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Tradr 2X Short AAOI Daily ETF

15.88

+2.4418.15%

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...

總覽公司新聞資訊公告

廣發香港：看好GPU/CPU/光模塊，謹慎看待存儲芯片

中信證券點評FCC擬禁中國光模塊事件：禁令落地難兑現，產業趨勢難撼動

「禁令」傳聞落地難度大＋景氣持續短期擾動或不改光模塊賽道核心價值

【券商聚焦】中信證券：FCC光模塊禁令落地阻力較大國內光模塊龍頭競爭優勢穩固

興業證券：下游擴產加速疊加技術迭代牽引光模塊設備迎來增長拐點

【券商聚焦】中信證券：AI驅動光模塊升級測試設備高速成長

CPO板塊回調中際旭創（03308）跌 3.67% 美國擬禁止進口中國光模塊

光模塊站上風口浪尖，萬億巨頭天量巨震，高「光」159363大舉吸金！基金經理發聲：靜待邏輯修復機會

「芯」主線強勢歸位，華寶基金科創芯片ETF大漲5.8%創歷史天量！有色悄然啓動光模塊利空逆轉再迎佈局良機？

美國光模塊「禁令」傳聞擾動業內人士：實際落地難度大

需求旺盛景氣度高光模塊「噪音」影響有限

上證報：需求旺盛景氣度高，光模塊「噪音」影響有限

美國擬禁中國光模塊？全球光模塊前10有7家中國企業，產業界人士：又一次壓力測試，美國想「脱鈎」並不容易

每日经济新闻

光模塊遭「小作文」突襲，機構：情緒衝擊大於實質

每日经济新闻

Counterpoint警告：禁止進口中國光模塊將重創美國數據中心與AI供應鏈

光模塊「黑天鵝」：中際旭創675億元「天量」日成交

光被禁，雷聲大雨點小？

傳聞擾動光模塊，「易中天」卻低開高走跌幅收窄！行業人士：「壓力測試」或將催生更多機會

「禁令」傳聞下的光模塊巨震

「禁令」傳聞下的光模塊巨震：產能早已出海，誰更離不開誰？

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16:05","pubTimestamp":1786003506,"startTime":"0","endTime":"0","summary":"A股三大指数今日涨跌不一，截止收盘，沪指涨0.57%，收报3900.35点；深证成指跌0.24%，收报14110.12点；创业板指跌0.55%，收报3515.56点。沪深京三市成交额2.55万亿，较昨日缩量1324亿。个股方面，上涨股票数量接近2800只，逾80只股票涨停。外交部发言人亦表示坚决反对美方泛化国家安全概念，将坚定维护中国企业合法权益。另外，业内人士向记者预估，即便“禁令”属实，考虑产能差距、技术迭代、原材料等因素，该禁令传闻实际落地难度大。","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://sc.stock.cnfol.com/shichangceping/20260806/32327779.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":["LUMA","AAOZ"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2657683412","title":"【券商聚焦】中信證券：FCC光模塊禁令落地阻力較大 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15:41","pubTimestamp":1786002114,"startTime":"0","endTime":"0","summary":"该机构认为，中国光模块龙头在AI高速互联领域已建立起覆盖技术迭代、量产规模与客户响应的综合优势，产业链地位稳固，禁令落地面临较大的产业现实阻力","market":"fut","thumbnail":"https://static.szfiu.com/news/20250109/MjJmNDVlM2IxNTc1MzAyMDFjYTFhODQyNzEzMTQ0NzU5OA==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/MjJmNDVlM2IxNTc1MzAyMDFjYTFhODQyNzEzMTQ0NzU5OA==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1987640","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":["LU1064130708.USD","LU2495084118.USD","BK1564","LU0405327148.USD","LU1580142542.USD","LU1794554557.SGD","BK0188","LU1064131003.USD","LU1997244956.HKD","LU1997245177.USD","BK0028","LU2580892862.HKD","BK0196","LU2580892789.USD","LU1720050803.USD","BK1516","BK1521","BK1147","BK0276","LU2148510915.USD","KCE","600030","LU1655091616.SGD","LU2289578879.USD","LU1997245094.SGD","LU1255011170.USD","LU1328615791.USD","AAOZ","06030","LU0405327494.USD","BK0012","BK0183","LUMA","LU1781817850.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2657500116","title":"興業證券：下游擴產加速疊加技術迭代牽引 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14:48","pubTimestamp":1785998913,"startTime":"0","endTime":"0","summary":"光模块产业链或正处于新一轮技术迭代加速拐点，该行建议重点关注国内设备厂商在客户导入与高端技术升级中的突破机会。兴业证券主要观点如下：光模块是光通信中实现光信号、电信号互相转换的核心元器件AI算力快速发展，带来光模块需求爆发。AI驱动光模块技术迭代进程加快，测试仪器需求提升800G、1.6T等新一代高速率光模块逐渐进入商用阶段，直接带动了测试仪器向高速率、大带宽等方向迭代升级，全球光通信测试仪器市场规模快速提升。","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/1476704.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_zhitongcaijing","symbols":["BK0276","BK0183","BK0012","BK0188","LUMA","AAOZ","601377","BK0028"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2657500690","title":"【券商聚焦】中信證券：AI驅動光模塊升級 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0.84%。有报道称，美国联邦通信委员会（FCC）正起草措施，禁止进口新型中国光收发模块。对此，多位业内人士认为，历史上也出现过多次这类信息，信息真假难辨无需过度猜疑，且美国严格禁止进口中国光模块的可能性较小。