美股详情

本页面由Tiger Trade Technology Pte. Ltd.提供服务

Tradr 2X Short AAOI Daily ETF

11.87

+1.6816.49%

盘后：12.270.4000+3.37%19:59 EDT

成交量：192.34万

成交额：2,223.03万

市值：1,074.24万

市盈率：- -

高：12.15

开：10.88

低：10.84

收：10.19

52周最高：51.05

52周最低：6.94

股本：90.50万

流通股本：90.50万

量比：0.50

换手率：212.53%

股息：- -

股息率：- -

净资产收益率：--

总资产收益率：--

市净率：--

市盈率(LYR):- -

数据加载中...

总览公司新闻资讯公告

凤凰国际财闻汇 | 回撤洗泡沫，最牛基金盯上光模块

凤凰网港股

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

光博会首日直击：1.6T已就绪产能放量仍取决于下游，头部厂商订单门槛或悄然抬升

迅捷兴(688655.SH)：目前光模块非主要收入来源

迅捷兴(688655.SH)：目前光模块非主要收入来源

不止光模块！算力超节点来袭，铜缆板块迎来行情催化

Gate ETF 上线 MiniMax、CoreWeave 等 3 倍杠杆产品

盘前异动 | Rocket Lab升逾3%推新一代太空太阳能电池；ServiceTitan绩后泻逾18%，Braze跌近12%

老虎资讯综合

【券商聚焦】光大证券维持剑桥科技（06166）买入评级指光模块产能释放超预期

站回“光”里！1100亿CPO龙头秒涨停

郭施亮：高盛大幅上调光模块出货预期，全球光通信产业会迎来价值重估吗？

大河财立方

部分光通信概念股拉升，AAOI涨超7%，康宁涨超6%

老虎资讯综合

美股异动｜光通信概念拉升，康宁涨超6%，高盛大幅上调光模块市场预测

高盛大幅上调市场预测！行业重要大会召开在即光模块高景气度有望延续

美股夜盘 | 存储、光通信、半导体股涨幅扩大，SK海力士涨超6%，英特尔、AAOI涨超5%

老虎资讯综合

PCB超级周期，能确定了？

资金大举流入光模块赛道，中际旭创总市值重回万亿，港股光通信板块集体爆发

高盛上调光模块预测，2028 年规模或近 1500 亿美元

高盛大幅上调光模块市场预测：2028年规模或近1500亿美元

高盛大幅上调光模块市场预测：2028年规模或近1500亿美元

{"basename":"/hans","ssrTDKData":{"titleTemplate":"%s - 老虎证券","title":"老虎证券全球投资理财平台| 一站式投资美股新股港股A股","description":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","keywords":"老虎证券,老虎证券开户,老虎券商,老虎证券官网,老虎证券app,tigertrade老虎证券,股票,炒股,新加坡股票交易平台,投资,投资理财","social":{"ogDescription":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.0a0bd8dc.png","ogUrl":"https://www.etasphere.com/hans/stock/AAOZ/news?page=6"},"companyName":"老虎证券"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental","symbol":"AAOZ","isAnalysisPage":false},"__swrFallback__":{"@#url:\"https://hq.skytigris.cn/stock_info/detail/global\",params:#delay:false,,method:\"POST\",data:#items:@#symbol:\"AAOZ\",,,,,undefined,":{"symbol":"AAOZ","market":"US","secType":"STK","nameCN":"Tradr 2X Short AAOI Daily ETF","latestPrice":11.87,"timestamp":1791835200000,"preClose":10.19,"halted":0,"volume":1923435,"hourTrading":{"tag":"盘后","latestPrice":12.27,"preClose":11.87,"latestTime":"19:59 EDT","volume":36821,"amount":439678.5397,"timestamp":1791849583110,"change":0.4,"changeRate":0.033698,"amplitude":0.048863},"delay":0,"changeRate":0.16486751717369968,"floatShares":905000,"shares":905000,"eps":0,"marketStatus":"未开盘","change":1.68,"latestTime":"10-12 16:00:00 EDT","open":10.88,"high":12.15,"low":10.84,"amount":22230321.207525,"amplitude":0.128557,"askPrice":0,"askSize":0,"bidPrice":0,"bidSize":0,"shortable":0,"etf":-2,"ttmEps":0,"tradingStatus":0,"nextMarketStatus":{"tag":"盘前交易","tradingStatus":1,"beginTime":1791878400000},"marketStatusCode":0,"adr":0,"listingDate":1784088000000,"exchange":"CBOE","adjPreClose":10.19,"nav":10.2234,"aum":9252158.18,"bidAskSpread":0,"preHourTrading":{"tag":"盘前","latestPrice":10.84,"preClose":10.19,"latestTime":"09:28 EDT","volume":67948,"amount":717753.273804,"timestamp":1791811694975,"change":0.65,"changeRate":0.063788,"amplitude":0.082875},"postHourTrading":{"tag":"盘后","latestPrice":12.27,"preClose":11.87,"latestTime":"19:59 