异动解读｜长飞光纤光缆盘中下跌4.23%，光通信板块延续调整，极端估值消化仍在持续

行情直击06-10

6月10日，长飞光纤光缆盘中下跌4.23%，报242.6港元，成交额8.82亿港元。

消息面上，该股此前A股股价创历史新高487元后连续回调，因连续三个交易日涨幅偏离值累计超20%触发交易所异常波动公告。尽管上一交易日受美股光通信走强及指数纳入预期提振一度反弹，但行业层面产能过剩担忧升温，800G光模块价格拟降幅超60%叠加英伟达推进CPO替代传统光模块的"铜进光退"策略，市场对板块长期逻辑的分歧加大。当前动态市盈率仍处历史极高分位，获利盘消化压力下资金高位兑现意愿明显，光通信板块整体延续弱势，同业俊知集团跌5.9%、剑桥科技跌3.66%。

（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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