美股詳情

本頁面由Tiger Trade Technology Pte. Ltd.提供服務

Tradr 2X Short AAOI Daily ETF

13.71

+1.5813.03%

盤前：13.760.0500+0.36%09:10 EDT

成交量：102.29萬

成交額：1,359.23萬

市值：712.92萬

市盈率：- -

高：13.94

開：12.78

低：12.71

收：12.13

52周最高：51.05

52周最低：6.94

股本：52.00萬

流通股本：52.00萬

量比：0.46

換手率：196.72%

股息：- -

股息率：- -

淨資產收益率：--

總資產收益率：--

市淨率：--

市盈率(LYR):- -

資料載入中...

總覽公司新聞公告

美國要卡中國光模塊的脖子不妨先摸摸自己脖子

美國光模塊龍頭AAOI電話會：預計產能兩年擴張10倍，1.6T最快兩周獲大客户認證 | 財報見聞

华尔街见闻

「藥」爆了！華寶基金醫療ETF、創新藥ETF集體升逾4.5%！PCB點燃電子板塊，光模塊龍頭尾盤卻跳水，咋回事？

兩大外資機構大手筆加倉，光模塊龍頭獲資金重點佈局

每日经济新闻

資金「追光」，湧入光模塊龍頭

美國擬禁中國光模塊？業內：又一次壓力測試而已

每日经济新闻

博傑股份(002975.SZ)：「光通信磷化銦」「光模塊」等相關業務對公司當前營收貢獻佔比較低

廣發香港：看好GPU/CPU/光模塊，謹慎看待存儲芯片

中信證券點評FCC擬禁中國光模塊事件：禁令落地難兑現，產業趨勢難撼動

「禁令」傳聞落地難度大＋景氣持續短期擾動或不改光模塊賽道核心價值

【券商聚焦】中信證券：FCC光模塊禁令落地阻力較大國內光模塊龍頭競爭優勢穩固

興業證券：下游擴產加速疊加技術迭代牽引光模塊設備迎來增長拐點

【券商聚焦】中信證券：AI驅動光模塊升級測試設備高速成長

CPO板塊回調中際旭創（03308）跌 3.67% 美國擬禁止進口中國光模塊

光模塊站上風口浪尖，萬億巨頭天量巨震，高「光」159363大舉吸金！基金經理發聲：靜待邏輯修復機會

「芯」主線強勢歸位，華寶基金科創芯片ETF大漲5.8%創歷史天量！有色悄然啓動光模塊利空逆轉再迎佈局良機？

美國光模塊「禁令」傳聞擾動業內人士：實際落地難度大

需求旺盛景氣度高光模塊「噪音」影響有限

上證報：需求旺盛景氣度高，光模塊「噪音」影響有限

美國擬禁中國光模塊？全球光模塊前10有7家中國企業，產業界人士：又一次壓力測試，美國想「脱鈎」並不容易

每日经济新闻

{"basename":"/hant","ssrTDKData":{"titleTemplate":"%s - 老虎證券","title":"老虎证券全球投资理财平台| 一站式投资美股新股港股A股","description":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","keywords":"老虎證券,老虎證券開戶,老虎券商,老虎證券官網,老虎證券app,tigertrade老虎證券,股票,炒股,新加坡股票交易平臺,投資,投資理財","social":{"ogDescription":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.0a0bd8dc.png","ogUrl":"https://www.itiger.com/hant/stock/AAOZ/news?page=5"},"companyName":"老虎證券"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental","symbol":"AAOZ","isAnalysisPage":false},"__swrFallback__":{"@#url:\"https://hq.skytigris.cn/stock_info/detail/global\",params:#delay:false,,method:\"POST\",data:#items:@#symbol:\"AAOZ\",,,,,undefined,":{"symbol":"AAOZ","market":"US","secType":"STK","nameCN":"Tradr 2X Short AAOI Daily ETF","latestPrice":13.71,"timestamp":1787947200000,"preClose":12.13,"halted":0,"volume":1022921,"hourTrading":{"tag":"盘前","latestPrice":13.76,"preClose":13.71,"latestTime":"09:10 EDT","volume":37336,"amount":514473.988184,"timestamp":1788181846719,"change":0.05,"changeRate":0.003647,"amplitude":0.069716},"delay":0,"changeRate":0.1302555647155812,"floatShares":520000,"shares":520000,"eps":0,"marketStatus":"盤前交易","change":1.58,"latestTime":"08-31 09:11:53 EDT","open":12.775,"high":13.94,"low":12.71,"amount":13592346.136617,"amplitude":0.101401,"askPrice":13.94,"askSize":1100,"bidPrice":13.51,"bidSize":1,"shortable":3,"etf":-2,"ttmEps":0,"tradingStatus":1,"nextMarketStatus":{"tag":"開盤","tradingStatus":2,"beginTime":1788183000000},"marketStatusCode":1,"adr":0,"listingDate":1784088000000,"exchange":"CBOE","adjPreClose":13.71,"nav":13.6931,"aum":7120392.01,"bidAskSpread":0,"preHourTrading":{"tag":"盘前","latestPrice":13.76,"preClose":13.71,"latestTime":"09:10 EDT","volume":37336,"amount":514473.988184,"timestamp":1788181846719,"change":0.05,"changeRate":0.003647,"amplitude":0.069716},"postHourTrading":{"tag":"盘后","latestPrice":13.42,"preClose":13.71,"latestTime":"19:59 