异动解读｜鸿腾精密盘中上涨3.05%，CPO量产争议逐步消化叠加产业链确认未延期前期超跌股迎修复

行情直击06-24

6月24日，鸿腾精密盘中上涨3.05%，报7.76港元，成交额2563.18万港元。

消息面上，此前SemiAnalysis报告称CPO规模化量产或延至2028年引发光通信板块深度调整，鸿腾精密自6月3日高点以来累计回撤超30%。近日接近英伟达的业内人士确认产业端不存在CPO量产推迟，真正制约高速光通信的瓶颈在于上游磷化铟激光芯片产能，市场此前将"小批量验证导入"与"全行业普及"两个周期混淆。随着量产争议逐步消化，前期超跌股价迎来技术性修复。

（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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