EDT","volume":36821,"amount":439678.5397,"timestamp":1791849583110,"change":0.4,"changeRate":0.033698,"amplitude":0.048863},"volumeRatio":0.503912,"impliedVol":1.9008,"impliedVolPercentile":0.569},"@#url:\"https://hq.skytigris.cn/stock_info/fundamental/all\",params:#delay:false,,method:\"POST\",data:#items:@#symbol:\"AAOZ\",,,,,undefined,":{"symbol":"AAOZ","floatShares":905000,"roa":"--","roe":"--","lyrEps":0,"volumeRatio":0.503912,"shares":905000,"dividePrice":0,"high":12.15,"amplitude":0.128557,"preClose":10.19,"low":10.84,"week52Low":6.94,"pbRate":"--","week52High":51.05,"institutionHeld":0,"latestPrice":11.87,"eps":0,"divideRate":0,"volume":1923435,"delay":0,"ttmEps":0,"open":10.88,"prevYearClose":25.67,"prevWeekClose":10.19,"prevMonthClose":14.15,"prevQuarterClose":14.15,"fiveDayClose":9.015,"twentyDayClose":15.88,"sixtyDayClose":35.07},"@#url:\"https://hq.skytigris.cn/fundamental/corporate_actions/details/AAOZ\",params:#limit:5,,,undefined,":[],"@#url:\"https://hq.skytigris.cn/fundamental/dividend/history\",params:#symbol:\"AAOZ\",market:\"US\",,,undefined,":[],"@#url:\"https://hq.skytigris.cn/fundamental/estimate/recommendation\",params:#symbol:\"AAOZ\",market:\"US\",delay:false,,,undefined,":{},"$inf$@#url:\"https://stock-news.skytigris.cn/v2/news/list\",params:#symbols:\"AAOZ\",pageSize:20,pageCount:6,lang_content:\"cn\",edition:\"fundamental\",,,undefined,":[{"items":[{"id":"2666541855","title":"凤凰国际财闻汇 | 回撤洗泡沫，最牛基金盯上光模块","url":"https://stock-news.laohu8.com/highlight/detail?id=2666541855","media":"凤凰网港股","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666541855?lang=zh_cn&edition=fundamental","pubTime":"2026-09-10 11:06","pubTimestamp":1789009617,"startTime":"0","endTime":"0","summary":"中际旭创、新易盛年内一度较2025年底翻倍，也把科创50指数二季度顶到76%的纪录涨幅。基金最新持仓也说明了态度：截至6月底，新易盛、Suzhou Everbright Photonics、中际旭创是前三大重仓；7月下跌中基本按兵不动。真正要盯的不是一天涨跌，而是AI还能不能继续超预期；如果有一天扩大模型参数不再带来更强性能，光模块的投资故事才会碰到天花板。","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://original.ifeng.com/c/8wImtJFGQL1","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":["AAOZ","AAOG","LUMA","AAOX","LYTE"],"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":"2666580003","title":"光博会首日直击：1.6T已就绪产能放量仍取决于下游，头部厂商订单门槛或悄然抬升","url":"https://stock-news.laohu8.com/highlight/detail?id=2666580003","media":"蓝鲸财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666580003?lang=zh_cn&edition=fundamental","pubTime":"2026-09-09 19:59","pubTimestamp":1788955146,"startTime":"0","endTime":"0","summary":"头部厂商接单门槛或悄然抬升一位现场观展的产业链采购人士向蓝鲸新闻介绍，本次参展直观感受到头部厂商业务对接门槛明显抬高。","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":"https://www.lanjinger.com/d/1788954108136807998","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":"lanjinger_stock","symbols":["FOTO","AAOG","BK1149","BK1240","LYTE","AAOZ","06166","LUMA","AAOX"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666580465","title":"迅捷兴(688655.SH)：目前光模块非主要收入来源","url":"https://stock-news.laohu8.com/highlight/detail?id=2666580465","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666580465?lang=zh_cn&edition=fundamental","pubTime":"2026-09-09 19:45","pubTimestamp":1788954340,"startTime":"0","endTime":"0","summary":null,"market":"us","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=usstock","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":["AAOG","AAOZ","LYTE","LUMA","AAOX"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666258045","title":"迅捷兴(688655.SH)：目前光模块非主要收入来源","url":"https://stock-news.laohu8.com/highlight/detail?id=2666258045","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666258045?lang=zh_cn&edition=fundamental","pubTime":"2026-09-09 19:45","pubTimestamp":1788954340,"startTime":"0","endTime":"0","summary":"智通财经APP讯，迅捷兴(688655.SH)发布股票交易异常波动公告称，公司采用NPCF RCC新材料结合FPS细线路减成法等新工艺技术路径，布局微米级细线路产品。