EDT","volume":28567,"amount":388185.5184,"timestamp":1787961575998,"change":-0.29,"changeRate":-0.021152,"amplitude":0.024799},"volumeRatio":0.4618985830752829,"impliedVol":1.6326,"impliedVolPercentile":0.0357},"@#url:\"https://hq.skytigris.cn/stock_info/fundamental/all\",params:#delay:false,,method:\"POST\",data:#items:@#symbol:\"AAOZ\",,,,,undefined,":{"symbol":"AAOZ","floatShares":520000,"roa":"--","roe":"--","lyrEps":0,"volumeRatio":0.4618985830752829,"shares":520000,"dividePrice":0,"high":13.94,"amplitude":0.101401,"preClose":12.13,"low":12.71,"week52Low":6.94,"pbRate":"--","week52High":51.05,"institutionHeld":0,"latestPrice":13.71,"committee":-0.998183,"eps":0,"divideRate":0,"volume":1022921,"delay":0,"ttmEps":0,"open":12.775,"prevYearClose":25.67,"prevWeekClose":13.71,"prevMonthClose":29.56,"prevQuarterClose":25.67,"fiveDayClose":10.64,"twentyDayClose":29.56},"@#url:\"https://hq.skytigris.cn/fundamental/corporate_actions/details/AAOZ\",params:#limit:5,,,undefined,":[],"@#url:\"https://hq.skytigris.cn/fundamental/dividend/history\",params:#symbol:\"AAOZ\",market:\"US\",,,undefined,":[],"@#url:\"https://hq.skytigris.cn/fundamental/estimate/recommendation\",params:#symbol:\"AAOZ\",market:\"US\",delay:false,,,undefined,":{},"$inf$@#url:\"https://stock-news.skytigris.cn/v2/news/list\",params:#symbols:\"AAOZ\",pageSize:20,pageCount:5,lang_content:\"cn\",edition:\"fundamental\",,,undefined,":[{"items":[{"id":"2657220916","title":"美國要卡中國光模塊的脖子 不妨先摸摸自己脖子","url":"https://stock-news.laohu8.com/highlight/detail?id=2657220916","media":"中新经纬","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2657220916?lang=zh_tw&edition=fundamental","pubTime":"2026-08-08 12:11","pubTimestamp":1786162260,"startTime":"0","endTime":"0","summary":"【美国要卡中国光模块的脖子 不妨先摸摸自己脖子】一则关于“光模块禁令”的消息，近日搅动市场。据路透社4日报道，负责监管美国电信行业的美国联邦通信委员会（FCC）正在起草一项禁令，旨在禁止美国进口中国数据中心组件新机型，包括光模块。科技市场研究公司Counterpoint Research的数据显示，目前中国光模块制造商的供应量约占全球三分之二，营收约占全球60%。Counterpoint Research明确指出，未来一到两年内，西方没有任何替代方案能够消化如此庞大的市场份额。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202608083835814158.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/202608083835814158.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":["LYTE","LUMA","AAOZ"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2657764333","title":"美國光模塊龍頭AAOI電話會：預計產能兩年擴張10倍，1.6T最快兩周獲大客户認證 | 財報見聞","url":"https://stock-news.laohu8.com/highlight/detail?id=2657764333","media":"华尔街见闻","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2657764333?lang=zh_tw&edition=fundamental","pubTime":"2026-08-07 19:54","pubTimestamp":1786103674,"startTime":"0","endTime":"0","summary":"AAOI正赶上美国本土光模块需求爆发。公司计划将800G和1.6T月产能从今年一季度末约10万片提升至2027年底超93万片，扩张近10倍；与此同时，1.6T产品预计两到三周内完成某大型数据中心客户认证，四季度收入有望突破7000万美元。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3778954","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LYTE","LUMA","AAOI","AAOZ"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2657664832","title":"「藥」爆了！華寶基金醫療ETF、創新藥ETF集體升逾4.5%！PCB點燃電子板塊，光模塊龍頭尾盤卻跳水，咋回事？","url":"https://stock-news.laohu8.com/highlight/detail?id=2657664832","media":"新浪基金","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2657664832?lang=zh_tw&edition=fundamental","pubTime":"2026-08-07 19:22","pubTimestamp":1786101720,"startTime":"0","endTime":"0","summary":"尾盘阶段，权重股中际旭创突发跳水，收跌逾3.5%，单日振幅超10%。