9月8日，Fabrinet盘中上涨5.03%，报427.96美元/股，成交额8067.39万美元。
消息面上，近期AI光通信板块持续受到产业利好催化。光模块龙头企业已给出积极的订单指引，1.6T光模块加速放量，AI数据中心对高端光通信设备需求旺盛，订单排期已延伸至2027年甚至更远。业内指出，能量产1.6T的厂商数量有限，供给侧持续紧张推动产业景气度上行。此前Fabrinet发布的第四财季业绩大幅超预期，营收13.16亿美元同比增长45%，数据中心收入占比首次突破五成，CEO表示数据中心需求"看不到尽头"，Q1指引亦高于市场预期。尽管财报后因高估值遭获利回吐一度大跌约20%，多家投行仍上调目标价，巴克莱上调至739美元，摩根大通上调至695美元，市场均价约738美元。
（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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