9月7日，长飞光纤光缆盘中上涨3.32%，报165.6港元，成交额2.26亿港元。公司上半年归母净利润29.25亿元、同比增长889%的业绩发布后，股价8月27日单日涨超9%，此后连续多个交易日回调，近期从高位回落逾10%。资金面上，南向资金此前连续7日加仓长飞光纤光缆，显示内地资金逢低承接意愿较强。
行业层面，光纤企业订单已排至一年后，全球光纤总需求同比增长超10%，数据中心相关需求增速达69%，量价齐升格局延续。高盛此前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数据中心产品升级，短期超跌修复叠加基本面支撑推动股价反弹。
（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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