港股詳情

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海光芯正

102.300

+2.5002.51%

成交量：7.52萬

成交額：767.49萬

市值：93.66億

市盈率：-63.34

高：104.900

開：99.200

低：95.900

收：99.800

52周最高：219.600

52周最低：59.750

股本：9,155.67萬

香港流通股本：9,155.67萬

量比：0.30

換手率：0.08%

股息：- -

股息率：- -

每股收益(LYR):-1.615

淨資產收益率：-25.12%

總資產收益率：-3.48%

市淨率：13.70

市盈率(LYR):-63.34

市銷率: 6.57

資料載入中...

總覽公司新聞資訊公告

海光芯正（01191）2026年第二次臨時股東大會六項議案全數獲通過

海光芯正(01191)獲納入恒生綜合指數成分股

海光芯正（01191）被納入恒生綜合指數，9月7日正式生效

港股光通信概念股延續升勢，海光芯正升逾7%，長飛光纖光纜、舜宇光學科技升逾4%

老虎资讯综合

海光芯正(01191.HK)擬8月28日舉行董事會會議以批准中期業績

海光芯正（01191）董事會將於8月28日審議2026年中期財務業績及派息計劃

港股光通信概念股午後漲幅擴大，海光芯正升逾10%

老虎资讯综合

海光芯正(01191)股價顯著上升11.111%，現價港幣$110.0

阿斯达克财经

港股光通信概念股集體走強，劍橋科技升逾6%，鴻騰精密升逾5%

老虎资讯综合

光通信概念股盤初走強中際旭創（03308）漲4.78% 機構指產業鏈有望開啓新一輪

港股異動 | 光通信概念股漲幅居前 Coherent季度營收超20億美元業績展望高於市場預期

港股直擊｜港股光通信股多數走強，海光芯正升逾12%

老虎资讯综合

海光芯正7月股份變動月報：註冊股本增至91,556,745股

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

港股異動 | 美禁令傳聞重創光模塊，中際旭創跌 8%，劍橋科技跌4%

港股午評|恒生指數午盤跌0.49% 光通信概念逆市大漲

光通信概念股早盤漲幅居前海光芯正大升逾23%中際旭創升逾15%

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%

海光芯正(01191)股價顯著上升14.71%，現價港幣$92.8

阿斯达克财经

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

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20:42","pubTimestamp":1787316123,"startTime":"0","endTime":"0","summary":"2026年8月21日，北京海光芯正科技股份有限公司发布自愿性公告称，根据恒生指数有限公司于2026年8月21日公布的截至2026年6月30日止期间恒生指数系列季度检讨结果，公司将被纳入恒生综合指数成分股。相关调整将于2026年9月7日起正式生效。海光芯正董事会在公告中表示，此次调入恒生综合指数反映国际资本市场对公司投资价值及成长前景的认可，有助于扩大股东基础并吸引长期机构投资者。","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":"corporation,SGX","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["01191"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1123803582","title":"港股光通信概念股延續升勢，海光芯正升逾7%，長飛光纖光纜、舜宇光學科技升逾4%","url":"https://stock-news.laohu8.com/highlight/detail?id=1123803582","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1123803582?lang=zh_tw&edition=fundamental","pubTime":"2026-08-18 09:39","pubTimestamp":1787017188,"startTime":"0","endTime":"0","summary":"8月18日，港股光通信概念股延续升势，$海光芯正(01191)$涨超7%，$长飞光纤光缆(06869)$、$舜宇光学科技(02382)$涨超4%，$华虹宏力(01347)$、$汇聚科技(01729)$涨超2%。","market":"hk","thumbnail":"https://static.tigerbbs.com/fd680cd945fd32917c8ece66ec685e5f","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/fd680cd945fd32917c8ece66ec685e5f"],"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":["IE00B29SXG58.USD","LU1171460220.USD","LU0708995583.HKD","LU1303224171.USD","BK1170","KCAI","LU0052750758.USD","BK1523","LU2039709279.SGD","BK1163","BK1504","BK1607","LU1770034418.SGD","LU0307460666.USD","LUMA","LU1251922891.USD","BK1537","LU0588546209.SGD","IE0008368742.USD","LU1328277881.USD","VXUS","IE0034224299.USD","02382","LU1719994722.HKD","BK1589","SIXG","LU0326950275.SGD","BK1608","LU1813983027.USD","FOTO","LU2279858448.HKD","BK1149","SG9999006597.SGD","BK1506","06869","BK1147","LU0314109678.HKD","01347","LYTE","BK1116","IE00B031HY20.USD","BK4585","IE0008369823.USD","LU1211504680.USD","BK4588","LU0320764599.SGD","01191","TCHI","01729","LU1831875114.USD","BK1614","BK1521"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2660486571","title":"海光芯正(01191.HK)擬8月28日舉行董事會會議以批准中期業績","url":"https://stock-news.laohu8.com/highlight/detail?id=2660486571","media":"中金财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2660486571?lang=zh_tw&edition=fundamental","pubTime":"2026-08-17 