港股详情

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剑桥科技

92.900

-12.000-11.44%

成交量：1,619.75万

成交额：15.40亿

市值：341.87亿

市盈率：98.83

高：104.000

开：104.000

低：90.050

收：104.900

52周最高：172.857

52周最低：60.550

股本：3.68亿

香港流通股本：9,266.20万

量比：2.73

换手率：17.48%

股息：0.42

股息率：0.45%

每股收益(LYR):0.940

净资产收益率：6.34%

总资产收益率：4.11%

市净率：3.11

市盈率(LYR):98.83

市销率: 5.31

数据加载中...

总览公司新闻资讯公告

港股开盘受压恒指低开0.41% 汇丰控股（00005）跌2.40%

港股公告掘金 | 剑桥科技拟配股及发行债券净募资逾65亿港元加码光模块产能建设

剑桥科技(06166)拟折让约8%配股及发行39.6亿元可转债净募资逾65亿港元

剑桥科技（06166）拟配售1,844.6万股H股并发行39.60亿元可转债预计募资净额约65.36亿港元

港股收盘｜恒指跌0.62% 半导体、医药板块调整

剑桥科技发布2026年9月股份变动月报，股本总数维持稳定

光芯片板块回调剑桥科技（06166）跌3.62% 长光华芯称光芯片长期来看不排除有价格下降的可能

智通AH统计|10月5日

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%

剑桥科技（06166）午后涨超8% 机构料高速产品占比快速提升带动利润大幅增长

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%

剑桥科技(06166)股价上升5.053%，现价港币$118.5

阿斯达克财经

人工智能板块局部走强白鸽在线（02672）涨超9% 机构看好国产大模型商业化落地

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

异动解读｜剑桥科技盘中上涨5.6%，花旗富瑞齐指美光模块限制法案影响有限带动板块持续回暖

港股异动｜部分港股光通信股走强，剑桥科技涨超5%

港股光通信概念局部活跃，剑桥科技涨超5%

AI板块走强汇量科技（01860）涨9.79% 美国白宫发布人工智能协议

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

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GmbH全部股权，交易金额不超过600万欧元。","market":"other","thumbnail":"https://static.szfiu.com/news/20241108/YWY0NWM4YTUxZGFlZmZjNmE5MDYxNjI4NjU1Mjc3NzM1Mzg=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/YWY0NWM4YTUxZGFlZmZjNmE5MDYxNjI4NjU1Mjc3NzM1Mzg=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"299f0a9977df499f8ead781071e5e5e7","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1993270","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":["IE00BZ08YT58.USD","LU0348825331.USD","LU2449936058.SGD","SGXZ90724238.SGD","BK1594","LU0469268626.HKD","LU0456846285.SGD","LU0588546209.SGD","LU0672654166.SGD","IE00BYTNYN87.SGD","HSTECH","LU0048597586.USD","SG9999001051.SGD","BK1575","IE00BYQNZ168.SGD","LU0140636845.USD","LU0084288322.USD","LU0572944931.SGD","LU1105468828.SGD","LU2226246903.HKD","BK1141","BK1619","LU1794554557.SGD","LU0791590937.USD","00178","HK0000165453.HKD","LU0531971595.HKD","02833","LU0348766576.USD","LU2257852520.SGD","LU1224444064.USD","LU0634319403.HKD","LU0456842615.SGD","LU0128526141.USD","LU0359202008.SGD","LU0499858602.USD","LU0877626530.USD","BK1116","LU1282649067.USD","LU1960683339.HKD","LU0370786039.SGD","LU1166156734.SGD","LU1282649810.SGD","LU0029874061.USD","WHGLY","BK1231","CRPJY","HHImain","IE00BZ08YR35.GBP","00288","LU0314109678.HKD","LU0048388663.USD","BK1588","SBHMY","LU0261947096.USD","83115","BK1543","03088","SG9999001069.SGD","LU0348735423.USD","BK1521","LU0029875118.USD","IE00B12V2V27.USD","LU0348767384.USD","BK1513","LU0708995583.HKD","LU2177674079.SGD","SG9999000327.SGD","00836","513600","HSBC","LU2125910500.SGD","09115","LU2045819591.USD","03417","00960","IE0008368742.USD","BK1525","IE0008368411.USD","LGFRY","LU0164865239.USD","LU0259732245.USD","LU0359201885.HKD","LU0543330483.HKD","09088","LU0543330566.HKD","LU0702159699.USD","LU0588545904.SGD","LU1044875133.USD","07226","07552","BK1592","BK1568","BK1601","BK1617","LU2008162690.USD","LU0348814723.USD","LU0516423174.USD","00005","LU0880133367.SGD","LU0231483743.USD","LU0106259558.USD","LU0307460666.USD","LU0456827905.SGD","LU0072913022.USD","BK1610","BK1149","BK1191","LU1366