异动解读｜鸿腾精密盘中下跌5.94%，CPO量产时间表争议未平叠加高估值抛压股价加速回落

行情直击06-26

6月26日，鸿腾精密盘中下跌5.94%，报6.96港元，成交额9529.9万港元。消息面上，SemiAnalysis此前报告称CPO规模化量产或延至2028年乃至2029年，尽管英伟达高管明确下半年CPO交付计划不存在延期，且产业链人士确认瓶颈在于上游磷化铟激光芯片产能而非技术路线变更，但市场对量产节奏的分歧仍未弥合。鸿腾精密自6月3日高点以来累计回撤已显著扩大，动态市盈率约45倍仍远超电子元件行业平均水平，叠加董事会主席卢松青此前以每股均价约10.05港元减持，前期技术性反弹乏力后获利盘与套牢盘抛压集中释放，同日光通信板块整体承压，舜宇光学科技跌超7%，股价加速探底。

（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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