港股异动 | 剑桥科技(06166)一度涨超13% 机构看好AI算力需求推动光通信产业升级

智通财经03-02

智通财经APP获悉，剑桥科技(06166)午后一度涨超13%，截至发稿，涨9.48%，报73.35港元，成交额3.9亿港元。消息面上，行业研究机构LightCounting近期发布报告，上调了对800G和1.6T光模块出货量的预测——2026年800G光模块出货量将增长一倍以上，1.6T光模块出货量则从2025年的小基数增长至数千万端口。中信证券研报指出，AI算力需求爆发推动光通信产业升级，海外云...

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