业绩兑现！300亿光纤龙头跌停，估值泡沫破了？_老虎社区_美港股上老虎

业绩兑现！300亿光纤龙头跌停，估值泡沫破了？

当下AI行情彻底出现分化，存储芯片赛道的超级周期持续发酵，但此前大火的光纤、光缆板块，却迎来了集体回调。市场两极分化的走势十分明显，港股光纤龙头长飞光纤光缆，短短六个交易日大跌超40%。 $杭电股份(603618)$

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