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港股
詳情
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長飛光纖光纜
172.800
-1.974
-1.13%
手動刷新
成交量:
1,102.54萬
成交額:
19.06億
市值:
1,430.78億
市盈率:
138.18
高:
177.500
開:
172.000
低:
167.300
收:
174.774
52周最高:
302.335
52周最低:
30.868
股本:
8.28億
香港流通股本:
4.22億
量比:
0.96
換手率:
2.61%
股息:
0.34
股息率:
0.20%
每股收益(LYR):
1.251
淨資產收益率:
20.92%
總資產收益率:
7.68%
市淨率:
7.48
市盈率(LYR):
138.18
市銷率:
6.93
資料載入中...
總覽
公司
新聞資訊
公告
《半日速報》恒指半日收報25,881點 升28點; 恒生科技指數半日收報4,938點 升53點 洛陽鉬業升逾7% 創科、理文造紙創新高
阿斯达克财经
·
08/05
港股異動 | 長飛光纖光纜(06869.HK)低開高走升逾11% 公司有望深度受益於光纖上行周期
智通财经
·
08/05
長飛光纖光纜(06869)出現大手買入4.35萬股,成交價$116.5,涉資506.775萬
阿斯达克财经
·
08/05
港股直擊|PCB概念股、光通信概念走強,芯碁微裝漲12%、長飛光纖光纜漲10%
老虎资讯综合
·
08/05
異動解讀 | 美光模塊禁令擔憂緩解,長飛光纖光纜盤中大漲5.02%
异动解读
·
08/05
光通信板塊受壓 中際旭創(03308)跌9.52% 市傳美國考慮禁止進口中國光模塊
金吾财讯
·
08/05
異動解讀 | 通信設備板塊集體走弱,長飛光纖光纜盤中大跌5.21%
异动解读
·
08/05
異動解讀|長飛光纖光纜盤中下跌4.36%,報100.6港元
行情直击
·
08/05
焦點訪談|從產品出海到創新出海 「新新三樣」夯實中國經濟底座
滚动播报
·
08/04
港股午評:恒生指數跌0.49%,光通信板塊大漲
南方财经网
·
08/04
AI算力驅動光通信行業進入新景氣周期 相關板塊強勢 海光芯正(01191)漲27.94%
金吾财讯
·
08/04
長飛光纖光纜(06869)出現大手賣出10.45萬股,成交價$100.0,涉資1.045千萬
阿斯达克财经
·
08/04
港股異動 | 光通信概念股漲幅居前 InP供應缺口進一步擴大 機構看好超跌硬科技與光通信長期配置價值
智通财经
·
08/04
光通信概念飆升!中際旭創大升逾17%,長飛光纖光纜升逾8%
格隆汇
·
08/04
港股異動 | 長飛光纖光纜(06869)升逾5% 子公司擬出資1.7億元參設長飛智能基金
智通财经
·
08/04
異動解讀|長飛光纖光纜盤中上漲5.54%,子公司斥資1.7億元參設AI智能基金疊加板塊回暖
行情直击
·
08/04
港股公告掘金 | 藥明康德中期母公司持有者應占淨溢利約110.8億元 按年增長33.7%
智通财经
·
08/04
長飛光纖光纜(06869.HK)子公司擬出資1.7億元參設長飛智能基金
智通财经
·
08/03
長飛光纖光纜(06869)子公司擬出資17,000萬元參與設立50,000萬元私募基金
公告速递
·
08/03
智通AH統計|8月3日
智通财经
·
08/03
更多
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16:25。","market":"sh","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20180416150419953_s.png","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20180416150419953_s.png"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1536678/latest-news/AAFN","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/aafn-con/NOW.1536678/latest-news/AAFN","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":"aastocks_highlight","symbols":["LU0672654166.SGD","LU0345780281.USD","LU0882747503.HKD","LU0972618739.USD","LU1316542783.SGD","HK0000151867.HKD","LU0516422440.USD","LU2237443465.HKD","SG9999014674.SGD","LU0456827905.SGD","LU0047713382.USD","LU0029874061.USD","00669","LU1813983027.USD","BK1588","LU0651946864.USD","06088","BK1505","LU2051468812.USD","LU2279858448.HKD","LU0143863784.USD","LU0205439572.USD","LU0577902371.SGD","LU0054450605.USD","02833","BK1508","03423","LU0823038988.USD","LU1196710864.SGD","BK1531","LU2476274720.SGD","LU2498475776.HKD","LU0061477393.USD","LU0210526637.USD","SG9999013353.USD","LU0828237940.HKD","LU0791591158.USD","SG9999001846.SGD","LU1981816686.USD","LU1814569148.SGD","LU2279701549.SGD","BK1502","LU1152091754.HKD","SGXZ31699556.SGD","SGXZ62798434.SGD","LU2125910500.SGD","BK1586","LU1044875133.USD","LU0327786744.USD","LU0359201885.HKD","LU0831103253.SGD","BK1608","TCHI","06181","LU0320764243.SGD","LU0531970944.HKD","LU0244354667.USD","LU2251237488.HKD","LU0501845795.SGD","JINFF","BK1584","LU0431992006.USD","IE00BF5LJ272.USD","LU0211331839.USD","LU0128522744.USD","BK1526","LU1655091459.SGD","LU0577902454.USD","LU1974910355.USD","LU0828237510.HKD","HSI","LU1734074674.USD","BK1223","LU0516423091.SGD","LU0648948544.HKD","LU2213484517.USD","LU0630378429.USD","LU0880133367.SGD","LU2247934214.USD","LU0348783233.USD","601899","BK1615","02899","LU1064131342.USD","HSTECH","LU2242644610.SGD","07552","LU1048596156.SGD","LU0164872284.USD","LU0823413660.USD","LU0877626530.USD","LU0345776255.USD","HHImain","LU1196710195.USD","IE0003795394.USD","IE00B8L5B284.USD","IE0001KFT4U8.USD","02706","IE00BQXX3D17.EUR","BK1095","IE00BMPRXN33.USD","LU1044874839.SGD","LU1048588211.SGD","LU0348825331.USD","LU1810669033.SGD","BK1614","IE00BZ08YR35.GBP","LDEM","LU0348805143.USD","BK1521","LU1718418525.SGD","BK1193","LU1770036033.HKD","IE00BQXX3C00.GBP","SG9999007991.SGD","LU0261947096.USD","BK1233","LU0577902298.EUR","SG9999014906.USD","LU0197773673.USD","LU1880383440.USD","LU1504937902.USD","LU1201861165.SGD","LU1303224171.USD","BIDD","09067","IE00B031J352.USD","LU0791590937.USD","LU1226288170.HKD","SG9999015945.SGD","IE00BZ08YS42.EUR","IE0003895053.USD","LU1188198961.HKD","JADE","LU0227179875.USD","LU2237443895.HKD","LU1115378108.SGD","LU3227948356.SGD","LU0348827113.USD","LU0203347892.USD","LU0348783662.USD","LU0449509016.USD","LU0128525689.USD","LU0345780521.USD","LU1642822792.SGD","LU1956131251.USD","LU2177674079.SGD","IE00BYTNYN87.SGD","LU0456842615.SGD","LU0588545904.SGD","LU0070217475.USD","LU0463099449.HKD","LU1102505762.USD","LU1568876251.USD","IE0034224299.USD","LU0541502299.USD","LU0310800965.SGD","LU0128522157.USD","LU0080751232.USD","SG9999015978.USD","IE00B543WZ88.USD","SG9999001051.SGD","SOCL","LU0737861772.HKD","LU0269904917.USD","LU2362540622.SGD","LU2488822045.USD","IE0031814852.USD","LU1880398554.USD","LU0651947912.USD","LU0348723411.USD","LU1282649067.USD","LU0762542818.HKD","LU0326950275.SGD","LU0886674414.USD","LU0540923850.HKD","JEMA","LU0979878070.USD","LU2045819591.USD","HK0000500386.USD","LU1366334578.USD","LU0348767384.USD","LU0531971595.HKD","LU1044876610.USD","BK1591","SG9999011746.SGD","LU0456846285.SGD","LU2929501877.USD","LU1785774172.SGD","IE0008369823.USD","BK1227","LU3063872942.SGD","IE0032834883.USD","LU1769817096.USD","LU2148510915.USD","IE00B031HY20.USD","LU0307460666.USD","LU0873338254.USD","SG9999001069.SGD","LU0054237671.USD","SGXZ51526630.SGD","LU1568876335.HKD","SG9999006597.SGD","HK0000914660.USD","LU0417516738.SGD","SG9999001903.USD","XSOE","06869","HK0001040168.HKD","LU0516422366.SGD","LU1769817179.HKD","LU1688375341.USD","LU0650527681.SGD","LU0084288322.USD","LU0328353924.USD","LU0106252389.USD","LU2357305700.SGD","LU0762541174.USD","LU0414403682.SGD","LU0051755006.USD","LU0049853897.USD","SGXZ99366536.SGD","03419","LU1366334651.USD","LU0345775950.USD","HK0001040143.USD","LU0456854461.SGD","AAXJ","LU1548497426.USD","LU1323998911.USD","03067","LU0192582467.USD","HK0000352291.HKD","LU2362541513.USD","LU1211504680.USD","LU0985320562.USD","LU1794554557.SGD","SGXZ90724238.SGD","LU0737861699.HKD","LU0320764599.SGD","LU0287142896.SGD","LU0823426480.USD","LU1770034418.SGD","SG9999018865.SGD","LU2097828805.USD","LU0577902538.S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| 