17:17","pubTimestamp":1786958226,"startTime":"0","endTime":"0","summary":"格隆汇8月17日丨海光芯正(01191.HK)宣布，董事会会议将于2026年8月28日(星期五)举行，以(其中包括)考虑及批准集团截至2026年6月30日止六个月的未经审核中期业绩及其刊发，以及考虑派发中期股息(如有)。","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://sc.stock.cnfol.com/gushizhibo/20260817/32337217.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":["BK1170","01191","BK1147","BK1537"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1155331983","title":"海光芯正（01191）董事會將於8月28日審議2026年中期財務業績及派息計劃","url":"https://stock-news.laohu8.com/highlight/detail?id=1155331983","media":"公告速递","labels":["conferences","SGX"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1155331983?lang=zh_tw&edition=fundamental","pubTime":"2026-08-17 16:37","pubTimestamp":1786955825,"startTime":"0","endTime":"0","summary":"北京海光芯正科技股份有限公司（01191）17日发布公告称，公司董事会已排定于2026年8月28日（星期五）召开会议，议程包括：一、审议并批准本集团截至2026年6月30日止六个月的未经审计中期业绩；二、研究及决定是否派发中期股息（如有）。\n公告显示，截至公告日，公司董事会由九名董事组成，包括五名执行董事（胡朝阳博士、胡勇先生、周红女士、孙旭博士及郭青松先生）、一名非执行董事（吴皓南先生）以及三名独立非执行董事（徐浩萍博士、王飞博士及张维先生）。\n公司创始人、董事会主席、执行董事兼首席执行官胡朝阳于公告落款表示，相关中期业绩及派息决定将在董事会会议后及时对外公布。","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":"conferences,SGX","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["01191"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1148441773","title":"港股光通信概念股午後漲幅擴大，海光芯正升逾10%","url":"https://stock-news.laohu8.com/highlight/detail?id=1148441773","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1148441773?lang=zh_tw&edition=fundamental","pubTime":"2026-08-17 13:11","pubTimestamp":1786943477,"startTime":"0","endTime":"0","summary":"8月17日，港股光通信概念股午后涨幅扩大，$海光芯正(01191)$涨超10%，$长飞光纤光缆(06869)$、$中际旭创(03308)$涨超8%，$华虹宏力(01347)$涨超7%，$汇聚科技(01729)$涨超6%，$鸿腾精密(06088)$、$剑桥科技(06166)$涨超4%。","market":"hk","thumbnail":"https://static.tigerbbs.com/fd680cd945fd32917c8ece66ec685e5f","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/fd680cd945fd32917c8ece66ec685e5f"],"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":["LU1303224171.USD","LYTE","BK4585","BK1589","IE0034224299.USD","BK1533","LU2279858448.HKD","03308","VXUS","BK1149","BK1147","FOTO","BK1249","LU0307460666.USD","LU0588546209.SGD","LU1813983027.USD","BK1508","LU1770034418.SGD","LU0052750758.USD","LU0708995583.HKD","BK1170","BK1523","LUMA","LU1171460220.USD","LU0348766576.USD","01729","SG9999001069.SGD","SIXG","LU0320764599.SGD","LU1251922891.USD","BK1506","BK1614","LU2039709279.SGD","SG9999006597.SGD","BK1116","BK4588","06869","06088","BK1122","LU0348767384.USD","BK1240","LU0314109678.HKD","BK1163","BK1537","LU1328277881.USD","01347","BK1607","KCAI","LU1719994722.HKD","TCHI","01191","06166"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2660015581","title":"海光芯正(01191)股價顯著上升11.111%，現價港幣$110.0","url":"https://stock-news.laohu8.com/highlight/detail?id=2660015581","media":"阿斯达克财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2660015581?lang=zh_tw&edition=fundamental","pubTime":"2026-08-17 10:55","pubTimestamp":1786935300,"startTime":"0","endTime":"0","summary":"[上升股]海光芯正(01191) 股价在上午10:55比前收市价显著上升11.111%，现股价为港币$110.0。