异动解读｜剑桥科技盘中下跌5.21%，CPO商用时间表推迟叠加H股配售摊薄引发持续抛压

行情直击07-06

7月6日，剑桥科技（06166）盘中下跌5.21%，报105.6港元，成交额2.85亿港元，延续前一周深度调整态势。

消息面上，本轮下跌系多重利空共振延续。SemiAnalysis此前发布报告指出CPO规模化量产可能延至2028年乃至2029年，引发市场对光通信行业增长节奏的重新定价。同时，公司6月4日完成1560万股新H股配售，总股本由3.53亿股增至3.68亿股，股权摊薄效应持续压制股价。行业层面，通信设备板块整体承压，长飞光纤光缆同日跌13.42%，俊知集团跌3.03%，板块抛压尚未充分消化。

（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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