長飛光纖光纜(06869.HK)低開高走升逾11% 公司有望深度受益於光纖上行周期","url":"https://stock-news.laohu8.com/highlight/detail?id=2657925875","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2657925875?lang=zh_tw&edition=fundamental","pubTime":"2026-08-05 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11:40","pubTimestamp":1785901200,"startTime":"0","endTime":"0","summary":"[大手成交]长飞光纤光缆(06869)在上午11:40出现大手买入,成交量为4.35万,成交价为港币$116.5,涉资506.775万。至目前为止,股价升10.322%,今日最高价为$116.8,而最低价为$99.1,总成交量为3.134千万股,总成交金额港币$34.314亿。","market":"sh","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20180815142908927_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20180815142908927_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAT2608054800/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/AAT2608054800/aamm-all-category","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":"aastocks_highlight","symbols":["BK1523","LU0588546209.SGD","SG9999006597.SGD","BK1506","BK1149","LU0307460666.USD","06869"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1126260883","title":"港股直擊|PCB概念股、光通信概念走強,芯碁微裝漲12%、長飛光纖光纜漲10%","url":"https://stock-news.laohu8.com/highlight/detail?id=1126260883","media":"老虎资讯综合","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1126260883?lang=zh_tw&edition=fundamental","pubTime":"2026-08-05 11:25","pubTimestamp":1785900336,"startTime":"0","endTime":"0","summary":"港股PCB概念股、光通信概念走强,芯碁微装(09630.HK)涨12%,建滔积层板(01888.HK)涨6%, $大族数控(03200)$涨 4%;长飞光纤光缆(06869.HK)涨10%,曦智科技-P(01879.HK)涨8%,蓝思科技(06613.HK)涨2%。","market":"hk","thumbnail":"https://community-static.tradeup.com/news/3b43ed7be1c7168a61f2b029b658d8e5","type":0,"news_type":0,"thumbnails":["https://community-static.tradeup.com/news/3b43ed7be1c7168a61f2b029b658d8e5"],"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":"movement","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["03200","06869","09630"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1111745207","title":"異動解讀 | 美光模塊禁令擔憂緩解,長飛光纖光纜盤中大漲5.02%","url":"https://stock-news.laohu8.com/highlight/detail?id=1111745207","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1111745207?lang=zh_tw&edition=fundamental","pubTime":"2026-08-05 11:13","pubTimestamp":1785899597,"startTime":"0","endTime":"0","summary":"长飞光纤光缆今日盘中出现大幅拉升,股价一度大涨5.02%,引发市场关注。消息面上,早盘光通信板块因美国拟禁止进口中国光模块的传闻集体低开,长飞光纤光缆一度跌逾5%。