AH近20股涨超10%，药明康德H股新高，华宝基金港股通医疗ETF放量涨5.51%！医药“炸场”，创新药链全线爆发，港股通医疗ETF华宝、港股通创新药ETF华宝、医疗ETF华宝、药ETF华宝等相关ETF批量大涨！医疗ETF华宝CXO含量近30%，大涨4.53%创3个月新高，成交12.35亿元。AH创新药同步上攻，重仓A股创新药的药ETF华宝、全仓港药的港股通创新药ETF华宝携手涨超4.5%。","market":"other","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://finance.sina.com.cn/money/fund/etf/2026-08-07/doc-inimnzsm4678531.shtml","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":"sina","symbols":["159316","LUMA","PCB","159828","LYTE","BK4211","AAOZ"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2657660742","title":"兩大外資機構大手筆加倉，光模塊龍頭獲資金重點佈局","url":"https://stock-news.laohu8.com/highlight/detail?id=2657660742","media":"每日经济新闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2657660742?lang=zh_tw&edition=fundamental","pubTime":"2026-08-07 10:03","pubTimestamp":1786068230,"startTime":"0","endTime":"0","summary":"截至8月7日9时39分，创业板人工智能ETF（159279）上涨0.86%。成分股中，光库科技上涨3.14%，中际旭创上涨2.41%，天孚通信2.03%，新易盛上涨2.28%。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202608073834915694.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/202608073834915694.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":["AAOZ","LYTE","LUMA"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2657365390","title":"資金「追光」，湧入光模塊龍頭","url":"https://stock-news.laohu8.com/highlight/detail?id=2657365390","media":"滚动播报","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2657365390?lang=zh_tw&edition=fundamental","pubTime":"2026-08-06 23:00","pubTimestamp":1786028400,"startTime":"0","endTime":"0","summary":"沪深两市出现主力资金净流入的股票数为2249只，出现主力资金净流出的股票数为2951只。主力资金净流入金额最多的股票为光模块龙头天孚通信，净流出金额最多的股票为锂电龙头宁德时代。天孚通信本周前4个交易日主力资金合计净流入超56亿元，股价累计上涨31.73%。8月6日，沪深两市主力资金净流入前十股票均上涨，其中长电科技、多氟多、景旺电子、有研新材、方正科技均涨停。","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":"https://finance.sina.com.cn/jjxw/2026-08-06/doc-inimmazc0421693.shtml","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":"sina","symbols":["LUMA","AAOZ"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2657635170","title":"美國擬禁中國光模塊？業內：又一次壓力測試而已","url":"https://stock-news.laohu8.com/highlight/detail?id=2657635170","media":"每日经济新闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2657635170?lang=zh_tw&edition=fundamental","pubTime":"2026-08-06 19:41","pubTimestamp":1786016511,"startTime":"0","endTime":"0","summary":"8月4日，一则传闻震动全球资本市场。据知情人士透露，美国政府正起草一项禁令，拟禁止进口中国新型号的数据中心组件，以保护支撑人工智能（AI）发展的关键基础设施。消息一出，美国光器件板块集体大涨。8月4日，AAOI美股大涨19%，Coherent、Lumentum盘中同步大涨15%，连上游光纤材料的康宁也录得接近8%的涨幅。大洋这一侧，8月5日开盘，A股光模块板块下跌。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202608063834040296.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/202608063834040296.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":["TRUF","FNCL","KRE","SKF","FINY","BK4535","BK4585","LUMA","BK4588","GABF","AAOZ","KBWB"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2657684835","title":"博傑股份(002975.SZ)：「光通信磷化銦」「光模塊」等相關業務對公司當前營收貢獻佔比較低","url":"https://stock-news.laohu8.com/highlight/detail?id=2657684835","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2657684835?lang=zh_tw&edition=fundamental","pubTime":"2026-08-06 17:45","pubTimestamp":1786009515,"startTime":"0","endTime":"0","summary":"目前公司及部分参股公司业务中涉及到“光通信磷化铟”“光模块”“液冷”“人形机器人”等相关领域，但目前相关业务尚处于初步布局或小规模运营阶段，对公司当前营业收入贡献占比较低，尚未形成规模性收入，也未对公司经营业绩产生重大影响。