金吾财讯 | 光芯片板块回调，剑桥科技（06166）跌3.62%，中际旭创（03308）跌2.61%，汇聚科技（01729）跌2.41%，联想集团（00992）跌1.56%，海光芯正（01191）跌1.44%，曦智科技-P（01879）跌0.14%。此前，长光华芯董事长、总经理闵大勇表示，受益于AI算力建设的持续发展，预计未来2年公司的光通信业务收入增速将超过工业激光业务，公司将深入布局AI光通信、激光传感、硅光光电融合等方向，努力成长为全球头部的光芯片企业。他认为，目前光芯片受供需关系紧张的影响整体价格比较稳定，长期来看随着良率提升、产能扩充、新参与者进入，不排除有价格下降的可能。
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.