异动解读｜FIT HON TENG盘中上涨5.13%，光通信及CPO产业化提速催化走强

行情直击09-03

9月3日，FIT HON TENG盘中上涨5.13%，报5.435港元，成交额1.22亿港元。

消息面上，光通信行业正迎来底层架构代际切换，空芯光纤、CPO共封装光学及多芯光缆三大技术同步爆发，CPO已从技术验证进入商业化竞争阶段。此外，224G液冷技术获英伟达认证并将批量交付，进一步提振相关产业链预期。公司此前披露中期业绩显示，云端网络设施终端市场营收同比大增55.8%，受益于AI驱动的服务器需求及新型平台柜连接器放量，CPO方案预计下半年放量，铜光协同及液冷散热产品线协同落地，AI数据中心业务持续高景气。

（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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