智通财经APP获悉，长飞光纤光缆(06869)再跌超4%，盘中低见38.5港元，较9月份高点65港元已跌超40%。截至发稿，跌4.33%，报38.88港元，成交额5.82亿港元。
消息面上，野村此前发布研报称，中国移动近月公布的光纤招标结果显示，长飞光纤的市场份额及平均售价均有下跌，或自今年第三季度起对盈利构成压力。该行认为股价已反映AI业务扩张的利好因素，将评级由“买入”下调至“中性”，目标价则由18.6港元大幅上调至52港元。
值得注意的是，9月19日，Draka Comteq B.V.通过大宗交易出售长飞光纤光缆3759.53万股H股，占总股本5%，减持后H股数量为零。据悉，截至今年3月底，DrakaComteqB.V.和中国华信邮电科技有限公司并列长飞光纤第一大股东，持股比例都是23.73%。4月17日至9月19日，Draka Comteq B.V.累计减持长飞光纤H股近1.8亿股，占公司总股本的23.73%。
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