在机构集体发声安抚市场后,光通信板块逐步企稳回升,长飞光纤光缆由跌转涨,盘中涨幅一度超过5%,反映出市场对此次禁令传闻的担忧已显著缓解。","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":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["06869"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2657995505","title":"光通信板塊受壓 中際旭創(03308)跌9.52% 市傳美國考慮禁止進口中國光模塊","url":"https://stock-news.laohu8.com/highlight/detail?id=2657995505","media":"金吾财讯","labels":["policyRegulatory"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2657995505?lang=zh_tw&edition=fundamental","pubTime":"2026-08-05 09:43","pubTimestamp":1785894183,"startTime":"0","endTime":"0","summary":"金吾财讯 | 光通信板块受压,中际旭创(03308)跌9.52%,剑桥科技(06166)跌6.96%,汇聚科技(01729)跌7.98%,海光芯正(01191)跌7.00%,曦智科技-P(01879)跌3.48%,长飞光纤光缆(06869)跌2.37%。近日,有报道引知情人士的消息称,美国联邦通信委员会(FCC)正在制定相关措施,以禁止进口新型号的中国光模块。国泰海通表示,光通信是非常依赖全球化生态的行业,不止中国企业受益,上游中也有重要的美国芯片/器件企业分走重要利润,下游的CSP(CSPI)(云服务商)也获得关键支持,一刀切限制的概率几乎没有。","market":"sg","thumbnail":"https://static.szfiu.com/news/20241108/MmRhZGRhNjQ0NTZmM2ZiNTY3MTMzODA5NjE3MTg=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/MmRhZGRhNjQ0NTZmM2ZiNTY3MTMzODA5NjE3MTg=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1987502","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"policyRegulatory","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["06869","LU0348825331.USD","BK1537","SGXZ81163826.USD","LU0620787316.HKD","BK1249","LU0082770016.USD","91530","IE00BYTNYN87.SGD","LU0039217434.USD","01729","BK1122","LU0320764599.SGD","LU1719994722.HKD","LU2476274720.SGD","BK0070","LU0307460666.USD","LU0052750758.USD","LU1997244956.HKD","IE00B12V2V27.USD","LU2399975544.HKD","LU0572944931.SGD","LU1580142542.USD","SIXG","LU0210526637.USD","LU0871576103.HKD","LU1781817850.SGD","LU1979443071.USD","LU2778985437.USD","IE0034224299.USD","LU0231483743.USD","06166","AAOZ","LU0417516902.SGD","LU1961090484.USD","BK1147","01879","HK0000320264.USD","03308","LU2289578879.USD","LUMA","LU0417516738.SGD","FOTO","LU1251922891.USD","LU1655091616.SGD","01191","BK0167","LU0327786744.USD","LU2279858448.HKD","300308"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1174202827","title":"異動解讀 | 通信設備板塊集體走弱,長飛光纖光纜盤中大跌5.21%","url":"https://stock-news.laohu8.com/highlight/detail?id=1174202827","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1174202827?lang=zh_tw&edition=fundamental","pubTime":"2026-08-05 09:32","pubTimestamp":1785893543,"startTime":"0","endTime":"0","summary":"长飞光纤光缆(06869)今日盘中大跌5.21%,引发市场关注。消息面上,通信设备板块整体表现疲弱,拖累个股普遍走低。其中,中际旭创跌超12%,剑桥科技跌超10%,中兴通讯、飞速创新、广和通等也纷纷下跌。长飞光纤光缆作为光纤光缆行业的重要参与者,受板块整体走弱影响,股价承压下行。长飞光纤光缆是一家主要提供光纤预制棒、光纤、光缆以及其它通信行业相关产品的中国公司,运营光纤及光纤预制棒、光缆、光器件及模块三个分部,产品销往国内外市场。","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":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["06869"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1173459306","title":"異動解讀|長飛光纖光纜盤中下跌4.36%,報100.6港元","url":"https://stock-news.laohu8.com/highlight/detail?id=1173459306","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1173459306?lang=zh_tw&edition=fundamental","pubTime":"2026-08-05 09:31","pubTimestamp":1785893487,"startTime":"0","endTime":"0","summary":"8月5日,长飞光纤光缆盘中下跌4.36%,报100.6港元/股,成交额9339.09万港元。长飞光纤光缆所在的通信设备行业中,个股普遍走弱,其中中际旭创跌12.83%,剑桥科技跌10.96%,中兴通讯跌0.08%,飞速创新跌0.05%,广和通跌0.13%。长飞光纤光缆是一家主要提供光纤预制棒、光纤、光缆以及其它通信行业相关产品的中国公司,运营光纤及光纤预制棒、光缆、光器件及模块三个分部,产品销往国内外市场。