港股异动 | 剑桥科技(06166)午后涨超11%刷新上市新高光模块行业发展前景被广泛看好

智通财经04-22

智通财经APP获悉，剑桥科技(06166)午后涨超11%，高见140.2港元刷新上市新高。截至发稿，涨11.46%，报140.1港元，成交额12.2亿港元。

消息面上，TrendForce近期预测称，今年全球AI专用光（收发）模块市场规模将达260亿美元，同比增幅达57.6%。此外，数据显示，已有5家光模块板块上市公司发布一季报。其中，中际旭创业绩增速领跑，一季度营业收入同比增长192.12%，归母净利润同比大增262.28%；天孚通信、仕佳光子等公司也实现营收、净利双增长。

华鑫证券此前指出，公司光模块产品布局完善，包括Retimed1.6T2×DR4/DR8、1.6T2×FR4、OSFPDR8及Gearbox800GDR4等型号，同时涵盖LPO/LRO相关机种，且以硅光技术为主。2026年，公司预计800G光模块仍将是出货主力，1.6T光模块将于一季度实现大量发货，并呈上升趋势。随着后续技术迭代、产能释放及客户拓展，公司业绩有望持续提升。

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