目前新技术还在技术交流和送样阶段，未来量产及产生经济效益尚存在较大不确定性。2026年上半年，公司实现营业收入5.19亿元，其中智能安防、工业控制、计算机和通信领域客户收入占主营业务收入比分别为23.40%、19.63%、18.39%，目前光模块非主要收入来源。","market":"us","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/1494061.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":["BK0214","LUMA","688655","LYTE","AAOX","AAOZ","AAOG"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666581210","title":"不止光模块！算力超节点来袭，铜缆板块迎来行情催化","url":"https://stock-news.laohu8.com/highlight/detail?id=2666581210","media":"中金财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666581210?lang=zh_cn&edition=fundamental","pubTime":"2026-09-09 17:50","pubTimestamp":1788947401,"startTime":"0","endTime":"0","summary":"华源证券研报指出，AI算力迈向超节点，传输速率由112G向224G演进，高速背板连接器、线缆模组需求有望持续增长。不同于长距离传输依赖光模块，在超节点机柜内部、短距互联场景中，高速铜缆连接凭借低成本、低延迟、高稳定性、低功耗的核心优势，成为性价比最优解决方案。线缆制造环节同样迎来订单释放。","market":"fut","thumbnail":" http://caiji.3g.cnfol.com/colect/202609/09/20260909624875.jpg","type":0,"news_type":0,"thumbnails":[" http://caiji.3g.cnfol.com/colect/202609/09/20260909624875.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://sc.stock.cnfol.com/ggzixun/20260909/32364963.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":["AAOX","LYTE","AAOZ","LUMA","AAOG"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666589182","title":"Gate ETF 上线 MiniMax、CoreWeave 等 3 倍杠杆产品","url":"https://stock-news.laohu8.com/highlight/detail?id=2666589182","media":"链捕手","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666589182?lang=zh_cn&edition=fundamental","pubTime":"2026-09-09 16:58","pubTimestamp":1788944320,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息，据官方公告，Gate ETF 于 9 月 9 日 16:00（UTC+8）上线 MINIMAX3L/USDT、MINIMAX3S/USDT、CRWV3L/USDT、CRWV3S/USDT、AAOI3L/USDT、AAOI3S/USDT、KORU3L/USDT 及 KORU3S/USDT，分别支持 3 倍做多或做空 MiniMax、CoreWeave、应用光电 AAOI 及每日 MSCI 韩国 3 倍看涨 ETF KORU。Gate ETF 当前已支持 420 种代币交易。Gate ETF 同步开启上新交易挑战活动，用户参与上述 3 倍 ETF 交易可分享 60,000 USDT 奖励。活动期间，首单交易量不低于 200 USDT 可领取 10 USDT ETF 手续费返现券，限前 1,000 名；每日交易量不低于 1,000 USDT 可完成打卡，累计最高可得 100 USDT；全员累计交易量达对应档位可解锁最高 30,000 USDT 奖池，符合条件用户按交易量占比分享，单人最高 200 USDT。邀请好友参与交易，邀请奖池总额 10,000 USDT。 ","market":"sg","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.chaincatcher.com/article/2288535","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":["IE0031619046.USD","IE00B7SZL793.SGD","IE00B66KJ199.SGD","LAZR","KORU","AAOZ","XITK","AAOX","AAOI","EWY","IE00B19Z4B17.USD","AAOG","BK4020"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1192889263","title":"盘前异动 | Rocket Lab升逾3%推新一代太空太阳能电池；ServiceTitan绩后泻逾18%，Braze跌近12%","url":"https://stock-news.laohu8.com/highlight/detail?id=1192889263","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1192889263?lang=zh_cn&edition=fundamental","pubTime":"2026-09-09 16:06","pubTimestamp":1788941168,"startTime":"0","endTime":"0","summary":"9月9日，美股三大股指期货走势不一，截至发稿，道指期货跌0.05%，纳指期货升0.16%，标普500指数期货升0.06%。$Rocket Lab USA, Inc.(RKLB)$涨超3%，公司推出新一代专为太空应用设计的太阳能电池；$ServiceTitan(TTAN)$跌超18%，$Q2(QTWO)$盈利未达市场预期，且Q3营收指引疲软；$Braze, Inc.