3384.1万元;近20日主力资金累计净流出2380.4万元,其中净流出天数为14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=nesSN2025120116200397894ce8&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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亿盈富基金、腾讯控股、恒生中国企业南向资金净流出金额位列市场前三,分别净流出-22.61 亿、-11.82 亿、-8.33 亿在净流入比方面,中国外运、南方东西精选、中远海运港口以73.90%、64.44%、60.69%位列市场前三。","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/1375710.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":["00003","HYDD.SI","02628","HSHD.SI","09890","BYDDY","01199","01378","03441","00700","00941","00995","HSBA.UK","09992","02469","HSBC","00272","02828","00005","06699","03866","01882","81211","01093","06869","METmain","00639","09979","80883","06198","00598","HBBD.SI","01277","01066","03968","01361","02562","HTCD.SI","02883","02800","09988","01405","02380"],"gpt_icon":1},{"id":"2586520766","title":"每日沽空追蹤 | 長飛光纖光纜 11月28日沽空量成交84.95萬股,沽空比例為5.54%","url":"https://stock-news.laohu8.com/highlight/detail?id=2586520766","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2586520766?lang=zh_tw&edition=fundamental","pubTime":"2025-11-28 16:30","pubTimestamp":1764318634,"startTime":"0","endTime":"0","summary":"长飞光纤光缆北京时间11月28日,涨0.59%,卖空量成交84.95万股,较上一交易日减少41.13%更多个股卖空数据请看下面视窗:卖空数据是观测市场多空博弈的关键指标:短期可反映市场情绪,高卖空比例预示看空预期,但极端值可能触发轧空反弹;长期结合基本面恶化则预警下行风险。需注意其局限性:卖空行为包含对冲需求,未必单纯看空;机构可能通过衍生品做空未体现在数据中,且散户跟风易扭曲信号。股市有风险,请谨慎决策。","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=nesSN20251128164619a4bffd35&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, 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08:30","pubTimestamp":1764289801,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,根据2025年11月27日披露数据,中国电信、绿色动力环保、昊天国际建投位居港股通持股比例前3位,分别为72.69%、69.23%、68.93%。此外,万国黄金集团、阿里巴巴-W、腾讯控股在最近有统计数据的5个交易日内,持股额增幅最大,分别为+120.79亿元、+115.04亿元、+28.73亿元;中芯国际、信达生物、新华保险在最近有统计数据的5个交易日内,持股额减幅最大,分别为-14.55亿元、-6.65亿元、-5.23亿元。","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/1374869.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":["00956","01635","01798","03678","BK1618","02269","METmain","01801","03968","01776","LU0264606111.USD","LU1969619763.USD","01341","LU0651946864.USD","00883","00700","LU1993786604.SGD","01065","01108","LU1880383366.USD","LU0577902298.EUR","80883","00728","02800","03958","01456","01336","03759","KSTmain","02238","01138","03939","01375","00762","03143","01088","LU0531971595.HKD","01330","HMTD.SI","HTCD.SI","03033","06869","81024"],"gpt_icon":1},{"id":"2586249727","title":"中國首批領航級智能工廠集體亮相","url":"https://stock-news.laohu8.com/highlight/detail?id=2586249727","media":"中国新闻网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2586249727?lang=zh_tw&edition=fundamental","pubTime":"2025-11-27 17:56","pubTimestamp":1764237406,"startTime":"0","endTime":"0","summary":"自中国工信部等六部门开展智能工厂梯度培育行动以来,中国已建成先进级智能工厂7000余家、卓越级智能工厂500余家,此次又建成15家领航级智能工厂。中国信息通信研究院院长余晓晖表示,领航级智能工厂正引领创新范式、生产方式和供应链形态全面变革,通过“智能制造母工厂”模式带动产业链协同升级。","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=nesSN20251127175824978287fd&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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PCB设备:AI算力革命驱动PCB需求增长,AI服务器带来的不仅是数量的增长,更是PCB单机价值量的显著提升,PCB设备及材料有望充分受益。3)液冷设备:AI拉动全球算力需求,高功率下传统风冷逼近散热极限,液冷将逐步成为主流方案,液冷市场有望迎来爆发式增长。