港股详情

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海光芯正

101.700

-6.500-6.01%

成交量：68.44万

成交额：7,090.46万

市值：93.11亿

市盈率：-73.48

高：110.000

开：107.100

低：100.500

收：108.200

52周最高：219.600

52周最低：59.750

股本：9,155.67万

香港流通股本：9,155.67万

量比：0.71

换手率：0.75%

股息：- -

股息率：- -

每股收益(LYR):-1.384

净资产收益率：-25.12%

总资产收益率：-3.48%

市净率：4.54

市盈率(LYR):-73.48

市销率: 6.01

数据加载中...

总览公司新闻资讯公告

港股光通信、PCB概念股跌幅居前，广合科技跌超9%、剑桥科技跌超8%

老虎资讯综合

异动解读｜海光芯正盘中下跌5.18%，FCC限制传闻持续压制光通信板块

异动解读｜海光芯正盘中下跌6.28%，FCC新规落地叠加光芯片价格松动引发板块重挫

人工智能板块走低纳芯微（02676）跌8.07% OpenAI年化收入逊于市场预期

港股异动 | 光通信概念股跌幅居前企业称未收到光芯片降价消息美国FCC政策传闻拖累股价

异动解读｜海光芯正盘中下跌5.37%，高位回吐光通信板块整体承压

海光芯正更新9月股份变动月报表，股本维持稳定

光通信板块继续走强京信通信（02342）涨15.05%、剑桥科技（06166）涨8.60%

港股异动 | 光通信概念股走高，海光芯正涨近7% 剑桥科技涨超5%

港股异动 | 光通信概念股多数走高海光芯正(01191.HK)涨超9% 剑桥科技(06166.HK)涨超5%

光通信概念局部走强剑桥科技（06166）涨超3% 机构看好1.6T光模块规模化交付

港股异动 | 部分光通信概念股走高大摩判断FCC限制并非“一刀切” 产业有望继续受益于AI算力扩张

港股异动｜部分港股光通信股走强，剑桥科技涨超5%

异动解读｜海光芯正盘中下跌5.21%，获国盛证券首次覆盖给予买入评级仍未止跌

光通信板块走强剑桥科技（06166）涨超5% 机构指光模块温控迎来量价齐升

国盛证券：首予海光芯正(01191.HK)“买入”评级目标价220港元

异动解读｜海光芯正盘中下跌5.99%，报133.5港元

异动解读｜海光芯正盘中下跌5.27%，美参议员提出禁止中国光模块进入国安系统法案持续施压

异动解读｜海光芯正盘中下跌5.59%，报160.6港元

智通港股早知道 | 监管明确险资投资港股通ETF口径海光芯正(01191)南向持股占比升至4.2%

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09:39","pubTimestamp":1791509959,"startTime":"0","endTime":"0","summary":"10月9日，海光芯正盘中下跌6.28%，报106.0港元，成交额1461.51万港元。消息面上，美国联邦通信委员会新规即将生效，叠加光芯片价格预期松动，光通信板块整体承压。根据此前市场信息，FCC新规拟将部分受限企业核心电子组件纳入设备授权限制，市场担忧国产光芯片进入北美高端市场难度上升，导致光通信产业链出现结构性抛压。与此同时，业内公司透露光芯片长期存在价格下降可能，进一步压制板块风险偏好。海光芯正虽受益于1.6T光模块放量及港股通资金增持，但短期估值高位叠加行业利空，股价出现明显回落。（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":"海光芯正盘中下跌，FCC新规冲击光通信","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["01191"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2674611884","title":"人工智能板块走低 纳芯微（02676）跌8.07% OpenAI年化收入逊于市场预期","url":"https://stock-news.laohu8.com/highlight/detail?id=2674611884","media":"金吾财讯","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2674611884?lang=zh_cn&edition=fundamental","pubTime":"2026-10-09 09:37","pubTimestamp":1791509850,"startTime":"0","endTime":"0","summary":"金吾财讯 | 人工智能板块走低，纳芯微 跌8.07%，胜宏科技跌5.37%，海光芯正跌4.24%，英诺赛科跌4.19%，长飞光纤光缆跌3.88%，澜起科技跌4.02%，天数智芯跌3.85%，广合科技跌3.91%，晶泰控股跌3.36%，剑桥科技跌3.61%，飞速创新跌3.35%。消息面上，据报道，OpenAI截至9月底年化收入接近500亿美元，较上月多个媒体所报道数字，低约200亿美元。报道提到，差异在于OpenAI与竞争对手Anthropic的计算方法不同，Anthropic将透过合作伙伴AWS及GoogleCloud等销售的收入也计算在内，OpenAI则不包括这类合作伙伴收入。","market":"sg","thumbnail":"https://static.szfiu.com/news/20200908/MDgxZGVmMDU5NGQxM2FkZGQzODVkYTY4OWM4NjkxNzk5NzY4NzQ2MDU0.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20200908/MDgxZGVmMDU5NGQxM2FkZGQzODVkYTY4OWM4NjkxNzk5NzY4NzQ2MDU0.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"299f0a9977df499f8ead781071e5e5e7","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1993367","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["TECY","QID","QSWN","MFIG","02676","03355","02577","QQQ","TQQQ","AQGX","09903","VUSE","QQA","NBDS","AIFD","CHAT","KOMP","NEWZ","QQQM","01989","PBOT","WPAI","06869","CWC","06809","DQJN","02228","TQQY","NJUL","01191","OGIG","GK","MVPS","PSQ","FWD","NJAN","QTOC","ARTY","161631","AGIX","AIQU","02476","TARK","688052","SQQQ","06166","AIBU","CPNQ","LCLG"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2673023327","title":"港股异动 | 光通信概念股跌幅居前 企业称未收到光芯片降价消息 美国FCC政策传闻拖累股价","url":"https://stock-news.laohu8.com/highlight/detail?id=2673023327","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2673023327?lang=zh_cn&edition=fundamental","pubTime":"2026-10-08 13:38","pubTimestamp":1791437932,"startTime":"0","endTime":"0","summary":null,"market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.zhitongcaijing.com/immediately.html?type=ganggu","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"live_zhitongcaijing","symbols":["06869","BK1523","BK1122","LU0307460666.USD","BK1170","LU0588546209.SGD","BK1506","LU1655091616.SGD","BK1149","SG9999006597.SGD","BK1537","BK1533","BK1147","01191","LU1255011170.USD","01300","BK1249","LU2543165471.USD","03308"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1117006302","title":"异动解读｜海光芯正盘中下跌5.37%，高位回吐光通信板块整体承压","url":"https://stock-news.laohu8.com/highlight/detail?id=1117006302","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1117006302?lang=zh_cn&edition=fundamental","pubTime":"2026-10-08 10:13","pubTimestamp":1791425611,"startTime":"0","endTime":"0","summary":"10月8日，海光芯正盘中下跌5.37%，报123.4港元，成交额5306.78万港元。前一交易日公司刚披露9月股份变动月报表，股本及购股权均无变动，未直接引发本次下跌。公司虽受益于1.6T光模块放量预期及港股通南向资金持续增持，但短期估值快速拔高后存在技术性调整需求。北京海光芯正科技股份有限公司主要提供光电互连产品，包括光模块、有源光缆及光学次模组等，应用于人工智能数据中心，在中国国内及海外市场开展业务。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":"海光芯正盘中走低，光通信板块承压","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["01191"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1171791073","title":"海光芯正更新9月股份变动月报表，股本维持稳定","url":"https://stock-news.laohu8.com/highlight/detail?id=1171791073","media":"公告速递","labels":["SGX"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1171791073?lang=zh_cn&edition=fundamental","pubTime":"2026-10-06 17:31","pubTimestamp":1791279111,"startTime":"0","endTime":"0","summary":"北京海光芯正科技股份有限公司（股票代码：01191）于2026年10月6日公布2026年9月股份变动月报表，披露2026年9月30日止当月公司股本及股份变动情况。\n根据报告，海光芯正注册股本为人民币91,556,745元，截至本报告期末已发行普通股H股数量为91,556,745股，均与上一月末保持一致，库藏股为0股。当月无新增发行、购回或注销股份活动。\n此外，公告显示，海光芯正仍持有在首次公开发售（IPO）前授予的购股权计划，相关股份期权数量为2,800,000份，报告期内未发生期权行使或转让行为。\n公司同时确认其已达到香港联交所规定的最低公众持股量要求。公告由公司董事胡勇签署。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"SGX","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["01191"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2673199777","title":"光通信板块继续走强 京信通信（02342）涨15.05%、剑桥科技（06166）涨8.60%","url":"https://stock-news.laohu8.com/highlight/detail?id=2673199777","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2673199777?lang=zh_cn&edition=fundamental","pubTime":"2026-10-05 13:40","pubTimestamp":1791178833,"startTime":"0","endTime":"0","summary":"金吾财讯 | 光通信板块继续走强，截至发稿，京信通信 涨15.05%，剑桥科技涨8.60%，俊知集团涨8.38%，海光芯正涨5.77%，中际旭创涨3.45%，华虹宏力涨3.13%，长飞光纤光缆涨2.34%，汇聚科技涨1.52%，蓝思科技涨1.40%。按照大摩测算，3.2T光模块预计2028年起放量，大范围普及接近2029年。2025年下半年以来，在供给受限及技术迭代等因素的驱动下，光模块龙头企业纷纷加紧产能扩张，旺盛的固定资产投资对于光模块设备需求提供了有力保障。","market":"sg","thumbnail":"https://static.szfiu.com/news/20250110/NmI5OTlmYjAxY2FmOGFlNWZkYjg2NDM0MTE4MzUwMDcw.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250110/NmI5OTlmYjAxY2FmOGFlNWZkYjg2NDM0MTE4MzUwMDcw.