长飞光纤光缆今日盘中大跌6.57%，引起了市场的广泛关注。
消息面上，该股延续了前一交易日巨量冲高回落后的技术性抛压，显示高位获利盘出逃意愿强烈。此外，北向资金此前已连续多日减仓该股，叠加英伟达Kyber NVL144因PCB工艺瓶颈延期至2028年，市场对AI高端硬件需求节奏的预期下修仍在发酵，导致光通信板块估值持续承压。
该股自6月高点以来已累计回撤逾50%，反映了市场对行业前景的担忧情绪。
长飞光纤光缆今日盘中大跌6.57%，引起了市场的广泛关注。
消息面上，该股延续了前一交易日巨量冲高回落后的技术性抛压，显示高位获利盘出逃意愿强烈。此外，北向资金此前已连续多日减仓该股，叠加英伟达Kyber NVL144因PCB工艺瓶颈延期至2028年，市场对AI高端硬件需求节奏的预期下修仍在发酵，导致光通信板块估值持续承压。
该股自6月高点以来已累计回撤逾50%，反映了市场对行业前景的担忧情绪。
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