智通财经APP获悉，剑桥科技(06166)上市首日一度冲高至109港元，此后股价连续下挫，今日盘中低见76.45港元，较招股价68.88港元仅涨超10%。截至发稿，跌7.07%，报77.6港元，成交额8965.26万港元。
消息面上，三季报近期拖累光通信板块。新易盛、天孚通信Q3营业收入环比均略微下降，打破了公司连续的增长态势；中际旭创Q3营收同比环比均保持增长，维持了稳健的业绩。国盛证券指出，三季度行业整体表现相对平淡，光通信行业处于800G至1.6T的过渡期，技术代际切换过程中行业短期业绩波动。随着四季度行业景气度向好，行业将步入新一轮增长周期。
据招股书披露，剑桥科技主要从销售宽带、无线及光模块技术产品产生收入。根据弗若斯特沙利文的资料，公司是少数向全球客户提供上述三种技术产品的公司之一。公司2025年三季度业绩报告显示，期内业绩实现高质量增长，核心驱动力来自高速光模块与电信宽带接入两大主营业务。其中高速光模块业务表现突出，全球数据中心建设需求带动订单激增，公司通过持续提升产能与高效供应链实现高质量发货。
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