异动解读|鸿腾精密盘中上涨3.05%,CPO量产争议逐步消化叠加产业链确认未延期前期超跌股迎修复

行情直击
Jun 24

6月24日,鸿腾精密盘中上涨3.05%,报7.76港元,成交额2563.18万港元。

消息面上,此前SemiAnalysis报告称CPO规模化量产或延至2028年引发光通信板块深度调整,鸿腾精密自6月3日高点以来累计回撤超30%。近日接近英伟达的业内人士确认产业端不存在CPO量产推迟,真正制约高速光通信的瓶颈在于上游磷化铟激光芯片产能,市场此前将"小批量验证导入"与"全行业普及"两个周期混淆。随着量产争议逐步消化,前期超跌股价迎来技术性修复。

(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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