(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":"0","news_top_title":"长飞光纤光缆盘中下跌4.36%,报100.6港元","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["06869"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2656358315","title":"焦點訪談|從產品出海到創新出海 「新新三樣」夯實中國經濟底座","url":"https://stock-news.laohu8.com/highlight/detail?id=2656358315","media":"滚动播报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2656358315?lang=zh_tw&edition=fundamental","pubTime":"2026-08-04 15:50","pubTimestamp":1785829800,"startTime":"0","endTime":"0","summary":"新动能又在如何夯实中国经济的底座?来看《焦点访谈》的记者从产业一线发回的报道。代表未来产业方向的机器人、人工智能和创新药正崛起成为中国外贸的新名片,被称为“新新三样”。“新新三样”的崛起,离不开我国高端制造与产业集群的强大支撑,中国机器人以完整的产业生态以及场景落地能力,成为全球智能化浪潮的领跑者。这也正是国产创新药出海的重要方式。","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":"https://finance.sina.com.cn/jjxw/2026-08-04/doc-inimctrf4143233.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":["BK4139","BK4588","BK0214","LU0234570918.USD","IE00B894F039.SGD","LU0320765992.SGD","PBE","IE00B19Z9Z06.USD","BMED","BK4505","BK4533","BIIB","IE00B19Z9P08.USD","BK4526","BK4535","LU0889565916.HKD","BK4532","601869","BK4585","06869","LU0109394709.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2656581023","title":"港股午評:恒生指數跌0.49%,光通信板塊大漲","url":"https://stock-news.laohu8.com/highlight/detail?id=2656581023","media":"南方财经网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2656581023?lang=zh_tw&edition=fundamental","pubTime":"2026-08-04 12:04","pubTimestamp":1785816240,"startTime":"0","endTime":"0","summary":"南方财经8月4日电,港股午间收盘,恒生指数跌0.49%,恒生科技指数跌0.19%。光通信板块大涨,中际旭创涨近17%,剑桥科技涨16%,长飞光纤光缆涨近8%,华虹宏力涨超4%。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202608043830960281.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/202608043830960281.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":["06869","513600","83115","02833","02800","07200","BK1523","03033","03067","09067","07300","09115","SG9999006597.SGD","03037","09088","02837","BK1506","MCHmain","HSI","07226","601869","MHImain","HHImain","03419","HSTECH","LU0307460666.USD","07552","03417","03032","BK1149","03423","82800","07500","03115","LU0588546209.SGD","03088"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2656589912","title":"AI算力驅動光通信行業進入新景氣周期 相關板塊強勢 海光芯正(01191)漲27.94%","url":"https://stock-news.laohu8.com/highlight/detail?id=2656589912","media":"金吾财讯","labels":["economic"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2656589912?lang=zh_tw&edition=fundamental","pubTime":"2026-08-04 10:47","pubTimestamp":1785811638,"startTime":"0","endTime":"0","summary":"东莞证券表示,AI算力驱动光通信行业进入新景气周期。据LightCounting数据,2025年全年光模块及相关产品的最终销售额统计为268亿美元,较2024年增长74%。LightCounting预测2026年以太网光模块市场将增长65%,2026年800G光模块出货量将增长一倍以上,1.6T光模块出货量将从2025年的小基数增长至数千万端口。