港股詳情

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海光芯正

145.000

+20.70016.65%

成交量：257.85萬

成交額：3.53億

市值：132.76億

市盈率：-104.76

高：145.500

開：125.300

低：124.500

收：124.300

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：0.81

換手率：2.82%

股息：- -

股息率：- -

每股收益(LYR):-1.384

淨資產收益率：-25.12%

總資產收益率：-3.48%

市淨率：19.38

市盈率(LYR):-104.76

市銷率: 9.30

資料載入中...

總覽公司新聞資訊公告

港股異動 | 光通信概念股多數走高，特朗普聯合黃仁勳駁斥AI末日論，機構指行業高景氣度確定性抬升

光通信板塊走高海光芯正（01191）漲6.84%、劍橋科技（06166）漲7.31%

港股異動｜光通信股走強，海光芯正漲5%，劍橋科技漲2%

人工智能板塊局部強勢白鴿在線（02672）升逾15% 黃仁勳稱AI創新與安全並非對立

異動解讀｜海光芯正盤中上漲5.23%，高盛大幅上調高速光模塊需求預測提振板塊情緒

海光芯正(01191)股價上升8.112%，現價港幣$134.6

阿斯达克财经

港股早盤升跌不一恒生科技指數半日漲0.76% 網易（09999）升3.40%

港股異動 | 部分光通信概念股回暖，中際旭創升逾2%，高盛大幅上調高速光模塊需求預測

光通信概念股部分回暖海光芯正漲近5%中際旭創漲近4%

光通信板塊局部走強海光芯正（01191）漲4.10% 高盛上調光模塊需求預期

異動解讀｜海光芯正盤中上漲5.22%，報131.2港元

海光芯正(01191)股價大幅下跌17.606%，現價港幣$128.7

阿斯达克财经

港股異動｜光通信股集體走低、海光芯正跌13%，三大AI巨頭呼籲放緩AI開發步伐

異動解讀｜海光芯正盤中下跌5.51%，報140.7港元

一周港股牛熊榜｜港股通新貴領升：今海醫療科技周漲50%，海光芯正漲近49%；真健康醫療本周股價「腰斬」，博泰車聯跌40%

老虎资讯综合

港股異動 | 海光芯正(01191)一度升逾9% 下半年1.6T光模塊開始出貨 FCC靴子落地緩解光通信擔憂

FCC未將中國光通信產業鏈企業納入限制名單光通信股局部走高中際旭創（03308）漲1.96%

港股光通信概念股盤中拉升，海光芯正升逾8%，中際旭創漲近6%

老虎资讯综合

異動解讀｜海光芯正盤中上漲5.93%，高盛上調光模塊市場預測疊加港股通資金持續湧入

海光芯正(01191)股價上升5.044%，現價港幣$166.6

阿斯达克财经

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涨6.84%，剑桥科技涨7.31%，汇聚科技涨3.70%，长飞光纤光缆涨3.18%，华虹宏力涨2.74%，中际旭创涨1.47%，舜宇光学科技涨1.04%。中泰证券表示，展望后续，光通信产业有望继续受益于AI算力扩张、速率升级与网络架构演进三重驱动。总体来看，行业景气仍处上行周期，后续重点关注AI资本开支持续性、高速产品放量节奏以及各细分环节盈利兑现能力。","market":"other","thumbnail":"https://static.szfiu.com/news/20250110/NDE0ZmVkNmQ0OWQ1YWQ5ZWU5ODBlOTBjYzlmMjcxMzI0MDU1NzE=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250110/NDE0ZmVkNmQ0OWQ1YWQ5ZWU5ODBlOTBjYzlmMjcxMzI0MDU1NzE=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"299f0a9977df499f8ead781071e5e5e7","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1991725","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":["LU2279858448.HKD","BK1149","BK1523","LU1171460220.USD","BK1589","LU1211504680.USD","01191","BK1249","IE00B29SXG58.USD","IE0034224299.USD","BK1147","BK1608","BK1116","LU0588546209.SGD","BK1521","LU1251922891.USD","LU1328277881.USD","06869","BK1504","LU0314109678.HKD","300308","LU1206782309.USD","01729","LU0708995583.HKD","LU0326950275.SGD","LU1255011170.USD","IE0008369823.USD","01347","LU1831875114.USD","06166","LU1303224171.USD","BK1506","LU1813983027.USD","BK1240","BK1607","IE00B031HY20.USD","TCHI","LU2039709279.SGD","BK1122","IE0008368742.USD","LU1719994722.HKD","02382","BK1537","LU1655091616.SGD","601869","BK1614","LU0052750758.USD","BK1170","03308","LU0307460666.USD","LU0320764599.SGD","688347","LU1770034418.SGD","BK1163","SG9999006597.SGD","603083","BK1533"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1154682877","title":"港股異動｜光通信股走強，海光芯正漲5%，劍橋科技漲2%","url":"https://stock-news.laohu8.com/highlight/detail?id=1154682877","media":"老虎快讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1154682877?lang=zh_tw&edition=fundamental","pubTime":"2026-09-16 