异动解读｜鸿腾精密盘中下跌3.12%，CPO量产时间表争议未平前日反弹后再度回落

行情直击06-16

6月16日，鸿腾精密盘中下跌3.12%，报7.76港元，成交额6874.27万港元。

消息面上，此前SemiAnalysis发布报告称CPO规模化量产或延至2028年乃至2029年，引发光通信板块连日深度调整，鸿腾精密自6月3日高点以来累计回撤超30%。虽然英伟达网络业务高级副总裁Gilad Shainer明确回应称Spectrum-X以太网CPO交换机将按原计划于下半年启动量产，公司股价于6月15日盘中反弹超9%，但市场对CPO放量节奏的分歧尚未消除。叠加公司动态市盈率仍约47倍、远超电子元件行业平均水平，且董事会主席卢松青此前于6月3日以每股均价约10.05港元减持13.7万股，前日反弹后获利盘与套牢盘抛压再度显现，股价延续震荡整理格局。

（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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