334651.USD","LU0163747925.USD","LU1770036033.HKD","LU1807302812.USD","IE00B0169N27.USD","603083","LU0918141887.USD","LU0791591158.USD","SG9999001689.USD","LU1282651048.USD","LU0540923850.HKD","LU0320764755.SGD","LU0516422440.USD","01093","BK1530","LU0274383008.USD","LU0501845795.SGD","LU1770034418.SGD","LU1808992512.USD","03067","LU0541502299.USD","LU0588545490.SGD","601600","IE0032431581.USD","02800","LU1251922891.USD","LU1303224171.USD","SG9999002950.SGD","LU0067412154.USD","07300","03115","LU0868486357.SGD","LU1023057109.AUD","LU1044874839.SGD","LU1226287792.SGD","LU0326950275.SGD","LU0828237510.HKD","SG9999002562.SGD","LU0541501648.USD","02228","BK1589","HSHD.SI","LU0384037296.USD","00669","BK1572","BK1602","LU1119993845.HKD","BK1603","BK1179","LU0211977185.USD","LU2187417386.USD","300750","LU1102505762.USD","LU0499858438.USD","HSI","SG9999002828.SGD","BK1249","BK1515","IE00B5MMRT66.SGD","BK1175","BK1502","IE00B543WZ88.USD","LU0348805143.USD","LU0345776255.USD","BK1577","LU0348816934.USD","IE00B29SXG58.USD","LU1226287875.USD","LU0052750758.USD","LU1366334578.USD","LU0287142896.SGD","SG9999001226.SGD","LU0051755006.USD","LU0173614495.USD","BK1237","LU0797268264.HKD","LU2242644610.SGD","03143","LU0431992006.USD","LU1102505929.USD","LU1044876610.USD","LU0251144936.SGD","LU2039709279.SGD","LU0327786744.USD","IE00B031HW06.USD","LU0315179316.USD","LU1152091168.USD","SG9999011746.SGD","03423","BK1615","LU0048580855.USD","LU0359201612.USD","LU1226288170.HKD","LU1282651121.HKD","KURE","IE0009570106.USD","IE00B031J352.USD","IE00B3M56506.USD","LU1719994722.HKD","JD","TTNDY","BK1142","LU0417516738.SGD","BK1240","LU0205439572.USD","LU0516423091.SGD","IE0034224299.USD","LU0588545730.USD","LU2351347302.SGD","LU1993786604.SGD","LU0228659784.USD","02600","LU1152091754.HKD","BK1183","MCHmain","IE0008369823.USD","07500","02837","03750","89618","LU0039217434.USD","03037","LU0227179875.USD","LU0607220059.USD","IE0031814852.USD","BK1125","LU0594300419.USD","01177","HSBA.UK","LU1282648689.USD","LU0417516902.SGD","LU0345775950.USD","03419","LU0918141705.HKD","LU1328277881.USD","LU1720050803.USD","LU0865486749.SGD","IE00BGV7N243.SGD","03032","LU0650527681.SGD","LU1481107354.HKD","LU0164880469.USD","BK1591","HK0000286598.CNH","LU0149721374.USD","LU0871576103.HKD","LU1226288253.USD","07200","LU0128522157.USD","LU0320764599.SGD","LU1226287529.USD","06166","01236","LU1813983027.USD","LU0293314216.USD","09067","BK1555","LU1642822792.SGD","BK1224","LU0149534421.HKD","LU1951186391.HKD","03033","LU2929501877.USD","SG9999004220.SGD","LU0516422366.SGD","LU0229945570.USD","82800","IE00BZ08YS42.EUR","LU0516422952.EUR","LU1008478684.HKD","09618","LU0228367735.SGD","LU0488056044.USD","BK1570","I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| 剑桥科技拟配股及发行债券净募资逾65亿港元 加码光模块产能建设","url":"https://stock-news.laohu8.com/highlight/detail?id=2673049243","media":"智通财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2673049243?lang=zh_cn&edition=fundamental","pubTime":"2026-10-08 09:03","pubTimestamp":1791421406,"startTime":"0","endTime":"0","summary":"【重大事项】剑桥科技(06166)拟折让约8%配股及发行39.6亿元可转债 净募资逾65亿港元瑞博生物-B(06938)提交RBD3133注射液用于治疗超重及肥胖症的I期临床试验申请东南亚67兆瓦AIDC项目启动 至源控股(00990)战略转型提速乐动机器人(01236)拟不超过600万欧元收购SABO-Maschinenfabrik GmbH全部股权壁仞科技(06082)拟发行1.3亿股新H股 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公布，公司与联席配售代理于2026年10月8日订立了配售协议，拟透过联席配售代理配售1844.6万股配售股份，每股配售股份105.16 港元，较最后交易日于香港联交所所报每股H股收市价114.30港元折让约8.00%，净筹约19.3亿港元。