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09:53

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港股异动 | AI硬件股涨幅居前，海外科技悲观预期快速修复，AI产业长期趋势仍有支撑

09:53

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港股异动 | AI硬件股涨幅居前，海外科技悲观预期快速修复，AI产业长期趋势仍有支撑

09:52

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09:51

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港股异动 | AI硬件股涨幅居前，海外科技悲观预期快速修复，AI产业长期趋势仍有支撑

09:50

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09:49

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港股异动 | AI硬件股涨幅居前，海外科技悲观预期快速修复，AI产业长期趋势仍有支撑

09:49

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港股异动 | AI硬件股涨幅居前，海外科技悲观预期快速修复，AI产业长期趋势仍有支撑

09:49

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港股异动 | AI硬件股涨幅居前，海外科技悲观预期快速修复，AI产业长期趋势仍有支撑

09:49

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港股异动 | AI硬件股涨幅居前，海外科技悲观预期快速修复，AI产业长期趋势仍有支撑

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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港股异动 | AI硬件股涨幅居前 ，海外科技悲观预期快速修复，AI产业长期趋势仍有支撑\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-11-10 09:46 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1520831.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，光通信、PCB等AI硬件股涨幅居前，截至发稿，长飞光纤光缆(06869)涨9.13%，报92.65港元；剑桥科技(06166)涨8.85%，报56.6港元；东山精密(02384)涨7.84%，报87.35港元；中际旭创(03308)涨7.89%，报588港元；华虹宏力(01347)涨6.26%，报76.35港元；建滔积层板(01888)涨6.59%，报29.42港元。消息面上，...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1520831.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/036b31d2930c33ad5b8d67f38195f24f","relate_stocks":{},"source_url":"http://www.zhitongcaijing.com/content/detail/1520831.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2682565356","content_text":"智通财经APP获悉，光通信、PCB等AI硬件股涨幅居前，截至发稿，长飞光纤光缆(06869)涨9.13%，报92.65港元；剑桥科技(06166)涨8.85%，报56.6港元；东山精密(02384)涨7.84%，报87.35港元；中际旭创(03308)涨7.89%，报588港元；华虹宏力(01347)涨6.26%，报76.35港元；建滔积层板(01888)涨6.59%，报29.42港元。消息面上，隔夜美股科技股反攻，费城半导体指数收涨6.85%，光通信板块领涨，Coherent涨近17%。从外围风险看，美伊局势缓和预期升温带动国际油价闪崩，通胀与成本担忧随之降温；与此同时，随着市场对选举结果的恐慌定价逐渐回归理性，前期超跌的AI硬件迎来买盘回补。东吴证券表示，维持对AI产业趋势的积极判断，建议重点关注光通信、PCB等方向的板块修复机会。该行观察到积极信号在于，四季度PCB板块受益于新平台批量交付、环比业绩有望持续改善，光通信上游无源器件拉货仍然紧张，光模块厂商亦有望延续较好业绩表现，产业端边际催化与当前市场预期之间可能存在一定预期差。","news_type":1,"symbols_score_info":{"300308":1.95,"601869":1.95,"603083":1.95,"688347":1.95,"SOX":1.91,"06869":1.95,"TCHI":0.6,"FPA":0.6,"MCHS":0.6,"02384":1.95,"002384":1.95,"01347":1.95,"01888":1.95,"03308":1.95,"06166":1.95}},"isVote":1,"tweetType":1,"viewCount":26,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":627694688150264,"gmtCreate":1794275590923,"gmtModify":1794275592381,"author":{"id":"4243596889479112","authorId":"4243596889479112","name":"MM111","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4243596889479112","authorIdStr":"4243596889479112"},"themes":[],"title":"","htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/627694688150264","repostId":"2682565356","repostType":2,"repost":{"id":"2682565356","kind":"news","pubTimestamp":1794275208,"share":"https://www.laohunote.com/m/news/2682565356?lang=zh_CN&edition=full","pubTime":"2026-11-10 09:46","market":"us","language":"zh","title":"港股异动 | AI硬件股涨幅居前 ，海外科技悲观预期快速修复，AI产业长期趋势仍有支撑","url":"https://stock-news.laohu8.com/highlight/detail?id=2682565356","media":"智通财经","summary":"消息面上，隔夜美股科技股反攻，费城半导体指数收涨6.85%，光通信板块领涨，Coherent涨近17%。从外围风险看，美伊局势缓和预期升温带动国际油价闪崩，通胀与成本担忧随之降温；与此同时，随着市场对选举结果的恐慌定价逐渐回归理性，前期超跌的AI硬件迎来买盘回补。东吴证券表示，维持对AI产业趋势的积极判断，建议重点关注光通信、PCB等方向的板块修复机会。","content":"<html><head></head><body><p style=\"text-align: left;\">智通财经APP获悉，光通信、PCB等AI硬件股涨幅居前，截至发稿，<a href=\"https://laohu8.com/S/06869\">长飞光纤光缆</a>(06869)涨9.13%，报92.65港元；<a href=\"https://laohu8.com/S/603083\">剑桥科技</a>(06166)涨8.85%，报56.6港元；<a href=\"https://laohu8.com/S/002384\">东山精密</a>(02384)涨7.84%，报87.35港元；<a href=\"https://laohu8.com/S/300308\">中际旭创</a>(03308)涨7.89%，报588港元；<a href=\"https://laohu8.com/S/688347\">华虹宏力</a>(01347)涨6.26%，报76.35港元；<a href=\"https://laohu8.com/S/01888\">建滔积层板</a>(01888)涨6.59%，报29.42港元。</p><p style=\"text-align: left;\">消息面上，隔夜美股科技股反攻，费城半导体指数收涨6.85%，光通信板块领涨，Coherent涨近17%。从外围风险看，美伊局势缓和预期升温带动国际油价闪崩，通胀与成本担忧随之降温；与此同时，随着市场对选举结果的恐慌定价逐渐回归理性，前期超跌的AI硬件迎来买盘回补。</p><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/601555\">东吴证券</a>表示，维持对AI产业趋势的积极判断，建议重点关注光通信、PCB等方向的板块修复机会。该行观察到积极信号在于，四季度PCB板块受益于新平台批量交付、环比业绩有望持续改善，光通信上游无源器件拉货仍然紧张，光模块厂商亦有望延续较好业绩表现，产业端边际催化与当前市场预期之间可能存在一定预期差。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"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>港股异动 | AI硬件股涨幅居前 ，海外科技悲观预期快速修复，AI产业长期趋势仍有支撑</title>\n<style 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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港股异动 | AI硬件股涨幅居前 ，海外科技悲观预期快速修复，AI产业长期趋势仍有支撑\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-11-10 09:46 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1520831.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，光通信、PCB等AI硬件股涨幅居前，截至发稿，长飞光纤光缆(06869)涨9.13%，报92.65港元；剑桥科技(06166)涨8.85%，报56.6港元；东山精密(02384)涨7.84%，报87.35港元；中际旭创(03308)涨7.89%，报588港元；华虹宏力(01347)涨6.26%，报76.35港元；建滔积层板(01888)涨6.59%，报29.42港元。消息面上，...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1520831.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/036b31d2930c33ad5b8d67f38195f24f","relate_stocks":{},"source_url":"http://www.zhitongcaijing.com/content/detail/1520831.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2682565356","content_text":"智通财经APP获悉，光通信、PCB等AI硬件股涨幅居前，截至发稿，长飞光纤光缆(06869)涨9.13%，报92.65港元；剑桥科技(06166)涨8.85%，报56.6港元；东山精密(02384)涨7.84%，报87.35港元；中际旭创(03308)涨7.89%，报588港元；华虹宏力(01347)涨6.26%，报76.35港元；建滔积层板(01888)涨6.59%，报29.42港元。消息面上，隔夜美股科技股反攻，费城半导体指数收涨6.85%，光通信板块领涨，Coherent涨近17%。从外围风险看，美伊局势缓和预期升温带动国际油价闪崩，通胀与成本担忧随之降温；与此同时，随着市场对选举结果的恐慌定价逐渐回归理性，前期超跌的AI硬件迎来买盘回补。东吴证券表示，维持对AI产业趋势的积极判断，建议重点关注光通信、PCB等方向的板块修复机会。该行观察到积极信号在于，四季度PCB板块受益于新平台批量交付、环比业绩有望持续改善，光通信上游无源器件拉货仍然紧张，光模块厂商亦有望延续较好业绩表现，产业端边际催化与当前市场预期之间可能存在一定预期差。","news_type":1,"symbols_score_info":{"300308":1.95,"601869":1.95,"603083":1.95,"688347":1.95,"SOX":1.91,"06869":1.95,"TCHI":0.6,"FPA":0.6,"MCHS":0.6,"02384":1.95,"002384":1.95,"01347":1.95,"01888":1.95,"03308":1.95,"06166":1.95}},"isVote":1,"tweetType":1,"viewCount":15,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":627694709867280,"gmtCreate":1794275540066,"gmtModify":1794275541405,"author":{"id":"4243596889479112","authorId":"4243596889479112","name":"MM111","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4243596889479112","authorIdStr":"4243596889479112"},"themes":[],"title":"","htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/627694709867280","repostId":"2682565356","repostType":2,"repost":{"id":"2682565356","kind":"news","pubTimestamp":1794275208,"share":"https://www.laohunote.com/m/news/2682565356?lang=zh_CN&edition=full","pubTime":"2026-11-10 09:46","market":"us","language":"zh","title":"港股异动 | AI硬件股涨幅居前 ，海外科技悲观预期快速修复，AI产业长期趋势仍有支撑","url":"https://stock-news.laohu8.com/highlight/detail?id=2682565356","media":"智通财经","summary":"消息面上，隔夜美股科技股反攻，费城半导体指数收涨6.85%，光通信板块领涨，Coherent涨近17%。从外围风险看，美伊局势缓和预期升温带动国际油价闪崩，通胀与成本担忧随之降温；与此同时，随着市场对选举结果的恐慌定价逐渐回归理性，前期超跌的AI硬件迎来买盘回补。东吴证券表示，维持对AI产业趋势的积极判断，建议重点关注光通信、PCB等方向的板块修复机会。","content":"<html><head></head><body><p style=\"text-align: left;\">智通财经APP获悉，光通信、PCB等AI硬件股涨幅居前，截至发稿，<a href=\"https://laohu8.com/S/06869\">长飞光纤光缆</a>(06869)涨9.13%，报92.65港元；<a href=\"https://laohu8.com/S/603083\">剑桥科技</a>(06166)涨8.85%，报56.6港元；<a href=\"https://laohu8.com/S/002384\">东山精密</a>(02384)涨7.84%，报87.35港元；<a href=\"https://laohu8.com/S/300308\">中际旭创</a>(03308)涨7.89%，报588港元；<a href=\"https://laohu8.com/S/688347\">华虹宏力</a>(01347)涨6.26%，报76.35港元；<a href=\"https://laohu8.com/S/01888\">建滔积层板</a>(01888)涨6.59%，报29.42港元。</p><p style=\"text-align: left;\">消息面上，隔夜美股科技股反攻，费城半导体指数收涨6.85%，光通信板块领涨，Coherent涨近17%。从外围风险看，美伊局势缓和预期升温带动国际油价闪崩，通胀与成本担忧随之降温；与此同时，随着市场对选举结果的恐慌定价逐渐回归理性，前期超跌的AI硬件迎来买盘回补。</p><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/601555\">东吴证券</a>表示，维持对AI产业趋势的积极判断，建议重点关注光通信、PCB等方向的板块修复机会。该行观察到积极信号在于，四季度PCB板块受益于新平台批量交付、环比业绩有望持续改善，光通信上游无源器件拉货仍然紧张，光模块厂商亦有望延续较好业绩表现，产业端边际催化与当前市场预期之间可能存在一定预期差。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"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>港股异动 | AI硬件股涨幅居前 ，海外科技悲观预期快速修复，AI产业长期趋势仍有支撑</title>\n<style 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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港股异动 | AI硬件股涨幅居前 ，海外科技悲观预期快速修复，AI产业长期趋势仍有支撑\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-11-10 09:46 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1520831.