异动解读｜汇聚科技盘中下跌5.07%，美股光通信板块连续重挫拖累AI硬件链

行情直击09-17

9月17日，汇聚科技盘中下跌5.07%，报17.41港元，成交额1.36亿港元。

消息面上，隔夜美股光通信及存储板块持续遭到重创，康宁跌逾13%、Coherent跌超12%、Lumentum跌约10%，费城半导体指数大跌近6%。此前OpenAI、Anthropic与xAI三大AI巨头罕见联手呼吁放缓前沿大模型迭代，OpenAI同时宣布放弃IPO计划，市场对全球云厂商资本开支扩张预期产生动摇，AI硬件赛道估值承压。汇聚科技作为AI服务器及数据中心电线组件核心供应商，尽管公司中期业绩同比增长逾1.6倍、收购标的资产净值大幅超预期，但短期仍难抵御海外板块系统性下行的情绪传导。

（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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