异动解读|剑桥科技盘中上涨5.58%,光通信板块集体反弹带动超跌修复

行情直击
Jun 03

6月3日,剑桥科技盘中上涨5.58%,报140.1港元,成交额1.9亿港元。

消息面上,港股光通信概念股盘初集体走强,长飞光纤光缆涨超5%、曦智科技涨超10%,板块联动效应显著。此前6月1日光通信板块遭遇剧烈回调,剑桥科技H股单日跌幅超7%,A股触及跌停,短期超跌后技术性修复需求释放。行业基本面方面,全球800G/1.6T光模块需求高景气延续,公司一季度归母净利润同比增长276.44%,800G硅光模块已批量交付北美客户,1.6T产品进入量产阶段,基本面支撑未改。

(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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