异动解读｜FIT HON TENG盘中上涨5.38%，光通信CPO板块持续走强

行情直击09-18

9月18日，FIT HON TENG盘中上涨5.38%，报5.485港元，成交额9536.99万港元。

消息面上，光通信/CPO板块近期迎来多重催化。券商最新深度报告指出，AI互连需求升级推动NPO/CPO打开Scale-Up市场空间，800G、1.6T高速光模块需求持续增长，光电集成深化带动产业链价值向光引擎、先进封装及高密度光连接环节延伸。此外，美国FCC最终规则落地，中国光模块企业未被限制，消除市场前期政策担忧。鸿腾精密此前被指出在AI算力基础设施领域形成铜光协同核心壁垒，CPO方案有望于下半年放量，高速连接、高压配电、液冷散热三大产品线协同推进。

（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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