异动解读｜汇聚科技盘中下跌5.14%，全球AI算力硬件板块共振回调延续

行情直击07-30

7月30日，汇聚科技盘中下跌5.14%，报12.17港元，成交额8665.31万港元。

消息面上，全球AI算力硬件板块近日持续共振回调。英伟达计划为OpenAI提供2500亿美元担保，引发市场对AI需求被"人为拔高"的信任危机，叠加科技巨头财报及美联储议息会议前夕资金高度谨慎，A股光模块CPO板块全线重挫，龙头个股跌幅普遍超13%。汇聚科技被机构定位为"AI算力光互连"标的，此前获国盛证券及麦格理首次覆盖并给予买入评级，目标价31至32.5港元，当前股价回调压力明显。机构认为本轮回调属筹码结构过度集中后的自然修正，而非产业趋势逆转。

（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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