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

港股早盘涨跌不一恒生科技指数半日涨0.76% 网易（09999）升3.40%

港股异动 | 部分光通信概念股回暖，中际旭创涨超2%，高盛大幅上调高速光模块需求预测

光通信概念股部分回暖海光芯正涨近5%中际旭创涨近4%

光通信板块局部走强海光芯正（01191）涨4.10% 高盛上调光模块需求预期

异动解读｜海光芯正盘中上涨5.22%，报131.2港元

海光芯正(01191)股价大幅下跌17.606%，现价港币$128.7

阿斯达克财经

港股异动｜光通信股集体走低、海光芯正跌13%，三大AI巨头呼吁放缓AI开发步伐

异动解读｜海光芯正盘中下跌5.51%，报140.7港元

一周港股牛熊榜｜港股通新贵领涨：今海医疗科技周涨50%，海光芯正涨近49%；真健康医疗本周股价“腰斩”，博泰车联跌40%

老虎资讯综合

港股异动 | 海光芯正(01191)一度涨超9% 下半年1.6T光模块开始出货 FCC靴子落地缓解光通信担忧

FCC未将中国光通信产业链企业纳入限制名单光通信股局部走高中际旭创（03308）涨1.96%

港股光通信概念股盘中拉升，海光芯正涨超8%，中际旭创涨近6%

老虎资讯综合

异动解读｜海光芯正盘中上涨5.93%，高盛上调光模块市场预测叠加港股通资金持续涌入

海光芯正(01191)股价上升5.044%，现价港币$166.6

阿斯达克财经

【特约大V】邓声兴：油价破百加息升温，恒科承压

港股异动 | 海光芯正(01191)逆市涨逾7% 纳入港股通后累涨逾五成光模块订单排满2027年全年

异动解读｜海光芯正盘中上涨8.06%，高盛上调光模块市场规模预测叠加格罗方德战略合作

港股午评|恒生指数早盘无涨跌光通信板块跟外盘普涨

站回“光”里！1100亿CPO龙头秒涨停

早盘指数震荡整理，科技赛道强势领涨新股表现吸睛

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11:07","pubTimestamp":1789441676,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，部分光通信概念股回暖，截至发稿，$海光芯正$涨5%；$中际旭创$涨2%；$曦智科技-P$涨0.79%。消息面上，高盛走访中国15家光通信企业后，大幅上调高速光模块需求预测。高盛将800G及以上光模块2027年/2028年需求预测分别上修39%和36%，至1.44亿只和1.71亿只。与此同时，报告判断1.6T光模块价格将维持在700美元以上，800G产品2027年降价幅度仅为个位数。","market":"hk","thumbnail":"https://static.tigerbbs.com/f5e8aba7de194dc92d26747c1cfec057","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/f5e8aba7de194dc92d26747c1cfec057"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1496027.html","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU1997245094.SGD","LU1781817850.SGD","GSX","BK0070","LU2778985437.USD","LU2471134952.CNY","VXUS","300308","LU0164939612.USD","BK0028","LYTE","LU1064130708.USD","IE0032431581.USD","BK0214","LUMA","HK0000306701.USD","SIXG","IE00B19Z3581.USD","BK1147","BK4552","BK4588","HK0000306685.HKD","01191","BK4504","IE0004086264.USD","LU0348827113.USD","BK0077","LU0634319403.HKD","KCAI","91530","LU2237443465.HKD","SGXZ49509284.SGD","LU0082770016.SGD","LU0106831901.USD","BK4516","LU0051755006.USD","LU0210526637.USD","03308","LU2750360641.GBP","LU1255011170.USD","IE0034235188.USD","LU0345770993.USD","IE0034224299.USD","LU1868837136.USD","FOTO","LU0572944931.SGD","LU1808992512.USD","LU0540923850.HKD","LU1868837300.USD","01879"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2667188686","title":"光通信概念股部分回暖 海光芯正涨近5%中际旭创涨近4%","url":"https://stock-news.laohu8.com/highlight/detail?id=2667188686","media":"新浪港股","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2667188686?lang=zh_cn&edition=fundamental","pubTime":"2026-09-15 