(BRZE)$跌近12%，Q2营收同比增长26%，但Q3盈利指引低于市场预期；$Caseys General Stores(CASY)$跌超8%，Q1业绩超预期，但同店销售额增长有所放缓；","market":"us","thumbnail":"https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5"],"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":["FIAT","TTAN","GLW","AAOZ","RKLX","COIO","COIN","BMNG","AAOI","COIW","GLWG","CONL","MSST","COYY","BMNZ","BNMC","CONX","LNOK","YBMN","RKX","COIA","ICOI","MSTX","IMST","BMNU","NOK","AAOG","RKLB","MST","BRZE","WNTR","COII","MSTY","07399","AAOX","MSTU","MSTP","COIX","COIG","CONY","BMNR","MSTC","07799","MSDD","MSTW","CASY","MSTK","MSTZ","MTYY","SMST","MSTR","MSII","CONI","RKLZ"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666588485","title":"【券商聚焦】光大证券维持剑桥科技（06166）买入评级 指光模块产能释放超预期","url":"https://stock-news.laohu8.com/highlight/detail?id=2666588485","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666588485?lang=zh_cn&edition=fundamental","pubTime":"2026-09-09 15:16","pubTimestamp":1788938160,"startTime":"0","endTime":"0","summary":"客户合作持续深化，800G光模块已实现批量发货。公司外置光源方案即将推出样机，与头部客户有定制化合作项目；800G光模块已完成多家海外大客户认证并实现批量发货；1.6T光模块相关验证及客户导入持续推进。光模块产能加速释放。公司光模块产能释放进度显著超预期，目前月产能已实现年化产能不低于600万支的目标，有机会在年内达到千万级，约为此前年底产能目标的2倍。","market":"us","thumbnail":"https://static.szfiu.com/news/20250106/ZmQ4YWNjMjZmNDUwZDg4ZTlkYjEwZTY1NmI3NmEzMzkwOTI4OTA5.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250106/ZmQ4YWNjMjZmNDUwZDg4ZTlkYjEwZTY1NmI3NmEzMzkwOTI4OTA5.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1991147","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":["601788","KCE","LYTE","06166","AAOZ","LUMA","603083"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666530104","title":"站回“光”里！1100亿CPO龙头秒涨停","url":"https://stock-news.laohu8.com/highlight/detail?id=2666530104","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666530104?lang=zh_cn&edition=fundamental","pubTime":"2026-09-09 11:39","pubTimestamp":1788925198,"startTime":"0","endTime":"0","summary":"AI硬件正重回交易主线","market":"sh","thumbnail":"https://img3.gelonghui.com/29712-12dd87d7-eeca-4da4-a08f-3e92b4215432.jpg?guru_height=803&guru_width=1280&guru_size=218898","type":0,"news_type":0,"thumbnails":["https://img3.gelonghui.com/29712-12dd87d7-eeca-4da4-a08f-3e92b4215432.jpg?guru_height=803&guru_width=1280&guru_size=218898"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.gelonghui.com/p/6569206","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":"gelonghui_highlight","symbols":["ONLN","AMZG","AAOG","IE00B5949003.HKD","LYTE","BK1163","AMZY","BK4533","AMZO","HULL","603938","AMAA","01191","ILDR","USAW.SI","603042","CLIX","CHAT","WANT","603330","LU1861559042.SGD","01879","OGIG","AZYY","AAOZ","LU2361044865.SGD","06869","SAMZNmain","AMZP","LUMA","AAOX","IE000ITXATA3.USD","LU1674673691.USD","LU0353189763.USD","AMZU","LU2054465674.USD","000988","LU0130102774.USD","LU1153585028.USD","LU2065171311.SGD","BK4543","LU0342679015.USD","AMZZ","IE0001KFT4U8.USD","LU1366333091.USD","AMZD","LU0265550946.USD","AMZW","RTH"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666303062","title":"郭施亮：高盛大幅上调光模块出货预期，全球光通信产业会迎来价值重估吗？","url":"https://stock-news.laohu8.com/highlight/detail?id=2666303062","media":"大河财立方","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666303062?lang=zh_cn&edition=fundamental","pubTime":"2026-09-09 08:13","pubTimestamp":1788912813,"startTime":"0","endTime":"0","summary":"□郭施亮财经评论员高盛发布了一份关于光模块行业预测的研究报告，引发了全球光通信产业的股价狂欢。在A股市场中，以中际旭创、新易盛为代表的光通信模块，股价显著异动。在美股市场中，包括Lumentum、康宁在内等光通信板块大幅上涨，昨夜Lumentum盘中大涨超过13%。全球光通信产业再次引发市场的关注，光通信产业链下的股票大幅上涨，与高盛的一份预测报告有着密不可分的联系性。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202609093868712916.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/202609093868712916.