智通财经APP获悉，光通信概念跌幅居前，截至发稿，剑桥科技(06616)跌8.82%，报67.7港元；长飞光纤光缆(06869)跌7.61%，报182港元；鸿腾精密(06088)跌6.57%，报6.83港元；汇聚科技(01729)跌3.38%，报15.45港元。
消息面上，近日，在部分渠道市场，DDR4和DDR5的内存条价格出现大幅下调，市场解读为是存储开始回调的信号。此外，美国存储芯片股近期因谷歌TurboQuant内存优化技术引发的需求担忧而遭遇大幅抛售。摩根士丹利认为，市场对资本开支上升、需求破坏及谷歌内存优化技术等利空因素的担忧被过度解读。
值得注意的是，瑞银此前表示关注光纤产能扩张，担心激进扩产或引发新一轮供给过剩。中信建投认为，经历上一轮过剩周期之后，此次厂商扩产会相对理性，实际上2020年之后产业总体在出清、鲜有扩产；光棒的扩产周期最快也要一年以上；G654E、G657、多模、空芯等光纤产品技术要求高，并非新进入者能够快速攻克。
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