智通财经APP获悉，剑桥科技(06166)午后涨近17%，截至发稿，涨15.98%，报141.5港元，成交额5.16亿港元。
消息面上，剑桥科技此前披露第一季度业绩，期内公司实现营业收入12.87亿元，同比增长43.98%；归属于上市公司股东的净利润为1.18亿元，同比大增276.44%。业绩高增长的主要驱动力是高速光模块业务规模显著增加，全球数据中心对800G和1.6T高速光模块需求持续旺盛。
公开资料显示，当前，全球数据中心对800G和1.6T高速光模块的需求持续旺盛，剑桥科技正持续扩产，其嘉善、马来西亚工厂产能逐步释放，并积极推进墨西哥生产基地的产能建设，以应对市场交付压力。公司预计，800G光模块在2026年仍是其出货主力。
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