不过，业内人士预估，即便“禁令”属实，考虑产能差距、技术迭代、原材料等因素，该禁令传闻实际落地难度大。","market":"hk","thumbnail":"https://static.szfiu.com/news/20241108/ZDQyZmM0MDNhYTRlOWFhOWE0NDBjZGFmOTc4ZmU3NDQzMjc2MzA4MTk4NA==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/ZDQyZmM0MDNhYTRlOWFhOWE0NDBjZGFmOTc4ZmU3NDQzMjc2MzA4MTk4NA==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1987601","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":["BK1614","LU0359202008.SGD","06869","BK1589","LU0307460666.USD","LU0384037296.USD","00522","91530","LUMA","BK1523","LU1064131003.USD","LU2580892789.USD","SG9999000459.SGD","300308","LU0227179875.USD","BK1533","LU0274383008.USD","LU1580142542.USD","LU0359201612.USD","03355","MCHS","LU0488056044.USD","LU0039217434.USD","LU0634319403.HKD","LU0588546209.SGD","LU2279858448.HKD","LU2778985437.USD","LU1808992512.USD","BK1240","03308","01729","LU0417516571.SGD","LU0052750758.USD","LU0531971595.HKD","AAOZ","LU1146622755.USD","HK0000306701.USD","BK1506","LU1720050803.USD","LU1997245094.SGD","BK1169","06166","LU0561508036.HKD","IE0034224299.USD","LU1823568750.SGD","BK0214","LU0540923850.HKD","LU2580892862.HKD","LU1979443071.USD","SG9999006597.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2657083655","title":"光模塊站上風口浪尖，萬億巨頭天量巨震，高「光」159363大舉吸金！基金經理發聲：靜待邏輯修復機會","url":"https://stock-news.laohu8.com/highlight/detail?id=2657083655","media":"新浪基金","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2657083655?lang=zh_tw&edition=fundamental","pubTime":"2026-08-06 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18:54","pubTimestamp":1785927240,"startTime":"0","endTime":"0","summary":"所以，这是否就是份“雷声大、雨点小”的草案？对中际旭创、新易盛而言，2026年已锁定交付的订单基本安全。2025年光模块加征关税一事，最终因云厂商强烈游说而出现在豁免名单中。中国光模块的部分制造商订单能见度覆盖2026全年及部分2027年，供应本身已处于极度紧张状态。当“光模块”不再是一个独立的、可被海关识别的商品时，禁令在技术层面上的执行将面临巨大的定义困境，这为相关企业提供了一种绕过禁令潜在限制的技术路径。","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://mp.weixin.qq.com/s?__biz=MTQzMjE1NjQwMQ==&mid=2656191713&idx=2&sn=d56973b0e9afbf1a497731d91d9af39a&chksm=675f18abc72cccd7e76ffd6a7bb3e4f01eaa78ad239226ffeb8638caf4bf344397e0ae973f9d&scene=0#rd","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":"weixin_highlight","symbols":["BK1249","BK1533","BK1122","FOTO","BK1149","AAOZ","91530","CHAT","LUMA","03308"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2657548264","title":"傳聞擾動光模塊，「易中天」卻低開高走跌幅收窄！行業人士：「壓力測試」或將催生更多機會","url":"https://stock-news.laohu8.com/highlight/detail?id=2657548264","media":"市场资讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2657548264?lang=zh_tw&edition=fundamental","pubTime":"2026-08-05 18:22","pubTimestamp":1785925320,"startTime":"0","endTime":"0","summary":"利空消息短期影响情绪8月5日，在利空突袭下，光模块大幅低开，龙头普遍低开超过10%。具体来看，就中国光模块出货第一的中际旭创来看，该股大幅低开13.89%，随后股价震荡回升，最终收盘跌幅收窄至7.27%。新易盛股价同样低开高走，最终跌幅收窄至5.29%。“这轮突如其来的‘压力测试’，反而可能催生出更具价值的机会。”高速光模块作为AI数据中心互联的重要组成部分，有望持续受益于AI资本开支扩张。","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://finance.sina.com.cn/stock/roll/2026-08-05/doc-inimhiec5157921.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":["BK4585","FINY","AAOZ","LUMA","FNCL","KBWB","SKF","KRE","TRUF","GABF","BK4588","BK4535"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2657543344","title":"「禁令」傳聞下的光模塊巨震","url":"https://stock-news.laohu8.com/highlight/detail?id=2657543344","media":"第一财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2657543344?lang=zh_tw&edition=fundamental","pubTime":"2026-08-05 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