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_eastmoney","symbols":["LU1868837300.USD","LU0251131958.USD","LU0868494617.USD","LU2237443622.USD","LU0061475181.USD","LU1804176565.USD","BK4504","LU2750360997.AUD","LU1868836591.USD","LU2237443465.HKD","LU1868836757.USD","IE0034235188.USD","AAOG","LU1668664300.SGD","GSX","LU2265009873.SGD","LU2237443549.SGD","BK4588","IE00B19Z3B42.SGD","BK4533","LU1791807156.HKD","AAOZ","IE0002270589.USD","LUMA","LU1144417596.USD","LU1868836914.USD","LU0106831901.USD","LU1894683348.USD","LU2237443978.SGD","LU2896262040.SGD","SIXG","BK4516","LYTE","BK4552","LU0048573561.USD","LU2471134879.HKD","BK4550","LU0345770308.USD","LU0096364046.USD","LU0251142724.SGD","AAOX","LU0210536198.USD","IE00BSNM7G36.USD","LU0942090050.USD","FOTO","LU2237443895.HKD","IE00B19Z3581.USD","LU2471134952.CNY","LU2750360641.GBP","LU0345770993.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1117792775","title":"部分光通信概念股拉升，AAOI涨超7%，康宁涨超6%","url":"https://stock-news.laohu8.com/highlight/detail?id=1117792775","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1117792775?lang=zh_cn&edition=fundamental","pubTime":"2026-09-08 21:52","pubTimestamp":1788875532,"startTime":"0","endTime":"0","summary":"9月8日，部分光通信概念盘初拉升，$Applied Optoelectronics(AAOI)$涨超7%，$康宁(GLW)$、$Coherent(COHR)$涨超6%，Lumentum、AXT涨超5%。消息面上，$高盛(GS)$近日大幅上调行业预测，预计全球光模块市场规模将在2026年至2028年分别达到约677亿美元、1314亿美元和1485亿美元，较此前预测上调33%、81%和115%；同期全球光模块出货量预计达到5.48亿、6.91亿和7.29亿只，较此前预测上调21%、31%和31%。","market":"us","thumbnail":"https://static.tigerbbs.com/f2d08e3cf37a134c122212b20f953a53","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/f2d08e3cf37a134c122212b20f953a53"],"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":["LU1992135472.HKD","XITK","FOTO","LU0348723411.USD","LU2211815571.USD","LU0274383776.USD","LU1548497426.USD","CNAV","COHX","LU2473716301.USD","LU2272731865.HKD","COHC","LU2272731600.USD","LU2322448957.HKD","LU2360107168.USD","LU2089985449.USD","BK4020","COHR","LU2290526834.HKD","AAOG","LU2357305700.SGD","LU2543165471.USD","IE00B7SZL793.SGD","LU0266013472.USD","COHH","LU1720051017.SGD","COHQ","GLWG","SGXZ99366536.SGD","AAOZ","SIXG","SGXZ51526630.SGD","EGGY","BK4157","BK4588","IE0031619046.USD","SGXZ81514606.USD","LU1992135399.USD","LU2322448791.USD","LYTE","RULE","BK4148","LU1861215975.USD","IE00B66KJ199.SGD","LU1804176565.USD","BK4585","IE00BFMHRM44.USD","LU1861220033.SGD","SPRX","LU2272731782.SGD","AAOI","LU2931357623.SGD","LU2265009873.SGD","LAZR","BK4512","GLW","IE00B19Z4B17.USD","LU1720051108.HKD","LUMA","AAOX"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2665537543","title":"美股异动｜光通信概念拉升，康宁涨超6%，高盛大幅上调光模块市场预测","url":"https://stock-news.laohu8.com/highlight/detail?id=2665537543","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2665537543?lang=zh_cn&edition=fundamental","pubTime":"2026-09-08 21:44","pubTimestamp":1788875063,"startTime":"0","endTime":"0","summary":null,"market":"us","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.gelonghui.com/rss/live/live.xml","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_gelonghui","symbols":["AAOZ","LU1668664300.SGD","BK4127","LU2237443549.SGD","LU2237443622.USD","AAOX","LU1868836914.USD","IE00BSNM7G36.USD","CNAV","AAOG","FOTO","LU0942090050.USD","LU1804176565.USD","LU1144417596.USD","LYTE","LU0096364046.USD","LU0868494708.USD","BK4588","IE00BFXG1179.USD","LU0345770993.USD","BK4585","IE0002270589.USD","LU0742