异动解读｜中际旭创盘中下跌3.19%，FCC豁免传闻被证伪后市场情绪回落

行情直击09-02 10:09

9月2日，中际旭创港股盘中下跌3.19%，报1003.0港元，成交额5.14亿港元。

消息面上，9月1日午间社交平台流传截图称白宫正考虑豁免FCC对中国产800G/1.6T高速光模块的限制，一度带动光模块板块午后拉升，中际旭创港股当日涨超6%。但该传闻随即被证伪系伪造信息，短期情绪驱动的涨幅面临回吐压力。此外，公司此前超额配股权悉数行使，817.5万股H股于8月31日正式挂牌交易，新增流通股供给对短期股价形成压力。行业层面，FCC拟限制中国高端光模块进入美国市场的政策预期仍未完全消除，板块整体承压。不过，公司基本面依然稳健，上半年归母净利润136.51亿元，同比增长241.70%，同时已启动40亿至80亿元A股回购方案，首日斥资3.18亿元，向市场传递管理层信心。

（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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