10月12日，长飞光纤光缆盘中下跌3.09%，报163.2港元，成交额2028.48万港元。消息面上，美国FCC政策传闻持续发酵，叠加光通信板块整体走弱，拖累公司股价表现，与此前交易日行业调整态势一脉相承。
此前10月9日，隔夜美股费城半导体指数收跌超3%，AI硬件赛道集体承压，港股光通信概念股随之走弱。长飞光纤光缆作为光纤预制棒、光纤、光缆及光器件模块的重要供应商，其数据中心及AI算力相关需求预期受到短期扰动。
尽管星展银行近期上调公司评级至买入，目标价259港元，瑞银亦首次覆盖给予买入评级，认为产能过剩担忧被高估，但短期市场情绪仍受制于海外政策不确定性和板块估值压力。
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