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，光通信、PCB等AI硬件股涨幅居前，截至发稿，长飞光纤光缆(06869)涨9.13%，报92.65港元；剑桥科技(06166)涨8.85%，报56.6港元；东山精密(02384)涨7.84%，报87.35港元；中际旭创(03308)涨7.89%，报588港元；华虹宏力(01347)涨6.26%，报76.35港元；建滔积层板(01888)涨6.59%，报29.42港元。消息面上，...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1520831.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/036b31d2930c33ad5b8d67f38195f24f","relate_stocks":{},"source_url":"http://www.zhitongcaijing.com/content/detail/1520831.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2682565356","content_text":"智通财经APP获悉，光通信、PCB等AI硬件股涨幅居前，截至发稿，长飞光纤光缆(06869)涨9.13%，报92.65港元；剑桥科技(06166)涨8.85%，报56.6港元；东山精密(02384)涨7.84%，报87.35港元；中际旭创(03308)涨7.89%，报588港元；华虹宏力(01347)涨6.26%，报76.35港元；建滔积层板(01888)涨6.59%，报29.42港元。消息面上，隔夜美股科技股反攻，费城半导体指数收涨6.85%，光通信板块领涨，Coherent涨近17%。从外围风险看，美伊局势缓和预期升温带动国际油价闪崩，通胀与成本担忧随之降温；与此同时，随着市场对选举结果的恐慌定价逐渐回归理性，前期超跌的AI硬件迎来买盘回补。东吴证券表示，维持对AI产业趋势的积极判断，建议重点关注光通信、PCB等方向的板块修复机会。该行观察到积极信号在于，四季度PCB板块受益于新平台批量交付、环比业绩有望持续改善，光通信上游无源器件拉货仍然紧张，光模块厂商亦有望延续较好业绩表现，产业端边际催化与当前市场预期之间可能存在一定预期差。","news_type":1,"symbols_score_info":{"300308":1.95,"601869":1.95,"603083":1.95,"688347":1.95,"SOX":1.91,"06869":1.95,"TCHI":0.6,"FPA":0.6,"MCHS":0.6,"02384":1.95,"002384":1.95,"01347":1.95,"01888":1.95,"03308":1.95,"06166":1.95}},"isVote":1,"tweetType":1,"viewCount":15,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":627694508421752,"gmtCreate":1794275488082,"gmtModify":1794275489757,"author":{"id":"4243596889479112","authorId":"4243596889479112","name":"MM111","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4243596889479112","authorIdStr":"4243596889479112"},"themes":[],"title":"","htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/627694508421752","repostId":"2682565356","repostType":2,"repost":{"id":"2682565356","kind":"news","pubTimestamp":1794275208,"share":"https://www.laohunote.com/m/news/2682565356?lang=zh_CN&edition=full","pubTime":"2026-11-10 09:46","market":"us","language":"zh","title":"港股异动 | AI硬件股涨幅居前 ，海外科技悲观预期快速修复，AI产业长期趋势仍有支撑","url":"https://stock-news.laohu8.com/highlight/detail?id=2682565356","media":"智通财经","summary":"消息面上，隔夜美股科技股反攻，费城半导体指数收涨6.85%，光通信板块领涨，Coherent涨近17%。从外围风险看，美伊局势缓和预期升温带动国际油价闪崩，通胀与成本担忧随之降温；与此同时，随着市场对选举结果的恐慌定价逐渐回归理性，前期超跌的AI硬件迎来买盘回补。东吴证券表示，维持对AI产业趋势的积极判断，建议重点关注光通信、PCB等方向的板块修复机会。","content":"<html><head></head><body><p style=\"text-align: left;\">智通财经APP获悉，光通信、PCB等AI硬件股涨幅居前，截至发稿，<a href=\"https://laohu8.com/S/06869\">长飞光纤光缆</a>(06869)涨9.13%，报92.65港元；<a href=\"https://laohu8.com/S/603083\">剑桥科技</a>(06166)涨8.85%，报56.6港元；<a href=\"https://laohu8.com/S/002384\">东山精密</a>(02384)涨7.84%，报87.35港元；<a href=\"https://laohu8.com/S/300308\">中际旭创</a>(03308)涨7.89%，报588港元；<a href=\"https://laohu8.com/S/688347\">华虹宏力</a>(01347)涨6.26%，报76.35港元；<a href=\"https://laohu8.com/S/01888\">建滔积层板</a>(01888)涨6.59%，报29.42港元。</p><p style=\"text-align: left;\">消息面上，隔夜美股科技股反攻，费城半导体指数收涨6.85%，光通信板块领涨，Coherent涨近17%。从外围风险看，美伊局势缓和预期升温带动国际油价闪崩，通胀与成本担忧随之降温；与此同时，随着市场对选举结果的恐慌定价逐渐回归理性，前期超跌的AI硬件迎来买盘回补。</p><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/601555\">东吴证券</a>表示，维持对AI产业趋势的积极判断，建议重点关注光通信、PCB等方向的板块修复机会。该行观察到积极信号在于，四季度PCB板块受益于新平台批量交付、环比业绩有望持续改善，光通信上游无源器件拉货仍然紧张，光模块厂商亦有望延续较好业绩表现，产业端边际催化与当前市场预期之间可能存在一定预期差。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"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>港股异动 | AI硬件股涨幅居前 ，海外科技悲观预期快速修复，AI产业长期趋势仍有支撑</title>\n<style 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href=\"http://www.zhitongcaijing.com/content/detail/1520831.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/036b31d2930c33ad5b8d67f38195f24f","relate_stocks":{},"source_url":"http://www.zhitongcaijing.com/content/detail/1520831.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2682565356","content_text":"智通财经APP获悉，光通信、PCB等AI硬件股涨幅居前，截至发稿，长飞光纤光缆(06869)涨9.13%，报92.65港元；剑桥科技(06166)涨8.85%，报56.6港元；东山精密(02384)涨7.84%，报87.35港元；中际旭创(03308)涨7.89%，报588港元；华虹宏力(01347)涨6.26%，报76.35港元；建滔积层板(01888)涨6.59%，报29.42港元。消息面上，隔夜美股科技股反攻，费城半导体指数收涨6.85%，光通信板块领涨，Coherent涨近17%。从外围风险看，美伊局势缓和预期升温带动国际油价闪崩，通胀与成本担忧随之降温；与此同时，随着市场对选举结果的恐慌定价逐渐回归理性，前期超跌的AI硬件迎来买盘回补。东吴证券表示，维持对AI产业趋势的积极判断，建议重点关注光通信、PCB等方向的板块修复机会。该行观察到积极信号在于，四季度PCB板块受益于新平台批量交付、环比业绩有望持续改善，光通信上游无源器件拉货仍然紧张，光模块厂商亦有望延续较好业绩表现，产业端边际催化与当前市场预期之间可能存在一定预期差。","news_type":1,"symbols_score_info":{"300308":1.95,"601869":1.95,"603083":1.95,"688347":1.95,"SOX":1.91,"06869":1.95,"TCHI":0.6,"FPA":0.6,"MCHS":0.6,"02384":1.95,"002384":1.95,"01347":1.95,"01888":1.95,"03308":1.95,"06166":1.95}},"isVote":1,"tweetType":1,"viewCount":9,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":627694003204360,"gmtCreate":1794275415784,"gmtModify":1794275417461,"author":{"id":"4243596889479112","authorId":"4243596889479112","name":"MM111","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4243596889479112","authorIdStr":"4243596889479112"},"themes":[],"title":"","htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/627694003204360","repostId":"2682565356","repostType":2,"repost":{"id":"2682565356","kind":"news","pubTimestamp":1794275208,"share":"https://www.laohunote.com/m/news/2682565356?lang=zh_CN&edition=full","pubTime":"2026-11-10 09:46","market":"us","language":"zh","title":"港股异动 | AI硬件股涨幅居前 ，海外科技悲观预期快速修复，AI产业长期趋势仍有支撑","url":"https://stock-news.laohu8.com/highlight/detail?id=2682565356","media":"智通财经","summary":"消息面上，隔夜美股科技股反攻，费城半导体指数收涨6.85%，光通信板块领涨，Coherent涨近17%。从外围风险看，美伊局势缓和预期升温带动国际油价闪崩，通胀与成本担忧随之降温；与此同时，随着市场对选举结果的恐慌定价逐渐回归理性，前期超跌的AI硬件迎来买盘回补。东吴证券表示，维持对AI产业趋势的积极判断，建议重点关注光通信、PCB等方向的板块修复机会。","content":"<html><head></head><body><p style=\"text-align: left;\">智通财经APP获悉，光通信、PCB等AI硬件股涨幅居前，截至发稿，<a href=\"https://laohu8.com/S/06869\">长飞光纤光缆</a>(06869)涨9.13%，报92.65港元；<a href=\"https://laohu8.com/S/603083\">剑桥科技</a>(06166)涨8.85%，报56.6港元；<a href=\"https://laohu8.com/S/002384\">东山精密</a>(02384)涨7.84%，报87.35港元；<a href=\"https://laohu8.com/S/300308\">中际旭创</a>(03308)涨7.89%，报588港元；<a href=\"https://laohu8.com/S/688347\">华虹宏力</a>(01347)涨6.26%，报76.35港元；<a href=\"https://laohu8.com/S/01888\">建滔积层板</a>(01888)涨6.59%，报29.42港元。</p><p style=\"text-align: left;\">消息面上，隔夜美股科技股反攻，费城半导体指数收涨6.85%，光通信板块领涨，Coherent涨近17%。从外围风险看，美伊局势缓和预期升温带动国际油价闪崩，通胀与成本担忧随之降温；与此同时，随着市场对选举结果的恐慌定价逐渐回归理性，前期超跌的AI硬件迎来买盘回补。</p><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/601555\">东吴证券</a>表示，维持对AI产业趋势的积极判断，建议重点关注光通信、PCB等方向的板块修复机会。该行观察到积极信号在于，四季度PCB板块受益于新平台批量交付、环比业绩有望持续改善，光通信上游无源器件拉货仍然紧张，光模块厂商亦有望延续较好业绩表现，产业端边际催化与当前市场预期之间可能存在一定预期差。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"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>港股异动 | AI硬件股涨幅居前 ，海外科技悲观预期快速修复，AI产业长期趋势仍有支撑</title>\n<style 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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港股异动 | AI硬件股涨幅居前 ，海外科技悲观预期快速修复，AI产业长期趋势仍有支撑\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-11-10 09:46 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1520831.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，光通信、PCB等AI硬件股涨幅居前，截至发稿，长飞光纤光缆(06869)涨9.13%，报92.65港元；剑桥科技(06166)涨8.85%，报56.6港元；东山精密(02384)涨7.84%，报87.35港元；中际旭创(03308)涨7.89%，报588港元；华虹宏力(01347)涨6.26%，报76.35港元；建滔积层板(01888)涨6.59%，报29.42港元。消息面上，...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1520831.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/036b31d2930c33ad5b8d67f38195f24f","relate_stocks":{},"source_url":"http://www.zhitongcaijing.com/content/detail/1520831.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2682565356","content_text":"智通财经APP获悉，光通信、PCB等AI硬件股涨幅居前，截至发稿，长飞光纤光缆(06869)涨9.13%，报92.65港元；剑桥科技(06166)涨8.85%，报56.6港元；东山精密(02384)涨7.84%，报87.35港元；中际旭创(03308)涨7.89%，报588港元；华虹宏力(01347)涨6.26%，报76.35港元；建滔积层板(01888)涨6.59%，报29.42港元。消息面上，隔夜美股科技股反攻，费城半导体指数收涨6.85%，光通信板块领涨，Coherent涨近17%。从外围风险看，美伊局势缓和预期升温带动国际油价闪崩，通胀与成本担忧随之降温；与此同时，随着市场对选举结果的恐慌定价逐渐回归理性，前期超跌的AI硬件迎来买盘回补。东吴证券表示，维持对AI产业趋势的积极判断，建议重点关注光通信、PCB等方向的板块修复机会。