异动解读|汇聚科技盘中上涨5.12%,隔夜美股光通信板块反弹提振情绪

行情直击
Aug 12

8月12日,汇聚科技盘中上涨5.12%,报16.22港元,成交额6124.23万港元。

消息面上,隔夜美股光通信概念整体反弹,光通信巨头Lumentum公布超预期财报及指引,带动板块情绪回暖,CRDO涨超3%,迈威尔科技涨近2%。此前8月5日,市场传出美国FCC考虑禁止进口中国光模块,光通信板块普遍受压,汇聚科技一度跌近8%。随着恐慌情绪消化,叠加招商证券近期维持公司"强烈推荐"评级,上调收入预测至338亿至635亿港元,指其算力业务被明显低估,MPO高密度光纤连接器绑定北美云厂商逻辑不变,市场情绪逐步修复。

汇聚科技是一家主要从事电线组件制造及销售的投资控股公司,业务涵盖电线组件、服务器产品及数字电线三大板块。

(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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