9月9日，长飞光纤光缆盘中上涨9.75%，报187.8港元，成交额1.96亿港元，延续近日强势表现。
消息面上，光通信板块近日持续走强，核心催化来自高盛最新报告大幅上修全球光模块出货预期，其中对1.6T及以上产品出货量上调29%至50%不等，此前美股迈威尔科技涨超7%、康宁涨超5%。高盛目标价微升至292港元，预期公司收入按季持续增长，受惠光纤项目定价提升及产品组合向AI数据中心升级。基本面方面，公司上半年营收约98.09亿元，同比增长约53.6%，归母净利润约29.25亿元，同比增长889%。同行业中，剑桥科技涨5.96%，中际旭创涨5.34%。
（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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