港股异动 | 剑桥科技(06166)涨超8% 光模块需求持续高增机构看好行业盈利能力提升

智通财经2025-12-29

智通财经APP获悉，剑桥科技(06166)盘中拉升，现涨超8%，截至发稿，涨8.09%，报100.9港元，成交额3.18亿港元。消息面上，行业研究机构LightCounting预测，2029年全球光模块市场规模有望突破370亿美元，1.6T光模块将于2025年进入商用元年，全球需求预计为250万至350万只。华龙证券认为，受益于AI基础设施建设对以太网交换机和高速光模块的强劲需求，以及光互连技术在...

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港股异动 | 剑桥科技(06166)涨超8% 光模块需求持续高增 机构看好行业盈利能力提升

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港股异动 | 剑桥科技(06166)涨超8% 光模块需求持续高增机构看好行业盈利能力提升