2026年全球光模块进入800G全面普及、1.6T规模商用阶段,需求重心加速转向高速规格。","market":"hk","thumbnail":"https://static.szfiu.com/news/20241108/MzQyYjVhODQ3ZWY1M2M1MGY5NWIyMTYzODE1MzIxNzE=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/MzQyYjVhODQ3ZWY1M2M1MGY5NWIyMTYzODE1MzIxNzE=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1987425","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"economic","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0052750758.USD","BK1163","BK1533","300308","BK1506","BK1249","06613","LU1251922891.USD","03308","688347","LU1171460220.USD","SG9999006597.SGD","BK1523","BK1589","300433","LU1813983027.USD","LU1303224171.USD","SG9999001069.SGD","LU0320764599.SGD","LU0588546209.SGD","TCHI","01191","601869","LU0708995583.HKD","BK1170","LU0307460666.USD","01729","BK1537","06869","603083","BK1147","LU0314109678.HKD","LU1328277881.USD","LU2039709279.SGD","06088","01347","BK1240","BK1607","LU0348767384.USD","LU2279858448.HKD","06166","BK1149","BK1614","LU0348766576.USD","BK1116","LU1770034418.SGD","BK1122","BK1508","LU1719994722.HKD","IE0034224299.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2656589318","title":"長飛光纖光纜(06869)出現大手賣出10.45萬股,成交價$100.0,涉資1.045千萬","url":"https://stock-news.laohu8.com/highlight/detail?id=2656589318","media":"阿斯达克财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2656589318?lang=zh_tw&edition=fundamental","pubTime":"2026-08-04 10:25","pubTimestamp":1785810300,"startTime":"0","endTime":"0","summary":"[大手成交]长飞光纤光缆(06869)在上午10:25出现大手卖出,成交量为10.45万,成交价为港币$100.0,涉资1.045千万。至目前为止,股价升4.493%,今日最高价为$104.2,而最低价为$98.5,总成交量为1.26千万股,总成交金额港币$12.853亿。","market":"other","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20180416150431576_s.png","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20180416150431576_s.png"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAT2608044101/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/AAT2608044101/aamm-all-category","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":"aastocks_highlight","symbols":["BK1506","LU0588546209.SGD","BK1523","LU0307460666.USD","SG9999006597.SGD","06869","BK1149"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2656858625","title":"港股異動 | 光通信概念股漲幅居前 InP供應缺口進一步擴大 機構看好超跌硬科技與光通信長期配置價值","url":"https://stock-news.laohu8.com/highlight/detail?id=2656858625","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2656858625?lang=zh_tw&edition=fundamental","pubTime":"2026-08-04 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10:04","pubTimestamp":1785809083,"startTime":"0","endTime":"0","summary":"8月4日,港股市场光通信概念全线飙升,其中,中际旭创大涨超17%,剑桥科技、海光芯正涨超11%,长飞光纤光缆涨超8%,华虹宏力、汇聚科技涨超6%。消息面上,英伟达资深副总裁Gilad Shainer宣告,共同封装光学(CPO)步入量产,同时点名未来光通讯市场最大商机在于垂直扩充(Scale-up),所需频宽效能将会是水平扩充(Scale-out)的十倍,替光通讯市场注入一股强心针。\n\n港股频道更多独家策划、专家专栏,免费查阅>>\n\n 责任编辑:栎树","market":"sh","thumbnail":"http://imgcloud.jrjimg.cn/2026/08/cms_20260804100443342.jpg","type":0,"news_type":0,"thumbnails":["http://imgcloud.jrjimg.cn/2026/08/cms_20260804100443342.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://hk.jrj.com.cn/2026/08/04100458000274.