异动解读|长飞光纤光缆盘中上涨3.03%,富时中国50指数纳入叠加光纤供需紧张

行情直击
Jun 05

6月5日,长飞光纤光缆(06869.HK)盘中上涨3.03%,报268.0港元,成交额20.81亿港元。

消息面上,富时罗素于6月3日宣布将长飞光纤光缆纳入富时中国50指数,调整将于6月18日收盘后生效。作为全球众多指数型基金的跟踪基准,纳入后被动资金需在生效日前后强制买入。此外,公司此前亦获纳入港交所科技100指数,将于6月15日起生效。

基本面方面,国内G.652.D单模光纤价格已从不足20元/芯公里升至约83.4元/芯公里,累计涨幅超400%创近七年新高。机构认为光棒扩产慢于光纤端,AI数据中心、海外电信回暖等多重需求叠加,供应短缺局面仍将持续。

(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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