智通财经APP获悉，光通信概念股涨幅居前，截至发稿，俊知集团(01300)涨8.14%，报3.785港元；长飞光纤光缆(06869)涨7.55%，报199.5港元；剑桥科技(06166)涨5.62%，报133.4港元；汇聚科技(01729)涨3.81%，报19.35港元；中际旭创(03308)涨3.20%，报1290.0港元。
消息面上，9月9日至11日，第27届中国国际光电博览会（CIOE）在深圳国际会展中心举行。光博会现场800G仍为主力出货，1.6T在多家龙头完成验证并开始小批量供货。在光模块迭代提速的同时，NPO（近封装光学）、XPO（可插拔共封装光学）等方案大规模亮相，供需紧张亦在从光模块向上游芯片、光纤、测试设备逐环节传导。
国盛证券指出，美联储加息落地，宏观压制因素阶段性解除，光通信产业自身的高景气逻辑将重新占据定价主导，整体市场情绪向好，叠加Q3大光业绩预计继续放量，大光买点逐渐到来。同时，此轮无源行情并非简单的估值修复，而是基本面逻辑的变化，Q3业绩环比增速预计有较高弹性。因此，大光、无源器件可均衡配置，同时关注前期调整充分、位置较低的标的。
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