该行观察到积极信号在于，四季度PCB板块受益于新平台批量交付、环比业绩有望持续改善，光通信上游无源器件拉货仍然紧张，光模块厂商亦有望延续较好业绩表现，产业端边际催化与当前市场预期之间可能存在一定预期差。","news_type":1,"symbols_score_info":{"300308":1.95,"601869":1.95,"603083":1.95,"688347":1.95,"SOX":1.91,"06869":1.95,"TCHI":0.6,"FPA":0.6,"MCHS":0.6,"02384":1.95,"002384":1.95,"01347":1.95,"01888":1.95,"03308":1.95,"06166":1.95}},"isVote":1,"tweetType":1,"viewCount":21,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":627694063469184,"gmtCreate":1794275380332,"gmtModify":1794275382065,"author":{"id":"4243596889479112","authorId":"4243596889479112","name":"MM111","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4243596889479112","authorIdStr":"4243596889479112"},"themes":[],"title":"","htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/627694063469184","repostId":"2682565356","repostType":2,"repost":{"id":"2682565356","kind":"news","pubTimestamp":1794275208,"share":"https://www.laohunote.com/m/news/2682565356?lang=zh_CN&edition=full","pubTime":"2026-11-10 09:46","market":"us","language":"zh","title":"港股异动 | AI硬件股涨幅居前 ，海外科技悲观预期快速修复，AI产业长期趋势仍有支撑","url":"https://stock-news.laohu8.com/highlight/detail?id=2682565356","media":"智通财经","summary":"消息面上，隔夜美股科技股反攻，费城半导体指数收涨6.85%，光通信板块领涨，Coherent涨近17%。从外围风险看，美伊局势缓和预期升温带动国际油价闪崩，通胀与成本担忧随之降温；与此同时，随着市场对选举结果的恐慌定价逐渐回归理性，前期超跌的AI硬件迎来买盘回补。东吴证券表示，维持对AI产业趋势的积极判断，建议重点关注光通信、PCB等方向的板块修复机会。","content":"<html><head></head><body><p style=\"text-align: left;\">智通财经APP获悉，光通信、PCB等AI硬件股涨幅居前，截至发稿，<a href=\"https://laohu8.com/S/06869\">长飞光纤光缆</a>(06869)涨9.13%，报92.65港元；<a href=\"https://laohu8.com/S/603083\">剑桥科技</a>(06166)涨8.85%，报56.6港元；<a href=\"https://laohu8.com/S/002384\">东山精密</a>(02384)涨7.84%，报87.35港元；<a href=\"https://laohu8.com/S/300308\">中际旭创</a>(03308)涨7.89%，报588港元；<a href=\"https://laohu8.com/S/688347\">华虹宏力</a>(01347)涨6.26%，报76.35港元；<a href=\"https://laohu8.com/S/01888\">建滔积层板</a>(01888)涨6.59%，报29.42港元。</p><p style=\"text-align: left;\">消息面上，隔夜美股科技股反攻，费城半导体指数收涨6.85%，光通信板块领涨，Coherent涨近17%。从外围风险看，美伊局势缓和预期升温带动国际油价闪崩，通胀与成本担忧随之降温；与此同时，随着市场对选举结果的恐慌定价逐渐回归理性，前期超跌的AI硬件迎来买盘回补。</p><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/601555\">东吴证券</a>表示，维持对AI产业趋势的积极判断，建议重点关注光通信、PCB等方向的板块修复机会。该行观察到积极信号在于，四季度PCB板块受益于新平台批量交付、环比业绩有望持续改善，光通信上游无源器件拉货仍然紧张，光模块厂商亦有望延续较好业绩表现，产业端边际催化与当前市场预期之间可能存在一定预期差。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"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>港股异动 | AI硬件股涨幅居前 ，海外科技悲观预期快速修复，AI产业长期趋势仍有支撑</title>\n<style 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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港股异动 | AI硬件股涨幅居前 ，海外科技悲观预期快速修复，AI产业长期趋势仍有支撑\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-11-10 09:46 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1520831.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，光通信、PCB等AI硬件股涨幅居前，截至发稿，长飞光纤光缆(06869)涨9.13%，报92.65港元；剑桥科技(06166)涨8.85%，报56.6港元；东山精密(02384)涨7.84%，报87.35港元；中际旭创(03308)涨7.89%，报588港元；华虹宏力(01347)涨6.26%，报76.35港元；建滔积层板(01888)涨6.59%，报29.42港元。消息面上，...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1520831.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/036b31d2930c33ad5b8d67f38195f24f","relate_stocks":{},"source_url":"http://www.zhitongcaijing.com/content/detail/1520831.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2682565356","content_text":"智通财经APP获悉，光通信、PCB等AI硬件股涨幅居前，截至发稿，长飞光纤光缆(06869)涨9.13%，报92.65港元；剑桥科技(06166)涨8.85%，报56.6港元；东山精密(02384)涨7.84%，报87.35港元；中际旭创(03308)涨7.89%，报588港元；华虹宏力(01347)涨6.26%，报76.35港元；建滔积层板(01888)涨6.59%，报29.42港元。消息面上，隔夜美股科技股反攻，费城半导体指数收涨6.85%，光通信板块领涨，Coherent涨近17%。从外围风险看，美伊局势缓和预期升温带动国际油价闪崩，通胀与成本担忧随之降温；与此同时，随着市场对选举结果的恐慌定价逐渐回归理性，前期超跌的AI硬件迎来买盘回补。东吴证券表示，维持对AI产业趋势的积极判断，建议重点关注光通信、PCB等方向的板块修复机会。该行观察到积极信号在于，四季度PCB板块受益于新平台批量交付、环比业绩有望持续改善，光通信上游无源器件拉货仍然紧张，光模块厂商亦有望延续较好业绩表现，产业端边际催化与当前市场预期之间可能存在一定预期差。","news_type":1,"symbols_score_info":{"300308":1.95,"601869":1.95,"603083":1.95,"688347":1.95,"SOX":1.91,"06869":1.95,"TCHI":0.6,"FPA":0.6,"MCHS":0.6,"02384":1.95,"002384":1.95,"01347":1.95,"01888":1.95,"03308":1.95,"06166":1.95}},"isVote":1,"tweetType":1,"viewCount":8,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":627693724952008,"gmtCreate":1794275357398,"gmtModify":1794275738613,"author":{"id":"4243596889479112","authorId":"4243596889479112","name":"MM111","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4243596889479112","authorIdStr":"4243596889479112"},"themes":[],"title":"","htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/627693724952008","repostId":"2682565356","repostType":2,"repost":{"id":"2682565356","kind":"news","pubTimestamp":1794275208,"share":"https://www.laohunote.com/m/news/2682565356?lang=zh_CN&edition=full","pubTime":"2026-11-10 09:46","market":"us","language":"zh","title":"港股异动 | AI硬件股涨幅居前 ，海外科技悲观预期快速修复，AI产业长期趋势仍有支撑","url":"https://stock-news.laohu8.com/highlight/detail?id=2682565356","media":"智通财经","summary":"消息面上，隔夜美股科技股反攻，费城半导体指数收涨6.85%，光通信板块领涨，Coherent涨近17%。从外围风险看，美伊局势缓和预期升温带动国际油价闪崩，通胀与成本担忧随之降温；与此同时，随着市场对选举结果的恐慌定价逐渐回归理性，前期超跌的AI硬件迎来买盘回补。东吴证券表示，维持对AI产业趋势的积极判断，建议重点关注光通信、PCB等方向的板块修复机会。","content":"<html><head></head><body><p style=\"text-align: left;\">智通财经APP获悉，光通信、PCB等AI硬件股涨幅居前，截至发稿，<a href=\"https://laohu8.com/S/06869\">长飞光纤光缆</a>(06869)涨9.13%，报92.65港元；<a href=\"https://laohu8.com/S/603083\">剑桥科技</a>(06166)涨8.85%，报56.6港元；<a href=\"https://laohu8.com/S/002384\">东山精密</a>(02384)涨7.84%，报87.35港元；<a href=\"https://laohu8.com/S/300308\">中际旭创</a>(03308)涨7.89%，报588港元；<a href=\"https://laohu8.com/S/688347\">华虹宏力</a>(01347)涨6.26%，报76.35港元；<a href=\"https://laohu8.com/S/01888\">建滔积层板</a>(01888)涨6.59%，报29.42港元。</p><p style=\"text-align: left;\">消息面上，隔夜美股科技股反攻，费城半导体指数收涨6.85%，光通信板块领涨，Coherent涨近17%。从外围风险看，美伊局势缓和预期升温带动国际油价闪崩，通胀与成本担忧随之降温；与此同时，随着市场对选举结果的恐慌定价逐渐回归理性，前期超跌的AI硬件迎来买盘回补。</p><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/601555\">东吴证券</a>表示，维持对AI产业趋势的积极判断，建议重点关注光通信、PCB等方向的板块修复机会。该行观察到积极信号在于，四季度PCB板块受益于新平台批量交付、环比业绩有望持续改善，光通信上游无源器件拉货仍然紧张，光模块厂商亦有望延续较好业绩表现，产业端边际催化与当前市场预期之间可能存在一定预期差。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"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>港股异动 | AI硬件股涨幅居前 ，海外科技悲观预期快速修复，AI产业长期趋势仍有支撑</title>\n<style 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href=\"http://www.zhitongcaijing.com/content/detail/1520831.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/036b31d2930c33ad5b8d67f38195f24f","relate_stocks":{},"source_url":"http://www.zhitongcaijing.com/content/detail/1520831.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2682565356","content_text":"智通财经APP获悉，光通信、PCB等AI硬件股涨幅居前，截至发稿，长飞光纤光缆(06869)涨9.13%，报92.65港元；剑桥科技(06166)涨8.85%，报56.6港元；东山精密(02384)涨7.84%，报87.35港元；中际旭创(03308)涨7.89%，报588港元；华虹宏力(01347)涨6.26%，报76.35港元；建滔积层板(01888)涨6.59%，报29.42港元。消息面上，隔夜美股科技股反攻，费城半导体指数收涨6.85%，光通信板块领涨，Coherent涨近17%。从外围风险看，美伊局势缓和预期升温带动国际油价闪崩，通胀与成本担忧随之降温；与此同时，随着市场对选举结果的恐慌定价逐渐回归理性，前期超跌的AI硬件迎来买盘回补。东吴证券表示，维持对AI产业趋势的积极判断，建议重点关注光通信、PCB等方向的板块修复机会。该行观察到积极信号在于，四季度PCB板块受益于新平台批量交付、环比业绩有望持续改善，光通信上游无源器件拉货仍然紧张，光模块厂商亦有望延续较好业绩表现，产业端边际催化与当前市场预期之间可能存在一定预期差。","news_type":1,"symbols_score_info":{"300308":1.95,"601869":1.95,"603083":1.95,"688347":1.95,"SOX":1.91,"06869":1.95,"TCHI":0.6,"FPA":0.6,"MCHS":0.6,"02384":1.95,"002384":1.95,"01347":1.95,"01888":1.95,"03308":1.95,"06166":1.95}},"isVote":1,"tweetType":1,"viewCount":1,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":627694128009296,"gmtCreate":1794275353035,"gmtModify":1794275736240,"author":{"id":"4243596889479112","authorId":"4243596889479112","name":"MM111","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4243596889479112","authorIdStr":"4243596889479112"},"themes":[],"title":"","htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/627694128009296","repostId":"2682565356","repostType":2,"repost":{"id":"2682565356","kind":"news","pubTimestamp":1794275208,"share":"https://www.laohunote.com/m/news/2682565356?lang=zh_CN&edition=full","pubTime":"2026-11-10 09:46","market":"us","language":"zh","title":"港股异动 | AI硬件股涨幅居前 ，海外科技悲观预期快速修复，AI产业长期趋势仍有支撑","url":"https://stock-news.laohu8.com/highlight/detail?id=2682565356","media":"智通财经","summary":"消息面上，隔夜美股科技股反攻，费城半导体指数收涨6.85%，光通信板块领涨，Coherent涨近17%。从外围风险看，美伊局势缓和预期升温带动国际油价闪崩，通胀与成本担忧随之降温；与此同时，随着市场对选举结果的恐慌定价逐渐回归理性，前期超跌的AI硬件迎来买盘回补。东吴证券表示，维持对AI产业趋势的积极判断，建议重点关注光通信、PCB等方向的板块修复机会。","content":"<html><head></head><body><p style=\"text-align: left;\">智通财经APP获悉，光通信、PCB等AI硬件股涨幅居前，截至发稿，<a href=\"https://laohu8.com/S/06869\">长飞光纤光缆</a>(06869)涨9.13%，报92.65港元；<a href=\"https://laohu8.com/S/603083\">剑桥科技</a>(06166)涨8.85%，报56.6港元；<a href=\"https://laohu8.com/S/002384\">东山精密</a>(02384)涨7.84%，报87.35港元；<a href=\"https://laohu8.com/S/300308\">中际旭创</a>(03308)涨7.89%，报588港元；<a href=\"https://laohu8.com/S/688347\">华虹宏力</a>(01347)涨6.26%，报76.35港元；<a href=\"https://laohu8.com/S/01888\">建滔积层板</a>(01888)涨6.59%，报29.42港元。</p><p style=\"text-align: left;\">消息面上，隔夜美股科技股反攻，费城半导体指数收涨6.85%，光通信板块领涨，Coherent涨近17%。从外围风险看，美伊局势缓和预期升温带动国际油价闪崩，通胀与成本担忧随之降温；与此同时，随着市场对选举结果的恐慌定价逐渐回归理性，前期超跌的AI硬件迎来买盘回补。</p><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/601555\">东吴证券</a>表示，维持对AI产业趋势的积极判断，建议重点关注光通信、PCB等方向的板块修复机会。