9月14日，剑桥科技盘中下跌7.3%，报112.8港元/股，成交额1.35亿港元。此前一周该股累计涨幅逾19%，本次回调或与多重因素叠加有关。
消息面上，公司近期接待逾90家机构调研时披露，1.6T产品虽已在三个客户完成验证，但全行业面临DSP芯片供应短缺问题，量产节奏受限，ELSFP外置光源仍处于小批量发货阶段。此外，公司9月11日公告2024年股票期权激励计划第二行权期条件成就，733名激励对象合计可行权747.47万份期权，行权价仅28.81元，潜在抛压引发市场关注。同日通信设备板块普遍承压，中际旭创跌6.24%、长飞光纤光缆跌3.6%。
（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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