6月23日，Fabrinet盘中上涨5.21%，报603.625美元/股，成交额2.1亿美元。消息面上，光通信概念股近期持续走强，龙头Coherent此前在美国得克萨斯州为扩建6英寸磷化铟晶圆工厂奠基，旨在为高速光通信器件提供关键制造支撑。目前磷化铟80%以上需求来自AI数据中心，据LightCounting数据，磷化铟为光芯片市场最大细分领域，到2031年规模将达约69亿美元，板块景气度提升带动Fabrinet等光通信产业链标的走强。Fabrinet此前因财报指引谨慎及上游器件短缺，股价从约679美元回调至约582美元，近期伴随板块回暖逐步修复超跌幅度。
（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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