5月21日，剑桥科技（06166）盘中下跌3.2%，报142.2港元/股，成交额4.17亿港元。
消息面上，光通信板块近期持续承压回调，板块年内已累积较大涨幅，估值处于相对高位，获利回吐压力持续加剧。此外，板块内重要公司长飞光纤光缆首季净利润显著低于市场预期，光模块巨头Lumentum营收亦略低于分析师共识，引发市场对行业前景的担忧。尽管剑桥科技在业绩说明会上表示高速光模块订单需求旺盛、年化产能350万支并积极推进扩产，但在板块整体调整背景下，公司股价自5月18日起已连续多日走弱，延续调整态势。
（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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