10:31","pubTimestamp":1789439460,"startTime":"0","endTime":"0","summary":"热点栏目自选股\n数据中心\n行情中心\n资金流向\n模拟交易客户端部分光通信概念股回暖，截至发稿，海光芯正（01191）上涨4.90%，报130.60港元；中际旭创（03308）上涨3.65%，报1109港元；曦智科技-P（01879）上涨2.53%，报284港元。","market":"other","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://finance.sina.com.cn/stock/hkstock/marketalerts/2026-09-15/doc-inirwmwh3929604.shtml","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":"sina","symbols":["LU1961090484.USD","BK0070","BK0214","LU0634319403.HKD","300308","LU2213484517.USD","FOTO","HK0000306701.USD","BK1170","BK1147","03308","HK0000320223.HKD","LU0359202008.SGD","LU2177674079.SGD","LU0039217434.USD","LUMA","LU2580892862.HKD","LU0469268626.HKD","IE00BYTNYN87.SGD","SGXZ81163826.USD","BK1537","IE0034224299.USD","LU0210526637.USD","LU0561508036.HKD","BK0077","LU1064131003.USD","LU1206782309.USD","LU2495084118.USD","SG9999011746.SGD","LU0456827905.SGD","BK0028","LU0359201612.USD","LU0082770016.USD","LU2476274308.USD","LU0320764599.SGD","LU1794554557.SGD","LU1997245094.SGD","LU1934453819.USD","01191","SGXZ49509284.SGD","SIXG","LU0359201885.HKD","LU2476274720.SGD","BK1122","LU1979443071.USD","91530","LYTE","LU0164865239.USD","HK0000320264.USD","LU1655091616.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2667690814","title":"光通信板块局部走强 海光芯正（01191）涨4.10% 高盛上调光模块需求预期","url":"https://stock-news.laohu8.com/highlight/detail?id=2667690814","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2667690814?lang=zh_cn&edition=fundamental","pubTime":"2026-09-15 09:50","pubTimestamp":1789437047,"startTime":"0","endTime":"0","summary":"金吾财讯 | 港股光通信板块局部走强，截至发稿，海光芯正 涨4.10%，俊知集团涨3.19%，曦智科技-P涨2.96%，舜宇光学科技涨2.61%，京信通信涨1.44%，中际旭创涨1.21%。高盛表示，中国市场方面，受访企业预计整体需求将实现两位数增长，规模超过5000万只，主体仍以800G和400G为主，1.6T处于起量初期。","market":"nz","thumbnail":"https://static.szfiu.com/news/20200908/YzIxOTk5NDIxODE3ODE=.png","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20200908/YzIxOTk5NDIxODE3ODE=.png"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1991608","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":["02382","LU0942090050.USD","BK1529","LU0210536198.USD","FOTO","LU2265009873.SGD","BK1170","IE0008368742.USD","IE00BSNM7G36.USD","BK1537","LU1868837136.USD","LU2237443465.HKD","LU2237443622.USD","BK4550","LU1868836757.USD","LU2750360641.GBP","IE00B031HY20.USD","01879","LU2237443895.HKD","BK1521","LUMA","LU1668664300.SGD","01300","01191","AAOG","IE00B19Z3581.USD","AAOX","BK4588","LU2896262040.SGD","BK1163","LU1255011170.USD","02342","AAOZ","BK1504","LU0251142724.SGD","BK4504","GSX","IE0002270589.USD","LU1868836591.USD","03308","LU2471134952.CNY","LYTE","BK1533","BK1122","LU0326950275.SGD","LU2471134523.USD","BK1147","BK4127","SIXG","IE00B19Z3B42.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1104489074","title":"异动解读｜海光芯正盘中上涨5.22%，报131.2港元","url":"https://stock-news.laohu8.com/highlight/detail?id=1104489074","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1104489074?lang=zh_cn&edition=fundamental","pubTime":"2026-09-15 09:39","pubTimestamp":1789436385,"startTime":"0","endTime":"0","summary":"9月15日，海光芯正盘中上涨5.22%，报131.2港元/股，成交额3513.57万港元。海光芯正所在的电子元件行业整体走强，个股中，三环集团涨3.24%，建滔积层板涨3.21%，舜宇光学科技涨3.06%，胜宏科技涨2.35%，建滔集团涨2.32%。海光芯正是一家主要提供光电互连产品的公司，产品包括光模块、有源光缆及光电元件等，其光电互连产品应用于人工智能数据中心，主要在中国国内和海外市场开展业务。