至目前为止，今日最高价为$110.0，而最低价为$99.8。总成交量为18.164万股，总成交金额为港币$1.925千万。","market":"sh","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20180416150419953_s.png","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20180416150419953_s.png"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAR2608173571/aamm-all-category","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAR2608173571/aamm-all-category","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["BK1147","BK1537","01191","BK1170"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1126767892","title":"港股光通信概念股集體走強，劍橋科技升逾6%，鴻騰精密升逾5%","url":"https://stock-news.laohu8.com/highlight/detail?id=1126767892","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1126767892?lang=zh_tw&edition=fundamental","pubTime":"2026-08-17 09:36","pubTimestamp":1786930586,"startTime":"0","endTime":"0","summary":"8月17日，港股光通信概念股集体走强，$剑桥科技(06166)$涨超6%，$鸿腾精密(06088)$涨超5%，$长飞光纤光缆(06869)$、$海光芯正(01191)$涨超4%，$中际旭创(03308)$涨超3%。","market":"hk","thumbnail":"https://static.tigerbbs.com/fd680cd945fd32917c8ece66ec685e5f","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/fd680cd945fd32917c8ece66ec685e5f"],"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":["BK4585","01191","BK1533","LU0307460666.USD","06166","91530","06869","KCAI","LYTE","BK1170","BK1149","BK1523","SG9999006597.SGD","BK0214","BK1240","BK1506","BK1122","BK4588","FOTO","LU0588546209.SGD","LU0348767384.USD","SGXZ49509284.SGD","BK1147","03308","SG9999001069.SGD","SIXG","LUMA","SGXZ81163826.USD","603083","BK1508","BK1537","BK1249","06088","LU0348766576.USD","VXUS"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2659818254","title":"光通信概念股盤初走強 中際旭創（03308）漲4.78% 機構指產業鏈有望開啓新一輪","url":"https://stock-news.laohu8.com/highlight/detail?id=2659818254","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2659818254?lang=zh_tw&edition=fundamental","pubTime":"2026-08-13 09:45","pubTimestamp":1786585520,"startTime":"0","endTime":"0","summary":"伴随高端光芯片技术持续突破，光通信产业链有望开启新一轮量价齐升景气周期。该机构指，光通信盈利能力持续增强，产能落地赋能高成长，业绩端有望全面兑现。中信证券认为，美国拟禁中国光模块，反映出美国AI产业链安全战略在进一步延伸。","market":"sh","thumbnail":"https://static.szfiu.com/news/20210810/ZTUyNTQ0NjcxODUwNQ==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20210810/ZTUyNTQ0NjcxODUwNQ==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1988085","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":["LU1146622755.USD","LU0082770016.SGD","LU0307460666.USD","LU1997245177.USD","BK1147","LUMA","BK0167","BK1614","TCHI","01879","BK1529","BK1523","LU2177674079.SGD","LU0359201612.USD","LU0456827905.SGD","LU1023057109.AUD","LU0320764599.SGD","HK0000306685.HKD","LU2476274308.USD","FOTO","06613","91530","LU1655091616.SGD","LU0634319403.HKD","BK1240","HK0000320264.USD","LU1979443071.USD","01300","01729","LU0348735423.USD","LU0540923850.HKD","LU0327786744.USD","02342","LU1719994722.HKD","SIXG","06869","300308","01347","LU1794554557.SGD","BK1163","01191","LU1781817850.SGD","LYTE","LU2580892789.USD","LU1720050803.USD","LU1251922891.USD","LU1303224171.USD","03308","LU2289578879.USD","06166"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2659092184","title":"港股異動 | 光通信概念股漲幅居前 Coherent季度營收超20億美元 業績展望高於市場預期","url":"https://stock-news.laohu8.com/highlight/detail?id=2659092184","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2659092184?lang=zh_tw&edition=fundamental","pubTime":"2026-08-13 09:39","pubTimestamp":1786585198,"startTime":"0","endTime":"0","summary":null,"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://www.zhitongcaijing.com/immediately.html?type=ganggu","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":["BK1149","BK1170","01191","LU1171460220.USD","BK1533","BK1122","BK1249","BK1537","06166","BK1129","03308","06616","BK1116","BK1587","LU2279858448.HKD","BK1240","BK1147","LU0274383008.USD","01729"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1187185530","title":"港股直擊｜港股光通信股多數走強，海光芯正升逾12%","url":"https://stock-news.laohu8.com/highlight/detail?id=1187185530","media":"老虎资讯综合","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1187185530?lang=zh_tw&edition=fundamental","pubTime":"2026-08-07 10:32","pubTimestamp":1786069969,"startTime":"0","endTime":"0","summary":"8月7日，港股光通信股多数走强，海光芯正(01191.HK)涨12.27%，剑桥科技(6166.HK)涨超8%，中际旭创(03308.HK)涨超5%。","market":"hk","thumbnail":"https://static.tigerbbs.com/e924ef371565c58a754568171a758e44","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/e924ef371565c58a754568171a758e44"],"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":["03308","06166","01191"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1186844514","title":"海光芯正7月股份變動月報：註冊股本增至91,556,745股","url":"https://stock-news.laohu8.com/highlight/detail?id=1186844514","media":"公告速递","labels":["SGX"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1186844514?lang=zh_tw&edition=fundamental","pubTime":"2026-08-05 16:44","pubTimestamp":1785919460,"startTime":"0","endTime":"0","summary":"2026年8月5日，海光芯正披露了截至2026年7月31日的证券变动月报。根据公告，公司在报告期内注册股本由上月底的89,542,045股增至91,556,745股，增加2,014,700股。公告称，该公司于2026年7月13日因悉数行使超额配股权而额外发行及配发2,014,700股H股，每股发行价为114港元。报告期内公司未有股份购回、注销或作为库藏股持有的情况。公司另披露，其首发前的购股权计划在报告期内无行权新增。月末时，该购股权计划下仍剩余2,800,000股可供日后行使。公告由公司董事胡勇签署。","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":"SGX","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["01191"],"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":"fut","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":["BK0167","LU0572944931.SGD","SGXZ81163826.USD","LU0320764599.SGD","LU1979443071.USD","LU1251922891.USD","06166","BK1122","LU2289578879.USD","91530","LU0052750758.USD","BK1249","FOTO","LU1580142542.USD","06869","03308","SIXG","BK0070","HK0000320264.USD","LU0417516738.SGD","01879","IE0034224299.USD","LU0307460666.USD","LU0327786744.USD","01191","LU1655091616.SGD","300308","LU0039217434.USD","LU0348825331.USD","IE00B12V2V27.USD","LU1719994722.HKD","LU0082770016.USD","BK1147","LU2399975544.HKD","BK1537","LUMA","LU0871576103.HKD","LU1781817850.SGD","LU1997244956.HKD","LU2778985437.USD","LU0620787316.HKD","LU0231483743.USD","LU2279858448.HKD","01729","LU0210526637.USD","LU1961090484.USD","LU0417516902.SGD","LU2476274720.SGD","IE00BYTNYN87.SGD","AAOZ"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1188184161","title":"港股異動 | 美禁令傳聞重創光模塊，中際旭創跌 8%，劍橋科技跌4%","url":"https://stock-news.laohu8.com/highlight/detail?id=1188184161","media":"智通财经","labels":["policyRegulatory","movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1188184161?lang=zh_tw&edition=fundamental","pubTime":"2026-08-05 09:33","pubTimestamp":1785893638,"startTime":"0","endTime":"0","summary":"光通信概念股多数下跌，截至发稿，中际旭创跌8%；海光芯正跌4%；剑桥科技跌4%。