09:40","pubTimestamp":1789522855,"startTime":"0","endTime":"0","summary":"港股光通信股走强，海光芯正涨5%，剑桥科技涨2%，长飞光纤光缆涨2%。","market":"nz","thumbnail":"https://static.tigerbbs.com/2a3253accc7322a3db322a8557ee9834","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/2a3253accc7322a3db322a8557ee9834"],"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":["06869","06166","01191"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2667814676","title":"人工智能板塊局部強勢 白鴿在線（02672）升逾15% 黃仁勳稱AI創新與安全並非對立","url":"https://stock-news.laohu8.com/highlight/detail?id=2667814676","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2667814676?lang=zh_tw&edition=fundamental","pubTime":"2026-09-16 09:39","pubTimestamp":1789522763,"startTime":"0","endTime":"0","summary":"金吾财讯 | 人工智能板块局部强势，截至发稿，白鸽在线 涨15.19%，海清智元涨7.97%，海光芯正涨5.23%，飞速创新涨2.35%，长飞光纤光缆涨3.23%，华虹宏力涨3.22%。消息面上，英伟达CEO黄仁勋在Salesforce Dreamforce大会上表示，AI创新与安全并非对立，市场机制已足以约束AI产品安全，无需专项立法。企业在推进AI开发的同时，完全能够兼顾安全性，关键在于把握好发布节奏，直至对产品的市场接受度有充分把握。黄仁勋的表态，直接回应了外界对AI治理方式的广泛争议。","market":"sg","thumbnail":"https://static.szfiu.com/news/20241108/NmNiNTg2NTUyNjE5NjAwNw==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/NmNiNTg2NTUyNjE5NjAwNw==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"299f0a9977df499f8ead781071e5e5e7","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1991716","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":["PBOT","CPNQ","06869","QQA","QTOC","NVD3.UK","NVDL","QSWN","WPAI","CHPX","01392","AIQU","NVDA","NVDS","VTHR","MFIG","SOXQ","CWC","ARTY","OGIG","SNPE","01191","AIPO","FWD","GK","NVD","AIFD","02672","NBDS","MVPS","TARK","LCLG","USD","CHAT","TECY","03355","NEWZ","NVDD","01347","AIBU","NVDS.UK","NULC","VUSE","DQJN","161631","AQGX","AGIX","KOMP","QID"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1155055881","title":"異動解讀｜海光芯正盤中上漲5.23%，高盛大幅上調高速光模塊需求預測提振板塊情緒","url":"https://stock-news.laohu8.com/highlight/detail?id=1155055881","media":"行情直击","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1155055881?lang=zh_tw&edition=fundamental","pubTime":"2026-09-16 09:34","pubTimestamp":1789522482,"startTime":"0","endTime":"0","summary":"9月16日，海光芯正盘中上涨5.23%，报130.8港元/股，成交额1786.42万港元。消息面上，高盛近期走访中国15家光通信企业后，大幅上调高速光模块需求预测。高盛将800G及以上光模块2027年/2028年需求预测分别上修39%和36%，至1.44亿只和1.71亿只，同时判断1.6T光模块价格将维持在700美元以上，800G产品降价幅度仅为个位数。此前高盛还将全球光模块市场规模预测上调33%至115%。","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":"海光芯正盘中上涨，高盛上调光模块需求预期","news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["01191"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2667160276","title":"海光芯正(01191)股價上升8.112%，現價港幣$134.6","url":"https://stock-news.laohu8.com/highlight/detail?id=2667160276","media":"阿斯达克财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2667160276?lang=zh_tw&edition=fundamental","pubTime":"2026-09-15 13:29","pubTimestamp":1789450140,"startTime":"0","endTime":"0","summary":"[上升股]海光芯正(01191) 股价在下午01:28比前收市价上升8.112%，现股价为港币$134.6。至目前为止，今日最高价为$134.6，而最低价为$122.9。