9月28日，剑桥科技盘中下跌5.01%，报109.9港元，成交额2.57亿港元。
消息面上，近期美股光通信龙头Lumentum、Coherent、迈威尔科技等集体大幅下挫，市场对北美AI算力资本开支预期重新审视，担忧云厂商对高速光模块采购意愿减弱，海外光通信板块高位获利盘集中兑现，利空情绪通过资金面传导至港股。剑桥科技此前因800G产品批量发货、1.6T下半年量产预期及机构大幅上调目标价等多重利好连续走强，短线累计涨幅较大，获利回吐压力持续释放。同板块中，长飞光纤光缆跌12.81%，俊知集团跌10.14%，中际旭创跌5.47%，光通信板块整体承压明显。
（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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