港股异动 | 光通信概念股普跌 SemiAnalysis报告指两大关键技术延迟隔夜美股光通信股重挫

智通财经

Jun 10

智通财经APP获悉，光通信概念股普遍下挫，截至发稿，鸿腾精密(06088)跌8.33%，报7.15港元；长飞光纤光缆(06869)跌7.99%，报235港元；汇聚科技(01729)跌7.85%，报16.35港元；剑桥科技(06166)跌6.18%，报123港元。

消息面上，隔夜美股光通信概念股全线重挫，应用光电暴跌超17%，Coherent大跌超11%，Lumentum大跌超8%，康宁大跌超7%。AI产业链明星分析机构SemiAnalysis发布了一份直指AI数据中心两大核心技术路径延期的报告，报告中认为，英伟达800VDC电源架构出货将推迟至2028年，CPO（共封装光学）规模化量产则可能延至2028年乃至2029年。

不过，有报道指出，资深半导体和科技投资记者Tae Kim在其Substack专栏发布了一段在Computex期间对英伟达网络业务高级副总裁Gilad Shainer的一对一专访实录。Shainer在采访中表示，"今天最令人兴奋的事情就是共封装光学，这是技术前沿最领先的方向。"他进一步透露，英伟达已准备好开始出货，合作伙伴Lambda已发布博客确认获得CPO交换机，下半年将加速推进CPO放量，并将从scale-out延伸至scale-up场景。

