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美股
詳情
本頁面由Tiger Trade Technology Pte. Ltd.提供服務
Tradr 2X Short AAOI Daily ETF
15.88
+2.44
18.15%
盤後:
15.50
-0.3800
-2.39%
19:58 EDT
成交量:
74.04萬
成交額:
1,136.34萬
市值:
659.02萬
市盈率:
- -
高:
15.93
開:
15.63
低:
14.52
收:
13.44
52周最高:
51.05
52周最低:
6.94
股本:
41.50萬
流通股本:
41.50萬
量比:
0.77
換手率:
178.41%
股息:
- -
股息率:
- -
淨資產收益率:
--
總資產收益率:
--
市淨率:
--
市盈率(LYR):
- -
資料載入中...
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公司
新聞資訊
公告
Counterpoint:美國若禁止中國光模塊進口,將反噬本土雲廠商而非僅中國供應商
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16:33","pubTimestamp":1785918822,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息,据Counterpoint Research分析,美国联邦通信委员会(FCC)拟议中的中国产光模块进口禁令若落地,将主要冲击美国云厂商而非中国供应商。中际旭创以约 27% 份额领跑全球数据中心光模块收入,Coherent 以约 17% 位居第二,中国制造商合计占据全球约 三分之二 的单位供应量及约 60% 的光通信模块收入。\n\n分析指出,Coherent 和 Lumentum 等西方供应商短期内缺乏足够的洁净室产能、自动化封装基础设施及良率规模,无法在 12-24个月内填补中国厂商的产能缺口,可能导致AI集群部署延迟数个季度,并推高云厂商物料成本。同时,中国模块厂商对北美超大规模客户的高端 800G/1.6T 模块收入依赖度超 90%,但已通过在泰国设厂实现部分产能外移。\n\nCounterpoint强调,光模块供应链是一个高度相互依存的系统,中国厂商大量采购Broadcom、Marvell 的DSP芯片以及 Lumentum、Coherent、三菱电机的激光器和光芯片,强行切割将扰乱整个生态系统。 ","market":"nz","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/2280695","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":["LUMA","AAOZ"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2657199325","title":"機構:美擬禁中國光模塊將重創美AI雲廠商,西方短期內根本無法替代","url":"https://stock-news.laohu8.com/highlight/detail?id=2657199325","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2657199325?lang=zh_tw&edition=fundamental","pubTime":"2026-08-05 15:45","pubTimestamp":1785915920,"startTime":"0","endTime":"0","summary":null,"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":"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":["ARTY","AGIX","LUMA","AIPO","QTOC","CHAT","VTHR","AAOZ"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2657851662","title":"東山精密回應美國擬禁止進口中國光模塊傳聞:目前僅為市場消息","url":"https://stock-news.laohu8.com/highlight/detail?id=2657851662","media":"市场资讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2657851662?lang=zh_tw&edition=fundamental","pubTime":"2026-08-05 15:14","pubTimestamp":1785914040,"startTime":"0","endTime":"0","summary":"专题:美国被曝拟禁止进口中国新型号光模块有投资者在互动平台向东山精密提问:外网新闻说特朗普政府正在起草禁止进口中国新型光模块,如果属实,旗下的索尔斯光电还能正常给北美厂商供货吗,另外,泰国的工厂量产推进情况如何,预计第一批产品多久出厂?东山精密回复,相关传闻已留意到,目前仅为市场消息,公司会持续跟踪海外相关监管动态。","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://finance.sina.com.cn/jjxw/2026-08-05/doc-inimhawp1361775.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":["BK0171","IE00BMPRXN33.USD","LU1255011170.USD","LU2399975544.HKD","LU1997245177.USD","BK0109","LUMA","LU1961090484.USD","LU1655091616.SGD","LU1794554557.SGD","BK0076","LU0210526637.USD","002384","BK0102","SGXZ81163826.USD","LU2495084118.USD","BK0196","LU0456827905.SGD","BK0141","AAOZ","LU0051755006.USD","BK0152","LU1720050803.USD","LU1997245094.SGD","SGXZ49509284.SGD","LU1997244956.HKD","BK0214","LU2289578879.USD","IE00BMPRXR70.SGD","IE00BMPRXQ63.HKD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2657516314","title":"東山精密回應美國擬禁止進口中國光模塊傳聞:目前僅為市場消息","url":"https://stock-news.laohu8.com/highlight/detail?id=2657516314","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2657516314?lang=zh_tw&edition=fundamental","pubTime":"2026-08-05 15:11","pubTimestamp":1785913905,"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":["LUMA","AAOZ"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2657152905","title":"中信證券:受益於數據中心加速建設以及光通信技術快速迭代 光模塊測試設備「量價齊升」","url":"https://stock-news.laohu8.com/highlight/detail?id=2657152905","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2657152905?lang=zh_tw&edition=fundamental","pubTime":"2026-08-05 15:01","pubTimestamp":1785913308,"startTime":"0","endTime":"0","summary":null,"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":"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":["LU1781817850.SGD","LU1328615791.USD","06030","AAOZ","FMET","LU2495084118.USD","SKYY","LU1064131003.USD","LU2580892862.HKD","BLOK","WPAI","LU2289578879.USD","LU1997245177.USD","FOTO","BK0276","BK0183","BK0188","WISE","BK1516","AIBU","CLOU","LU1794554557.SGD","AIO","LU1255011170.USD","LU1720050803.USD","BK0196","CLDL","LU0405327148.USD","BK0012","LUMA","LU1997244956.HKD","SIXG","HPEL","WDAI","AIFD","LU1655091616.SGD","LU0405327494.USD","LU2148510915.USD","LU1997245094.SGD","LU1580142542.USD","BK1564","600030","BK1521","LU2580892789.USD","PBOT","LU1064130708.USD","BK0028","DTCR","IDGT","FCLD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2657373515","title":"中信證券:AI驅動光模塊升級,測試設備高速成長","url":"https://stock-news.laohu8.com/highlight/detail?id=2657373515","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2657373515?lang=zh_tw&edition=fundamental","pubTime":"2026-08-05 14:42","pubTimestamp":1785912136,"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":["VTHR","AGIX","AIPO","AAOZ","QTOC","ARTY","LUMA","CHAT"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2657359792","title":"怎麼看美國光模塊禁令?李大霄:不要高估美方政策干擾 「取代沒那麼容易」","url":"https://stock-news.laohu8.com/highlight/detail?id=2657359792","media":"中新经纬","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2657359792?lang=zh_tw&edition=fundamental","pubTime":"2026-08-05 12:56","pubTimestamp":1785905803,"startTime":"0","endTime":"0","summary":"【怎么看美国光模块禁令?李大霄:不要高估美方政策干扰 “取代没那么容易”】前券商首席经济学家、深圳市决策咨询委委员李大霄在接受宅男财经采访时表示,对于美国光模块禁令的消息,需要客观看待,此类事件在2020年就有传闻,但实际上中国的产能是不跌反增的、份额不跌反涨的,这就说明美国政策的扰动和实际的效果并不能够立即呈现。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202608053832392697.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/202608053832392697.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":["AAOZ","LUMA"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2657818597","title":"光模塊傳聞攪動市場,機構和產業鏈分析:落地可能性小、影響可控","url":"https://stock-news.laohu8.com/highlight/detail?id=2657818597","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2657818597?lang=zh_tw&edition=fundamental","pubTime":"2026-08-05 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機構預計政策落地概率較小","url":"https://stock-news.laohu8.com/highlight/detail?id=2657591203","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2657591203?lang=zh_tw&edition=fundamental","pubTime":"2026-08-05 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