（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":"2667329786","title":"海光芯正(01191)股价大幅下跌17.606%，现价港币$128.7","url":"https://stock-news.laohu8.com/highlight/detail?id=2667329786","media":"阿斯达克财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2667329786?lang=zh_cn&edition=fundamental","pubTime":"2026-09-14 11:32","pubTimestamp":1789356720,"startTime":"0","endTime":"0","summary":"[下跌股]海光芯正(01191) 股价在上午11:31比前收市价大幅下跌17.606%，现股价为港币$128.7。至目前为止，今日最高价为$149.9，而最低价为$128.7。总成交量为169.682万股，总成交金额为港币$2.338亿。","market":"fut","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20180205152745608_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20180205152745608_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAD2609141354/aamm-all-category","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAD2609141354/aamm-all-category","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-2","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["BK1147","BK1537","01191","BK1170"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1118459573","title":"港股异动｜光通信股集体走低、海光芯正跌13%，三大AI巨头呼吁放缓AI开发步伐","url":"https://stock-news.laohu8.com/highlight/detail?id=1118459573","media":"老虎快讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1118459573?lang=zh_cn&edition=fundamental","pubTime":"2026-09-14 09:47","pubTimestamp":1789350420,"startTime":"0","endTime":"0","summary":"港股光通信股集体走低，海光芯正跌13%，中际创旭跌4%，剑桥科技跌4%，长飞光纤光缆跌3%。","market":"sg","thumbnail":"https://static.tigerbbs.com/516cbe31098a2a42f16da93a5544fbb1","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/516cbe31098a2a42f16da93a5544fbb1"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","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":null,"symbols":["03308","06166","01191"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1140813983","title":"异动解读｜海光芯正盘中下跌5.51%，报140.7港元","url":"https://stock-news.laohu8.com/highlight/detail?id=1140813983","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1140813983?lang=zh_cn&edition=fundamental","pubTime":"2026-09-14 09:34","pubTimestamp":1789349648,"startTime":"0","endTime":"0","summary":"9月14日，海光芯正盘中下跌5.51%，报140.7港元/股，成交额2784.32万港元。海光芯正所在的电子元件行业整体走弱，个股中，建滔积层板跌6.1%，胜宏科技跌3.85%，建滔集团跌3.51%，舜宇光学科技跌1.01%，三环集团跌0.64%。海光芯正是一家主要提供光电互连产品的公司，产品包括光模块、有源光缆及光电元件等，其光电互连产品应用于人工智能数据中心，主要在中国国内和海外市场开展业务。（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":"1177651418","title":"一周港股牛熊榜｜港股通新贵领涨：今海医疗科技周涨50%，海光芯正涨近49%；真健康医疗本周股价“腰斩”，博泰车联跌40%","url":"https://stock-news.laohu8.com/highlight/detail?id=1177651418","media":"老虎资讯综合","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1177651418?lang=zh_cn&edition=fundamental","pubTime":"2026-09-11 17:14","pubTimestamp":1789118093,"startTime":"0","endTime":"0","summary":"海光芯正 本周涨幅48.76%光模块龙头获纳入港股通，订单排满2027全年。沪深交易所公告海光芯正正式调入港股通标的证券名单，自2026年9月7日起生效，内地投资者可通过港股通直接买卖，公司当日放量大涨。