异动解读｜长飞光纤光缆盘中下跌3.35%，光通信板块持续回调叠加行业竞争加剧忧虑延续跌势

行情直击07-08

7月8日，长飞光纤光缆盘中下跌3.35%，报153.3港元，成交额9.74亿港元，延续近期光通信板块深度回调态势。

消息面上，野村此前指出光纤行业产能扩张加快，新进入者若成功开发空芯光纤等高端产品并执行扩产计划，市场竞争将加剧，现有参与者利润率面临压力。同时，康宁玻璃桥新技术引发市场对中游光纤组件长期需求的担忧，短线资金持续下修估值。此外，Nvidia新一代AI服务器Kyber NVL144印刷电路板制造遇困难的传闻，亦加剧了市场对科技板块的谨慎情绪，连带拖累相关概念股走势。

（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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