异动解读｜剑桥科技盘中下跌5.06%，英伟达Kyber架构延期余震叠加CPO商用推迟持续压制光通信板块

行情直击07-07 11:28

7月7日，剑桥科技盘中下跌5.06%，报99.4港元，成交额4.33亿港元，延续近期深度调整态势。

消息面上，研究机构SemiAnalysis此前披露英伟达Kyber NVL144机架架构因PCB中板制造工艺瓶颈延期超12个月至2028年，NVL576亦因CPO挑战面临推迟风险，虽英伟达随后回应称产品路线图未变，但市场仍在消化该利空对光通信产业链需求节奏的冲击。同时，CPO规模化量产此前已被指可能延至2028至2029年，叠加公司6月4日完成1560万股新H股配售带来的股权摊薄效应，多重利空共振下股价持续承压。同行业长飞光纤光缆同日跌9.56%，俊知集团跌4.47%，板块抛压尚未充分释放。

（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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