9月8日，长飞光纤光缆盘中上涨4.57%，报183.4港元，成交额4.97亿港元，延续前一交易日涨超9%的强势表现。
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。此前美股光通信板块亦普涨，迈威尔科技涨超7%、康宁涨超5%。基本面方面，公司上半年归母净利润29.25亿元，同比增长889%，光纤工厂满负荷运转，部分型号销量同比猛增3至5倍，订单已排至一年以后。高盛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，目标价微升至292港元。南向资金此前亦连续多日加仓，内地资金逢低承接意愿较强。
（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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