低价配售摊薄现有股东权益，成为本周股价大幅走低的直接诱因，尽管公司在智能座舱赛道的订单与市场份额仍获机构相对积极评价。","market":"hk","thumbnail":"https://community-static.tradeup.com/news/549ed9c19f16d97443cb9ffadc6a6514","type":0,"news_type":0,"thumbnails":["https://community-static.tradeup.com/news/549ed9c19f16d97443cb9ffadc6a6514"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["01191","06166","02225","02723","02672","02729","02442","02889","02697","01392"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2666108425","title":"港股异动 | 海光芯正(01191)一度涨超9% 下半年1.6T光模块开始出货 FCC靴子落地缓解光通信担忧","url":"https://stock-news.laohu8.com/highlight/detail?id=2666108425","media":"智通财经","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666108425?lang=zh_cn&edition=fundamental","pubTime":"2026-09-11 10:29","pubTimestamp":1789093752,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，海光芯正一度涨超9%，9月7日入通以来股价累涨六成。值得一提的是，9月11日，美国联邦通信委员会相关最终规则正式落地。其中，FCC新规穿透至上游零部件，但中际旭创、新易盛等多家光模块企业暂未在列。分析指出，对当前板块来说，这意味着此前围绕FCC的极端悲观假设基本没有落地，尤其无源环节的政策确定性更高，整体对光通信风险偏好是偏正面的。","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/1494809.html","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":"stock_zhitongcaijing","symbols":["KCAI","BK1170","AAOX","01191","LYTE","BK1537","SIXG","AAOZ","LUMA","BK4588","AAOG","VXUS","BK1147","BK4585","FOTO"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666517939","title":"FCC未将中国光通信产业链企业纳入限制名单 光通信股局部走高 中际旭创（03308）涨1.96%","url":"https://stock-news.laohu8.com/highlight/detail?id=2666517939","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666517939?lang=zh_cn&edition=fundamental","pubTime":"2026-09-11 09:56","pubTimestamp":1789091767,"startTime":"0","endTime":"0","summary":"金吾财讯 | 港股光通信股局部走高，截至发稿，海光芯正（01191）涨3.03%，中际旭创（03308）涨1.96%，长飞光纤光缆（06869）涨2.03%，剑桥科技（06166）涨1.05%。消息面上，外媒报道称，当地时间9月10日，美国联邦通信委员会（FCC）相关最终规则正式落地，FCC在联邦公报发布最终规则《通过设备授权计划防范通信供应链面临的国家安全威胁》，拟于9月11日在联邦公报正式刊载，30日后正式生效。其中，中际旭创、新易盛、东山精密、天孚通信等中国光通信产业链企业，没有被直接纳入FCC的限制名单，打破了此前市场忧虑。","market":"fut","thumbnail":"https://static.szfiu.com/news/20241108/YjA5ZTU5M2U3ZjIyNGI4Mzk2MWM1NGUyNWZkZjFmMjE3MzEwNTIzMzcxNTY=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/YjA5ZTU5M2U3ZjIyNGI4Mzk2MWM1NGUyNWZkZjFmMjE3MzEwNTIzMzcxNTY=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1991364","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":["BK1149","LU0531971595.HKD","06869","FOTO","LU1820825898.SGD","03308","LU0359202008.SGD","BK1249","IE00BYTNYN87.SGD","LYTE","LU0348827113.USD","LU0359201612.USD","LU2289578879.USD","BK1537","BK1523","LU0359201885.HKD","LU0348735423.USD","IE0032431581.USD","300308","LU0456827905.SGD","LU1719994722.HKD","LU2008162690.USD","06166","LU0588546209.SGD","01191","LU1794554557.SGD","LU0417516902.SGD","LU1655091616.SGD","LU0164865239.USD","LU1770034418.SGD","91530","LU0231483743.USD","LU0320764599.SGD","HK0000306685.HKD","LU0572944931.SGD","LU0082770016.USD","LU1146622755.USD","SIXG","LU2399975544.HKD","BK0167","LU0561508036.HKD","LUMA","LU1781817850.SGD","LU1720050803.USD","LU0210526637.USD","LU0417516738.SGD","SG9999006597.SGD","LU1251922891.USD","LU0348825331.USD","LU0327786744.