看好液冷核心部件及全链条解决方案供应商业绩释放。","market":"fut","thumbnail":"https://static.szfiu.com/news/20250109/ZDNhNDUwNDVmY2U2MTcxMzU2NTcyMzcyOQ==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/ZDNhNDUwNDVmY2U2MTcxMzU2NTcyMzcyOQ==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1970422","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":["LU0348766576.USD","06088","06166","BK1506","BK1240","BK1526","SG9999001069.SGD","01729","BK1508","BK1147","BK1149","LU0307460666.USD","BK1529","06869","BK1170","SG9999006597.SGD","BK0276","BK1564","00763","06881","BK1116","BK1523","BK0188","LU0348767384.USD","601881","LU0588546209.SGD","BK1607"],"gpt_icon":0},{"id":"2586263251","title":"智通港股解盤 | 谷歌(GOOGL.US)持續佔據熱度榜 消費突發政策利好","url":"https://stock-news.laohu8.com/highlight/detail?id=2586263251","media":"智通财经","labels":["policyRegulatory"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2586263251?lang=zh_tw&edition=fundamental","pubTime":"2025-11-26 20:08","pubTimestamp":1764158918,"startTime":"0","endTime":"0","summary":"日本政府近日为高市早苗的错误言论狡辩。注意,美团拟于11月28日举行董事会会议审批季度业绩。董事会认为建议回购符合公司与公司股东整体最佳利益。得益于在手订单保持高位,在高效交付的前提下,2025年全年营收及利润有望保持较强的增长趋势。2025年前三季度,公司取得营业收入371.56亿元,同比增加8.06%;归属于上市公司股东的净利润39.2亿元,同比增加24.89%。第三季度,公司毛利率为28.0%,同比降低0.52pct;净利率为9.8%,同比提升0.15pct。","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/1374066.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"policyRegulatory","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK1575","LU0476273544.USD","GOOGL","LU2552382132.HKD","LU2275660780.HKD","LU2125154778.USD","LU0267386448.USD","LU1629891620.HKD","LU0077335932.USD","IE00BJTD4N35.SGD","LU0211331839.USD","LU2087625088.SGD","LU1066051498.USD","IE00BJTD4V19.USD","00670","LU2242650005.HKD","LU2111349929.HKD","LU2458330169.SGD","SG9999001077.SGD","GOOG","09678","LU0048573561.USD","LU0320765059.SGD","LU2552382058.USD","06869","USJW.SI","00400","LU0942090050.USD","IE00BWXC8680.SGD","LU1934455194.USD","LU1303367103.USD","LU0708994859.HKD","LU2458330243.SGD","LU1548497426.USD","LU2552382215.SGD","02057","IE00B3S45H60.SGD","LU1035775433.USD","LU0061474960.USD","IE00BMPRXN33.USD","LU0251142724.SGD","LU0265550359.USD","LU2023251221.USD","LU2420271590.USD","00753","LU2764262908.HKD","LU2098885051.SGD","LU0203347892.USD","LU0215105999.USD","LU2505996509.AUD"],"gpt_icon":1},{"id":"2586987032","title":"每日沽空追蹤 | 長飛光纖光纜 11月26日沽空量成交136.4萬股,沽空比例為3.21%","url":"https://stock-news.laohu8.com/highlight/detail?id=2586987032","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2586987032?lang=zh_tw&edition=fundamental","pubTime":"2025-11-26 16:30","pubTimestamp":1764145833,"startTime":"0","endTime":"0","summary":"长飞光纤光缆北京时间11月26日,涨4.77%,卖空量成交136.4万股,较上一交易日减少7.74%更多个股卖空数据请看下面视窗:卖空数据是观测市场多空博弈的关键指标:短期可反映市场情绪,高卖空比例预示看空预期,但极端值可能触发轧空反弹;长期结合基本面恶化则预警下行风险。需注意其局限性:卖空行为包含对冲需求,未必单纯看空;机构可能通过衍生品做空未体现在数据中,且散户跟风易扭曲信号。股市有风险,请谨慎决策。","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=nesSN20251126163600a7128581&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=nesSN20251126163600a7128581&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":["06869","BK1506","SG9999006597.SGD","BK1523","LU0307460666.USD","BK1149","LU0588546209.SGD"],"gpt_icon":0},{"id":"2586231074","title":"智通AH統計|11月26日","url":"https://stock-news.laohu8.com/highlight/detail?id=2586231074","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2586231074?lang=zh_tw&edition=fundamental","pubTime":"2025-11-26 16:15","pubTimestamp":1764144906,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,截止11月26日收盘,东北电气、中石化油服、弘业期货分列AH溢价率前三位,溢价率分别为831.03%、267.57%、266.67%;宁德时代、招商银行、恒瑞医药分列AH溢价率末三位,溢价率分别为-4.42%、-1.39%、1.55%。