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1993060","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU1719994722.HKD","LU1251922891.USD","02342","BK1249","BK1240","01729","BK1116","LU1206782309.USD","603083","LU0320764599.SGD","300433","LU1171460220.USD","LU1655091616.SGD","LU2279858448.HKD","03308","LU0052750758.USD","601869","BK1533","01191","BK1537","LU0314109678.HKD","LU0708995583.HKD","LU1328277881.USD","LU1770034418.SGD","BK1163","LU2039709279.SGD","TCHI","SG9999006597.SGD","06613","688347","06166","LU1813983027.USD","BK1614","01300","BK1589","01347","BK1122","BK1170","BK1149","BK1506","LU1255011170.USD","LU0307460666.USD","06869","IE0034224299.USD","BK1147","BK1523","300308","BK1607","LU1303224171.USD","BK1529","LU0588546209.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1177869604","title":"港股异动 | 光通信概念股走高，海光芯正涨近7% 剑桥科技涨超5%","url":"https://stock-news.laohu8.com/highlight/detail?id=1177869604","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1177869604?lang=zh_cn&edition=fundamental","pubTime":"2026-10-05 10:55","pubTimestamp":1791168924,"startTime":"0","endTime":"0","summary":"10月5日，光通信概念股走高，截至发稿，$京信通信$涨超15%，$海光芯正$涨近7%，$剑桥科技$涨超5%，$中际旭创 $涨近4%，$长飞光纤光缆$、$汇聚科技$涨近2%。消息面上，上周五美国9月非农“爆冷”削弱10月加息预期，美股光通信等科技股联袂大涨。结合今年展会调研，部分高速光芯片企业订单排期已延伸至2028年及以后，光模块订单能见度覆盖2027年及以后；头部光模块厂商积极锁定DSP、mSAP PCB、高速光芯片等核心物料。","market":"hk","thumbnail":"https://community-static.tradeup.com/news/20b5cec81dbc3ae87e2e982afc18fcf8","type":0,"news_type":0,"thumbnails":["https://community-static.tradeup.com/news/20b5cec81dbc3ae87e2e982afc18fcf8"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://news.futunn.com/post/1000561344/most-hong-kong-listed-stocks-in-the-optical-communications-sector?chain_id=vEx2pBO3MUUFp1.1lc645m&futusource=news_headline_list&global_content=%7B%22promote_id%22%3A13766%2C%22sub_promote_id%22%3A29%2C%22f%22%3A%22news.futunn.com%2Fmain%2Flive%22%7D&report_id=1000561344&report_type=market&src=3&level=1&data_ticket=1789619415608725","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"highlight_zhitongcaijin","symbols":["LU0266013472.USD","BK1529","BK4127","BK1523","LU0098860793.USD","LU0795875169.SGD","IE0031619046.USD","LU0557290698.USD","VXUS","LU0267386448.USD","LU1791710582.SGD","LU1992135399.USD","LU0158827948.USD","LU1162221912.USD","LU1244550577.SGD","LU0390134368.USD","LU0359202008.SGD","LU2272731600.USD","LU2264538146.SGD","BK4585","LU1861220033.SGD","SG9999006597.SGD","LU1732800096.USD","LU2271345857.HKD","LU1988902786.USD","LU2211815571.USD","EGGY","BK1240","LYTE","SGXZ51526630.SGD","LU1064131342.USD","LU2322448791.USD","LU1791710400.SGD","LU0053666078.USD","LU0320765646.SGD","LU2028103732.USD","LU0106831901.USD","KBWB","LU0274383776.USD","LU1244550221.USD","LU2931357623.SGD","IAI","BK4516","BK4581","02342","BK1147","LU2023251221.USD","IE00B66KJ199.SGD","LU1720051108.HKD","LU0971096721.USD","LU2089284900.SGD","BK4588","LU0006306889.USD","LU0158827781.USD","LU2272731782.SGD","BK1506","BK1516","BK1564","LU2133065610.SGD","LU1992135472.HKD","IE00B3S45H60.SGD","LU1023057109.AUD","LU0307460666.USD","LU2272731865.HKD","LU2351347302.SGD","BK1537","