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_stock","symbols":["06869","BK1249","LU1934453819.USD","SGXZ49509284.SGD","LU1997245177.USD","SIXG","LU2399975544.HKD","03308","BK1523","300308","LU0572944931.SGD","LU1720050803.USD","LU0210526637.USD","SG9999006597.SGD","BK0028","LU0540923850.HKD","LUMA","FOTO","LU0634319403.HKD","LU2580892862.HKD","BK1149","LU1655091616.SGD","LU2177674079.SGD","IE00BYTNYN87.SGD","LU0082770016.SGD","LU0469268626.HKD","LU1794554557.SGD","BK0077","LU0417516738.SGD","HK0000320223.HKD","LU0348825331.USD","LU1146622755.USD","LU2476274720.SGD","LU0320764599.SGD","LU0871576103.HKD","LU2289578879.USD","LU2495084118.USD","LU0082770016.USD","IE0032431581.USD","LU0052750758.USD","LU2778985437.USD","LU0456827905.SGD","LU1979443071.USD","LU0417516902.SGD","SG9999011746.SGD","LU1251922891.USD","91530","LU0051755006.USD","LU2580892789.USD","LU0164939612.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2656586894","title":"港股異動 | 長飛光纖光纜(06869)升逾5% 子公司擬出資1.7億元參設長飛智能基金","url":"https://stock-news.laohu8.com/highlight/detail?id=2656586894","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2656586894?lang=zh_tw&edition=fundamental","pubTime":"2026-08-04 09:34","pubTimestamp":1785807290,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,长飞光纤光缆涨超5%,截至发稿,涨5.02%,报100.3港元,成交额2.56亿港元。长飞智能基金的认缴出资总额为人民币5亿元,其中长飞资本作为有限合伙人,拟以自有资金认缴出资人民币1.7亿元,占长飞智能基金出资总额的34.00%。","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/1475569.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":["KCAI","BK1149","LU0307460666.USD","BK4585","06869","SG9999006597.SGD","LU0588546209.SGD","BK1506","VXUS","BK1523","BK4588"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1186590633","title":"異動解讀|長飛光纖光纜盤中上漲5.54%,子公司斥資1.7億元參設AI智能基金疊加板塊回暖","url":"https://stock-news.laohu8.com/highlight/detail?id=1186590633","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1186590633?lang=zh_tw&edition=fundamental","pubTime":"2026-08-04 09:32","pubTimestamp":1785807177,"startTime":"0","endTime":"0","summary":"8月4日,长飞光纤光缆盘中上涨5.54%,报100.2港元,成交额1.72亿港元。消息面上,公司于8月3日晚间公告,全资子公司长飞资本拟作为有限合伙人出资1.7亿元,参与设立长飞江城智能创业投资基金,基金目标规模5亿元,聚焦人工智能、高端制造、半导体与集成电路等领域,重点投资光电芯片、光互联、光交换及人形机器人产业链。此前公司已于7月30日完成收购长飞上海25%股权及上调6.5亿元关联交易额度,产业整合动作密集。","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":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["06869"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2656585878","title":"港股公告掘金 | 藥明康德中期母公司持有者應占淨溢利約110.8億元 按年增長33.7%","url":"https://stock-news.laohu8.com/highlight/detail?id=2656585878","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2656585878?lang=zh_tw&edition=fundamental","pubTime":"2026-08-04 08:59","pubTimestamp":1785805168,"startTime":"0","endTime":"0","summary":"【重大事项】长飞光纤光缆(06869)子公司拟出资1.7亿元参设长飞智能基金中联发展控股(00264)订立预制人工智能数据中心模组采购合约科济药业-B(02171):CT0596已获得国家药监局的IND批准用于治疗复发/难治的多发性骨髓瘤(R/R MM)患者康宁杰瑞制药-B(09966)与PATHOS AI就JSKN016订立一项许可协议中国生物制药(01177):TQB2102“HER2双抗AD","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/1475555.