异动解读｜长飞光纤光缆盘中上涨3.34%，光通信板块修复行情延续叠加光纤涨价长期逻辑强化

行情直击06-16 09:45

6月16日，长飞光纤光缆盘中上涨3.34%，报247.0港元，成交额6.59亿港元。

消息面上，光通信板块修复行情延续。此前因机构看空CPO规模化落地节奏、800G光模块价格拟大幅下降等负面因素引发板块连续调整，随着英伟达辟谣及恐慌情绪消化，板块逐步企稳反弹。机构指出，AI驱动下光纤涨价有望成为长期趋势，AI与超大规模数据中心催生特种光纤需求放量，光纤从大宗标品转向高附加值定制化品类，行业迎来估值体系系统性重构。同业俊知集团今日涨9.23%，板块修复动能持续。

（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。）

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