港股异动 | 光通信概念股午后跌幅扩大长飞光纤光缆(06869)跌超12% 剑桥科技(06166)跌近8%

智通财经05-15

智通财经APP获悉，光通信概念股午后跌幅扩大，暂居跌幅榜前列。截至发稿，长飞光纤光缆(06869)跌12.21%，报222.6港元；华虹半导体(01347)跌7.64%，报117.4港元；剑桥科技(06166)跌6.99%，报142.3港元；鸿腾精密(06088)跌6.73%，报9.29港元。

消息面上，瑞银此前发布研报称，长飞光纤光缆首季净利润为4.95亿元，低于市场买方预期的8亿至10亿元，预期短期内市场反应负面。但该行对公司未来数季的盈利增长保持信心，认为光纤价格上升需时完全反映，而数据中心需求持续增加，相信公司有望达到该行全年预测。

值得注意的是，本月初，光模块巨头Lumentum营收略低于分析师共识预期，叠加股价年内已大幅飙升，盘后触发获利回吐。据悉，该股市盈率一度超300倍，而过去一年累计涨幅约达1444%。分析人士指出，在如此高估值水平下，任何业绩执行或指引层面的偏差，均可能引发剧烈股价波动。

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