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1143273635","title":"港股光通信概念股盘中拉升，海光芯正涨超8%，中际旭创涨近6%","url":"https://stock-news.laohu8.com/highlight/detail?id=1143273635","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1143273635?lang=zh_cn&edition=fundamental","pubTime":"2026-09-11 09:53","pubTimestamp":1789091631,"startTime":"0","endTime":"0","summary":"9月11日，港股光通信概念股盘中拉升，$海光芯正(01191)$涨超8%，$中际旭创(03308)$涨近6%，$长飞光纤光缆(06869)$涨超3%，$剑桥科技(06166)$涨超2%。","market":"hk","thumbnail":"https://static.tigerbbs.com/fd680cd945fd32917c8ece66ec685e5f","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/fd680cd945fd32917c8ece66ec685e5f"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","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":null,"symbols":["LU0456827905.SGD","IE00B12V2V27.USD","IE00BYQNZ168.SGD","BK0070","LU0634319403.HKD","LU0348735423.USD","LU1794554557.SGD","BK4588","LU0082770016.SGD","LU2580892789.USD","BK4585","HK0000320223.HKD","LU1979443071.USD","HK0000320264.USD","LU2008162690.USD","LU1997244956.HKD","LU0469268626.HKD","LYTE","LU2399975544.HKD","LU1206782309.USD","BK0167","LU0359202008.SGD","BK1240","BK1170","SGXZ81163826.USD","03308","LU1934453819.USD","LU1255011170.USD","LU1961090484.USD","BK0077","LU2289578879.USD","BK0028","LU0417516902.SGD","LU1064130708.USD","LU0540923850.HKD","LU2476274720.SGD","LU2213484517.USD","LU0359201885.HKD","BK1147","SGXZ49509284.SGD","LU1997245094.SGD","LU0231483743.USD","BK0214","LU0051755006.USD","IE0034224299.USD","LU0708995583.HKD","LU1023057109.AUD","BK1506","LU0531971595.HKD","LU0327786744.USD","06869","LU0359201612.USD","LU1251922891.USD","LU2148510915.USD","LU2580892862.HKD","01191","LU0620787316.HKD","LU0348825331.USD","SG9999011746.SGD","BK1249","LU0164939612.USD","LU0210526637.USD","LUMA","LU1303224171.USD","06166","HK0000306701.USD","LU1064131003.USD","SIXG","LU0082770016.USD","LU2495084118.USD","91530","VXUS","LU1655091616.SGD","LU2177674079.SGD","SG9999006597.SGD","LU0348827113.USD","LU1580142542.USD","HK0000306685.HKD","LU1146622755.USD","BK1533","LU1719994722.HKD","LU1808992512.USD","LU0417516738.SGD","LU2778985437.USD","LU0588546209.SGD","KCAI","LU0164865239.USD","LU0561508036.HKD","LU0039217434.USD","LU0052750758.USD","LU0572944931.SGD","BK1523","LU1997245177.USD","LU0320764599.SGD","BK1149","LU1720050803.USD","IE00BYTNYN87.SGD","LU0307460666.USD","LU0871576103.HKD","BK1537","LU1820825898.SGD","IE0032431581.USD","300308","LU2476274308.USD","LU1770034418.SGD","LU1781817850.SGD","FOTO","BK1122"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1187740828","title":"异动解读｜海光芯正盘中上涨5.93%，高盛上调光模块市场预测叠加港股通资金持续涌入","url":"https://stock-news.laohu8.com/highlight/detail?id=1187740828","media":"行情直击","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1187740828?lang=zh_cn&edition=fundamental","pubTime":"2026-09-11 09:51","pubTimestamp":1789091475,"startTime":"0","endTime":"0","summary":"9月11日，海光芯正盘中上涨5.93%，报168.0港元，成交额8583.83万港元。