异动解读｜剑桥科技盘中下跌4.84%，光通信板块获利回吐压力延续

行情直击05-20

5月20日，剑桥科技盘中下跌4.84%，报148.1港元/股，成交额2.2亿港元。

消息面上，光通信板块近期持续承压回调。板块内重要公司长飞光纤光缆首季净利润为4.95亿元，显著低于市场买方预期的8亿至10亿元；光模块巨头Lumentum营收亦略低于分析师共识预期，引发市场对行业前景的担忧。叠加光通信板块年内已累积较大涨幅，估值处于相对高位，获利回吐压力持续加剧。尽管剑桥科技在业绩说明会上表示高速光模块订单需求旺盛、年化产能350万支并积极推进扩产，但在板块整体情绪偏弱的背景下，公司股价仍延续调整态势。

（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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