该行观察到积极信号在于，四季度PCB板块受益于新平台批量交付、环比业绩有望持续改善，光通信上游无源器件拉货仍然紧张，光模块厂商亦有望延续较好业绩表现，产业端边际催化与当前市场预期之间可能存在一定预期差。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"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>港股异动 | AI硬件股涨幅居前 ，海外科技悲观预期快速修复，AI产业长期趋势仍有支撑</title>\n<style 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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港股异动 | AI硬件股涨幅居前 ，海外科技悲观预期快速修复，AI产业长期趋势仍有支撑\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-11-10 09:46 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1520831.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，光通信、PCB等AI硬件股涨幅居前，截至发稿，长飞光纤光缆(06869)涨9.13%，报92.65港元；剑桥科技(06166)涨8.85%，报56.6港元；东山精密(02384)涨7.84%，报87.35港元；中际旭创(03308)涨7.89%，报588港元；华虹宏力(01347)涨6.26%，报76.35港元；建滔积层板(01888)涨6.59%，报29.42港元。消息面上，...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1520831.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/036b31d2930c33ad5b8d67f38195f24f","relate_stocks":{},"source_url":"http://www.zhitongcaijing.com/content/detail/1520831.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2682565356","content_text":"智通财经APP获悉，光通信、PCB等AI硬件股涨幅居前，截至发稿，长飞光纤光缆(06869)涨9.13%，报92.65港元；剑桥科技(06166)涨8.85%，报56.6港元；东山精密(02384)涨7.84%，报87.35港元；中际旭创(03308)涨7.89%，报588港元；华虹宏力(01347)涨6.26%，报76.35港元；建滔积层板(01888)涨6.59%，报29.42港元。消息面上，隔夜美股科技股反攻，费城半导体指数收涨6.85%，光通信板块领涨，Coherent涨近17%。从外围风险看，美伊局势缓和预期升温带动国际油价闪崩，通胀与成本担忧随之降温；与此同时，随着市场对选举结果的恐慌定价逐渐回归理性，前期超跌的AI硬件迎来买盘回补。东吴证券表示，维持对AI产业趋势的积极判断，建议重点关注光通信、PCB等方向的板块修复机会。该行观察到积极信号在于，四季度PCB板块受益于新平台批量交付、环比业绩有望持续改善，光通信上游无源器件拉货仍然紧张，光模块厂商亦有望延续较好业绩表现，产业端边际催化与当前市场预期之间可能存在一定预期差。","news_type":1,"symbols_score_info":{"300308":1.95,"601869":1.95,"603083":1.95,"688347":1.95,"SOX":1.91,"06869":1.95,"TCHI":0.6,"FPA":0.6,"MCHS":0.6,"02384":1.95,"002384":1.95,"01347":1.95,"01888":1.95,"03308":1.95,"06166":1.95}},"isVote":1,"tweetType":1,"viewCount":7,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":627694075166888,"gmtCreate":1794275347481,"gmtModify":1794275733743,"author":{"id":"4243596889479112","authorId":"4243596889479112","name":"MM111","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4243596889479112","authorIdStr":"4243596889479112"},"themes":[],"title":"","htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/627694075166888","repostId":"2682565356","repostType":2,"repost":{"id":"2682565356","kind":"news","pubTimestamp":1794275208,"share":"https://www.laohunote.com/m/news/2682565356?lang=zh_CN&edition=full","pubTime":"2026-11-10 09:46","market":"us","language":"zh","title":"港股异动 | AI硬件股涨幅居前 ，海外科技悲观预期快速修复，AI产业长期趋势仍有支撑","url":"https://stock-news.laohu8.com/highlight/detail?id=2682565356","media":"智通财经","summary":"消息面上，隔夜美股科技股反攻，费城半导体指数收涨6.85%，光通信板块领涨，Coherent涨近17%。从外围风险看，美伊局势缓和预期升温带动国际油价闪崩，通胀与成本担忧随之降温；与此同时，随着市场对选举结果的恐慌定价逐渐回归理性，前期超跌的AI硬件迎来买盘回补。东吴证券表示，维持对AI产业趋势的积极判断，建议重点关注光通信、PCB等方向的板块修复机会。","content":"<html><head></head><body><p style=\"text-align: left;\">智通财经APP获悉，光通信、PCB等AI硬件股涨幅居前，截至发稿，<a href=\"https://laohu8.com/S/06869\">长飞光纤光缆</a>(06869)涨9.13%，报92.65港元；<a href=\"https://laohu8.com/S/603083\">剑桥科技</a>(06166)涨8.85%，报56.6港元；<a href=\"https://laohu8.com/S/002384\">东山精密</a>(02384)涨7.84%，报87.35港元；<a href=\"https://laohu8.com/S/300308\">中际旭创</a>(03308)涨7.89%，报588港元；<a href=\"https://laohu8.com/S/688347\">华虹宏力</a>(01347)涨6.26%，报76.35港元；<a href=\"https://laohu8.com/S/01888\">建滔积层板</a>(01888)涨6.59%，报29.42港元。</p><p style=\"text-align: left;\">消息面上，隔夜美股科技股反攻，费城半导体指数收涨6.85%，光通信板块领涨，Coherent涨近17%。从外围风险看，美伊局势缓和预期升温带动国际油价闪崩，通胀与成本担忧随之降温；与此同时，随着市场对选举结果的恐慌定价逐渐回归理性，前期超跌的AI硬件迎来买盘回补。</p><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/601555\">东吴证券</a>表示，维持对AI产业趋势的积极判断，建议重点关注光通信、PCB等方向的板块修复机会。该行观察到积极信号在于，四季度PCB板块受益于新平台批量交付、环比业绩有望持续改善，光通信上游无源器件拉货仍然紧张，光模块厂商亦有望延续较好业绩表现，产业端边际催化与当前市场预期之间可能存在一定预期差。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"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>港股异动 | AI硬件股涨幅居前 ，海外科技悲观预期快速修复，AI产业长期趋势仍有支撑</title>\n<style 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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港股异动 | AI硬件股涨幅居前 ，海外科技悲观预期快速修复，AI产业长期趋势仍有支撑\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-11-10 09:46 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1520831.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，光通信、PCB等AI硬件股涨幅居前，截至发稿，长飞光纤光缆(06869)涨9.13%，报92.65港元；剑桥科技(06166)涨8.85%，报56.6港元；东山精密(02384)涨7.84%，报87.35港元；中际旭创(03308)涨7.89%，报588港元；华虹宏力(01347)涨6.26%，报76.35港元；建滔积层板(01888)涨6.59%，报29.42港元。消息面上，...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1520831.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/036b31d2930c33ad5b8d67f38195f24f","relate_stocks":{},"source_url":"http://www.zhitongcaijing.com/content/detail/1520831.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2682565356","content_text":"智通财经APP获悉，光通信、PCB等AI硬件股涨幅居前，截至发稿，长飞光纤光缆(06869)涨9.13%，报92.65港元；剑桥科技(06166)涨8.85%，报56.6港元；东山精密(02384)涨7.84%，报87.35港元；中际旭创(03308)涨7.89%，报588港元；华虹宏力(01347)涨6.26%，报76.35港元；建滔积层板(01888)涨6.59%，报29.42港元。消息面上，隔夜美股科技股反攻，费城半导体指数收涨6.85%，光通信板块领涨，Coherent涨近17%。从外围风险看，美伊局势缓和预期升温带动国际油价闪崩，通胀与成本担忧随之降温；与此同时，随着市场对选举结果的恐慌定价逐渐回归理性，前期超跌的AI硬件迎来买盘回补。东吴证券表示，维持对AI产业趋势的积极判断，建议重点关注光通信、PCB等方向的板块修复机会。该行观察到积极信号在于，四季度PCB板块受益于新平台批量交付、环比业绩有望持续改善，光通信上游无源器件拉货仍然紧张，光模块厂商亦有望延续较好业绩表现，产业端边际催化与当前市场预期之间可能存在一定预期差。","news_type":1,"symbols_score_info":{"300308":1.95,"601869":1.95,"603083":1.95,"688347":1.95,"SOX":1.91,"06869":1.95,"TCHI":0.6,"FPA":0.6,"MCHS":0.6,"02384":1.95,"002384":1.95,"01347":1.95,"01888":1.95,"03308":1.95,"06166":1.95}},"isVote":1,"tweetType":1,"viewCount":49,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":627697975722240,"gmtCreate":1794275336326,"gmtModify":1794275731066,"author":{"id":"4243596889479112","authorId":"4243596889479112","name":"MM111","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4243596889479112","authorIdStr":"4243596889479112"},"themes":[],"title":"","htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/627697975722240","repostId":"2682565356","repostType":2,"repost":{"id":"2682565356","kind":"news","pubTimestamp":1794275208,"share":"https://www.laohunote.com/m/news/2682565356?lang=zh_CN&edition=full","pubTime":"2026-11-10 09:46","market":"us","language":"zh","title":"港股异动 | AI硬件股涨幅居前 ，海外科技悲观预期快速修复，AI产业长期趋势仍有支撑","url":"https://stock-news.laohu8.com/highlight/detail?id=2682565356","media":"智通财经","summary":"消息面上，隔夜美股科技股反攻，费城半导体指数收涨6.85%，光通信板块领涨，Coherent涨近17%。从外围风险看，美伊局势缓和预期升温带动国际油价闪崩，通胀与成本担忧随之降温；与此同时，随着市场对选举结果的恐慌定价逐渐回归理性，前期超跌的AI硬件迎来买盘回补。东吴证券表示，维持对AI产业趋势的积极判断，建议重点关注光通信、PCB等方向的板块修复机会。","content":"<html><head></head><body><p style=\"text-align: left;\">智通财经APP获悉，光通信、PCB等AI硬件股涨幅居前，截至发稿，<a href=\"https://laohu8.com/S/06869\">长飞光纤光缆</a>(06869)涨9.13%，报92.65港元；<a href=\"https://laohu8.com/S/603083\">剑桥科技</a>(06166)涨8.85%，报56.6港元；<a href=\"https://laohu8.com/S/002384\">东山精密</a>(02384)涨7.84%，报87.35港元；<a href=\"https://laohu8.com/S/300308\">中际旭创</a>(03308)涨7.89%，报588港元；<a href=\"https://laohu8.com/S/688347\">华虹宏力</a>(01347)涨6.26%，报76.35港元；<a href=\"https://laohu8.com/S/01888\">建滔积层板</a>(01888)涨6.59%，报29.42港元。</p><p style=\"text-align: left;\">消息面上，隔夜美股科技股反攻，费城半导体指数收涨6.85%，光通信板块领涨，Coherent涨近17%。从外围风险看，美伊局势缓和预期升温带动国际油价闪崩，通胀与成本担忧随之降温；与此同时，随着市场对选举结果的恐慌定价逐渐回归理性，前期超跌的AI硬件迎来买盘回补。</p><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/601555\">东吴证券</a>表示，维持对AI产业趋势的积极判断，建议重点关注光通信、PCB等方向的板块修复机会。该行观察到积极信号在于，四季度PCB板块受益于新平台批量交付、环比业绩有望持续改善，光通信上游无源器件拉货仍然紧张，光模块厂商亦有望延续较好业绩表现，产业端边际催化与当前市场预期之间可能存在一定预期差。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"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>港股异动 | AI硬件股涨幅居前 ，海外科技悲观预期快速修复，AI产业长期趋势仍有支撑</title>\n<style 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href=\"http://www.zhitongcaijing.com/content/detail/1520831.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/036b31d2930c33ad5b8d67f38195f24f","relate_stocks":{},"source_url":"http://www.zhitongcaijing.com/content/detail/1520831.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2682565356","content_text":"智通财经APP获悉，光通信、PCB等AI硬件股涨幅居前，截至发稿，长飞光纤光缆(06869)涨9.13%，报92.65港元；剑桥科技(06166)涨8.85%，报56.6港元；东山精密(02384)涨7.84%，报87.35港元；中际旭创(03308)涨7.89%，报588港元；华虹宏力(01347)涨6.26%，报76.35港元；建滔积层板(01888)涨6.59%，报29.42港元。消息面上，隔夜美股科技股反攻，费城半导体指数收涨6.85%，光通信板块领涨，Coherent涨近17%。从外围风险看，美伊局势缓和预期升温带动国际油价闪崩，通胀与成本担忧随之降温；与此同时，随着市场对选举结果的恐慌定价逐渐回归理性，前期超跌的AI硬件迎来买盘回补。东吴证券表示，维持对AI产业趋势的积极判断，建议重点关注光通信、PCB等方向的板块修复机会。