消息面上，近日高盛大幅上调全球光模块市场预测，预计未来三年市场规模将分别达约677亿、1314亿及1485亿美元，较此前预测上调33%至115%。此外，第27届中国国际光电博览会9月9日开幕，1.6T光模块及CPO/NPO前沿方案集中亮相，行业催化密集。公司此前披露订单已排满全年，下半年1.6T光模块将开始出货海外头部客户。","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":"高盛上调光模块预测，海光芯正盘中上涨","news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["01191"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666171535","title":"海光芯正(01191)股价上升5.044%，现价港币$166.6","url":"https://stock-news.laohu8.com/highlight/detail?id=2666171535","media":"阿斯达克财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666171535?lang=zh_cn&edition=fundamental","pubTime":"2026-09-11 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股价在上午09:44比前收市价上升5.044%，现股价为港币$166.6。至目前为止，今日最高价为$166.6，而最低价为$151.0。总成交量为35.205万股，总成交金额为港币$5.566千万。","market":"hk","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20190515141041255_s.png","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20190515141041255_s.png"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAR260911773/aamm-all-category","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAR260911773/aamm-all-category","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":"aastocks_highlight","symbols":["BK1147","BK1537","BK1170","01191"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666517871","title":"【特约大V】邓声兴：油价破百加息升温，恒科承压","url":"https://stock-news.laohu8.com/highlight/detail?id=2666517871","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666517871?lang=zh_cn&edition=fundamental","pubTime":"2026-09-11 09:42","pubTimestamp":1789090934,"startTime":"0","endTime":"0","summary":"国指跌94点或1.13%，报8274点；科指跌90点或2.04%，报4330点。海底捞控股股东确认减持，股价继昨日收市挫9%后，今日再跌4.1%，报9.915元。油价破百加息升温，恒科承压。订单能见度极高，管理层明确表示高速光模块全行业处于“不缺订单、只缺产能”状态，订单指引已全面排满2027年全年，并提前锁定2027年度千万颗DSP芯片确认订单。海光芯正正处于流动性改善、1.6T产品切换及全球化制造布局的三重利好交汇点，中线估值重构空间值得跟进。","market":"hk","thumbnail":"https://static.szfiu.com/news/20241108/ZTVmMTM1MjM4NjExMzI=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/ZTVmMTM1MjM4NjExMzI=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1991360","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":["PXE","US2Y.BOND","US30Y.BOND","OIH","WTIU","PEJ","VOOV","XLEX","BNO","US10Y.BOND","USL","OILU","DBC","UGA","PXJ","DRIP","TMF","TLTW","US5Y.BOND","US7Y.BOND","VDE","US3Y.BOND","USE","US12M.BOND","TLT","DIG","SDOG","03306","DBO","US6M.BOND","GUSH","DUG","06862","FTXN","BWET","DBE","01191","ERX","OILT","UAE","SPXT","DRLL","TPOR","USOI","XES","IEO","WEEI","OILK","IXC","07226"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666559011","title":"港股异动 | 海光芯正(01191)逆市涨逾7% 纳入港股通后累涨逾五成 光模块订单排满2027年全年","url":"https://stock-news.laohu8.com/highlight/detail?id=2666559011","media":"智通财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666559011?lang=zh_cn&edition=fundamental","pubTime":"2026-09-10 09:55","pubTimestamp":1789005335,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，海光芯正今日逆市走高，截至发稿，涨6.56%，报164港元，成交额1.67亿港元，该股自9月7日纳入港股通以来，累计上涨超50%。