异动解读｜剑桥科技盘中上涨5.12%，机构大幅上调目标价叠加800G持续放量

行情直击09-17

9月17日，剑桥科技盘中上涨5.12%，报127.4港元/股，成交额1.71亿港元。

消息面上，国泰海通证券近日大幅上调公司盈利预测及目标价至424元，维持增持评级，指出高速产品占比快速提升将带动利润大幅增长。公司董事长黄钢此前在投资者关系活动中披露，800G光模块已完成多家大客户认证并批量发货，当前单价约350美元，未来年降幅度预计不大；1.6T预计下半年量产，3.2T按规划推进。上半年公司营收27.05亿元，同比增长32.92%，归母净利润3.28亿元，同比增长171.08%，毛利率提升主要源于800G产品收入占比提高。同日光通信板块整体偏强，长飞光纤光缆涨2.26%，中际旭创涨2.02%。

（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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