LU2089283258.USD","LU2111349929.HKD","BK4148","LU2929501877.USD","IE00B19Z4B17.USD","LU0314104364.USD","LU0359201885.HKD","LU2322448957.HKD","LU0588546209.SGD","BK4504","BK1149","LU1732799900.SGD","AAOZ","LU0225283273.USD","LU0912757837.SGD","SG9999002828.SGD","BK1501","LU1363072403.SGD","BK4157","LU2487616109.SGD","LU0359201612.USD","BK1170","BK1116","LU1720051017.SGD","LU2360107168.USD","IE00BKVL7J92.USD","LU2089985449.USD","BK4534","LU1171460220.USD","IE00BZ1G4Q59.USD","LU0210528500.USD","FOTO","LU0234570918.USD","LU1074936037.SGD","LU1989772923.USD","SGXZ99366536.SGD","LU0528227936.USD","LU1668664300.SGD","LU0259732245.USD","KCAI","LU1244550494.USD","LU2473716301.USD","LU2187417386.USD","LU2357305700.SGD","SGXZ81514606.USD","LU2290526834.HKD","LU1861215975.USD","SIXG","LU0106261372.USD","LU1548497426.USD","LU2279858448.HKD","01191","LU1989772840.SGD","IE00B775SV38.USD","LU2347655156.SGD","LUMA","IE00B7SZL793.SGD","LU0882574139.USD","SPRX","LU0795875086.SGD"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2673748437","title":"港股异动 | 光通信概念股多数走高 海光芯正(01191.HK)涨超9% 剑桥科技(06166.HK)涨超5%","url":"https://stock-news.laohu8.com/highlight/detail?id=2673748437","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2673748437?lang=zh_cn&edition=fundamental","pubTime":"2026-10-05 10:32","pubTimestamp":1791167525,"startTime":"0","endTime":"0","summary":null,"market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.zhitongcaijing.com/immediately.html?type=ganggu","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"live_zhitongcaijing","symbols":["BK1170","01191","BK1537","06166","BK1147","BK1149","BK1240"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2672796958","title":"光通信概念局部走强 剑桥科技（06166）涨超3% 机构看好1.6T光模块规模化交付","url":"https://stock-news.laohu8.com/highlight/detail?id=2672796958","media":"金吾财讯","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2672796958?lang=zh_cn&edition=fundamental","pubTime":"2026-10-02 10:35","pubTimestamp":1790908547,"startTime":"0","endTime":"0","summary":"金吾财讯 | 光通信概念局部走强，截至发稿，剑桥科技（06166）涨3.79%，中际旭创（03308）涨3.58%，海光芯正（01191）涨3.53%，长飞光纤光缆（06869）涨3.03%。消息面上，中国银河证券表示，AI算力资本开支持续上行，光通信进入需求高增、供给受限、技术迭代、国产替代四重共振阶段。北美云厂商资本开支指引上调，AI集群扩张倒逼光互连架构升级，产业价值重心从模块组装向上游光引擎、硅光芯片转移。1.6T光模块进入规模化交付周期，NPO、CPO等下一代光电封装技术加速推进；上游高速光芯片国产替代迎来放量拐点，交付能力取代单纯拿订单，成为龙头核心竞争力。","market":"fut","thumbnail":"https://static.szfiu.com/news/20241108/OWU0MGRiNDM1NDA5NTM4MzU5OQ==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/OWU0MGRiNDM1NDA5NTM4MzU5OQ==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1992911","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0307460666.USD","LYTE","BK1523","BK1240","BK1170","BK1533","SG9999006597.SGD","FOTO","LU0588546209.SGD","LU1255011170.USD","BK1506","AAOZ","SGXZ81163826.USD","AAOG","06869","BK1149","LUMA","01191","03308","06166","BK1249","BK1537","SGXZ49509284.SGD","BK0214","603083","AAOX","BK1147","LU1655091616.SGD","SIXG","BK1122"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2672679573","title":"港股异动 | 部分光通信概念股走高 大摩判断FCC限制并非“一刀切” 产业有望继续受益于AI算力扩张","url":"https://stock-news.laohu8.com/highlight/detail?id=2672679573","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2672679573?lang=zh_cn&edition=fundamental","pubTime":"2026-10-02 10:05","pubTimestamp":1790906745,"startTime":"0","endTime":"0","summary":"消息面上，隔夜美股光通信概念股大涨，Coherent涨10.90%，lumentum涨7.67%。