港股异动 | 光通信概念多数上扬，英伟达CPO技术正式进入量产阶段，花旗指近期板块迎多重催化

智通财经08-03

智通财经APP获悉，光通信概念股多数上扬。截至发稿，海光芯正(01191)涨15%；剑桥科技(06166)涨9%；鸿腾精密(06088)涨4%；汇聚科技(01729)涨3%。

消息面上，近日，据TrendForce集邦咨询报道，英伟达旗下新一代Spectrum-X CPO交换机已开始向部分合作伙伴出货，博通51.2T Bailly CPO交换机亦持续小量出货，标志着共同封装光学(CPO)技术正式进入量产阶段。TrendForce集邦咨询预期，垂直整合将成为行业新常态。能够自主掌握硅光子设计、光引擎制造与先进封装资源的厂商，将在2027至2028年CPO交换机市场放量周期中取得领先优势。

花旗表示，中国光通信板块在2026年上半年业绩发布前后，或出现布局机会，近期催化剂包括9月的CIOE(中国光博会)、云栖大会、ECOC(欧洲光通信展)。该行亦再次确认2027年行业前景，以及CPO/NPO(共封装/近封装光学)可见度的提升，且下半年出货量强劲按半年复苏，上述利好因素都将帮助板块迎来估值重估。国盛证券则认为，光模块板块前期过度拥挤的交易结构正在改善，短期风险已得到较大程度释放。

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href=\"https://laohu8.com/S/06088\">鸿腾精密</a>(06088)涨4%；<a href=\"https://laohu8.com/S/01729\">汇聚科技</a>(01729)涨3%。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f7c20c4c0e72d158e5cf4099af57a18b\" data-align=\"center\" data-image-type=\"kline\" tg-width=\"560\" tg-height=\"240\"/><span></span></p><p style=\"text-align: left;\">消息面上，近日，据TrendForce集邦咨询报道，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>旗下新一代Spectrum-X CPO交换机已开始向部分合作伙伴出货，<a href=\"https://laohu8.com/S/AVGO\">博通</a>51.2T Bailly CPO交换机亦持续小量出货，标志着共同封装光学(CPO)技术正式进入量产阶段。TrendForce集邦咨询预期，垂直整合将成为行业新常态。能够自主掌握硅光子设计、光引擎制造与先进封装资源的厂商，将在2027至2028年CPO交换机市场放量周期中取得领先优势。</p><p style=\"text-align: left;\">花旗表示，中国光通信板块在2026年上半年业绩发布前后，或出现布局机会，近期催化剂包括9月的CIOE(中国光博会)、云栖大会、ECOC(欧洲光通信展)。该行亦再次确认2027年行业前景，以及CPO/NPO(共封装/近封装光学)可见度的提升，且下半年出货量强劲按半年复苏，上述利好因素都将帮助板块迎来估值重估。<a href=\"https://laohu8.com/S/002670\">国盛证券</a>则认为，光模块板块前期过度拥挤的交易结构正在改善，短期风险已得到较大程度释放。</p></body></html>\n\n<div class=\"bt-text\">\n\n\n<p> 来源：<a 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