总成交量为124.05万股，总成交金额为港币$1.619亿。","market":"sh","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20190515141041255_s.png","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20190515141041255_s.png"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAR2609151582/aamm-all-category","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAR2609151582/aamm-all-category","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["BK1170","BK1537","01191","BK1147"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2667613615","title":"港股早盤升跌不一 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| 部分光通信概念股回暖，中際旭創升逾2%，高盛大幅上調高速光模塊需求預測","url":"https://stock-news.laohu8.com/highlight/detail?id=2667258690","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2667258690?lang=zh_tw&edition=fundamental","pubTime":"2026-09-15 11:07","pubTimestamp":1789441676,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，部分光通信概念股回暖，截至发稿，$海光芯正$涨5%；$中际旭创$涨2%；$曦智科技-P$涨0.79%。消息面上，高盛走访中国15家光通信企业后，大幅上调高速光模块需求预测。高盛将800G及以上光模块2027年/2028年需求预测分别上修39%和36%，至1.44亿只和1.71亿只。与此同时，报告判断1.6T光模块价格将维持在700美元以上，800G产品2027年降价幅度仅为个位数。","market":"sh","thumbnail":"https://static.tigerbbs.com/f5e8aba7de194dc92d26747c1cfec057","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/f5e8aba7de194dc92d26747c1cfec057"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1496027.html","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU2237443465.HKD","BK4516","LU2778985437.USD","IE0034235188.USD","KCAI","FOTO","03308","01879","BK4504","BK0077","LU0051755006.USD","BK0070","BK0028","LU1868837136.USD","SGXZ49509284.SGD","LU1997245094.SGD","LU2471134952.CNY","LU1781817850.SGD","BK4552","LU1255011170.USD","LU1808992512.USD","BK4588","SIXG","IE0004086264.USD","300308","LU0164939612.USD","01191","BK0214","91530","HK0000306685.HKD","LU0345770993.USD","LU1868837300.USD","LUMA","IE0032431581.USD","LU0540923850.HKD","LU0106831901.USD","LU1064130708.USD","LU0348827113.USD","LU2750360641.GBP","VXUS","LU0210526637.USD","GSX","IE00B19Z3581.USD","LU0572944931.SGD","BK1147","LU0634319403.HKD","LYTE","IE0034224299.USD","HK0000306701.USD","LU0082770016.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2667188686","title":"光通信概念股部分回暖 海光芯正漲近5%中際旭創漲近4%","url":"https://stock-news.laohu8.com/highlight/detail?id=2667188686","media":"新浪港股","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2667188686?lang=zh_tw&edition=fundamental","pubTime":"2026-09-15 10:31","pubTimestamp":1789439460,"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模拟交易客户端部分光通信概念股回暖，截至发稿，海光芯正（01191）上涨4.90%，报130.60港元；中际旭创（03308）上涨3.65%，报1109港元；曦智科技-P（01879）上涨2.53%，报284港元。","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/stock/hkstock/marketalerts/2026-09-15/doc-inirwmwh3929604.