债券可于条款及条件所载情况下按初步转换价每股H股128.82港元转换为H股，初步转换价较香港联交所于最后交易日所报收市价每股H股114.30港元溢价约 12.70%。","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":"http://www.zhitongcaijing.com/content/detail/1504409.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["FCEF","SGXZ49509284.SGD","603083","SGXZ81163826.USD","06166","SABA","BK0214","BK1149","BK1240"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1193446187","title":"剑桥科技（06166）拟配售1,844.6万股H股并发行39.60亿元可转债 预计募资净额约65.36亿港元","url":"https://stock-news.laohu8.com/highlight/detail?id=1193446187","media":"公告速递","labels":["shareholding","SGX"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1193446187?lang=zh_cn&edition=fundamental","pubTime":"2026-10-08 08:31","pubTimestamp":1791419487,"startTime":"0","endTime":"0","summary":"上海剑桥科技股份有限公司10月8日公告，公司已与联席配售代理签订配售协议，拟按每股105.16港元配售1,844.6万股新H股，约占本公告日已发行H股19.91%、已发行股份5.01%。配售所得款项总额约19.40亿港元，扣除相关费用后净额约19.30亿港元，每股净发行价约104.62港元。配售完成后，H股比例将由25.16%升至28.73%。配售交割日期暂定为2026年10月12日，交割须取得香港联交所上市批准等先决条件。","market":"sh","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":"shareholding,SGX","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["06166"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2673109605","title":"港股收盘｜恒指跌0.62% 半导体、医药板块调整","url":"https://stock-news.laohu8.com/highlight/detail?id=2673109605","media":"第一财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2673109605?lang=zh_cn&edition=fundamental","pubTime":"2026-10-07 16:15","pubTimestamp":1791360902,"startTime":"0","endTime":"0","summary":"【港股收盘｜恒指跌0.62% 半导体、医药板块调整】恒指收跌0.62%，恒生科技指数跌0.68%。半导体、医药板块带头调整，澜起科技、兆易创新、剑桥科技走低。阿里巴巴、腾讯控股集体下跌。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202610073888883733.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202610073888883733.html","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":"stock_eastmoney","symbols":["09115","02833","HHImain","MHImain","03067","03419","02837","07552","HSTECH","83115","07500","06166","03423","03417","82800","BK1149","02800","07300","HSI","03088","07226","03115","513600","09088","03033","09067","07200","BK1240","03037","03032","603083","MCHmain"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1148860443","title":"剑桥科技发布2026年9月股份变动月报，股本总数维持稳定","url":"https://stock-news.laohu8.com/highlight/detail?id=1148860443","media":"公告速递","labels":["SGX"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1148860443?lang=zh_cn&edition=fundamental","pubTime":"2026-10-07 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长光华芯称光芯片长期来看不排除有价格下降的可能","url":"https://stock-news.laohu8.com/highlight/detail?id=2673033805","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2673033805?lang=zh_cn&edition=fundamental","pubTime":"2026-10-06 10:10","pubTimestamp":1791252641,"startTime":"0","endTime":"0","summary":"金吾财讯 | 光芯片板块回调，剑桥科技（06166）跌3.62%，中际旭创（03308）跌2.61%，汇聚科技（01729）跌2.41%，联想集团（00992）跌1.56%，海光芯正（01191）跌1.44%，曦智科技-P（01879）跌0.14%。此前，长光华芯董事长、总经理闵大勇表示，受益于AI算力建设的持续发展，预计未来2年公司的光通信业务收入增速将超过工业激光业务，公司将深入布局AI光通信、激光传感、硅光光电融合等方向，努力成长为全球头部的光芯片企业。