消息面上，9月4日，海光芯正在中报业绩说明会上给出令市场兴奋的指引。值得一提的是，9月7日起，海光芯正正式进入港股通标的名单，解锁南向资金通道。","market":"sh","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/1494240.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LYTE","LUMA","AAOG","KCAI","01191","VXUS","AAOX","BK1537","BK4588","BK1170","BK1147","FLHK","BK4585","AAOZ"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1193774800","title":"异动解读｜海光芯正盘中上涨8.06%，高盛上调光模块市场规模预测叠加格罗方德战略合作","url":"https://stock-news.laohu8.com/highlight/detail?id=1193774800","media":"行情直击","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1193774800?lang=zh_cn&edition=fundamental","pubTime":"2026-09-10 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光通信板块跟外盘普涨","url":"https://stock-news.laohu8.com/highlight/detail?id=2666302558","media":"中金财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666302558?lang=zh_cn&edition=fundamental","pubTime":"2026-09-09 12:57","pubTimestamp":1788929822,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，港股恒生指数早盘无涨跌，报25316点；恒生科技指数跌0.58%。港股成交1073亿港元。　　隔夜美股光通信概念股因重磅商业合作逆势爆发。　　潍柴动力再涨超6%领涨蓝筹，公司成为恒指成份股，上半年数据中心柴发销量超去年全年。　　云英谷科技涨超6%，正式获纳入港股通，已实现高端AMOLED显示驱动芯片规模化出货。　　海底捞早盘跌9.49%，该股市前现2.59亿股成交，市场猜测或为大股东出售股份。","market":"sh","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://sc.stock.cnfol.com/gushizhibo/20260909/32364491.shtml","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":"zhongjincaijing_highlight","symbols":["BK4512","LU1778281490.HKD","LU2242650005.HKD","SG9999014880.SGD","LU1803068979.SGD","LU2023250504.SGD","LU2430703095.HKD","IE00B1BXHZ80.USD","SG9999015945.SGD","LU0784383803.USD","LU1235295612.USD","LU1366192091.USD","IE00B19Z3581.USD","BK4122","LU0348723411.USD","LU2750360997.AUD","BK4551","LU0390134368.USD","LU1035775433.USD","LU1989764748.USD","IE00B3S45H60.SGD","513600","LU0390135688.USD","LU1280957306.USD","LU2279858448.HKD","LU2361044949.HKD","IE00BMPRXQ63.HKD","SG9999006597.SGD","LU2381873111.SGD","LU2065171311.SGD","LU0342679015.USD","03423","LU2092937148.SGD","BK4592","AMZN","09115","LU2488822045.USD","AMZG","LU1883839398.USD","LU0353189680.USD","LU0965508806.USD","LU0128522157.USD","LU0320764755.SGD","LU0957791311.USD","IE0005OL40V9.USD","IE00B3SWFQ91.USD","LU1914381329.SGD","BK1535","LU0080751232.USD","AMAA","HK0000914686.HKD","01191","ILDR","03032","CLIX","LU0820561818.USD","LU0203201768.USD","LU1496350171.SGD","HSI","LU0210533765.USD","BK4524","03417","LU0130103400.USD","LU1496350502.SGD","LU2168564495.EUR","QCOM","03419","IE000ITXATA3.USD","IE00BJTD4N35.SGD","SG9999002950.SGD","LU0079474960.USD","LU1328277881.USD","LU2462157665.USD","IE0034235303.USD","LU0354030438.USD","LU0882574139.USD","01138","SGXZ31699556.SGD","LU0708994859.HKD","LU1934455277.USD","LU0469268626.HKD","LU0390135332.USD","LU1718418525.SGD","LU0128525929.USD","LU1171460220.USD","