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":["LU0561508036.HKD","LU2580892862.HKD","FOTO","LU2213484517.USD","LU0164865239.USD","LU2476274308.USD","LU1206782309.USD","BK0070","LU0210526637.USD","BK0214","LU0469268626.HKD","LU0634319403.HKD","01191","300308","SIXG","LU0359201612.USD","LU1997245094.SGD","SG9999011746.SGD","LU0456827905.SGD","91530","IE0034224299.USD","HK0000320223.HKD","SGXZ81163826.USD","HK0000306701.USD","IE00BYTNYN87.SGD","LU0082770016.USD","LU1064131003.USD","LU1934453819.USD","BK0077","LU0039217434.USD","LU0320764599.SGD","LU1961090484.USD","LU0359202008.SGD","LU1655091616.SGD","LUMA","BK1147","BK1122","HK0000320264.USD","LU2476274720.SGD","LU2495084118.USD","LU0359201885.HKD","BK1537","SGXZ49509284.SGD","BK0028","BK1170","03308","LYTE","LU1979443071.USD","LU2177674079.SGD","LU1794554557.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2667690814","title":"光通信板塊局部走強 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涨4.10%，俊知集团涨3.19%，曦智科技-P涨2.96%，舜宇光学科技涨2.61%，京信通信涨1.44%，中际旭创涨1.21%。高盛表示，中国市场方面，受访企业预计整体需求将实现两位数增长，规模超过5000万只，主体仍以800G和400G为主，1.6T处于起量初期。","market":"sh","thumbnail":"https://static.szfiu.com/news/20200908/YzIxOTk5NDIxODE3ODE=.png","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20200908/YzIxOTk5NDIxODE3ODE=.png"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"299f0a9977df499f8ead781071e5e5e7","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1991608","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":["BK1170","01191","BK1122","AAOZ","BK1147","LU1868837136.USD","BK4588","IE0002270589.USD","SIXG","IE00B19Z3581.USD","LYTE","LU1868836591.USD","BK1504","BK4504","LU0251142724.SGD","LU2265009873.SGD","BK4550","LU0326950275.SGD","GSX","03308","IE00B031HY20.USD","BK1521","LUMA","BK1537","01300","BK1163","02382","AAOX","IE0008368742.USD","FOTO","LU1255011170.USD","02342","LU2237443465.HKD","LU2237443622.USD","LU2471134952.CNY","LU2471134523.USD","01879","LU2750360641.GBP","BK1529","LU0942090050.USD","BK1533","BK4127","LU0210536198.USD","LU1868836757.USD","LU2237443895.HKD","LU1668664300.SGD","LU2896262040.SGD","IE00BSNM7G36.USD","AAOG","IE00B19Z3B42.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1104489074","title":"異動解讀｜海光芯正盤中上漲5.22%，報131.2港元","url":"https://stock-news.laohu8.com/highlight/detail?id=1104489074","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1104489074?lang=zh_tw&edition=fundamental","pubTime":"2026-09-15 09:39","pubTimestamp":1789436385,"startTime":"0","endTime":"0","summary":"9月15日，海光芯正盘中上涨5.22%，报131.2港元/股，成交额3513.57万港元。海光芯正所在的电子元件行业整体走强，个股中，三环集团涨3.24%，建滔积层板涨3.21%，舜宇光学科技涨3.06%，胜宏科技涨2.35%，建滔集团涨2.32%。海光芯正是一家主要提供光电互连产品的公司，产品包括光模块、有源光缆及光电元件等，其光电互连产品应用于人工智能数据中心，主要在中国国内和海外市场开展业务。（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":"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":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["01191"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2667329786","title":"海光芯正(01191)股價大幅下跌17.606%，現價港幣$128.7","url":"https://stock-news.laohu8.com/highlight/detail?id=2667329786","media":"阿斯达克财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2667329786?lang=zh_tw&edition=fundamental","pubTime":"2026-09-14 11:32","pubTimestamp":1789356720,"startTime":"0","endTime":"0","summary":"[下跌股]海光芯正(01191) 股价在上午11:31比前收市价大幅下跌17.606%，现股价为港币$128.7。