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":["LU1808992512.USD","BK1583","09699","LU0307460666.USD","LU1997245094.SGD","BK4588","BK1141","LU1719994722.HKD","LU1880383440.USD","06869","IE00B5MMRT66.SGD","LU1046422090.SGD","LU1979443071.USD","BK4585","LU1770034418.SGD","BK0216","BK1523","IE00BPRC5H50.USD","LU1997244956.HKD","LU2242644610.SGD","LU1880383366.USD","02359","603259","LU1303224171.USD","BK1576","LU0456842615.SGD","BK1149","LU1969619763.USD","00264","BK1151","LU1251922891.USD","LU1934453819.USD","LU0320764599.SGD","LU0708995583.HKD","BK1506","VXUS","LU2488822045.USD","LU1997245177.USD","LU0348767384.USD","09927","LU0588546209.SGD","LU0700851271.USD","LU2045819591.USD","LU2125910500.SGD","LU2328871848.SGD","LU0611395673.USD","SG9999006597.SGD","LU2495084118.USD","LU0052750758.USD","KCAI"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2656375591","title":"長飛光纖光纜(06869.HK)子公司擬出資1.7億元參設長飛智能基金","url":"https://stock-news.laohu8.com/highlight/detail?id=2656375591","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2656375591?lang=zh_tw&edition=fundamental","pubTime":"2026-08-03 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19:21","pubTimestamp":1785756077,"startTime":"0","endTime":"0","summary":"2026年8月3日,长飞光纤光缆股份有限公司披露,其全资子公司武汉市长飞资本管理有限责任公司拟作为有限合伙人,参与设立长飞江城智能创业投资基金(武汉)合伙企业。该私募基金目标认缴规模为人民币50,000万元,其中长飞资本认缴出资人民币17,000万元,占基金总规模的34.00%。根据公告,这一私募基金由武汉长飞产业基金管理有限公司担任普通合伙人及基金管理人,后者出资人民币500万元,占1.00%。公司将根据项目进展及时履行信息披露义务。","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":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["06869"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2656321656","title":"智通AH統計|8月3日","url":"https://stock-news.laohu8.com/highlight/detail?id=2656321656","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2656321656?lang=zh_tw&edition=fundamental","pubTime":"2026-08-03 16:15","pubTimestamp":1785744913,"startTime":"0","endTime":"0","summary":"东北电气0.2482.25988.71%67.73%浙江世宝3.94014.74348.22%-2.00%中石化油服0.6402.26323.44%6.23%弘业期货2.2807.77308.33%19.81%复旦张江2.4207.32262.40%-11.30%晨鸣纸业0.6701.99255.22%-12.00%凯盛新能2.4507.06245.31%-6.48%龙源电力5.73516.5244.55%-17.15%南京熊猫电子股份3.4059.75243.02%5.74%京城机电股份3.0208.3229.14%7.67%. 东北电气0.2482.25988.71%67.73%国恩科技32.08050.990.06%33.12%大族数控90.050227.18202.19%25.40%长飞光纤光缆95.700260.68226.27%20.14%弘业期货2.2807.77308.33%19.81%大众公用2.4054.87142.41%17.69%东江环保1.6703.53153.29%16.94%华新建材14.11021.9386.18%15.95%广和通7.75020.57217.94%14.86%领益智造6.36012.43134.12%14.18%. 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":"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/1475240.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":["03968","02318","06680","01688","00895","02715","03328","02359","06869","01349","03678","00991","02768","EWH","159982","01276","00187","00042","03143","82318","PNGAY","02465","01057","PAImain","601318","06613","00553","HPAD.SI","02691","06655","01812","399300","LU0588545730.USD","00638","02338","02208","03750","01108","IE00BVYPNQ40.USD","00300","01033","03145","01635","00763","06127","03308","03986","03200","00916"],"isVideo":false,"video":null,"gpt_icon":0}],"pageSize":20,"totalPage":20,"pageCount":11,"totalSize":400,"code":"91000000","status":"200"}]}}