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1476846.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":["LUMA","FOTO","AAOZ","SIXG","002975"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2657681521","title":"廣發香港：看好GPU/CPU/光模塊，謹慎看待存儲芯片","url":"https://stock-news.laohu8.com/highlight/detail?id=2657681521","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2657681521?lang=zh_tw&edition=fundamental","pubTime":"2026-08-06 17:35","pubTimestamp":1786008901,"startTime":"0","endTime":"0","summary":null,"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":"https://www.gelonghui.com/rss/live/live.xml","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_gelonghui","symbols":["RAM","MIC","HBMX","LUMA","FTXL","MUYY","MUU","MUZ","DRMP","AAOZ","MULL","DRAM","DRAL","DRMY","BK4588","DISK","MUD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2657685617","title":"中信證券點評FCC擬禁中國光模塊事件：禁令落地難兑現，產業趨勢難撼動","url":"https://stock-news.laohu8.com/highlight/detail?id=2657685617","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2657685617?lang=zh_tw&edition=fundamental","pubTime":"2026-08-06 16:09","pubTimestamp":1786003745,"startTime":"0","endTime":"0","summary":null,"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":"https://www.gelonghui.com/rss/live/live.xml","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_gelonghui","symbols":["BK0196","BK1516","LU2495084118.USD","BK1564","LU1781817850.SGD","LU1997244956.HKD","06030","BK0028","LU1997245094.SGD","LU1794554557.SGD","BK0183","LU1064130708.USD","LU2580892862.HKD","BK0012","LUMA","LU2580892789.USD","LU2148510915.USD","LU0405327148.USD","LU1655091616.SGD","LU1328615791.USD","LU1720050803.USD","BK0276","600030","BK1521","LU1255011170.USD","LU1580142542.USD","LU1064131003.USD","BK1147","LU1997245177.USD","AAOZ","LU2289578879.USD","BK0188","LU0405327494.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2657685900","title":"「禁令」傳聞落地難度大＋景氣持續 短期擾動或不改光模塊賽道核心價值","url":"https://stock-news.laohu8.com/highlight/detail?id=2657685900","media":"中金财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2657685900?lang=zh_tw&edition=fundamental","pubTime":"2026-08-06 16:05","pubTimestamp":1786003506,"startTime":"0","endTime":"0","summary":"A股三大指数今日涨跌不一，截止收盘，沪指涨0.57%，收报3900.35点；深证成指跌0.24%，收报14110.12点；创业板指跌0.55%，收报3515.56点。沪深京三市成交额2.55万亿，较昨日缩量1324亿。个股方面，上涨股票数量接近2800只，逾80只股票涨停。外交部发言人亦表示坚决反对美方泛化国家安全概念，将坚定维护中国企业合法权益。另外，业内人士向记者预估，即便“禁令”属实，考虑产能差距、技术迭代、原材料等因素，该禁令传闻实际落地难度大。","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://sc.stock.cnfol.com/shichangceping/20260806/32327779.shtml","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":"zhongjincaijing_highlight","symbols":["LUMA","AAOZ"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2657683412","title":"【券商聚焦】中信證券：FCC光模塊禁令落地阻力較大 國內光模塊龍頭競爭優勢穩固","url":"https://stock-news.laohu8.com/highlight/detail?id=2657683412","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2657683412?lang=zh_tw&edition=fundamental","pubTime":"2026-08-06 