消息面上,光通信概念板块普涨,曦智科技-P涨15.14%、FIT HON HENG涨8.56%、剑桥科技涨7.68%,舜宇光学科技亦获板块带动上行。此前公司股价因大客户削减约30%手机零部件采购的利空自6月初持续回调,从高点累计回落逾13%。机构认为光通信板块前期调整不动摇行业基本面向好趋势,叠加公司微纳光学技术切入AI数据中心光互连赛道的新业务预期,短期超跌后迎来修复。
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