剑桥科技(06166)涨6.44% 料上半年净利润大增光模块核心厂商受益算力基建需求扩容

金吾财讯10:09

金吾财讯 | 剑桥科技(06166)早盘震荡冲高，最高触及92.00港元，最新报90.100港元，涨幅6.44%，成交额2.47亿港元。

消息面上，剑桥科技财报指，预计2026年上半年归母净利润3.1亿元至3.59亿元，同比增长156.65%-197.18%；扣非净利润预计3.02亿元至3.51亿元，同比增长153.72%-194.97%。公司表示，业绩增长主要受益于高速光模块业务快速发展。AI数据中心建设加速推动高速光模块需求提升，公司订单规模、产品出货金额同比大幅增长，同时800G等高速率产品占比提升，带动产品结构优化和毛利率改善。

分析层面，全球AI算力基础设施持续扩容，高端光模块需求维持景气态势。公司作为全球光模块主力供应商，持续迭代800G、1.6T高端光模块产品，海外头部云厂商订单稳步落地，同时积极布局硅光技术研发，构筑长期技术壁垒。

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剑桥科技(06166)涨6.44% 料上半年净利润大增 光模块核心厂商受益算力基建需求扩容

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剑桥科技(06166)涨6.44% 料上半年净利润大增光模块核心厂商受益算力基建需求扩容