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

1
2
3
4
5
6
7
8
9
10

{"basename":"","ssrTDKData":{"titleTemplate":"%s - Tiger Brokers","title":"Tiger Brokers | Global Stocks, Options & Futures Trading App","description":"Tiger Brokers, one-stop investment in US stocks, SGX stocks, HK stocks, A-shares & other global assets. One of the best stock trading platforms in Singapore.","keywords":"tiger brokers,tiger trade,tiger brokers singapore,broker online,stock trading in singapore,share trading singapore,brokerage firm singapore,trading app,stock broker singapore,stock trading platforms,trading account","social":{"ogDescription":"Tiger Brokers, one-stop investment in US stocks, SGX stocks, HK stocks, A-shares & other global assets. One of the best stock trading platforms in Singapore.","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.be62fbe1.png","ogUrl":"https://www.itiger.com/news/2642411251"},"companyName":"Tiger Brokers"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental"},"isCrawlerRequest":true,"__swrFallback__":{"@#url:\"https://stock-news.skytigris.cn/v3/news\",params:#id:\"2642411251\",edition:\"fundamental\",auth_exemption:1,,,undefined,":{"share":"https://ttm.financial/m/news/2642411251?lang=en_US&edition=fundamental","thumbnail":"","is_english":false,"pubTime":"2026-06-10 10:29","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2642411251","market":"fut","top_or_hot":-1,"title":"港股异动 | 光通信概念股普跌 SemiAnalysis报告指两大关键技术延迟 隔夜美股光通信股重挫","media":"智通财经","content":"<html><body><p>智通财经APP获悉，光通信概念股普遍下挫，截至发稿，<a href=\"https://laohu8.com/S/06088\">鸿腾精密</a>(06088)跌8.33%，报7.15港元；<a href=\"https://laohu8.com/S/06869\">长飞光纤光缆</a>(06869)跌7.99%，报235港元；<a href=\"https://laohu8.com/S/01729\">汇聚科技</a>(01729)跌7.85%，报16.35港元；<a href=\"https://laohu8.com/S/603083\">剑桥科技</a>(06166)跌6.18%，报123港元。</p><p>消息面上，隔夜美股光通信概念股全线重挫，应用<a href=\"https://laohu8.com/S/600184\">光电</a>暴跌超17%，Coherent大跌超11%，Lumentum大跌超8%，<a href=\"https://laohu8.com/S/GLW\">康宁</a>大跌超7%。AI产业链明星分析机构SemiAnalysis发布了一份直指AI数据中心两大核心技术路径延期的报告，报告中认为，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>800VDC电源架构出货将推迟至2028年，CPO（共封装光学）规模化量产则可能延至2028年乃至2029年。</p><p>不过，有报道指出，资深半导体和科技投资记者Tae Kim在其Substack专栏发布了一段在Computex期间对英伟达网络业务高级副总裁Gilad Shainer的一对一专访实录。Shainer在采访中表示，\"今天最令人兴奋的事情就是共封装光学，这是技术前沿最领先的方向。\"他进一步透露，英伟达已准备好开始出货，合作伙伴Lambda已发布博客确认获得CPO交换机，下半年将加速推进CPO放量，并将从scale-out延伸至scale-up场景。</p></body></html>","source":"stock_zhitongcaijing","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>港股异动 | 光通信概念股普跌 SemiAnalysis报告指两大关键技术延迟 隔夜美股光通信股重挫</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n港股异动 | 光通信概念股普跌 SemiAnalysis报告指两大关键技术延迟 隔夜美股光通信股重挫\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-06-10 10:29 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1452383.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，光通信概念股普遍下挫，截至发稿，鸿腾精密(06088)跌8.33%，报7.15港元；长飞光纤光缆(06869)跌7.99%，报235港元；汇聚科技(01729)跌7.85%，报16.35港元；剑桥科技(06166)跌6.18%，报123港元。消息面上，隔夜美股光通信概念股全线重挫，应用光电暴跌超17%，Coherent大跌超11%，Lumentum大跌超8%，康宁大跌超7%。...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1452383.html\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"06166","symbol_name":"剑桥科技","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/1452383.html","article_id":"2642411251","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2642411251","pubTimestamp":1781058575,"columns":[],"sourceInfo":{"source_id":"stock_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"消息面上，隔夜美股光通信概念股全线重挫，应用光电暴跌超17%，Coherent大跌超11%，Lumentum大跌超8%，康宁大跌超7%。AI产业链明星分析机构SemiAnalysis发布了一份直指AI数据中心两大核心技术路径延期的报告，报告中认为，英伟达800VDC电源架构出货将推迟至2028年，CPO规模化量产则可能延至2028年乃至2029年。\"他进一步透露，英伟达已准备好开始出货，合作伙伴Lambda已发布博客确认获得CPO交换机，下半年将加速推进CPO放量，并将从scale-out延伸至scale-up场景。","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"06166":"剑桥科技","BK1506":"5G概念","BK1116":"电气部件与设备","LU0348766576.USD":"ALLIANZ LITTLE DRAGONS \"A\" (USD) INC","06869":"长飞光纤光缆","BK4588":"碎股","06088":"鸿腾精密","LU0348767384.USD":"ALLIANZLITTLE DRAGONS \"A\" (USD) ACC","BK1240":"房地产开发","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","BK1170":"电子元件","01729":"汇聚科技","LU0588546209.SGD":"Eastspring Investments - China Equity Fund AS SGD","BK1149":"通信设备","VXUS":"国际股票ETF-Vanguard","BK4585":"ETF&股票定投概念","BK1523":"武汉本地概念股","BK1508":"富士康概念","SG9999006597.SGD":"United China-India Dynamic Growth SGD","SG9999001069.SGD":"UOB UNITED ASIA PACIFIC GROWTH (SGD) ACC"},"translate_title":"Hong Kong stock changes | Optical communication concept stocks fell generally SemiAnalysis report indicated that two key technologies were delayed overnight U.S. optical communication stocks plunged","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"06088":0.9,"01729":0.9,"VXUS":1.5,"06869":0.9,"06166":0.9},"content_text":"智通财经APP获悉，光通信概念股普遍下挫，截至发稿，鸿腾精密(06088)跌8.33%，报7.15港元；长飞光纤光缆(06869)跌7.99%，报235港元；汇聚科技(01729)跌7.85%，报16.35港元；剑桥科技(06166)跌6.18%，报123港元。消息面上，隔夜美股光通信概念股全线重挫，应用光电暴跌超17%，Coherent大跌超11%，Lumentum大跌超8%，康宁大跌超7%。AI产业链明星分析机构SemiAnalysis发布了一份直指AI数据中心两大核心技术路径延期的报告，报告中认为，英伟达800VDC电源架构出货将推迟至2028年，CPO（共封装光学）规模化量产则可能延至2028年乃至2029年。不过，有报道指出，资深半导体和科技投资记者Tae Kim在其Substack专栏发布了一段在Computex期间对英伟达网络业务高级副总裁Gilad Shainer的一对一专访实录。Shainer在采访中表示，\"今天最令人兴奋的事情就是共封装光学，这是技术前沿最领先的方向。\"他进一步透露，英伟达已准备好开始出货，合作伙伴Lambda已发布博客确认获得CPO交换机，下半年将加速推进CPO放量，并将从scale-out延伸至scale-up场景。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"}}}