异动解读｜曦智科技-P盘中下跌5.84%，光通信板块调整跌势延续

行情直击07-08

7月8日，曦智科技-P盘中下跌5.84%，报307.0港元/股，成交额623.48万港元。该股自7月2日以来持续回调，累计跌幅显著。

消息面上，AI光通信板块近期持续分化调整，市场已不再简单交易概念，而是开始区分客户绑定、订单确定性、CPO落地节奏和估值位置，高弹性标的回落压力显著。此轮调整的核心触发因素为全球AI硬件赛道交易拥挤度过高，此前费城半导体指数大跌超6%，部分资金锁定利润开启避险减仓，光通信作为前期核心受益板块首当其冲。A股电子、通信两大科技板块本周主力资金合计净流出近1500亿元，板块抛压仍在释放中。

（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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