港股异动 | 光通信概念股集体走强 Lumentum业绩大超预期机构指全国产化产业链迎来新周期

智通财经

3 hours ago

智通财经APP获悉，光通信概念股集体走强，截至发稿，海光芯正(01191)涨10.01%，报91.25港元；曦智科技-P(01879)涨8.65%，报351.8港元；长飞光纤光缆(06869)涨7.77%，报131.7港元；中际旭创(03308)涨7.46%，报1095港元；剑桥科技(06166)涨6.97%，报87.5港元；汇聚科技(01729)涨6.22%，报16.39港元。

消息面上，美股光通信龙头Lumentum(LITE.US)于8月11日盘后发布财报，Q4营收同比增长109%至10.1亿美元，调整后EPS同比大增267%，同时Lumentum2027财年第一财季的指引明显强于预期。需要关注的是，Lumentum CEO Michael Hurlston明确表示，核心光器件供需极度失衡，泵浦激光器出货量同比猛增超80%，在可预见的未来仍将处于彻底售罄状态。

国泰海通表示，美股光通信公司业绩指引强化基本面，看好通信拐点机会。AI驱动网络升级，海外需求强劲，国内核心企业充分受益全球基建浪潮，全国产化产业链迎来新周期，新连接有望于2026年迎来行业发展奇点。开源证券则认为，光通信产业趋势的可持续性，首要锚定北美四大云厂商资本开支预期与下游商业化落地进展两大指标。同时，国内光芯片企业也正迎来从验证到量产、从样品到订单的全面提速拐点，产业进展有望继续提速。开源证券重申光通信景气度上行确定性，建议高度重视光通信产业链。

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