534661.SGD","GSX","BK4504","LU1894683264.USD","LU2750360997.AUD","LU1791807156.HKD","LU1868837136.USD","IE00B19Z3581.USD","IE0004091025.USD","LU0061475181.USD","LU0868494617.USD","LU2471134523.USD","LU0345770308.USD","LU2237438978.USD","BK4516","BK4550","LU1894683348.USD","LU0048573561.USD","LU1868837300.USD","LU0251131958.USD","BK4533","LU2471134952.CNY","LUMA","LU2237443895.HKD","LU0106831901.USD","SIXG","LU2237443978.SGD","LU2750360641.GBP"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2665328076","title":"高盛大幅上调市场预测！行业重要大会召开在即 光模块高景气度有望延续","url":"https://stock-news.laohu8.com/highlight/detail?id=2665328076","media":"中金财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2665328076?lang=zh_cn&edition=fundamental","pubTime":"2026-09-08 15:41","pubTimestamp":1788853301,"startTime":"0","endTime":"0","summary":"A股三大指数今日涨跌不一，截止收盘，沪指涨0.20%，深证成指跌0.52%，创业板指跌1.15%。沪深京三市成交额接近2万亿，较昨日小幅放量。个股方面，上涨股票数量超过3400只，逾70只股票涨停。　　据报道，高盛在最新全球光模块报告中大幅上调行业预测，预计全球光模块市场规模将在2026年至2028年分别达到约677亿美元、1314亿美元和1485亿美元，较此前预测上调33%、81%和115%；同期全球光模块出货量预计达到5.48亿、6.91亿和7.29亿只，较此前预测上调21%、31%和31%。","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://sc.stock.cnfol.com/shichangceping/20260908/32363315.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":["AAOX","GSX","LU1894683348.USD","LUMA","LU1868836591.USD","IE00BSNM7G36.USD","BK4585","AAOZ","LU0210536198.USD","LU0251131958.USD","BK4552","LU1868836914.USD","LU2237443622.USD","LU1804176565.USD","LU2237443895.HKD","LU1791807156.HKD","LU2237443465.HKD","BK4127","LU0942090050.USD","LU0106831901.USD","LU0048573561.USD","LU1894683264.USD","LU1144417596.USD","LU2471134952.CNY","IE0004086264.USD","BK4588","LU1868836757.USD","LU2237443382.USD","IE00B19Z3B42.SGD","LU0868494617.USD","LU2750360997.AUD","AAOG","LU0061475181.USD","LU0096364046.USD","BK4550","LU0868494708.USD","LU1868837300.USD","LU0345770993.USD","LU1668664300.SGD","LU2237438978.USD","LU1868837136.USD","LU2265009873.SGD","BK4516","IE0002270589.USD","IE00B19Z3581.USD","LU0345770308.USD","LU0742534661.SGD","LU2471134796.USD","LYTE","BK4533"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1102436634","title":"美股夜盘 | 存储、光通信、半导体股涨幅扩大，SK海力士涨超6%，英特尔、AAOI涨超5%","url":"https://stock-news.laohu8.com/highlight/detail?id=1102436634","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1102436634?lang=zh_cn&edition=fundamental","pubTime":"2026-09-08 11:35","pubTimestamp":1788838508,"startTime":"0","endTime":"0","summary":"9月8日，美股存储、光通信概念股夜盘涨幅扩大，SK海力士涨超6%，Applied Optoelectronics涨超5%，闪迪、美光科技、希捷科技、Lumentum涨超3%。","market":"us","thumbnail":"https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5"],"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":["SKHQ","SKHN","SKHU","HYNX","INTC","INYY","LINT","SKHZ","AAOZ","SKHY","SKHX","INT","INTW","SKHL","07709","SK","SKHA","SKUU","SKDD","AAOI","AAOG","AAOX"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2665828341","title":"PCB超级周期，能确定了？","url":"https://stock-news.laohu8.com/highlight/detail?id=2665828341","media":"蓝鲸财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2665828341?lang=zh_cn&edition=fundamental","pubTime":"2026-09-08 11:15","pubTimestamp":1788837340,"startTime":"0","endTime":"0","summary":"PCB是其中反应较快的环节。9月2日开幕的SEMICON Taiwan上，臻鼎展示了最高34层AI服务器板，以及800G、1.6T、XPO和NPO光模块产品。前者扩大PCB需求总量，后者提高高端板占比，两者共同构成当前增长的主要来源。沪电股份上半年数据通信PCB收入113.30亿元，同比增长73.46％；32层及以上PCB产品收入增长190.83％。