光模块“黑天鹅”：中际旭创675亿元“天量”日成交

财中社08-05

8月5日，A股光模块龙头中际旭创（300308.SZ）遭遇剧烈震荡。当日，中际旭创以880.00元/股大幅低开，跌幅一度超过14%，午后跌幅虽有所收窄，最终仍收报947.74元/股，全天下跌7.27%。　　值得关注的是，该股当日成交额高达675.11亿元，一举刷新了其在7月30日创下的597.7亿元历史天量纪录。截至收盘，中际旭创总市值约为1.11万亿元。　　此番剧烈波动的直接导火索，缘自一则海外...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohunote.com/m/news/2657546244?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2026-08-05 19:05","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2657546244","market":"us","top_or_hot":-1,"title":"光模块“黑天鹅”：中际旭创675亿元“天量”日成交","media":"财中社","content":"<div>\n<p>8月5日，A股光模块龙头中际旭创（300308.SZ）遭遇剧烈震荡。当日，中际旭创以880.00元/股大幅低开，跌幅一度超过14%，午后跌幅虽有所收窄，最终仍收报947.74元/股，全天下跌7.27%。　　值得关注的是，该股当日成交额高达675.11亿元，一举刷新了其在7月30日创下的597.7亿元历史天量纪录。截至收盘，中际旭创总市值约为1.11万亿元。　　此番剧烈波动的直接导火索，缘自一则海外...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202608053832729588.html\">网页链接</a>\n\n</div>\n","source":"stock_eastmoney","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>光模块“黑天鹅”：中际旭创675亿元“天量”日成交</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n光模块“黑天鹅”：中际旭创675亿元“天量”日成交\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-08-05 19:05 北京时间&nbsp;&nbsp;&nbsp;<a href=http://finance.eastmoney.com/a/202608053832729588.html><strong>财中社</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>8月5日，A股光模块龙头中际旭创（300308.SZ）遭遇剧烈震荡。当日，中际旭创以880.00元/股大幅低开，跌幅一度超过14%，午后跌幅虽有所收窄，最终仍收报947.74元/股，全天下跌7.27%。　　值得关注的是，该股当日成交额高达675.11亿元，一举刷新了其在7月30日创下的597.7亿元历史天量纪录。截至收盘，中际旭创总市值约为1.11万亿元。　　此番剧烈波动的直接导火索，缘自一则海外...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202608053832729588.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1808992512.USD","symbol_name":"AB ALL CHINA EQUITY PORTFOLIO \"A\" (USD) ACC","start_time":0,"source_url":"http://finance.eastmoney.com/a/202608053832729588.html","article_id":"2657546244","we_media_id":null,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202608053832729588.html","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2657546244","pubTimestamp":1785927900,"columns":[],"sourceInfo":{"source_id":"stock_eastmoney","name":"东方财富"},"weMediaInfo":null,"summary":"8月5日，A股光模块龙头中际旭创（300308.SZ）遭遇剧烈震荡。当日，中际旭创以880.00元/股大幅低开，跌幅一度超过14%，午后跌幅虽有所收窄，最终仍收报947.74元/股，全天下跌7.27%。值得关注的是，该股当日成交额高达675.11亿元，一举刷新了其在7月30日创下的597.7亿元历史天量纪录。截至收盘，中际旭创总市值约为1.11万亿元。","collect":0,"end_time":0,"defaultTopTitle":"eastmoney.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"91530":"广西百菲乳业股份有限公司（临时代码）","300308":"中际旭创","LU1808992512.USD":"AB ALL CHINA EQUITY PORTFOLIO \"A\" (USD) ACC","LU1720050803.USD":"安联全方位中国股票基金","LU2008162690.USD":"FIDELITY FUNDS - ASIA PACIFIC OPPORTUNITIES \"A\" (USD) ACC","HK0000306701.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) INC","LU1997245177.USD":"安联神洲A股基金","LU1961090484.USD":"ALLIANZ ALL CHINA EQUITY \"A\" (USD) INC","LU0231483743.USD":"abrdn SICAV I - ALL CHINA SUSTAINABLE EQUITY \"A\" (USD) ACC","LU1781817850.SGD":"Blackrock Systematic China A-Share Opportunities A2 SGD-H","LU0417516902.SGD":"Allianz China Equity Cl AT Acc SGD","LUMA":"KraneShares Photonic and Optical ETF","LU0052750758.USD":"富兰克林中国基金A Acc","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","LU0540923850.HKD":"ALLIANZ HONG KONG EQUITY \"A\" (HKD) INC","LU0871576103.HKD":"HSBC GIF CHINESE EQUITY \"AC\" (HKD) ACC","BK1533":"百货业股","LU1770034418.SGD":"ALL CHINA EQUITY \"A\" (SGDHDG) ACC","LU1997245094.SGD":"安联神州A股基金AT Acc SGD","LU1064130708.