15:41","pubTimestamp":1786002114,"startTime":"0","endTime":"0","summary":"该机构认为，中国光模块龙头在AI高速互联领域已建立起覆盖技术迭代、量产规模与客户响应的综合优势，产业链地位稳固，禁令落地面临较大的产业现实阻力","market":"hk","thumbnail":"https://static.szfiu.com/news/20250109/MjJmNDVlM2IxNTc1MzAyMDFjYTFhODQyNzEzMTQ0NzU5OA==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/MjJmNDVlM2IxNTc1MzAyMDFjYTFhODQyNzEzMTQ0NzU5OA==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1987640","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":["BK1521","LU1064130708.USD","LU1655091616.SGD","AAOZ","LU1328615791.USD","LU1997244956.HKD","LU2580892789.USD","LU1720050803.USD","LU2495084118.USD","BK1564","LU1781817850.SGD","LUMA","LU1997245177.USD","LU0405327494.USD","BK0012","BK1147","BK1516","BK0276","06030","BK0196","LU1794554557.SGD","LU1580142542.USD","BK0183","LU2289578879.USD","LU1997245094.SGD","BK0188","LU1255011170.USD","LU1064131003.USD","600030","KCE","LU0405327148.USD","LU2148510915.USD","LU2580892862.HKD","BK0028"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2657500116","title":"興業證券：下游擴產加速疊加技術迭代牽引 光模塊設備迎來增長拐點","url":"https://stock-news.laohu8.com/highlight/detail?id=2657500116","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2657500116?lang=zh_tw&edition=fundamental","pubTime":"2026-08-06 14:48","pubTimestamp":1785998913,"startTime":"0","endTime":"0","summary":"光模块产业链或正处于新一轮技术迭代加速拐点，该行建议重点关注国内设备厂商在客户导入与高端技术升级中的突破机会。兴业证券主要观点如下：光模块是光通信中实现光信号、电信号互相转换的核心元器件AI算力快速发展，带来光模块需求爆发。AI驱动光模块技术迭代进程加快，测试仪器需求提升800G、1.6T等新一代高速率光模块逐渐进入商用阶段，直接带动了测试仪器向高速率、大带宽等方向迭代升级，全球光通信测试仪器市场规模快速提升。","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/1476704.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":["601377","BK0188","BK0183","LUMA","BK0276","AAOZ","BK0028","BK0012"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2657500690","title":"【券商聚焦】中信證券：AI驅動光模塊升級 測試設備高速成長","url":"https://stock-news.laohu8.com/highlight/detail?id=2657500690","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2657500690?lang=zh_tw&edition=fundamental","pubTime":"2026-08-06 14:39","pubTimestamp":1785998385,"startTime":"0","endTime":"0","summary":"金吾财讯 | 中信证券表示，2023年以来AI人工智能高速发展驱动光模块技术更新迭代，光芯片速率升级、硅光集成与CPO架构等新技术共同驱动光模块测试设备迭代升级，叠加AI算力基础设施快速扩张，驱动光模块测试设备“量价齐升”。目前国际厂商仍然在1.6T高端市场相对领先，但国内企业正加速追赶，差距不断缩小。综合梳理两条投资主线：优选主营业务景气向上、通过收并购优质标的切入光模块测试领域、协同效应明显的公司；聚焦细分领域行业领先、通过强大底层技术积累在光模块测试领域持续拓展、产品线不断丰富的龙头。该机构看好国产光模块行业长期发展以及高端光模块测试设备国产替代趋势。","market":"us","thumbnail":"https://static.szfiu.com/news/20250109/ODYzMTA4NTI1Nzg5MjIw.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/ODYzMTA4NTI1Nzg5MjIw.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1987632","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":["BK0183","LU1655091616.SGD","BK1516","LU2148510915.USD","LU1781817850.SGD","06030","ARTY","LU2495084118.USD","BK0012","BK1147","LU1997245177.USD","LU1720050803.USD","LU1064130708.USD","AIPO","LU1997245094.SGD","BK1521","BK0188","BK0196","BK0276","600030","AGIX","LU1997244956.HKD","LU0405327148.USD","LU1064131003.USD","LU2289578879.USD","BK0028","LU1328615791.USD","LU2580892862.HKD","CHAT","BK1564","KCE","QTOC","LU0405327494.USD","VTHR","LU1580142542.USD","LU1794554557.SGD","LUMA","AAOZ","LU2580892789.USD","LU1255011170.