港股详情

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海光芯正

106.600

+0.9000.85%

成交量：10.38万

成交额：1,111.56万

市值：97.60亿

市盈率：-66.02

高：110.800

开：105.800

低：104.900

收：105.700

52周最高：219.600

52周最低：59.750

股本：9,155.67万

香港流通股本：9,155.67万

量比：1.20

换手率：0.11%

股息：- -

股息率：- -

每股收益(LYR):-1.615

净资产收益率：-25.12%

总资产收益率：-3.48%

市净率：14.28

市盈率(LYR):-66.02

市销率: 6.85

数据加载中...

总览公司新闻资讯公告

海光芯正（01191）2026年第二次临时股东大会六项议案全数获通过

海光芯正(01191)获纳入恒生综合指数成分股

海光芯正（01191）被纳入恒生综合指数，9月7日正式生效

港股光通信概念股延续升势，海光芯正涨超7%，长飞光纤光缆、舜宇光学科技涨超4%

老虎资讯综合

海光芯正(01191.HK)拟8月28日举行董事会会议以批准中期业绩

海光芯正（01191）董事会将于8月28日审议2026年中期财务业绩及派息计划

港股光通信概念股午后涨幅扩大，海光芯正涨超10%

老虎资讯综合

海光芯正(01191)股价显著上升11.111%，现价港币$110.0

阿斯达克财经

港股光通信概念股集体走强，剑桥科技涨超6%，鸿腾精密涨超5%

老虎资讯综合

光通信概念股盘初走强中际旭创（03308）涨4.78% 机构指产业链有望开启新一轮

港股异动 | 光通信概念股涨幅居前 Coherent季度营收超20亿美元业绩展望高于市场预期

港股直击｜港股光通信股多数走强，海光芯正涨超12%

老虎资讯综合

海光芯正7月股份变动月报：注册股本增至91,556,745股

光通信板块受压中际旭创（03308）跌9.52% 市传美国考虑禁止进口中国光模块

港股异动 | 美禁令传闻重创光模块，中际旭创跌 8%，剑桥科技跌4%

港股午评|恒生指数午盘跌0.49% 光通信概念逆市大涨

光通信概念股早盘涨幅居前海光芯正大涨超23%中际旭创涨超15%

AI算力驱动光通信行业进入新景气周期相关板块强势海光芯正（01191）涨27.94%

海光芯正(01191)股价显著上升14.71%，现价港币$92.8

阿斯达克财经

港股异动 | 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

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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":["BK1523","VXUS","TCHI","01347","LU2039709279.SGD","BK1607","BK1506","LU2279858448.HKD","LU0320764599.SGD","BK1537","LU0052750758.USD","LU1303224171.USD","LU1328277881.USD","01191","LYTE","BK1147","BK1614","BK1504","06869","LU0708995583.HKD","LU0326950275.SGD","LU1770034418.SGD","SIXG","BK1163","LU1831875114.USD","BK1116","IE00B031HY20.USD","LU1719994722.HKD","BK1589","LU1813983027.USD","IE0008369823.USD","01729","BK1149","BK1170","SG9999006597.SGD","BK1608","IE00B29SXG58.USD","02382","BK4585","BK4588","FOTO","LU0588546209.SGD","BK1521","IE0008368742.USD","IE0034224299.USD","LU0314109678.HKD","LUMA","LU0307460666.USD","LU1211504680.USD","LU1171460220.USD","KCAI","LU1251922891.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2660486571","title":"海光芯正(01191.HK)拟8月28日举行董事会会议以批准中期业绩","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_cn&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":"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://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","BK1537","BK1147","01191"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1155331983","title":"海光芯正（01191）董事会将于8月28日审议2026年中期财务业绩及派息计划","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_cn&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":"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":"","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后涨幅扩大，海光芯正涨超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_cn&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":["LU0348766576.USD","LU2039709279.SGD","06088","BK1607","BK4588","BK1147","LU0307460666.USD","LU0588546209.SGD","BK1614","LUMA","TCHI","LU1303224171.USD","LU2279858448.HKD","LU0052750758.USD","BK1523","BK1537","LU0314109678.HKD","BK1149","SG9999001069.SGD","VXUS","LU0320764599.SGD","FOTO","BK1533","BK1589","SG9999006597.SGD","KCAI","BK1506","BK1240","01729","BK1508","BK1249","LU1719994722.HKD","SIXG","BK4585","06869","IE0034224299.USD","01347","LU1770034418.SGD","BK1163","01191","BK1170","LU1171460220.USD","LYTE","LU1813983027.USD","LU0708995583.HKD","BK1116","LU1328277881.USD","LU1251922891.USD","LU0348767384.USD","BK1122","03308","06166"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2660015581","title":"海光芯正(01191)股价显著上升11.111%，现价港币$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_cn&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$1.925千万。","market":"other","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20180416150419953_s.png","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20180416150419953_s.png"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAR2608173571/aamm-all-category","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAR2608173571/aamm-all-category","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["BK1147","01191","BK1537","BK1170"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1126767892","title":"港股光通信概念股集体走强，剑桥科技涨超6%，鸿腾精密涨超5%","url":"https://stock-news.laohu8.com/highlight/detail?id=1126767892","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1126767892?lang=zh_cn&edition=fundamental","pubTime":"2026-08-17 