IE00BKDWB100.SGD","LU2360032135.SGD","SQCOMmain","LU0528227936.USD","IE00BJTD4V19.USD","LU0149721374.USD","LU1935042488.USD","QCMU","LU2108987350.USD","LU0011850046.USD","LU1861127337.USD","LU1868836591.USD","BK1604","SG9999002232.USD","HK0000532082.HKD","IE00BZ1G4Q59.USD","LU0029875118.USD","LU0943347566.SGD","SG9999011746.SGD","LU0742534661.SGD","LU2462591277.SGD","IE00BK4W5M84.HKD","LU2168564222.USD","LU0107464264.USD","BK4543","LU1366333091.USD","LU1481107354.HKD","LU0980610538.SGD","LU0353189763.USD","LU2272731600.USD","07300","LU1839511570.USD","GLW","LU0964807845.USD","LU2063271972.USD","BK4573","IE000W1ABFV2.USD","LU0965509283.SGD","LU2552382058.USD","BK4538","LU1551013425.SGD","LU2461242641.AUD","LU1861558580.USD","BK4559","LU0053666078.USD","LU0823434740.USD","LU2756315318.SGD","LU2028103732.USD","BK1103","LU2125154778.USD","HK0000304797.USD","BK1589","LU0061475181.USD","LU0214875030.USD","LU1435385759.SGD","LU1935043452.HKD","LU0784385840.USD","AMZZ","IE00BVYPNP33.GBP","LU0109392836.USD","LU0234570918.USD","LU0784385170.HKD","SG9999001424.SGD","LU0256863811.USD","LU1988902786.USD","LU0049112450.USD","BK4503","03088","USAW.SI","LU1145028129.USD","IE000BZT7R73.USD","LU1992135472.HKD","IE00BGHQDM52.EUR","SG9999015986.USD","LU0871640123.AUD","LU2326559502.SGD","LU1868836914.USD","LU1989764664.SGD","83115","BK4585","LU0127658192.USD","LU0289960550.SGD","LU0543330483.HKD","SG9999017495.SGD","IE00BWXC8680.SGD","LU0096362180.USD","LU1153585028.USD","LU2430703178.SGD","BK1171","LU1244550221.USD","LU0345770308.USD","LU0175139822.USD","LU1235294995.USD","AMZY","BK1190","LU0061474705.USD","LU2750360641.GBP","BK4507","LU1880398471.USD","SGXZ51526630.SGD","000338","IE000KEQY171.SGD","LU1791710582.SGD","LU2543165471.USD","LU2471134879.HKD","IE0002270589.USD","LU0162691827.USD","BK4579","IE00BZ08YS42.EUR","IE00B19Z9505.USD","LU0354030511.USD","AMZP","LU0154236417.USD","LU0157215616.USD","HK0000500386.USD","LU0267386448.USD","LU1206782309.USD","LU2089283258.USD","SGXZ80539844.SGD","LU0965509101.SGD","LU1868837300.USD","IE00BK4W5L77.USD","LU0823411888.USD","LU2999663052.SGD","LU0289941410.SGD","LU0456855351.SGD","LU2362540622.SGD","BK1235","SG9999014906.USD","LU0308772762.SGD","BK4612","IE00B4YYXB79.USD","00626","LU0070302665.USD","BK4554","LU1852331112.SGD","LU0861579265.USD","SG9999001093.SGD","LU1861559042.SGD","LU0640476718.USD","LU0254981946.USD","SG9999001077.SGD","HSTECH","LU1084165304.USD","IE00B4JS1V06.HKD","LU1201861249.SGD","LU0642271901.SGD","LU0256863902.USD","BK4596","IE0009356076.USD","FTXL","LU0689472784.USD","LU1720051108.HKD","LU1244550577.SGD","LU2360106780.USD","LU0494093205.USD","LU0868494617.USD","SG9999015952.SGD","LU2250418816.HKD","SGXZ44715902.SGD","LU2111349929.HKD","LU0942090050.USD","07200","LU0310800379.SGD","LU2023250843.SGD","LU1267930490.SGD","LU0320765059.SGD","LU0138981039.USD"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