消息面上，日前有报道称，知情人士透露，美国政府正起草一项禁令，拟禁止进口中国新型号的数据中心组件，以保护支撑AI发展的关键基础设施。据悉，国内头部企业占据全球七成以上高速光模块产能，仅中际旭创在美国数通光模块市场就有约27%的份额。中金公司表示，光模块的核心功能是光电信号转换，本身不承担业务数据存储。","market":"us","thumbnail":"https://static.tigerbbs.com/3299f0aa430f44d45729a266d0f7b350","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/3299f0aa430f44d45729a266d0f7b350"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.zhitongcaijing.com/content/recommend.html","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":"美禁令传闻重创光模块","news_tag":"policyRegulatory,movement","news_rank":0,"length":0,"strategy_id":0,"source":"live_zhitongcaijing","symbols":["01191","06166","03308"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2656758114","title":"港股午評|恒生指數午盤跌0.49%   光通信概念逆市大漲","url":"https://stock-news.laohu8.com/highlight/detail?id=2656758114","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2656758114?lang=zh_tw&edition=fundamental","pubTime":"2026-08-04 12:00","pubTimestamp":1785816025,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，港股恒生指数跌0.49%，跌126点，报25882点；恒生科技指数跌0.19%。光通信概念股涨幅居前。InP供应缺口进一步扩大，机构看好超跌硬科技与光通信长期配置价值。CRO概念股涨幅居前，近期多家海外MNC与CXO披露中报盈喜并上调全年指引。滴普科技午前涨超6%，上半年AI收入同比增超2倍，公司实现季度扭亏为盈。中广核矿业涨超6%，我国新核准8组核电机组 SPUT连续两周增持实物铀。7月车企销量分化加剧，科技仍是车市竞争关键。","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/1475619.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":["LU1171460220.USD","82800","03417","002821","02837","BK1163","BK1134","BK1117","LU1720050803.USD","HK0000320223.HKD","LU0593848301.USD","07226","LU2242644610.SGD","07552","BK1183","01191","HK0000306701.USD","HSI","BK1541","01359","09067","LU0708995583.HKD","688630","BK1170","07200","03308","02800","BK1539","BK1240","HK0000165453.HKD","BK1592","BK1613","BK1610","09630","LU2279858448.HKD","03896","HK0000306685.HKD","BK1147","06821","BK1249","BK1116","BK1122","03419","03088","01396","BK1169","BK1575","SG9999002463.SGD","83115","BK1141","LU0052750758.USD","MCHmain","LU2045819591.USD","301200","HHImain","LI","URNJ","BK1537","BK1178","01548","03033","LU1794554557.SGD","BK1576","BK1588","BK1533","02015","02833","BK1149","01384","HSTECH","03037","07500","03200","LU0320764599.SGD","LU0348767384.USD","09868","300308","603259","03423","HK0000320264.USD","03067","BK1119","BK1583","06166","LU0348766576.USD","BK1156","03115","513600","BK1191","07300","BK1524","09088","09115","BK1594","LU1046422090.SGD","02359","XPEV","03032","02533","03317","IDRV","LU2125910500.SGD","BK1155","BK1587","01164","01729","KC","603083"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2656958186","title":"光通信概念股早盤漲幅居前 海光芯正大升逾23%中際旭創升逾15%","url":"https://stock-news.laohu8.com/highlight/detail?id=2656958186","media":"新浪港股","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2656958186?lang=zh_tw&edition=fundamental","pubTime":"2026-08-04 