摩根士丹利于10月1日发布电信与网络设备行业研究报告，核心判断是，美国FCC对中国产光模块的限制最可能在3.2T代际落地，但存在\"美国含量豁免\"路径，整体格局对Lumentum和Coherent构成利好，而非对中国光模块厂商的全面封杀。中泰证券近期指出，展望后续，光通信产业有望继续受益于AI算力扩张、速率升级与网络架构演进三重驱动。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1503213.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LUMA","AIO","06166","LU0106261372.USD","LU1548497426.USD","VXUS","LU0557290698.USD","LU1255011170.USD","06869","BK4504","LU1791710582.SGD","LU0971096721.USD","BK1523","BK1537","LU2028103732.USD","IAI","LU0795875169.SGD","LU0882574139.USD","BK4127","LU0314104364.USD","KCAI","KBWB","WDAI","LU0006306889.USD","LU2271345857.HKD","BK1249","LU1989772840.SGD","LU0106831901.USD","LU1244550577.SGD","LU0158827781.USD","IE00B3S45H60.SGD","SG9999006597.SGD","WISE","03308","LU2111349929.HKD","LU1720051017.SGD","SIXG","FOTO","LU0267386448.USD","BK4585","LYTE","LU0098860793.USD","LU1791710400.SGD","BK1147","LU1244550494.USD","LU1732799900.SGD","01191","BK1149","LU2089283258.USD","LU0795875086.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1104931585","title":"港股异动｜部分港股光通信股走强，剑桥科技涨超5%","url":"https://stock-news.laohu8.com/highlight/detail?id=1104931585","media":"老虎快讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1104931585?lang=zh_cn&edition=fundamental","pubTime":"2026-10-02 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机构指光模块温控迎来量价齐升","url":"https://stock-news.laohu8.com/highlight/detail?id=2671211812","media":"金吾财讯","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2671211812?lang=zh_cn&edition=fundamental","pubTime":"2026-09-30 10:02","pubTimestamp":1790733747,"startTime":"0","endTime":"0","summary":"金吾财讯 | 光通信板块走强，截至发稿，剑桥科技 涨5.05%，蓝思科技涨3.33%，鸿腾精密涨2.34%，海光芯正涨1.91%，中际旭创涨1.23%。光模块温控形成芯片级精准控温、界面导热、模组级均热三层体系，单模块温控价值量随速率迭代系统性上移；叠加CPO/NPO架构下光引擎与交换芯片同域散热，行业迎来量价齐升。","market":"us","thumbnail":"https://static.szfiu.com/news/20241108/NmNiNTg2NTUyNjE5NjAwNw==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/NmNiNTg2NTUyNjE5NjAwNw==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1992816","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["AAOZ","BK1122","SIXG","603083","06088","BK1170","AAOG","FOTO","BK1537","SGXZ81163826.USD","LU1655091616.SGD","BK0214","06613","LUMA","LYTE","SGXZ49509284.SGD","AAOX","LU1255011170.USD","LU0348766576.USD","BK1149","BK1147","SG9999001069.SGD","BK1249","BK1533","LU0348767384.USD","06166","BK1508","03308","01191","BK1240"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2671029577","title":"国盛证券：首予海光芯正(01191.HK)“买入”评级 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09:37","pubTimestamp":1790300240,"startTime":"0","endTime":"0","summary":"9月25日，海光芯正盘中下跌5.59%，报160.6港元/股，成交额293.06万港元。海光芯正所在的电子元件行业中，板块整体承压，个股中，建滔积层板跌2.11%，建滔集团跌3.72%，舜宇光学科技跌2.91%，胜宏科技跌1.47%，立讯精密跌2.11%。（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["01191"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2670352419","title":"智通港股早知道 | 监管明确险资投资港股通ETF口径 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