09:36","pubTimestamp":1786930586,"startTime":"0","endTime":"0","summary":"8月17日，港股光通信概念股集体走强，$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":["BK1170","01191","BK1533","BK1122","06869","LU0348766576.USD","603083","SGXZ81163826.USD","03308","SGXZ49509284.SGD","LU0307460666.USD","BK1508","BK4588","KCAI","LYTE","LU0348767384.USD","SIXG","BK4585","BK1240","SG9999006597.SGD","BK1147","SG9999001069.SGD","LUMA","BK0214","06166","BK1523","LU0588546209.SGD","91530","FOTO","BK1149","06088","BK1249","BK1506","BK1537","VXUS"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2659818254","title":"光通信概念股盘初走强 中际旭创（03308）涨4.78% 机构指产业链有望开启新一轮","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_cn&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":["01729","HK0000320264.USD","BK1614","SIXG","HK0000306685.HKD","LYTE","TCHI","BK1147","BK1523","LU2289578879.USD","LU0320764599.SGD","BK1163","LU1794554557.SGD","LU0327786744.USD","02342","01879","BK1529","LU1146622755.USD","FOTO","LU0634319403.HKD","91530","BK0167","LU1303224171.USD","LU1655091616.SGD","LU0456827905.SGD","LU2580892789.USD","01347","LU2476274308.USD","LUMA","LU1781817850.SGD","06613","300308","LU1251922891.USD","LU1719994722.HKD","06869","LU0082770016.SGD","01191","LU0359201612.USD","06166","LU2177674079.SGD","03308","LU1023057109.AUD","LU1997245177.USD","BK1240","LU1720050803.USD","LU0540923850.HKD","LU1979443071.USD","LU0348735423.USD","LU0307460666.USD","01300"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2659092184","title":"港股异动 | 光通信概念股涨幅居前 Coherent季度营收超20亿美元 业绩展望高于市场预期","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_cn&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":["BK1587","BK1533","06616","LU1171460220.USD","BK1129","BK1149","BK1537","BK1249","BK1240","BK1147","BK1122","06166","01191","BK1116","01729","LU0274383008.USD","03308","BK1170","LU2279858448.HKD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1187185530","title":"港股直击｜港股光通信股多数走强，海光芯正涨超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_cn&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":["06166","03308","01191"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1186844514","title":"海光芯正7月股份变动月报：注册股本增至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_cn&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":"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":"","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":"光通信板块受压 中际旭创（03308）跌9.52% 市传美国考虑禁止进口中国光模块","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_cn&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":["LU2289578879.USD","LU2399975544.HKD","01191","LU0052750758.USD","LU1781817850.SGD","IE0034224299.USD","300308","BK0070","LU0320764599.SGD","LU1997244956.HKD","LU0039217434.USD","LU2778985437.USD","BK1122","LU0327786744.USD","SGXZ81163826.USD","LU0417516738.SGD","SIXG","BK1249","LU0231483743.USD","BK1537","LU1719994722.HKD","LU0307460666.USD","LU0620787316.HKD","LU0348825331.USD","LUMA","LU1979443071.USD","LU0417516902.SGD","LU0572944931.SGD","91530","06166","LU1655091616.SGD","06869","HK0000320264.USD","03308","01879","BK0167","IE00B12V2V27.USD","LU0871576103.HKD","LU2279858448.HKD","LU2476274720.SGD","LU1961090484.USD","FOTO","BK1147","LU1251922891.USD","LU0210526637.USD","AAOZ","LU0082770016.USD","IE00BYTNYN87.SGD","LU1580142542.USD","01729"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1188184161","title":"港股异动 | 美禁令传闻重创光模块，中际旭创跌 