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2657450332","title":"CPO板塊回調 中際旭創（03308）跌 3.67% 美國擬禁止進口中國光模塊","url":"https://stock-news.laohu8.com/highlight/detail?id=2657450332","media":"金吾财讯","labels":["policyRegulatory"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2657450332?lang=zh_tw&edition=fundamental","pubTime":"2026-08-06 09:51","pubTimestamp":1785981112,"startTime":"0","endTime":"0","summary":"金吾财讯 | CPO板块回调，中际旭创（03308）跌 3.67%，长飞光纤光缆（06869）跌 3.39%，ASMPT（00522）跌 3.38%，剑桥科技（06166）跌 3.10%，汇聚科技（01729）跌 2.52%，飞速创新（03355）跌 0.84%。有报道称，美国联邦通信委员会（FCC）正起草措施，禁止进口新型中国光收发模块。对此，多位业内人士认为，历史上也出现过多次这类信息，信息真假难辨无需过度猜疑，且美国严格禁止进口中国光模块的可能性较小。不过，业内人士预估，即便“禁令”属实，考虑产能差距、技术迭代、原材料等因素，该禁令传闻实际落地难度大。","market":"other","thumbnail":"https://static.szfiu.com/news/20241108/ZDQyZmM0MDNhYTRlOWFhOWE0NDBjZGFmOTc4ZmU3NDQzMjc2MzA4MTk4NA==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/ZDQyZmM0MDNhYTRlOWFhOWE0NDBjZGFmOTc4ZmU3NDQzMjc2MzA4MTk4NA==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1987601","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"policyRegulatory","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU2279858448.HKD","LU0634319403.HKD","300308","BK1533","BK1169","AAOZ","06869","IE0034224299.USD","03308","LU0359202008.SGD","LU0488056044.USD","01729","LU0039217434.USD","LU0307460666.USD","LU0540923850.HKD","03355","LU2580892789.USD","LU0417516571.SGD","BK1614","LU0274383008.USD","LU0227179875.USD","LU2778985437.USD","SG9999000459.SGD","LU0384037296.USD","LU1146622755.USD","LU0052750758.USD","BK1240","LU1979443071.USD","MCHS","BK1589","LU1997245094.SGD","HK0000306701.USD","SG9999006597.SGD","LU0561508036.HKD","LUMA","BK0214","LU1720050803.USD","06166","00522","LU0359201612.USD","LU2580892862.HKD","LU1580142542.USD","BK1523","LU0588546209.SGD","91530","LU1808992512.USD","LU1064131003.USD","LU0531971595.HKD","LU1823568750.SGD","BK1506"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2657083655","title":"光模塊站上風口浪尖，萬億巨頭天量巨震，高「光」159363大舉吸金！基金經理發聲：靜待邏輯修復機會","url":"https://stock-news.laohu8.com/highlight/detail?id=2657083655","media":"新浪基金","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2657083655?lang=zh_tw&edition=fundamental","pubTime":"2026-08-06 09:12","pubTimestamp":1785978720,"startTime":"0","endTime":"0","summary":"受相关传闻扰动，光模块站上风口浪尖，多股放量巨震，中际旭创收跌逾7%，成交额超675亿元创新高，新易盛收跌逾5%，天孚通信则翻红收涨2%。三家公司回应称，经核实，相关监管机构尚未出台该领域限制性文件，目前对传闻不予评述，将密切关注后续动向。ETF基金相关费用说明：投资者在申购或赎回基金份额时，申购赎回代理机构可按照不超过0.5%的标准收取佣金。","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":"https://finance.sina.com.cn/money/fund/etf/2026-08-06/doc-inimiqxm3160277.shtml","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":"sina","symbols":["AAOZ","159363","LUMA"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2657570780","title":"「芯」主線強勢歸位，華寶基金科創芯片ETF大漲5.8%創歷史天量！有色悄然啓動 光模塊利空逆轉再迎佈局良機？","url":"https://stock-news.laohu8.com/highlight/detail?id=2657570780","media":"新浪基金","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2657570780?lang=zh_tw&edition=fundamental","pubTime":"2026-08-06 09:07","pubTimestamp":1785978420,"startTime":"0","endTime":"0","summary":"盘面上，“芯”主线迅速归位，半导体芯片领涨两市，同类费率较低*的科创芯片ETF华宝场内涨幅一度上探逾7%，收涨5.85%，创历史天量，显示板块情绪迅速回温。国产半导体迎海外新增量，费率较低的科创芯片ETF华宝大涨5.8%创历史天量！