异动解读|鸿腾精密盘中下跌3.12%,CPO量产时间表争议未平前日反弹后再度回落

行情直击
Jun 16

6月16日,鸿腾精密盘中下跌3.12%,报7.76港元,成交额6874.27万港元。

消息面上,此前SemiAnalysis发布报告称CPO规模化量产或延至2028年乃至2029年,引发光通信板块连日深度调整,鸿腾精密自6月3日高点以来累计回撤超30%。虽然英伟达网络业务高级副总裁Gilad Shainer明确回应称Spectrum-X以太网CPO交换机将按原计划于下半年启动量产,公司股价于6月15日盘中反弹超9%,但市场对CPO放量节奏的分歧尚未消除。叠加公司动态市盈率仍约47倍、远超电子元件行业平均水平,且董事会主席卢松青此前于6月3日以每股均价约10.05港元减持13.7万股,前日反弹后获利盘与套牢盘抛压再度显现,股价延续震荡整理格局。

(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)

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