异动解读｜汇聚科技盘中上涨5.68%，光通信板块回暖叠加莱尼并表利好

行情直击08-07

8月7日，汇聚科技盘中上涨5.68%，报15.26港元，成交额1.44亿港元。

消息面上，此前美国FCC拟禁止进口中国新型光模块的传闻引发板块连续两日大跌，汇聚科技8月5日跌近8%、6日续跌2.52%。多位业内人士及券商指出，该禁令仍处起草阶段，一刀切限制概率极低，光通信高度依赖全球化生态，板块超跌后迎来修复。同时，公司近期完成对莱尼线缆LCS 100%股权并表，招商证券上调其净利润预测至20.5亿、30.3亿及42.8亿港元，对应市盈率仅14.3倍、9.7倍及6.9倍，维持"强烈推荐"评级。此外，公司上半年纯利同比增长150%-170%，算力业务高速放量，基本面支撑估值修复。

（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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