他认为，目前光芯片受供需关系紧张的影响整体价格比较稳定，长期来看随着良率提升、产能扩充、新参与者进入，不排除有价格下降的可能。","market":"hk","thumbnail":"https://static.szfiu.com/news/20241108/ODBhOTU0MzI3NjMwOTM5MjE=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/ODBhOTU0MzI3NjMwOTM5MjE=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1993109","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":["SGXZ49509284.SGD","BK1149","06166","SGXZ81163826.USD","603083","688048","BK0214","BK1240"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2673703710","title":"智通AH统计|10月5日","url":"https://stock-news.laohu8.com/highlight/detail?id=2673703710","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2673703710?lang=zh_cn&edition=fundamental","pubTime":"2026-10-05 16:15","pubTimestamp":1791188105,"startTime":"0","endTime":"0","summary":"东北电气0.2092.251191.87%104.92%浙江世宝3.71015.65405.39%8.97%弘业期货2.0057.84368.33%35.76%凯盛新能2.1207.47322.17%15.73%晨鸣纸业0.6152.13314.63%19.02%复旦张江2.4758.55313.74%34.17%中石化油服0.6352.1296.85%-2.78%力勤资源19.87065.09292.35%2.81%钧达股份11.26036.44287.66%38.36%南京熊猫电子股份2.9009.26282.41%15.56%. 新华文轩7.86021.12221.88%107.45%东北电气0.2092.251191.87%104.92%广和通6.72519.72251.23%38.60%钧达股份11.26036.44287.66%38.36%弘业期货2.0057.84368.33%35.76%复旦张江2.4758.55313.74%34.17%国民技术7.72020.86223.70%31.69%康希诺生物35.600102.64245.34%31.59%星源材质6.87515.74174.18%29.39%南华期货股份5.89513.16167.35%29.32%. 备注：以上数据由智通机器人根据港交所数据，经过人工智能运算后自动生成，并不保证数据100%准确；偏离值为当前溢价率与该股过去30天平均溢价率的差值。","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/1503627.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":["03200","03986","02359","03750","00553","06185","09976","02245","82822","00638","02338","01033","82846","02899","06951","06166","01812","399300","03968","02846","01349","02476","02475","02218","00991","02701","83130","00300","00811","02865","03143","01057","03188","02843","01138","03757","EWH","06869","06067","03678","03308","06127","159982","01108","02691","00042","02823","82843","07233"],"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":"2673777111","title":"剑桥科技（06166）午后涨超8% 机构料高速产品占比快速提升带动利润大幅增长","url":"https://stock-news.laohu8.com/highlight/detail?id=2673777111","media":"金吾财讯","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2673777111?lang=zh_cn&edition=fundamental","pubTime":"2026-10-05 13:32","pubTimestamp":1791178366,"startTime":"0","endTime":"0","summary":"金吾财讯 | 剑桥科技 午后涨幅进一步扩大，截至发稿，最新报121.90港元，涨幅8.07%，成交额1.24亿港元。消息面上，此前国泰海通证券发布研报，上调剑桥科技目标价至424元，维持增持评级。该机构指，从增长趋势看，进入2026年，预期高速产品占比快速提升，带动公司利润大幅增长。该机构表示，公司新产品积极研发，供应链产能全面布局。此外，公司同时将战略投资成为核心利器，来保证上游核心物料供应。","market":"hk","thumbnail":"https://static.szfiu.com/news/20250110/ZDlhMzNiODA0MWQ5OWM0NDQ5YzUxMTZmZWRlMTczNjQ3MzM4NzkwNQ==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250110/ZDlhMzNiODA0MWQ5OWM0NDQ5YzUxMTZmZWRlMTczNjQ3MzM4NzkwNQ==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1993059","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK1240","06166","SGXZ81163826.USD","BK1149","BK0214","603083","SGXZ49509284.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"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 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股价在上午10:03比前收市价上升5.053%，现股价为港币$118.5。至目前为止，今日最高价为$118.5，而最低价为$113.3。