6月5日，奇景光电盘中下跌8.48%，报21.80美元/股，成交额2584.89万美元。半导体及光通信板块连续第二日集体承压，迈威尔科技跌6.87%、美国超微公司跌6.88%、美光科技跌6.25%、博通跌4.85%，板块延续弱势格局。
消息面上，博通此前虽交出亮眼季报，但CEO拒绝为2027财年AI营收指引加码，引发市场对AI估值泡沫的担忧，光通信及半导体概念持续遭抛售。此外，奇景光电此前因被视为台积电COUPE硅光子项目关键受益者，短期累计涨幅超16%，连续回调中获利回吐压力显著。奇景光电是全球领先的无晶圆厂半导体解决方案提供商，致力于显示成像处理技术，同时也是汽车显示技术的全球市场份额领导者。
（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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