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"I\" (USD) ACC","LU2778985437.USD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"A\" (USD) INC","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","BK0167":"5G","LU2177674079.SGD":"Fidelity Asia Pacific Opportunities A-ACC-SGD (hedged)","LU2580892862.HKD":"FRANKLIN SEALAND CHINA A-SHARES \"A\" (HKD) ACC","LU0561508036.HKD":"ALLIANZ CHINA EQUITY \"A\" (HKD) INC","LU1934453819.USD":"AB CHINA A SHARES EQUITY PORTFOLIO \"A\" (USD) ACC","LU1064131003.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"A\" (USD) ACC","LU1979443071.USD":"AB CHINA A SHARES EQUITY PORTFOLIO \"AD\" (USDHDG) INC","LU1146622755.USD":"安本中国A股股票基金A Acc","IE00B12V2V27.USD":"柏瑞亚洲小盘股A(除日本)","03308":"中际旭创","BK0214":"IT设备","IE00BYQNZ168.SGD":"PINEBRIDGE ASIA EX JAPAN SMALL CAP EQUITY \"A5CP\" (SGD) ACC","LU2399975544.HKD":"ALLIANZ ALL CHINA EQUITY \"AT\" (HKD) ACC","BK0077":"质押式回购","LU0082770016.USD":"HSBC GIF ASIA EX JAPAN SMALLER CO. \"AD\" INC","SG9999011746.SGD":"PINEBRIDGE INTERNATIONAL FUNDS - ACORNS OF ASIA BA (SGD) ACC","LU2213484517.USD":"FRANKLIN TEMPLETON CHINA A-SHARES \"A\" (USD) ACC","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","LU2148510915.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"R\" (USD) ACC","LU0348827113.USD":"ALLIANZ RCM CHINA \"AT\" ACC","AAOZ":"Tradr 2X Short AAOI Daily ETF","IE0032431581.USD":"PINEBRIDGE GREATER CHINA EQUITY \"A\" (USD) ACC","LU0348735423.USD":"ALLIANZ HONG KONG EQUITY \"A\" (USD) INC","LU1655091616.SGD":"JPMorgan Funds - China A-Share Opportunities A (acc) SGD","LU0359201612.USD":"贝莱德中国基金A2","IE0034224299.USD":"PINEBRIDGE ASIA EX JAPAN EQUITY \"A\" (USD) ACC","LU0051755006.USD":"摩根大通中国A (dist)","LU1023057109.AUD":"BGF CHINA \"A2\" (AUDHDG) ACC"},"translate_title":"Optical Module \"Black Swan\": Zhongji InnoLight 67.5 billion yuan \"day amount\" daily transaction","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"91530":1.5,"300308":1.5,"03308":1.5,"LUMA":1.5,"AAOZ":1.5},"content_text":"8月5日，A股光模块龙头中际旭创（300308.SZ）遭遇剧烈震荡。当日，中际旭创以880.00元/股大幅低开，跌幅一度超过14%，午后跌幅虽有所收窄，最终仍收报947.74元/股，全天下跌7.27%。　　值得关注的是，该股当日成交额高达675.11亿元，一举刷新了其在7月30日创下的597.7亿元历史天量纪录。截至收盘，中际旭创总市值约为1.11万亿元。　　此番剧烈波动的直接导火索，缘自一则海外市场消息。　　路透社8月4日称，四名知情人士透露，负责监管美国电信行业的联邦通信委员会（FCC）正在起草一项新禁令，拟限制中国新型数据中心组件进入美国市场，重点针对用于人工智能数据中心的光收发模块（光模块）。报道称，美国官员希望该禁令能在2026年内公布并实施。不过知情人士也指出，FCC仍可能修改或搁置相关限制。　　针对上述传闻，中际旭创证券事务相关负责人当日回应称，“公司已注意到相关市场信息，经核实，FCC尚未出台相关领域的限制性文件”。就禁令出台后的影响，因文件并未出台，相关负责人表示暂时不予评述。同属光模块板块的新易盛（300502.SZ）和天孚通信（300394.SZ）当日亦分别出现不同程度下跌。　　从行业基本面来看，中国厂商目前占据全球超七成高速光模块产能。Counterpoint Research数据显示，中际旭创约占全球数据中心光模块市场27%的份额，居行业领先地位。据行业调研机构LightCounting统计，2025年全球以太网数通光模块市场规模约238亿美元。　　市场之所以反应剧烈，与中际旭创的业务结构高度相关。据其2025年报，光通信收发模块收入374.57亿元，占主营业务比重高达97.95%；境外收入346.37亿元，占比90.58%。这意味着任何涉及海外市场的政策风吹草动，都会直接影响中际旭创的业绩表现。（文章来源：财中社）","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"isLaohu8Offline":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.44.1","shortVersion":"4.44.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2657546244","isCrawlerRequest":true}