这组数据说明，当前PCB增长的核心来自AI服务器和高速交换机，而不是所有下游市场同步复苏。","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":"https://www.lanjinger.com/d/1788664011234510440","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":"lanjinger_stock","symbols":["SMCC","ANV","AIPO","SMCL","07788","NVYY","NVDX","NVDW","AIVC","AVS","07388","NVDB","NVDQ","AIS","NVDS","HPEL","NVII","AVL","NVDO","NVDD","NVDL","SMYY","AVGW","EPAI","LUMA","AAOG","SMCX","AVGU","NVDG","AVGC","AAOX","SMCY","AAOZ","NVC","XSEM","NVDU","SMCZ","NVD","LYTE","AVGX","NVDY","DIPS","AVGG"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2665462793","title":"资金大举流入光模块赛道，中际旭创总市值重回万亿，港股光通信板块集体爆发","url":"https://stock-news.laohu8.com/highlight/detail?id=2665462793","media":"同花顺","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2665462793?lang=zh_cn&edition=fundamental","pubTime":"2026-09-08 09:53","pubTimestamp":1788832380,"startTime":"0","endTime":"0","summary":"9月8日，截至发稿，剑桥科技(06166.HK)涨8.15%，海光芯正(01191.HK)涨7.46%，长飞光纤光缆(06869.HK)涨3.94%，中际旭创(03308.HK)涨2.33%。消息面上，高盛在最新全球光模块报告中大幅 ...","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tonghuashun_highlight","url":"http://news.10jqka.com.cn/20260908/c679689227.shtml","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://news.10jqka.com.cn/20260908/c679689227.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":"tonghuashun_highlight","symbols":["LU2580892789.USD","LU1303224171.USD","LU1720050803.USD","LU2476274308.USD","LU0540923850.HKD","BK1249","LU1781817850.SGD","LU1979443071.USD","BK1122","LU1997245177.USD","300308","AAOZ","BK1149","LU2008162690.USD","AAOG","IE00B12V2V27.USD","LU0708995583.HKD","AAOX","HK0000320223.HKD","91530","LU1961090484.USD","LU0572944931.SGD","LU0348735423.USD","LU1251922891.USD","LU1997244956.HKD","LYTE","LU1064131003.USD","LU1997245094.SGD","LU0052750758.USD","SIXG","VXUS","LU0871576103.HKD","FOTO","LU0417516902.SGD","IE00BYTNYN87.SGD","03308","IE0032431581.USD","LU0620787316.HKD","LU2778985437.USD","LU0359201612.USD","KCAI","BK0167","LU1206782309.USD","BK0214","LU1146622755.USD","LU2495084118.USD","LUMA","LU0210526637.USD","LU0359201885.HKD","LU0359202008.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2665331248","title":"高盛上调光模块预测，2028 年规模或近 1500 亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2665331248","media":"链捕手","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2665331248?lang=zh_cn&edition=fundamental","pubTime":"2026-09-07 22:12","pubTimestamp":1788790320,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息，高盛在最新全球光模块报告中大幅上调行业预测，预计全球光模块市场规模将在 2026 年至 2028 年分别达到约 677 亿美元、1314 亿美元和 1485 亿美元，较此前预测上调 33%、81% 和 115%。高盛认为，这轮上修并非单纯来自 AI 服务器数量增长，更重要的是 AI 服务器架构持续向高速网络迁移，加上单颗 GPU 或 ASIC 芯片所需光模块数量增加，推动 800G、1.6T 乃至 3.2T 需求快速放量。 ","market":"sg","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.chaincatcher.com/article/2288089","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":["BK4588","IE0004091025.USD","LU1144417596.USD","LU2750360997.AUD","LU2237443895.HKD","BK4516","AAOZ","GSX","LU1868836757.USD","AAOX","BK4550","LU2471134879.HKD","LUMA","LU0868494708.USD","BK4127","BK4504","LU0942090050.USD","LU0106831901.USD","LU1894683264.USD","LU2237443465.HKD","IE0004086264.USD","LU2471134523.USD","IE00BFXG1179.USD","IE0034235188.USD","LU2750360641.GBP","LU2471134952.CNY","LU0048573561.USD","LU0251142724.SGD","LU0251131958.USD","LU1791807156.HKD","LU0868494617.USD","LU1868836591.USD","LU1868836914.USD","LU1868837136.USD","LYTE","BK4552","LU2237443978.SGD","AAOG","LU1668664300.SGD","LU0345770308.USD","IE00B19Z3581.USD","BK4533","LU0345770993.USD","IE00B19Z3B42.SGD","LU0742534661.SGD","LU2237438978.USD","LU0096364046.USD","IE00BSNM7G36.USD","LU2471134796.USD","LU0210536198.