今日盘中，长飞光纤光缆（06869.HK）股价大幅下跌5.13%，引发市场关注。截至发稿，该股报51.25港元，成交额达8.87亿港元。
消息面上，摩根士丹利最新发布的研报可能是导致股价下跌的主要原因。该投行认为，光模块行业的基本面利好已被广泛知晓并充分反映在股价中，建议投资者在市场情绪高涨时适度获利了结。值得注意的是，长飞光纤光缆H股年初至今涨幅已高达3.2倍，显示出投资者对该股的热情。
尽管人工智能（AI）基础设施需求增长前景依然积极，但摩根士丹利认为当前市场热情水平难以持续。该行建议投资者保持谨慎，逐步获利了结。此外，长飞光纤光缆今年上半年业绩表现喜忧参半，虽然营业收入同比增加19.4%，但纯利却下滑21.7%，这也可能引发了一些投资者的担忧。在这种情况下，部分投资者选择了获利了结，导致股价出现较大幅度的回调。
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