该行观察到积极信号在于，四季度PCB板块受益于新平台批量交付、环比业绩有望持续改善，光通信上游无源器件拉货仍然紧张，光模块厂商亦有望延续较好业绩表现，产业端边际催化与当前市场预期之间可能存在一定预期差。","news_type":1,"symbols_score_info":{"300308":1.95,"601869":1.95,"603083":1.95,"688347":1.95,"SOX":1.91,"06869":1.95,"TCHI":0.6,"FPA":0.6,"MCHS":0.6,"02384":1.95,"002384":1.95,"01347":1.95,"01888":1.95,"03308":1.95,"06166":1.95}},"isVote":1,"tweetType":1,"viewCount":68,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":627694921933760,"gmtCreate":1794275596050,"gmtModify":1794275597739,"author":{"id":"4243596889479112","authorId":"4243596889479112","name":"MM111","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4243596889479112","idStr":"4243596889479112"},"themes":[],"title":"","htmlText":"S","listText":"S","text":"S","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/627694921933760","repostId":"2682565356","repostType":2,"repost":{"id":"2682565356","kind":"news","pubTimestamp":1794275208,"share":"https://www.laohunote.com/m/news/2682565356?lang=zh_CN&edition=full","pubTime":"2026-11-10 09:46","market":"us","language":"zh","title":"港股异动 | AI硬件股涨幅居前 ，海外科技悲观预期快速修复，AI产业长期趋势仍有支撑","url":"https://stock-news.laohu8.com/highlight/detail?id=2682565356","media":"智通财经","summary":"消息面上，隔夜美股科技股反攻，费城半导体指数收涨6.85%，光通信板块领涨，Coherent涨近17%。从外围风险看，美伊局势缓和预期升温带动国际油价闪崩，通胀与成本担忧随之降温；与此同时，随着市场对选举结果的恐慌定价逐渐回归理性，前期超跌的AI硬件迎来买盘回补。东吴证券表示，维持对AI产业趋势的积极判断，建议重点关注光通信、PCB等方向的板块修复机会。","content":"<html><head></head><body><p style=\"text-align: left;\">智通财经APP获悉，光通信、PCB等AI硬件股涨幅居前，截至发稿，<a href=\"https://laohu8.com/S/06869\">长飞光纤光缆</a>(06869)涨9.13%，报92.65港元；<a href=\"https://laohu8.com/S/603083\">剑桥科技</a>(06166)涨8.85%，报56.6港元；<a href=\"https://laohu8.com/S/002384\">东山精密</a>(02384)涨7.84%，报87.35港元；<a href=\"https://laohu8.com/S/300308\">中际旭创</a>(03308)涨7.89%，报588港元；<a href=\"https://laohu8.com/S/688347\">华虹宏力</a>(01347)涨6.26%，报76.35港元；<a href=\"https://laohu8.com/S/01888\">建滔积层板</a>(01888)涨6.59%，报29.42港元。</p><p style=\"text-align: left;\">消息面上，隔夜美股科技股反攻，费城半导体指数收涨6.85%，光通信板块领涨，Coherent涨近17%。从外围风险看，美伊局势缓和预期升温带动国际油价闪崩，通胀与成本担忧随之降温；与此同时，随着市场对选举结果的恐慌定价逐渐回归理性，前期超跌的AI硬件迎来买盘回补。</p><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/601555\">东吴证券</a>表示，维持对AI产业趋势的积极判断，建议重点关注光通信、PCB等方向的板块修复机会。该行观察到积极信号在于，四季度PCB板块受益于新平台批量交付、环比业绩有望持续改善，光通信上游无源器件拉货仍然紧张，光模块厂商亦有望延续较好业绩表现，产业端边际催化与当前市场预期之间可能存在一定预期差。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"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>港股异动 | AI硬件股涨幅居前 ，海外科技悲观预期快速修复，AI产业长期趋势仍有支撑</title>\n<style 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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港股异动 | AI硬件股涨幅居前 ，海外科技悲观预期快速修复，AI产业长期趋势仍有支撑\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-11-10 09:46 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1520831.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，光通信、PCB等AI硬件股涨幅居前，截至发稿，长飞光纤光缆(06869)涨9.13%，报92.65港元；剑桥科技(06166)涨8.85%，报56.6港元；东山精密(02384)涨7.84%，报87.35港元；中际旭创(03308)涨7.89%，报588港元；华虹宏力(01347)涨6.26%，报76.35港元；建滔积层板(01888)涨6.59%，报29.42港元。消息面上，...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1520831.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/036b31d2930c33ad5b8d67f38195f24f","relate_stocks":{},"source_url":"http://www.zhitongcaijing.com/content/detail/1520831.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2682565356","content_text":"智通财经APP获悉，光通信、PCB等AI硬件股涨幅居前，截至发稿，长飞光纤光缆(06869)涨9.13%，报92.65港元；剑桥科技(06166)涨8.85%，报56.6港元；东山精密(02384)涨7.84%，报87.35港元；中际旭创(03308)涨7.89%，报588港元；华虹宏力(01347)涨6.26%，报76.35港元；建滔积层板(01888)涨6.59%，报29.42港元。消息面上，隔夜美股科技股反攻，费城半导体指数收涨6.85%，光通信板块领涨，Coherent涨近17%。从外围风险看，美伊局势缓和预期升温带动国际油价闪崩，通胀与成本担忧随之降温；与此同时，随着市场对选举结果的恐慌定价逐渐回归理性，前期超跌的AI硬件迎来买盘回补。东吴证券表示，维持对AI产业趋势的积极判断，建议重点关注光通信、PCB等方向的板块修复机会。该行观察到积极信号在于，四季度PCB板块受益于新平台批量交付、环比业绩有望持续改善，光通信上游无源器件拉货仍然紧张，光模块厂商亦有望延续较好业绩表现，产业端边际催化与当前市场预期之间可能存在一定预期差。","news_type":1,"symbols_score_info":{"300308":1.95,"601869":1.95,"603083":1.95,"688347":1.95,"SOX":1.91,"06869":1.95,"TCHI":0.6,"FPA":0.6,"MCHS":0.6,"02384":1.95,"002384":1.95,"01347":1.95,"01888":1.95,"03308":1.95,"06166":1.95}},"isVote":1,"tweetType":1,"viewCount":26,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":627694688150264,"gmtCreate":1794275590923,"gmtModify":1794275592381,"author":{"id":"4243596889479112","authorId":"4243596889479112","name":"MM111","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4243596889479112","idStr":"4243596889479112"},"themes":[],"title":"","htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/627694688150264","repostId":"2682565356","repostType":2,"repost":{"id":"2682565356","kind":"news","pubTimestamp":1794275208,"share":"https://www.laohunote.com/m/news/2682565356?lang=zh_CN&edition=full","pubTime":"2026-11-10 09:46","market":"us","language":"zh","title":"港股异动 | AI硬件股涨幅居前 ，海外科技悲观预期快速修复，AI产业长期趋势仍有支撑","url":"https://stock-news.laohu8.com/highlight/detail?id=2682565356","media":"智通财经","summary":"消息面上，隔夜美股科技股反攻，费城半导体指数收涨6.85%，光通信板块领涨，Coherent涨近17%。从外围风险看，美伊局势缓和预期升温带动国际油价闪崩，通胀与成本担忧随之降温；与此同时，随着市场对选举结果的恐慌定价逐渐回归理性，前期超跌的AI硬件迎来买盘回补。东吴证券表示，维持对AI产业趋势的积极判断，建议重点关注光通信、PCB等方向的板块修复机会。","content":"<html><head></head><body><p style=\"text-align: left;\">智通财经APP获悉，光通信、PCB等AI硬件股涨幅居前，截至发稿，<a href=\"https://laohu8.com/S/06869\">长飞光纤光缆</a>(06869)涨9.13%，报92.65港元；<a href=\"https://laohu8.com/S/603083\">剑桥科技</a>(06166)涨8.85%，报56.6港元；<a href=\"https://laohu8.com/S/002384\">东山精密</a>(02384)涨7.84%，报87.35港元；<a href=\"https://laohu8.com/S/300308\">中际旭创</a>(03308)涨7.89%，报588港元；<a href=\"https://laohu8.com/S/688347\">华虹宏力</a>(01347)涨6.26%，报76.35港元；<a href=\"https://laohu8.com/S/01888\">建滔积层板</a>(01888)涨6.59%，报29.42港元。</p><p style=\"text-align: left;\">消息面上，隔夜美股科技股反攻，费城半导体指数收涨6.85%，光通信板块领涨，Coherent涨近17%。从外围风险看，美伊局势缓和预期升温带动国际油价闪崩，通胀与成本担忧随之降温；与此同时，随着市场对选举结果的恐慌定价逐渐回归理性，前期超跌的AI硬件迎来买盘回补。</p><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/601555\">东吴证券</a>表示，维持对AI产业趋势的积极判断，建议重点关注光通信、PCB等方向的板块修复机会。该行观察到积极信号在于，四季度PCB板块受益于新平台批量交付、环比业绩有望持续改善，光通信上游无源器件拉货仍然紧张，光模块厂商亦有望延续较好业绩表现，产业端边际催化与当前市场预期之间可能存在一定预期差。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"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>港股异动 | AI硬件股涨幅居前 ，海外科技悲观预期快速修复，AI产业长期趋势仍有支撑</title>\n<style 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href=\"http://www.zhitongcaijing.com/content/detail/1520831.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/036b31d2930c33ad5b8d67f38195f24f","relate_stocks":{},"source_url":"http://www.zhitongcaijing.com/content/detail/1520831.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2682565356","content_text":"智通财经APP获悉，光通信、PCB等AI硬件股涨幅居前，截至发稿，长飞光纤光缆(06869)涨9.13%，报92.65港元；剑桥科技(06166)涨8.85%，报56.6港元；东山精密(02384)涨7.84%，报87.35港元；中际旭创(03308)涨7.89%，报588港元；华虹宏力(01347)涨6.26%，报76.35港元；建滔积层板(01888)涨6.59%，报29.42港元。消息面上，隔夜美股科技股反攻，费城半导体指数收涨6.85%，光通信板块领涨，Coherent涨近17%。从外围风险看，美伊局势缓和预期升温带动国际油价闪崩，通胀与成本担忧随之降温；与此同时，随着市场对选举结果的恐慌定价逐渐回归理性，前期超跌的AI硬件迎来买盘回补。东吴证券表示，维持对AI产业趋势的积极判断，建议重点关注光通信、PCB等方向的板块修复机会。该行观察到积极信号在于，四季度PCB板块受益于新平台批量交付、环比业绩有望持续改善，光通信上游无源器件拉货仍然紧张，光模块厂商亦有望延续较好业绩表现，产业端边际催化与当前市场预期之间可能存在一定预期差。","news_type":1,"symbols_score_info":{"300308":1.95,"601869":1.95,"603083":1.95,"688347":1.95,"SOX":1.91,"06869":1.95,"TCHI":0.6,"FPA":0.6,"MCHS":0.6,"02384":1.95,"002384":1.95,"01347":1.95,"01888":1.95,"03308":1.95,"06166":1.95}},"isVote":1,"tweetType":1,"viewCount":15,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":627694709867280,"gmtCreate":1794275540066,"gmtModify":1794275541405,"author":{"id":"4243596889479112","authorId":"4243596889479112","name":"MM111","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4243596889479112","idStr":"4243596889479112"},"themes":[],"title":"","htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/627694709867280","repostId":"2682565356","repostType":2,"repost":{"id":"2682565356","kind":"news","pubTimestamp":1794275208,"share":"https://www.laohunote.com/m/news/2682565356?lang=zh_CN&edition=full","pubTime":"2026-11-10 09:46","market":"us","language":"zh","title":"港股异动 | AI硬件股涨幅居前 ，海外科技悲观预期快速修复，AI产业长期趋势仍有支撑","url":"https://stock-news.laohu8.com/highlight/detail?id=2682565356","media":"智通财经","summary":"消息面上，隔夜美股科技股反攻，费城半导体指数收涨6.85%，光通信板块领涨，Coherent涨近17%。从外围风险看，美伊局势缓和预期升温带动国际油价闪崩，通胀与成本担忧随之降温；与此同时，随着市场对选举结果的恐慌定价逐渐回归理性，前期超跌的AI硬件迎来买盘回补。