其中中船防务、山东新华制药股份、广和通的偏离值位居前三,分别为27.44%、22.88%、22.39%;另外,东北电气、龙蟠科技、中国国航的偏离值位居后三,分别为-25.74%、-16.99%、-13.49%。","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://www.zhitongcaijing.com/content/detail/1373841.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":["01108","00317","06818","LU0328353924.USD","LU0868486357.SGD","LU0640798160.USD","IE00BVYPNP33.GBP","00177","01276","01349","IE0008369823.USD","00719","IE00BVYPNQ40.USD","01055","159982","06680","06869","00753","02899","02727","06031","03143","00300","000002","02465","00995","01988","02218","02359","06066","03750","01812","01033","00042","02338","LU0488056044.USD","00670","BK1237","00638","03968","00187","BK1105","399300","03678","00553","02628","01057"],"gpt_icon":1},{"id":"2586238545","title":"算力端側股悉數上揚 長飛光纖光纜漲8.89% 阿里CEO稱AI資源整體將處於供不應求的狀態","url":"https://stock-news.laohu8.com/highlight/detail?id=2586238545","media":"金吾资讯","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2586238545?lang=zh_tw&edition=fundamental","pubTime":"2025-11-26 13:29","pubTimestamp":1764134967,"startTime":"0","endTime":"0","summary":"金吾财讯 | 算力端侧股悉数上扬,长飞光纤光缆 涨8.89%,剑桥科技涨7.94%,中兴通讯涨4.27%,汇聚科技涨2.70%。未来三年,人工智能资源整体将处于供不应求的状态。报告期内,阿里云业务收入同比增长34%,超出高盛31%的预期。其中,AI相关收入已占外部客户收入的20%,并连续第九个季度实现三位数增长。高盛表示,阿里巴巴在资本支出上的积极姿态,进一步强化了其AI战略的决心。","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=nesSN20251126132942951b0052&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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| 長飛光纖光纜漲超8%,谷歌TPU芯片引發關注,機構看好AI數通驅動增長","url":"https://stock-news.laohu8.com/highlight/detail?id=2586228412","media":"智通财经","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2586228412?lang=zh_tw&edition=fundamental","pubTime":"2025-11-26 13:05","pubTimestamp":1764133542,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,长飞光纤光缆盘中拉升,现涨近7%,截至发稿,涨6.8%,报38.94港元,成交额9.25亿港元。消息面上,据报道,Meta正与谷歌就2027年在其数据中心使用价值数十亿美元TPU芯片进行谈判,同时计划明年从谷歌云租用芯片。随着TPU出货量预期上修、OCS渗透率提升以及1.6T光模块放量,相关硬件供应商将迎来重大发展机遇。华泰证券此前指,AI数通驱动增长,空芯光纤应用持续开拓。","market":"fut","thumbnail":"https://static.tigerbbs.com/c7da52addfd52fb216bcf87283f43750","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/c7da52addfd52fb216bcf87283f43750"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"83c4c7584a1ee86b96503ac7e6d44959","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1373739.html","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["06869"],"gpt_icon":0},{"id":"1116948806","title":"異動解讀 | 長飛光纖光纜盤中大漲7.19%,AI數據中心需求推動光纖業務增長","url":"https://stock-news.laohu8.com/highlight/detail?id=1116948806","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1116948806?lang=zh_tw&edition=fundamental","pubTime":"2025-11-26 11:29","pubTimestamp":1764127743,"startTime":"0","endTime":"0","summary":"今日盘中,长飞光纤光缆股价大幅拉升,涨幅高达7.19%,引发市场关注。截至发稿,该股报38.94港元,成交额达9.25亿港元。华泰证券此前报告指出,长飞光纤光缆在空芯光纤技术研发与产业化方面全球领先。此外,公司通过子公司长芯博创布局的光互联组件业务已成为强劲增长点,受益于北美AI数据中心建设,公司海外业务持续拓展。市场普遍看好AI数通需求驱动长飞光纤光缆的业务增长,这可能是推动今日股价上涨的关键因素。","market":"nz","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"83c4c7584a1ee86b96503ac7e6d44959","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["06869"],"gpt_icon":0}],"pageSize":20,"totalPage":10,"pageCount":1,"totalSize":200,"code":"91000000","status":"200"}]}}