异动解读｜长飞光纤光缆盘中上涨3.71%，光通信板块企稳反弹延续修复行情

行情直击06-15 09:39

6月15日，长飞光纤光缆盘中上涨3.71%，报226.2港元，成交额4.17亿港元。

消息面上，此前光通信板块因海外机构SemiAnalysis发布研报看空CPO规模化落地节奏，叠加800G光模块价格拟大幅下降等负面因素，板块连续数日深度调整。随后英伟达紧急辟谣，业内投资人亦表态CPO量产进度或早于市场预期，恐慌情绪逐步消化。叠加全球光纤供需缺口持续存在、亚马逊与康宁签署数十亿美元光纤采购协议等基本面支撑，板块企稳回暖。同业剑桥科技今日亦涨4.49%，显示光通信板块修复行情延续。

（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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