东吴证券表示，维持对AI产业趋势的积极判断，建议重点关注光通信、PCB等方向的板块修复机会。","content":"<html><head></head><body><p style=\"text-align: left;\">智通财经APP获悉，光通信、PCB等AI硬件股涨幅居前，截至发稿，<a href=\"https://laohu8.com/S/06869\">长飞光纤光缆</a>(06869)涨9.13%，报92.65港元；<a href=\"https://laohu8.com/S/603083\">剑桥科技</a>(06166)涨8.85%，报56.6港元；<a href=\"https://laohu8.com/S/002384\">东山精密</a>(02384)涨7.84%，报87.35港元；<a href=\"https://laohu8.com/S/300308\">中际旭创</a>(03308)涨7.89%，报588港元；<a href=\"https://laohu8.com/S/688347\">华虹宏力</a>(01347)涨6.26%，报76.35港元；<a href=\"https://laohu8.com/S/01888\">建滔积层板</a>(01888)涨6.59%，报29.42港元。</p><p style=\"text-align: left;\">消息面上，隔夜美股科技股反攻，费城半导体指数收涨6.85%，光通信板块领涨，Coherent涨近17%。从外围风险看，美伊局势缓和预期升温带动国际油价闪崩，通胀与成本担忧随之降温；与此同时，随着市场对选举结果的恐慌定价逐渐回归理性，前期超跌的AI硬件迎来买盘回补。</p><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/601555\">东吴证券</a>表示，维持对AI产业趋势的积极判断，建议重点关注光通信、PCB等方向的板块修复机会。该行观察到积极信号在于，四季度PCB板块受益于新平台批量交付、环比业绩有望持续改善，光通信上游无源器件拉货仍然紧张，光模块厂商亦有望延续较好业绩表现，产业端边际催化与当前市场预期之间可能存在一定预期差。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"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>港股异动 | AI硬件股涨幅居前 ，海外科技悲观预期快速修复，AI产业长期趋势仍有支撑</title>\n<style 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href=\"http://www.zhitongcaijing.com/content/detail/1520831.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/036b31d2930c33ad5b8d67f38195f24f","relate_stocks":{},"source_url":"http://www.zhitongcaijing.com/content/detail/1520831.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2682565356","content_text":"智通财经APP获悉，光通信、PCB等AI硬件股涨幅居前，截至发稿，长飞光纤光缆(06869)涨9.13%，报92.65港元；剑桥科技(06166)涨8.85%，报56.6港元；东山精密(02384)涨7.84%，报87.35港元；中际旭创(03308)涨7.89%，报588港元；华虹宏力(01347)涨6.26%，报76.35港元；建滔积层板(01888)涨6.59%，报29.42港元。消息面上，隔夜美股科技股反攻，费城半导体指数收涨6.85%，光通信板块领涨，Coherent涨近17%。从外围风险看，美伊局势缓和预期升温带动国际油价闪崩，通胀与成本担忧随之降温；与此同时，随着市场对选举结果的恐慌定价逐渐回归理性，前期超跌的AI硬件迎来买盘回补。东吴证券表示，维持对AI产业趋势的积极判断，建议重点关注光通信、PCB等方向的板块修复机会。该行观察到积极信号在于，四季度PCB板块受益于新平台批量交付、环比业绩有望持续改善，光通信上游无源器件拉货仍然紧张，光模块厂商亦有望延续较好业绩表现，产业端边际催化与当前市场预期之间可能存在一定预期差。","news_type":1,"symbols_score_info":{"300308":1.95,"601869":1.95,"603083":1.95,"688347":1.95,"SOX":1.91,"06869":1.95,"TCHI":0.6,"FPA":0.6,"MCHS":0.6,"02384":1.95,"002384":1.95,"01347":1.95,"01888":1.95,"03308":1.95,"06166":1.95}},"isVote":1,"tweetType":1,"viewCount":15,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":627694508421752,"gmtCreate":1794275488082,"gmtModify":1794275489757,"author":{"id":"4243596889479112","authorId":"4243596889479112","name":"MM111","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4243596889479112","idStr":"4243596889479112"},"themes":[],"title":"","htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/627694508421752","repostId":"2682565356","repostType":2,"repost":{"id":"2682565356","kind":"news","pubTimestamp":1794275208,"share":"https://www.laohunote.com/m/news/2682565356?lang=zh_CN&edition=full","pubTime":"2026-11-10 09:46","market":"us","language":"zh","title":"港股异动 | AI硬件股涨幅居前 ，海外科技悲观预期快速修复，AI产业长期趋势仍有支撑","url":"https://stock-news.laohu8.com/highlight/detail?id=2682565356","media":"智通财经","summary":"消息面上，隔夜美股科技股反攻，费城半导体指数收涨6.85%，光通信板块领涨，Coherent涨近17%。从外围风险看，美伊局势缓和预期升温带动国际油价闪崩，通胀与成本担忧随之降温；与此同时，随着市场对选举结果的恐慌定价逐渐回归理性，前期超跌的AI硬件迎来买盘回补。东吴证券表示，维持对AI产业趋势的积极判断，建议重点关注光通信、PCB等方向的板块修复机会。","content":"<html><head></head><body><p style=\"text-align: left;\">智通财经APP获悉，光通信、PCB等AI硬件股涨幅居前，截至发稿，<a href=\"https://laohu8.com/S/06869\">长飞光纤光缆</a>(06869)涨9.13%，报92.65港元；<a href=\"https://laohu8.com/S/603083\">剑桥科技</a>(06166)涨8.85%，报56.6港元；<a href=\"https://laohu8.com/S/002384\">东山精密</a>(02384)涨7.84%，报87.35港元；<a href=\"https://laohu8.com/S/300308\">中际旭创</a>(03308)涨7.89%，报588港元；<a href=\"https://laohu8.com/S/688347\">华虹宏力</a>(01347)涨6.26%，报76.35港元；<a href=\"https://laohu8.com/S/01888\">建滔积层板</a>(01888)涨6.59%，报29.42港元。</p><p style=\"text-align: left;\">消息面上，隔夜美股科技股反攻，费城半导体指数收涨6.85%，光通信板块领涨，Coherent涨近17%。从外围风险看，美伊局势缓和预期升温带动国际油价闪崩，通胀与成本担忧随之降温；与此同时，随着市场对选举结果的恐慌定价逐渐回归理性，前期超跌的AI硬件迎来买盘回补。</p><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/601555\">东吴证券</a>表示，维持对AI产业趋势的积极判断，建议重点关注光通信、PCB等方向的板块修复机会。该行观察到积极信号在于，四季度PCB板块受益于新平台批量交付、环比业绩有望持续改善，光通信上游无源器件拉货仍然紧张，光模块厂商亦有望延续较好业绩表现，产业端边际催化与当前市场预期之间可能存在一定预期差。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"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>港股异动 | AI硬件股涨幅居前 ，海外科技悲观预期快速修复，AI产业长期趋势仍有支撑</title>\n<style 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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港股异动 | AI硬件股涨幅居前 ，海外科技悲观预期快速修复，AI产业长期趋势仍有支撑\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-11-10 09:46 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1520831.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，光通信、PCB等AI硬件股涨幅居前，截至发稿，长飞光纤光缆(06869)涨9.13%，报92.65港元；剑桥科技(06166)涨8.85%，报56.6港元；东山精密(02384)涨7.84%，报87.35港元；中际旭创(03308)涨7.89%，报588港元；华虹宏力(01347)涨6.26%，报76.35港元；建滔积层板(01888)涨6.59%，报29.42港元。消息面上，...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1520831.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/036b31d2930c33ad5b8d67f38195f24f","relate_stocks":{},"source_url":"http://www.zhitongcaijing.com/content/detail/1520831.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2682565356","content_text":"智通财经APP获悉，光通信、PCB等AI硬件股涨幅居前，截至发稿，长飞光纤光缆(06869)涨9.13%，报92.65港元；剑桥科技(06166)涨8.85%，报56.6港元；东山精密(02384)涨7.84%，报87.35港元；中际旭创(03308)涨7.89%，报588港元；华虹宏力(01347)涨6.26%，报76.35港元；建滔积层板(01888)涨6.59%，报29.42港元。消息面上，隔夜美股科技股反攻，费城半导体指数收涨6.85%，光通信板块领涨，Coherent涨近17%。从外围风险看，美伊局势缓和预期升温带动国际油价闪崩，通胀与成本担忧随之降温；与此同时，随着市场对选举结果的恐慌定价逐渐回归理性，前期超跌的AI硬件迎来买盘回补。东吴证券表示，维持对AI产业趋势的积极判断，建议重点关注光通信、PCB等方向的板块修复机会。该行观察到积极信号在于，四季度PCB板块受益于新平台批量交付、环比业绩有望持续改善，光通信上游无源器件拉货仍然紧张，光模块厂商亦有望延续较好业绩表现，产业端边际催化与当前市场预期之间可能存在一定预期差。","news_type":1,"symbols_score_info":{"300308":1.95,"601869":1.95,"603083":1.95,"688347":1.95,"SOX":1.91,"06869":1.95,"TCHI":0.6,"FPA":0.6,"MCHS":0.6,"02384":1.95,"002384":1.95,"01347":1.95,"01888":1.95,"03308":1.95,"06166":1.95}},"isVote":1,"tweetType":1,"viewCount":9,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":627694003204360,"gmtCreate":1794275415784,"gmtModify":1794275417461,"author":{"id":"4243596889479112","authorId":"4243596889479112","name":"MM111","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4243596889479112","idStr":"4243596889479112"},"themes":[],"title":"","htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/627694003204360","repostId":"2682565356","repostType":2,"repost":{"id":"2682565356","kind":"news","pubTimestamp":1794275208,"share":"https://www.laohunote.com/m/news/2682565356?lang=zh_CN&edition=full","pubTime":"2026-11-10 09:46","market":"us","language":"zh","title":"港股异动 | AI硬件股涨幅居前 ，海外科技悲观预期快速修复，AI产业长期趋势仍有支撑","url":"https://stock-news.laohu8.com/highlight/detail?id=2682565356","media":"智通财经","summary":"消息面上，隔夜美股科技股反攻，费城半导体指数收涨6.85%，光通信板块领涨，Coherent涨近17%。从外围风险看，美伊局势缓和预期升温带动国际油价闪崩，通胀与成本担忧随之降温；与此同时，随着市场对选举结果的恐慌定价逐渐回归理性，前期超跌的AI硬件迎来买盘回补。东吴证券表示，维持对AI产业趋势的积极判断，建议重点关注光通信、PCB等方向的板块修复机会。","content":"<html><head></head><body><p style=\"text-align: left;\">智通财经APP获悉，光通信、PCB等AI硬件股涨幅居前，截至发稿，<a href=\"https://laohu8.com/S/06869\">长飞光纤光缆</a>(06869)涨9.13%，报92.65港元；<a href=\"https://laohu8.com/S/603083\">剑桥科技</a>(06166)涨8.85%，报56.6港元；<a href=\"https://laohu8.com/S/002384\">东山精密</a>(02384)涨7.84%，报87.35港元；<a href=\"https://laohu8.com/S/300308\">中际旭创</a>(03308)涨7.89%，报588港元；<a href=\"https://laohu8.com/S/688347\">华虹宏力</a>(01347)涨6.26%，报76.35港元；<a href=\"https://laohu8.com/S/01888\">建滔积层板</a>(01888)涨6.59%，报29.42港元。</p><p style=\"text-align: left;\">消息面上，隔夜美股科技股反攻，费城半导体指数收涨6.85%，光通信板块领涨，Coherent涨近17%。从外围风险看，美伊局势缓和预期升温带动国际油价闪崩，通胀与成本担忧随之降温；与此同时，随着市场对选举结果的恐慌定价逐渐回归理性，前期超跌的AI硬件迎来买盘回补。</p><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/601555\">东吴证券</a>表示，维持对AI产业趋势的积极判断，建议重点关注光通信、PCB等方向的板块修复机会。该行观察到积极信号在于，四季度PCB板块受益于新平台批量交付、环比业绩有望持续改善，光通信上游无源器件拉货仍然紧张，光模块厂商亦有望延续较好业绩表现，产业端边际催化与当前市场预期之间可能存在一定预期差。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"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>港股异动 | AI硬件股涨幅居前 ，海外科技悲观预期快速修复，AI产业长期趋势仍有支撑</title>\n<style 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href=\"http://www.zhitongcaijing.com/content/detail/1520831.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/036b31d2930c33ad5b8d67f38195f24f","relate_stocks":{},"source_url":"http://www.zhitongcaijing.com/content/detail/1520831.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2682565356","content_text":"智通财经APP获悉，光通信、PCB等AI硬件股涨幅居前，截至发稿，长飞光纤光缆(06869)涨9.13%，报92.65港元；剑桥科技(06166)涨8.85%，报56.6港元；东山精密(02384)涨7.84%，报87.35港元；中际旭创(03308)涨7.89%，报588港元；华虹宏力(01347)涨6.26%，报76.35港元；建滔积层板(01888)涨6.59%，报29.42港元。消息面上，隔夜美股科技股反攻，费城半导体指数收涨6.85%，光通信板块领涨，Coherent涨近17%。从外围风险看，美伊局势缓和预期升温带动国际油价闪崩，通胀与成本担忧随之降温；与此同时，随着市场对选举结果的恐慌定价逐渐回归理性，前期超跌的AI硬件迎来买盘回补。