8%，剑桥科技跌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_cn&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":"港股午评|恒生指数午盘跌0.49%   光通信概念逆市大涨","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_cn&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":"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/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":["03115","03308","688630","BK1183","603259","BK1539","BK1592","SG9999002463.SGD","BK1178","002821","01164","07552","01384","BK1524","MCHmain","02837","07300","LU0708995583.HKD","09115","HK0000320264.USD","BK1240","01729","BK1191","07500","BK1116","03032","06166","03417","HK0000306701.USD","LU2242644610.SGD","HSTECH","02800","LU2125910500.SGD","URNJ","BK1576","LU0320764599.SGD","BK1119","XPEV","LU1794554557.SGD","03033","03423","HK0000306685.HKD","03067","BK1610","IDRV","BK1134","BK1149","02015","BK1170","LU1720050803.USD","LU1171460220.USD","02833","LU0593848301.USD","03200","07226","BK1583","03088","09067","BK1588","LU0348766576.USD","LU0348767384.USD","BK1122","BK1594","BK1147","03896","LU2045819591.USD","02359","LU1046422090.SGD","07200","BK1117","02533","HHImain","301200","BK1533","01359","LI","83115","BK1156","09868","BK1613","BK1249","HK0000165453.HKD","BK1541","03037","BK1141","03317","09630","BK1575","BK1587","BK1537","HSI","513600","300308","01396","06821","03419","BK1163","LU2279858448.HKD","01548","HK0000320223.HKD","01191","BK1155","BK1169","LU0052750758.USD","603083","82800","09088","KC"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2656958186","title":"光通信概念股早盘涨幅居前 海光芯正大涨超23%中际旭创涨超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_cn&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":"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/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":["HK0000306701.USD","03308","SG9999011746.SGD","LU1808992512.USD","300308","LU1997245177.USD","LU1064131003.USD","LU1303224171.USD","LU2399975544.HKD","LU2580892789.USD","01191","BK1533","BK1537","LU0417516902.SGD","LU1023057109.AUD","LU2213484517.USD","LU1979443071.USD","LU1146622755.USD","LU1719994722.HKD","IE0032431581.USD","LUMA","LU1720050803.USD","IE00BYQNZ168.SGD","LU1064130708.USD","LU2778985437.USD","LU1997245094.SGD","IE00BYTNYN87.SGD","LU1781817850.SGD","LU1255011170.USD","LU0082770016.SGD","BK0167","FOTO","LU0572944931.SGD","LU1794554557.SGD","LU2008162690.USD","91530","LU0456827905.SGD","LU0359201612.USD","BK1249","SIXG","LU1997244956.HKD","BK0077","LU0051755006.USD","LU0231483743.USD","LU0348825331.USD","LU0359202008.SGD","BK0028","LU0210526637.USD","SGXZ81163826.USD","BK0214"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2656589912","title":"AI算力驱动光通信行业进入新景气周期 相关板块强势 海光芯正（01191）涨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_cn&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":"nz","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":["SG9999001069.SGD","BK1163","BK1249","03308","LU2279858448.HKD","601869","BK1122","LU1770034418.SGD","LU0314109678.HKD","TCHI","LU0348766576.USD","BK1508","BK1589","BK1607","688347","LU1303224171.USD","LU1328277881.USD","BK1116","BK1533","LU0320764599.SGD","LU0588546209.SGD","LU0348767384.USD","BK1170","BK1506","IE0034224299.USD","SG9999006597.SGD","BK1240","LU0052750758.USD","06088","300433","LU0307460666.USD","01191","603083","LU1171460220.USD","01729","LU1719994722.HKD","BK1149","BK1523","300308","LU0708995583.HKD","LU1813983027.USD","01347","06166","BK1147","BK1537","BK1614","LU2039709279.SGD","LU1251922891.USD","06869","06613"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2656458958","title":"海光芯正(01191)股价显著上升14.71%，现价港币$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_cn&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":"sh","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","BK1537","BK1147","01191"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2656858625","title":"港股异动 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