总成交量为40.208万股，总成交金额为港币$4.687千万。","market":"sh","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20260929144024840_s.png","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20260929144024840_s.png"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAR261005662/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/AAR261005662/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":["SGXZ49509284.SGD","BK1149","06166","BK1240","SGXZ81163826.USD","BK0214","603083"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2672792342","title":"人工智能板块局部走强 白鸽在线（02672）涨超9% 机构看好国产大模型商业化落地","url":"https://stock-news.laohu8.com/highlight/detail?id=2672792342","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2672792342?lang=zh_cn&edition=fundamental","pubTime":"2026-10-02 14:04","pubTimestamp":1790921093,"startTime":"0","endTime":"0","summary":"消息面上，摩根士丹利认为当前正处在产业周期转型阶段，市场将呈现杠铃式超额收益格局，算力等核心基础设施赋能企业，以及早期软件厂商、AI应用落地企业有望同步走出行情。机构判断 AI产业投资逻辑已经进入新阶段：行情不再高度集中于基础设施赋能类标的，拓展至范围更广的杠铃式机会池，可同时布局优质基础设施标的与新兴AI应用落地企业。中国银河证券表示，AI行业由算力先行阶段，进入商业化价值验证周期。","market":"sg","thumbnail":"https://static.szfiu.com/news/20241108/NDQ1MWJhN2NhODAzMzgwYTAyY2UxMDMzODA5NjE3NDc=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/NDQ1MWJhN2NhODAzMzgwYTAyY2UxMDMzODA5NjE3NDc=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1992963","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":["ARTY","WPAI","QQA","AIFD","NAPR","PBOT","06166","QQQX","AIBU","BAI","OGIG","CPNQ","QQQM","QTOC","02672","TQQY","QID","TARK","NEWZ","TECY","JHAI","AGIX","161631","PSQ","TQQQ","FWD","KOMP","DQJN","NOCT","GPIQ","LCLG","02431","CHAT","02203","AIQU","MVPS","QLD","02272","NJAN","AQGX","QSWN","01956","NBDS","CWC","VUSE","06869","QDEC","GK","MFIG"],"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 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09:50","pubTimestamp":1790905858,"startTime":"0","endTime":"0","summary":"10月2日，剑桥科技盘中上涨5.6%，报114.9港元，成交额7469.45万港元。消息面上，此前美国参议员提出中国光收发器限制法案引发板块大幅回调，花旗解读称该法案并非全面禁令，仅针对联邦国安系统采购，短期影响有限；杰富瑞指出近期中美会释放积极氛围，美国禁止中国光模块进入私营数据中心的可能性极低，法案更多只是政策噪声。此外，机构指出光模块温控随速率迭代迎来量价齐升，叠加CPO/NPO架构推动，行业景气度持续上行。同板块中，海光芯正涨2.83%，中际旭创涨2.26%，光通信板块整体企稳回暖。（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":"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":"剑桥科技盘中上涨，光模块限制法案影响有限","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["06166"],"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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涨9.79%，五一视界涨5.68%，晶泰控股涨4.50%，剑桥科技涨4.58%，智谱涨3.25%，MINIMAX-W涨2.98%，佑驾创新涨2.24%，范式智能涨2.24%，均胜电子涨2.01%。消息面上，美国白宫发布人工智能协议，声称为给美国民众与全世界创造美好的未来，认为每家企业都有责任安全地研发自身技术，并建立客户与公众的信任。所有训练和部署前沿模型的企业，首先必须建立完善的内部流程与管控机制，确保技术按预期运行，并且能够及时发现、解决各类问题。","market":"hk","thumbnail":"https://static.szfiu.com/news/20250110/NTQxOTRlZTU5ZGZkZjc4MmEzMTdjMTVhMTM1NjYxOTg3NzU=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250110/NTQxOTRlZTU5ZGZkZjc4MmEzMTdjMTVhMTM1NjYxOTg3NzU=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1992837","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":["NBDS","06166","QTOC","AIPO","02513","QQQM","ARTY","01860","AIQU","QID","GK","06682","00699","161631","VUSE","VTHR","PBOT","DQJN","SQQQ","CPNQ","AIBU","QSWN","TECY","AIFD","MVPS","LCLG","02228","QMAR","GPIQ","OGIG","TARK","02431","06651","CHAT","NOCT","FWD","00100","AGIX","NJAN","TQQQ","MFIG","CWC","QQA","AQGX","WPAI","QQQ","QQQX","NEWZ","KOMP"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2671211812","title":"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","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 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