东吴证券表示，维持对AI产业趋势的积极判断，建议重点关注光通信、PCB等方向的板块修复机会。该行观察到积极信号在于，四季度PCB板块受益于新平台批量交付、环比业绩有望持续改善，光通信上游无源器件拉货仍然紧张，光模块厂商亦有望延续较好业绩表现，产业端边际催化与当前市场预期之间可能存在一定预期差。","news_type":1,"symbols_score_info":{"300308":1.95,"601869":1.95,"603083":1.95,"688347":1.95,"SOX":1.91,"06869":1.95,"TCHI":0.6,"FPA":0.6,"MCHS":0.6,"02384":1.95,"002384":1.95,"01347":1.95,"01888":1.95,"03308":1.95,"06166":1.95}},"isVote":1,"tweetType":1,"viewCount":21,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":627694063469184,"gmtCreate":1794275380332,"gmtModify":1794275382065,"author":{"id":"4243596889479112","authorId":"4243596889479112","name":"MM111","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4243596889479112","idStr":"4243596889479112"},"themes":[],"title":"","htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/627694063469184","repostId":"2682565356","repostType":2,"repost":{"id":"2682565356","kind":"news","pubTimestamp":1794275208,"share":"https://www.laohunote.com/m/news/2682565356?lang=zh_CN&edition=full","pubTime":"2026-11-10 09:46","market":"us","language":"zh","title":"港股异动 | AI硬件股涨幅居前 ，海外科技悲观预期快速修复，AI产业长期趋势仍有支撑","url":"https://stock-news.laohu8.com/highlight/detail?id=2682565356","media":"智通财经","summary":"消息面上，隔夜美股科技股反攻，费城半导体指数收涨6.85%，光通信板块领涨，Coherent涨近17%。从外围风险看，美伊局势缓和预期升温带动国际油价闪崩，通胀与成本担忧随之降温；与此同时，随着市场对选举结果的恐慌定价逐渐回归理性，前期超跌的AI硬件迎来买盘回补。东吴证券表示，维持对AI产业趋势的积极判断，建议重点关注光通信、PCB等方向的板块修复机会。","content":"<html><head></head><body><p style=\"text-align: left;\">智通财经APP获悉，光通信、PCB等AI硬件股涨幅居前，截至发稿，<a href=\"https://laohu8.com/S/06869\">长飞光纤光缆</a>(06869)涨9.13%，报92.65港元；<a href=\"https://laohu8.com/S/603083\">剑桥科技</a>(06166)涨8.85%，报56.6港元；<a href=\"https://laohu8.com/S/002384\">东山精密</a>(02384)涨7.84%，报87.35港元；<a href=\"https://laohu8.com/S/300308\">中际旭创</a>(03308)涨7.89%，报588港元；<a href=\"https://laohu8.com/S/688347\">华虹宏力</a>(01347)涨6.26%，报76.35港元；<a href=\"https://laohu8.com/S/01888\">建滔积层板</a>(01888)涨6.59%，报29.42港元。</p><p style=\"text-align: left;\">消息面上，隔夜美股科技股反攻，费城半导体指数收涨6.85%，光通信板块领涨，Coherent涨近17%。从外围风险看，美伊局势缓和预期升温带动国际油价闪崩，通胀与成本担忧随之降温；与此同时，随着市场对选举结果的恐慌定价逐渐回归理性，前期超跌的AI硬件迎来买盘回补。</p><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/601555\">东吴证券</a>表示，维持对AI产业趋势的积极判断，建议重点关注光通信、PCB等方向的板块修复机会。该行观察到积极信号在于，四季度PCB板块受益于新平台批量交付、环比业绩有望持续改善，光通信上游无源器件拉货仍然紧张，光模块厂商亦有望延续较好业绩表现，产业端边际催化与当前市场预期之间可能存在一定预期差。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"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>港股异动 | AI硬件股涨幅居前 ，海外科技悲观预期快速修复，AI产业长期趋势仍有支撑</title>\n<style 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href=\"http://www.zhitongcaijing.com/content/detail/1520831.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/036b31d2930c33ad5b8d67f38195f24f","relate_stocks":{},"source_url":"http://www.zhitongcaijing.com/content/detail/1520831.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2682565356","content_text":"智通财经APP获悉，光通信、PCB等AI硬件股涨幅居前，截至发稿，长飞光纤光缆(06869)涨9.13%，报92.65港元；剑桥科技(06166)涨8.85%，报56.6港元；东山精密(02384)涨7.84%，报87.35港元；中际旭创(03308)涨7.89%，报588港元；华虹宏力(01347)涨6.26%，报76.35港元；建滔积层板(01888)涨6.59%，报29.42港元。消息面上，隔夜美股科技股反攻，费城半导体指数收涨6.85%，光通信板块领涨，Coherent涨近17%。从外围风险看，美伊局势缓和预期升温带动国际油价闪崩，通胀与成本担忧随之降温；与此同时，随着市场对选举结果的恐慌定价逐渐回归理性，前期超跌的AI硬件迎来买盘回补。东吴证券表示，维持对AI产业趋势的积极判断，建议重点关注光通信、PCB等方向的板块修复机会。该行观察到积极信号在于，四季度PCB板块受益于新平台批量交付、环比业绩有望持续改善，光通信上游无源器件拉货仍然紧张，光模块厂商亦有望延续较好业绩表现，产业端边际催化与当前市场预期之间可能存在一定预期差。","news_type":1,"symbols_score_info":{"300308":1.95,"601869":1.95,"603083":1.95,"688347":1.95,"SOX":1.91,"06869":1.95,"TCHI":0.6,"FPA":0.6,"MCHS":0.6,"02384":1.95,"002384":1.95,"01347":1.95,"01888":1.95,"03308":1.95,"06166":1.95}},"isVote":1,"tweetType":1,"viewCount":8,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":627693724952008,"gmtCreate":1794275357398,"gmtModify":1794275738613,"author":{"id":"4243596889479112","authorId":"4243596889479112","name":"MM111","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4243596889479112","idStr":"4243596889479112"},"themes":[],"title":"","htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/627693724952008","repostId":"2682565356","repostType":2,"repost":{"id":"2682565356","kind":"news","pubTimestamp":1794275208,"share":"https://www.laohunote.com/m/news/2682565356?lang=zh_CN&edition=full","pubTime":"2026-11-10 09:46","market":"us","language":"zh","title":"港股异动 | AI硬件股涨幅居前 ，海外科技悲观预期快速修复，AI产业长期趋势仍有支撑","url":"https://stock-news.laohu8.com/highlight/detail?id=2682565356","media":"智通财经","summary":"消息面上，隔夜美股科技股反攻，费城半导体指数收涨6.85%，光通信板块领涨，Coherent涨近17%。从外围风险看，美伊局势缓和预期升温带动国际油价闪崩，通胀与成本担忧随之降温；与此同时，随着市场对选举结果的恐慌定价逐渐回归理性，前期超跌的AI硬件迎来买盘回补。东吴证券表示，维持对AI产业趋势的积极判断，建议重点关注光通信、PCB等方向的板块修复机会。","content":"<html><head></head><body><p style=\"text-align: left;\">智通财经APP获悉，光通信、PCB等AI硬件股涨幅居前，截至发稿，<a href=\"https://laohu8.com/S/06869\">长飞光纤光缆</a>(06869)涨9.13%，报92.65港元；<a href=\"https://laohu8.com/S/603083\">剑桥科技</a>(06166)涨8.85%，报56.6港元；<a href=\"https://laohu8.com/S/002384\">东山精密</a>(02384)涨7.84%，报87.35港元；<a href=\"https://laohu8.com/S/300308\">中际旭创</a>(03308)涨7.89%，报588港元；<a href=\"https://laohu8.com/S/688347\">华虹宏力</a>(01347)涨6.26%，报76.35港元；<a href=\"https://laohu8.com/S/01888\">建滔积层板</a>(01888)涨6.59%，报29.42港元。</p><p style=\"text-align: left;\">消息面上，隔夜美股科技股反攻，费城半导体指数收涨6.85%，光通信板块领涨，Coherent涨近17%。从外围风险看，美伊局势缓和预期升温带动国际油价闪崩，通胀与成本担忧随之降温；与此同时，随着市场对选举结果的恐慌定价逐渐回归理性，前期超跌的AI硬件迎来买盘回补。</p><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/601555\">东吴证券</a>表示，维持对AI产业趋势的积极判断，建议重点关注光通信、PCB等方向的板块修复机会。该行观察到积极信号在于，四季度PCB板块受益于新平台批量交付、环比业绩有望持续改善，光通信上游无源器件拉货仍然紧张，光模块厂商亦有望延续较好业绩表现，产业端边际催化与当前市场预期之间可能存在一定预期差。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"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>港股异动 | AI硬件股涨幅居前 ，海外科技悲观预期快速修复，AI产业长期趋势仍有支撑</title>\n<style 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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港股异动 | AI硬件股涨幅居前 ，海外科技悲观预期快速修复，AI产业长期趋势仍有支撑\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-11-10 09:46 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1520831.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，光通信、PCB等AI硬件股涨幅居前，截至发稿，长飞光纤光缆(06869)涨9.13%，报92.65港元；剑桥科技(06166)涨8.85%，报56.6港元；东山精密(02384)涨7.84%，报87.35港元；中际旭创(03308)涨7.89%，报588港元；华虹宏力(01347)涨6.26%，报76.35港元；建滔积层板(01888)涨6.59%，报29.42港元。消息面上，...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1520831.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/036b31d2930c33ad5b8d67f38195f24f","relate_stocks":{},"source_url":"http://www.zhitongcaijing.com/content/detail/1520831.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2682565356","content_text":"智通财经APP获悉，光通信、PCB等AI硬件股涨幅居前，截至发稿，长飞光纤光缆(06869)涨9.13%，报92.65港元；剑桥科技(06166)涨8.85%，报56.6港元；东山精密(02384)涨7.84%，报87.35港元；中际旭创(03308)涨7.89%，报588港元；华虹宏力(01347)涨6.26%，报76.35港元；建滔积层板(01888)涨6.59%，报29.42港元。消息面上，隔夜美股科技股反攻，费城半导体指数收涨6.85%，光通信板块领涨，Coherent涨近17%。从外围风险看，美伊局势缓和预期升温带动国际油价闪崩，通胀与成本担忧随之降温；与此同时，随着市场对选举结果的恐慌定价逐渐回归理性，前期超跌的AI硬件迎来买盘回补。东吴证券表示，维持对AI产业趋势的积极判断，建议重点关注光通信、PCB等方向的板块修复机会。该行观察到积极信号在于，四季度PCB板块受益于新平台批量交付、环比业绩有望持续改善，光通信上游无源器件拉货仍然紧张，光模块厂商亦有望延续较好业绩表现，产业端边际催化与当前市场预期之间可能存在一定预期差。","news_type":1,"symbols_score_info":{"300308":1.95,"601869":1.95,"603083":1.95,"688347":1.95,"SOX":1.91,"06869":1.95,"TCHI":0.6,"FPA":0.6,"MCHS":0.6,"02384":1.95,"002384":1.95,"01347":1.95,"01888":1.95,"03308":1.95,"06166":1.95}},"isVote":1,"tweetType":1,"viewCount":1,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":627694128009296,"gmtCreate":1794275353035,"gmtModify":1794275736240,"author":{"id":"4243596889479112","authorId":"4243596889479112","name":"MM111","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4243596889479112","idStr":"4243596889479112"},"themes":[],"title":"","htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/627694128009296","repostId":"2682565356","repostType":2,"repost":{"id":"2682565356","kind":"news","pubTimestamp":1794275208,"share":"https://www.laohunote.com/m/news/2682565356?lang=zh_CN&edition=full","pubTime":"2026-11-10 09:46","market":"us","language":"zh","title":"港股异动 | AI硬件股涨幅居前 ，海外科技悲观预期快速修复，AI产业长期趋势仍有支撑","url":"https://stock-news.laohu8.com/highlight/detail?id=2682565356","media":"智通财经","summary":"消息面上，隔夜美股科技股反攻，费城半导体指数收涨6.85%，光通信板块领涨，Coherent涨近17%。从外围风险看，美伊局势缓和预期升温带动国际油价闪崩，通胀与成本担忧随之降温；与此同时，随着市场对选举结果的恐慌定价逐渐回归理性，前期超跌的AI硬件迎来买盘回补。