11:30","pubTimestamp":1785814200,"startTime":"0","endTime":"0","summary":"热点栏目自选股\n数据中心\n行情中心\n资金流向\n模拟交易客户端光通信概念股早盘涨幅居前，截至发稿，海光芯正（01191）上涨23.30%，报99.75港元；中际旭创（03308）上涨15.11%，报1158港元；剑桥科技（06166）上涨14.66%，报82.50港元；长飞光纤光缆（06869）上涨7.11%，报102.50港元；汇聚科技（01729）上涨6.98%，报14.40港元；鸿腾精密（06088）上涨5.31%，报5.16港元。","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://finance.sina.com.cn/stock/hkstock/marketalerts/2026-08-04/doc-inimchzt5493064.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":["03308","LU2213484517.USD","LU2580892789.USD","BK0214","LU1997245094.SGD","LU2778985437.USD","BK1537","SG9999011746.SGD","LU1303224171.USD","LU2008162690.USD","LU0082770016.SGD","91530","LU1794554557.SGD","LU1808992512.USD","LU1997245177.USD","IE0032431581.USD","LU0210526637.USD","LU0348825331.USD","LU1146622755.USD","LU1979443071.USD","LU0231483743.USD","300308","LU0572944931.SGD","LU1719994722.HKD","LU1064131003.USD","SGXZ81163826.USD","BK0028","LU0359202008.SGD","IE00BYTNYN87.SGD","BK1533","LU2399975544.HKD","FOTO","LU1997244956.HKD","LU0456827905.SGD","LU1255011170.USD","LU1720050803.USD","LU1023057109.AUD","01191","BK0077","LU1781817850.SGD","LUMA","SIXG","BK0167","LU1064130708.USD","LU0051755006.USD","LU0417516902.SGD","HK0000306701.USD","LU0359201612.USD","BK1249","IE00BYQNZ168.SGD"],"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":["TCHI","BK1607","300433","LU1171460220.USD","LU0708995583.HKD","SG9999006597.SGD","BK1249","BK1147","LU2039709279.SGD","01191","BK1122","BK1116","688347","601869","IE0034224299.USD","LU1303224171.USD","LU1770034418.SGD","06613","BK1589","BK1614","BK1537","LU0314109678.HKD","BK1506","BK1533","BK1523","03308","LU0348767384.USD","LU0052750758.USD","01729","603083","LU0348766576.USD","LU0588546209.SGD","06869","LU1251922891.USD","BK1170","BK1163","LU0320764599.SGD","LU1813983027.USD","LU2279858448.HKD","06166","LU1328277881.USD","BK1149","LU0307460666.USD","SG9999001069.SGD","BK1240","LU1719994722.HKD","300308","BK1508","01347","06088"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2656458958","title":"海光芯正(01191)股價顯著上升14.71%，現價港幣$92.8","url":"https://stock-news.laohu8.com/highlight/detail?id=2656458958","media":"阿斯达克财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2656458958?lang=zh_tw&edition=fundamental","pubTime":"2026-08-04 10:30","pubTimestamp":1785810600,"startTime":"0","endTime":"0","summary":"[上升股]海光芯正(01191) 股价在上午10:30比前收市价显著上升14.71%，现股价为港币$92.8。至目前为止，今日最高价为$92.8，而最低价为$81.7。总成交量为16.715万股，总成交金额为港币$1.468千万。","market":"other","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20190515141041255_s.png","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20190515141041255_s.png"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAR2608041760/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/AAR2608041760/aamm-all-category","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["BK1170","BK1147","01191","BK1537"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2656858625","title":"港股異動 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