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2665314012","title":"高盛大幅上调光模块市场预测：2028年规模或近1500亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2665314012","media":"金融界","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2665314012?lang=zh_cn&edition=fundamental","pubTime":"2026-09-07 21:21","pubTimestamp":1788787276,"startTime":"0","endTime":"0","summary":"高盛在最新全球光模块报告中大幅上调行业预测，预计全球光模块市场规模将在2026年至2028年分别达到约677亿美元、1314亿美元和1485亿美元，较此前预测上调33%、81%和115%。高盛认为，这轮上修并非单纯来自AI服务器数量增长，更重要的是AI服务器架构持续向高速网络迁移，加上单颗GPU或ASIC芯片所需光模块数量增加，推动800G、1.6T乃至3.2T需求快速放量。\n\n美股频道更多独家策划、专家专栏，免费查阅>>\n\n            责任编辑：山上","market":"fut","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://usstock.jrj.com.cn/2026/09/07212158375192.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":"jinrongjie_highlight","symbols":["LU2237443549.SGD","IE0004091025.USD","LU1868837136.USD","BK4127","AAOG","LU0868494708.USD","LU1868836591.USD","IE00BSNM7G36.USD","LU1868837300.USD","LU2471134796.USD","LU0345770993.USD","BK4552","LU0345770308.USD","LU0210536198.USD","BK4504","IE00B19Z3581.USD","BK4585","LU1668664300.SGD","LU1894683348.USD","LU0106831901.USD","AAOZ","LU0868494617.USD","LU2750360641.GBP","LYTE","LU2237443622.USD","LU1894683264.USD","LU0251142724.SGD","AAOX","BK4550","LU1804176565.USD","BK4516","LU2237443382.USD","LU0061475181.USD","IE00B19Z3B42.SGD","LU0942090050.USD","LU1144417596.USD","LU2265009873.SGD","LUMA","LU0251131958.USD","GSX","LU2750360997.AUD","LU0742534661.SGD","LU2237443978.SGD","LU2896262040.SGD","LU1868836757.USD","LU2471134952.CNY","IE0034235188.USD","BK4533","IE00BFXG1179.USD","LU2237438978.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2665314201","title":"高盛大幅上调光模块市场预测：2028年规模或近1500亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2665314201","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2665314201?lang=zh_cn&edition=fundamental","pubTime":"2026-09-07 21:19","pubTimestamp":1788787191,"startTime":"0","endTime":"0","summary":null,"market":"us","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.gelonghui.com/rss/live/live.xml","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_gelonghui","symbols":["LU2237443382.USD","LU2471134952.CNY","BK4550","GSX","LU1868837136.USD","BK4552","IE00B19Z3581.USD","LU0096364046.USD","LU1791807156.HKD","BK4504","LU1868836757.USD","LU1144417596.USD","LU0210536198.USD","LU1894683264.USD","LU2237443622.USD","LU0106831901.USD","LU0251142724.SGD","LUMA","IE0004086264.USD","LU2471134523.USD","LU2265009873.SGD","LU0061475181.USD","LU2471134879.HKD","LU2237443978.SGD","LU1868836591.USD","AAOG","LU2237443465.HKD","LU2237443549.SGD","BK4533","LU2750360997.AUD","IE00BFXG1179.USD","LU2471134796.USD","IE0002270589.USD","LU0742534661.SGD","LYTE","IE0004091025.USD","BK4588","LU0251131958.USD","LU0345770308.USD","BK4585","LU1668664300.SGD","LU1868836914.USD","AAOZ","LU0942090050.USD","AAOX","LU1804176565.USD","BK4127","LU0868494708.USD","IE0034235188.USD","LU1894683348.USD"],"isVideo":false,"video":null,"gpt_icon":0}],"pageSize":20,"totalPage":10,"pageCount":6,"totalSize":200,"code":"91000000","status":"200"}]}}