东吴证券表示，维持对AI产业趋势的积极判断，建议重点关注光通信、PCB等方向的板块修复机会。","content":"<html><head></head><body><p style=\"text-align: left;\">智通财经APP获悉，光通信、PCB等AI硬件股涨幅居前，截至发稿，<a href=\"https://laohu8.com/S/06869\">长飞光纤光缆</a>(06869)涨9.13%，报92.65港元；<a href=\"https://laohu8.com/S/603083\">剑桥科技</a>(06166)涨8.85%，报56.6港元；<a href=\"https://laohu8.com/S/002384\">东山精密</a>(02384)涨7.84%，报87.35港元；<a href=\"https://laohu8.com/S/300308\">中际旭创</a>(03308)涨7.89%，报588港元；<a href=\"https://laohu8.com/S/688347\">华虹宏力</a>(01347)涨6.26%，报76.35港元；<a href=\"https://laohu8.com/S/01888\">建滔积层板</a>(01888)涨6.59%，报29.42港元。</p><p style=\"text-align: left;\">消息面上，隔夜美股科技股反攻，费城半导体指数收涨6.85%，光通信板块领涨，Coherent涨近17%。从外围风险看，美伊局势缓和预期升温带动国际油价闪崩，通胀与成本担忧随之降温；与此同时，随着市场对选举结果的恐慌定价逐渐回归理性，前期超跌的AI硬件迎来买盘回补。</p><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/601555\">东吴证券</a>表示，维持对AI产业趋势的积极判断，建议重点关注光通信、PCB等方向的板块修复机会。该行观察到积极信号在于，四季度PCB板块受益于新平台批量交付、环比业绩有望持续改善，光通信上游无源器件拉货仍然紧张，光模块厂商亦有望延续较好业绩表现，产业端边际催化与当前市场预期之间可能存在一定预期差。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"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>港股异动 | AI硬件股涨幅居前 ，海外科技悲观预期快速修复，AI产业长期趋势仍有支撑</title>\n<style 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href=\"http://www.zhitongcaijing.com/content/detail/1520831.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/036b31d2930c33ad5b8d67f38195f24f","relate_stocks":{},"source_url":"http://www.zhitongcaijing.com/content/detail/1520831.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2682565356","content_text":"智通财经APP获悉，光通信、PCB等AI硬件股涨幅居前，截至发稿，长飞光纤光缆(06869)涨9.13%，报92.65港元；剑桥科技(06166)涨8.85%，报56.6港元；东山精密(02384)涨7.84%，报87.35港元；中际旭创(03308)涨7.89%，报588港元；华虹宏力(01347)涨6.26%，报76.35港元；建滔积层板(01888)涨6.59%，报29.42港元。消息面上，隔夜美股科技股反攻，费城半导体指数收涨6.85%，光通信板块领涨，Coherent涨近17%。从外围风险看，美伊局势缓和预期升温带动国际油价闪崩，通胀与成本担忧随之降温；与此同时，随着市场对选举结果的恐慌定价逐渐回归理性，前期超跌的AI硬件迎来买盘回补。东吴证券表示，维持对AI产业趋势的积极判断，建议重点关注光通信、PCB等方向的板块修复机会。该行观察到积极信号在于，四季度PCB板块受益于新平台批量交付、环比业绩有望持续改善，光通信上游无源器件拉货仍然紧张，光模块厂商亦有望延续较好业绩表现，产业端边际催化与当前市场预期之间可能存在一定预期差。","news_type":1,"symbols_score_info":{"300308":1.95,"601869":1.95,"603083":1.95,"688347":1.95,"SOX":1.91,"06869":1.95,"TCHI":0.6,"FPA":0.6,"MCHS":0.6,"02384":1.95,"002384":1.95,"01347":1.95,"01888":1.95,"03308":1.95,"06166":1.95}},"isVote":1,"tweetType":1,"viewCount":7,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":627694075166888,"gmtCreate":1794275347481,"gmtModify":1794275733743,"author":{"id":"4243596889479112","authorId":"4243596889479112","name":"MM111","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4243596889479112","idStr":"4243596889479112"},"themes":[],"title":"","htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/627694075166888","repostId":"2682565356","repostType":2,"repost":{"id":"2682565356","kind":"news","pubTimestamp":1794275208,"share":"https://www.laohunote.com/m/news/2682565356?lang=zh_CN&edition=full","pubTime":"2026-11-10 09:46","market":"us","language":"zh","title":"港股异动 | AI硬件股涨幅居前 ，海外科技悲观预期快速修复，AI产业长期趋势仍有支撑","url":"https://stock-news.laohu8.com/highlight/detail?id=2682565356","media":"智通财经","summary":"消息面上，隔夜美股科技股反攻，费城半导体指数收涨6.85%，光通信板块领涨，Coherent涨近17%。从外围风险看，美伊局势缓和预期升温带动国际油价闪崩，通胀与成本担忧随之降温；与此同时，随着市场对选举结果的恐慌定价逐渐回归理性，前期超跌的AI硬件迎来买盘回补。东吴证券表示，维持对AI产业趋势的积极判断，建议重点关注光通信、PCB等方向的板块修复机会。","content":"<html><head></head><body><p style=\"text-align: left;\">智通财经APP获悉，光通信、PCB等AI硬件股涨幅居前，截至发稿，<a href=\"https://laohu8.com/S/06869\">长飞光纤光缆</a>(06869)涨9.13%，报92.65港元；<a href=\"https://laohu8.com/S/603083\">剑桥科技</a>(06166)涨8.85%，报56.6港元；<a href=\"https://laohu8.com/S/002384\">东山精密</a>(02384)涨7.84%，报87.35港元；<a href=\"https://laohu8.com/S/300308\">中际旭创</a>(03308)涨7.89%，报588港元；<a href=\"https://laohu8.com/S/688347\">华虹宏力</a>(01347)涨6.26%，报76.35港元；<a href=\"https://laohu8.com/S/01888\">建滔积层板</a>(01888)涨6.59%，报29.42港元。</p><p style=\"text-align: left;\">消息面上，隔夜美股科技股反攻，费城半导体指数收涨6.85%，光通信板块领涨，Coherent涨近17%。从外围风险看，美伊局势缓和预期升温带动国际油价闪崩，通胀与成本担忧随之降温；与此同时，随着市场对选举结果的恐慌定价逐渐回归理性，前期超跌的AI硬件迎来买盘回补。</p><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/601555\">东吴证券</a>表示，维持对AI产业趋势的积极判断，建议重点关注光通信、PCB等方向的板块修复机会。该行观察到积极信号在于，四季度PCB板块受益于新平台批量交付、环比业绩有望持续改善，光通信上游无源器件拉货仍然紧张，光模块厂商亦有望延续较好业绩表现，产业端边际催化与当前市场预期之间可能存在一定预期差。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"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>港股异动 | AI硬件股涨幅居前 ，海外科技悲观预期快速修复，AI产业长期趋势仍有支撑</title>\n<style 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href=\"http://www.zhitongcaijing.com/content/detail/1520831.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/036b31d2930c33ad5b8d67f38195f24f","relate_stocks":{},"source_url":"http://www.zhitongcaijing.com/content/detail/1520831.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2682565356","content_text":"智通财经APP获悉，光通信、PCB等AI硬件股涨幅居前，截至发稿，长飞光纤光缆(06869)涨9.13%，报92.65港元；剑桥科技(06166)涨8.85%，报56.6港元；东山精密(02384)涨7.84%，报87.35港元；中际旭创(03308)涨7.89%，报588港元；华虹宏力(01347)涨6.26%，报76.35港元；建滔积层板(01888)涨6.59%，报29.42港元。消息面上，隔夜美股科技股反攻，费城半导体指数收涨6.85%，光通信板块领涨，Coherent涨近17%。从外围风险看，美伊局势缓和预期升温带动国际油价闪崩，通胀与成本担忧随之降温；与此同时，随着市场对选举结果的恐慌定价逐渐回归理性，前期超跌的AI硬件迎来买盘回补。东吴证券表示，维持对AI产业趋势的积极判断，建议重点关注光通信、PCB等方向的板块修复机会。该行观察到积极信号在于，四季度PCB板块受益于新平台批量交付、环比业绩有望持续改善，光通信上游无源器件拉货仍然紧张，光模块厂商亦有望延续较好业绩表现，产业端边际催化与当前市场预期之间可能存在一定预期差。","news_type":1,"symbols_score_info":{"300308":1.95,"601869":1.95,"603083":1.95,"688347":1.95,"SOX":1.91,"06869":1.95,"TCHI":0.6,"FPA":0.6,"MCHS":0.6,"02384":1.95,"002384":1.95,"01347":1.95,"01888":1.95,"03308":1.95,"06166":1.95}},"isVote":1,"tweetType":1,"viewCount":49,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":627697975722240,"gmtCreate":1794275336326,"gmtModify":1794275731066,"author":{"id":"4243596889479112","authorId":"4243596889479112","name":"MM111","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4243596889479112","idStr":"4243596889479112"},"themes":[],"title":"","htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/627697975722240","repostId":"2682565356","repostType":2,"repost":{"id":"2682565356","kind":"news","pubTimestamp":1794275208,"share":"https://www.laohunote.com/m/news/2682565356?lang=zh_CN&edition=full","pubTime":"2026-11-10 09:46","market":"us","language":"zh","title":"港股异动 | AI硬件股涨幅居前 ，海外科技悲观预期快速修复，AI产业长期趋势仍有支撑","url":"https://stock-news.laohu8.com/highlight/detail?id=2682565356","media":"智通财经","summary":"消息面上，隔夜美股科技股反攻，费城半导体指数收涨6.85%，光通信板块领涨，Coherent涨近17%。从外围风险看，美伊局势缓和预期升温带动国际油价闪崩，通胀与成本担忧随之降温；与此同时，随着市场对选举结果的恐慌定价逐渐回归理性，前期超跌的AI硬件迎来买盘回补。东吴证券表示，维持对AI产业趋势的积极判断，建议重点关注光通信、PCB等方向的板块修复机会。","content":"<html><head></head><body><p style=\"text-align: left;\">智通财经APP获悉，光通信、PCB等AI硬件股涨幅居前，截至发稿，<a href=\"https://laohu8.com/S/06869\">长飞光纤光缆</a>(06869)涨9.13%，报92.65港元；<a href=\"https://laohu8.com/S/603083\">剑桥科技</a>(06166)涨8.85%，报56.6港元；<a href=\"https://laohu8.com/S/002384\">东山精密</a>(02384)涨7.84%，报87.35港元；<a href=\"https://laohu8.com/S/300308\">中际旭创</a>(03308)涨7.89%，报588港元；<a href=\"https://laohu8.com/S/688347\">华虹宏力</a>(01347)涨6.26%，报76.35港元；<a href=\"https://laohu8.com/S/01888\">建滔积层板</a>(01888)涨6.59%，报29.42港元。</p><p style=\"text-align: left;\">消息面上，隔夜美股科技股反攻，费城半导体指数收涨6.85%，光通信板块领涨，Coherent涨近17%。从外围风险看，美伊局势缓和预期升温带动国际油价闪崩，通胀与成本担忧随之降温；与此同时，随着市场对选举结果的恐慌定价逐渐回归理性，前期超跌的AI硬件迎来买盘回补。</p><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/601555\">东吴证券</a>表示，维持对AI产业趋势的积极判断，建议重点关注光通信、PCB等方向的板块修复机会。该行观察到积极信号在于，四季度PCB板块受益于新平台批量交付、环比业绩有望持续改善，光通信上游无源器件拉货仍然紧张，光模块厂商亦有望延续较好业绩表现，产业端边际催化与当前市场预期之间可能存在一定预期差。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"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>港股异动 | AI硬件股涨幅居前 ，海外科技悲观预期快速修复，AI产业长期趋势仍有支撑</title>\n<style 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href=\"http://www.zhitongcaijing.com/content/detail/1520831.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/036b31d2930c33ad5b8d67f38195f24f","relate_stocks":{},"source_url":"http://www.zhitongcaijing.com/content/detail/1520831.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2682565356","content_text":"智通财经APP获悉，光通信、PCB等AI硬件股涨幅居前，截至发稿，长飞光纤光缆(06869)涨9.13%，报92.65港元；剑桥科技(06166)涨8.85%，报56.6港元；东山精密(02384)涨7.84%，报87.35港元；中际旭创(03308)涨7.89%，报588港元；华虹宏力(01347)涨6.26%，报76.35港元；建滔积层板(01888)涨6.59%，报29.42港元。消息面上，隔夜美股科技股反攻，费城半导体指数收涨6.85%，光通信板块领涨，Coherent涨近17%。从外围风险看，美伊局势缓和预期升温带动国际油价闪崩，通胀与成本担忧随之降温；与此同时，随着市场对选举结果的恐慌定价逐渐回归理性，前期超跌的AI硬件迎来买盘回补。东吴证券表示，维持对AI产业趋势的积极判断，建议重点关注光通信、PCB等方向的板块修复机会。该行观察到积极信号在于，四季度PCB板块受益于新平台批量交付、环比业绩有望持续改善，光通信上游无源器件拉货仍然紧张，光模块厂商亦有望延续较好业绩表现，产业端边际催化与当前市场预期之间可能存在一定预期差。","news_type":1,"symbols_score_info":{"300308":1.95,"601869":1.95,"603083":1.95,"688347":1.95,"SOX":1.91,"06869":1.95,"TCHI":0.6,"FPA":0.6,"MCHS":0.6,"02384":1.95,"002384":1.95,"01347":1.95,"01888":1.95,"03308":1.95,"06166":1.95}},"isVote":1,"tweetType":1,"viewCount":68,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}