智通财经APP获悉，光通信概念股跌幅居前，截至发稿，中际旭创(03308)跌5.51%，报738港元；长飞光纤光缆(06869)跌5.26%，报118.9港元；剑桥科技(06166)跌4.33%，报78.45港元；汇聚科技(01729)跌4.10%，报12.62港元。
消息面上，Meta发布第三季度财报，将2026年全年资本支出预期上调至1350亿至1450亿美元，区间下限由1300亿美元上调50亿美元。特斯拉财报则显示，三季度资本支出为47.3亿美元，较去年同期翻倍以上，但较第二季度减少约10亿美元。特斯拉同时下调2026年全年资本支出目标，从逾250亿美元下调至约200亿美元，降幅约为20%。
方正证券此前发布研报指出，云厂商资本开支持续扩张，是本轮AI硬件行情的重要支撑，但投资规模上升与股价上涨并不始终同步。本轮云厂资本开支增速见顶的市场预期是否成立，或许对未来AI硬件股的行情持续性有较大指导意义。
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