华宝基金有色ETF跳空大涨5.15%，获净申购4740万份！截至7月30日，国内电解铜社会库存降至12.46万吨，较3月高点累计下降超80%。","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":"https://finance.sina.com.cn/money/fund/etf/2026-08-06/doc-inimiqxm3157800.shtml","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":"sina","symbols":["LUMA","159995","159876","AAOZ","159982"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2657949572","title":"美國光模塊「禁令」傳聞擾動 業內人士：實際落地難度大","url":"https://stock-news.laohu8.com/highlight/detail?id=2657949572","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2657949572?lang=zh_tw&edition=fundamental","pubTime":"2026-08-06 07:19","pubTimestamp":1785971962,"startTime":"0","endTime":"0","summary":null,"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":"https://www.zhitongcaijing.com/immediately.html?type=usstock","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":["LUMA","AAOZ"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2657572505","title":"需求旺盛景氣度高 光模塊「噪音」影響有限","url":"https://stock-news.laohu8.com/highlight/detail?id=2657572505","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2657572505?lang=zh_tw&edition=fundamental","pubTime":"2026-08-06 07:10","pubTimestamp":1785971425,"startTime":"0","endTime":"0","summary":null,"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":"https://www.zhitongcaijing.com/immediately.html?type=usstock","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":["AAOZ","LUMA"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2657757454","title":"上證報：需求旺盛景氣度高，光模塊「噪音」影響有限","url":"https://stock-news.laohu8.com/highlight/detail?id=2657757454","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2657757454?lang=zh_tw&edition=fundamental","pubTime":"2026-08-06 06:31","pubTimestamp":1785969065,"startTime":"0","endTime":"0","summary":null,"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":"https://www.zhitongcaijing.com/immediately.html?type=usstock","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":["LUMA","AAOZ"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2657525219","title":"美國擬禁中國光模塊？全球光模塊前10有7家中國企業，產業界人士：又一次壓力測試，美國想「脱鈎」並不容易","url":"https://stock-news.laohu8.com/highlight/detail?id=2657525219","media":"每日经济新闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2657525219?lang=zh_tw&edition=fundamental","pubTime":"2026-08-05 23:14","pubTimestamp":1785942840,"startTime":"0","endTime":"0","summary":"大洋这一侧，8月5日开盘，A股光模块板块全线下跌。从2026年6月中际旭创被列入美国国防部1260H清单，到8月这条消息，可见相关政策正步步收紧。独立研究机构Light Counting发布的2025年全球光模块前十企业榜单中，除了中际旭创和新易盛，还有光迅科技、纳真科技、华工正源、索尔思光电和剑桥科技，有7家中国企业入围前十。美国本土高端光模块测试仪器国产化率不足20%。前述投行、机构人士均认为，目前国内龙头在","market":"sg","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/jjxw/2026-08-05/doc-inimhttx5034628.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, .action","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/jjxw/2026-08-05/doc-inimhttx5034628.shtml","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":"sina","symbols":["KRE","BK4588","BK4585","LUMA","SKF","AAOZ","FINY","FNCL","TRUF","GABF","KBWB","BK4535"],"isVideo":false,"video":null,"gpt_icon":0}],"pageSize":20,"totalPage":10,"pageCount":5,"totalSize":191,"code":"91000000","status":"200"}]}}