至目前为止，今日最高价为$149.9，而最低价为$128.7。总成交量为169.682万股，总成交金额为港币$2.338亿。","market":"fut","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20180205152745608_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20180205152745608_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAD2609141354/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/AAD2609141354/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":["BK1537","BK1170","BK1147","01191"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1118459573","title":"港股異動｜光通信股集體走低、海光芯正跌13%，三大AI巨頭呼籲放緩AI開發步伐","url":"https://stock-news.laohu8.com/highlight/detail?id=1118459573","media":"老虎快讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1118459573?lang=zh_tw&edition=fundamental","pubTime":"2026-09-14 09:47","pubTimestamp":1789350420,"startTime":"0","endTime":"0","summary":"港股光通信股集体走低，海光芯正跌13%，中际创旭跌4%，剑桥科技跌4%，长飞光纤光缆跌3%。","market":"sg","thumbnail":"https://static.tigerbbs.com/516cbe31098a2a42f16da93a5544fbb1","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/516cbe31098a2a42f16da93a5544fbb1"],"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":["03308","06166","01191"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1140813983","title":"異動解讀｜海光芯正盤中下跌5.51%，報140.7港元","url":"https://stock-news.laohu8.com/highlight/detail?id=1140813983","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1140813983?lang=zh_tw&edition=fundamental","pubTime":"2026-09-14 09:34","pubTimestamp":1789349648,"startTime":"0","endTime":"0","summary":"9月14日，海光芯正盘中下跌5.51%，报140.7港元/股，成交额2784.32万港元。海光芯正所在的电子元件行业整体走弱，个股中，建滔积层板跌6.1%，胜宏科技跌3.85%，建滔集团跌3.51%，舜宇光学科技跌1.01%，三环集团跌0.64%。海光芯正是一家主要提供光电互连产品的公司，产品包括光模块、有源光缆及光电元件等，其光电互连产品应用于人工智能数据中心，主要在中国国内和海外市场开展业务。（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":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["01191"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1177651418","title":"一周港股牛熊榜｜港股通新貴領升：今海醫療科技周漲50%，海光芯正漲近49%；真健康醫療本周股價「腰斬」，博泰車聯跌40%","url":"https://stock-news.laohu8.com/highlight/detail?id=1177651418","media":"老虎资讯综合","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1177651418?lang=zh_tw&edition=fundamental","pubTime":"2026-09-11 17:14","pubTimestamp":1789118093,"startTime":"0","endTime":"0","summary":"海光芯正 本周涨幅48.76%光模块龙头获纳入港股通，订单排满2027全年。沪深交易所公告海光芯正正式调入港股通标的证券名单，自2026年9月7日起生效，内地投资者可通过港股通直接买卖，公司当日放量大涨。低价配售摊薄现有股东权益，成为本周股价大幅走低的直接诱因，尽管公司在智能座舱赛道的订单与市场份额仍获机构相对积极评价。","market":"hk","thumbnail":"https://community-static.tradeup.com/news/549ed9c19f16d97443cb9ffadc6a6514","type":0,"news_type":0,"thumbnails":["https://community-static.tradeup.com/news/549ed9c19f16d97443cb9ffadc6a6514"],"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":"1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["02672","02729","01392","02697","02723","06166","01191","02889","02442","02225"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2666108425","title":"港股異動 | 海光芯正(01191)一度升逾9% 下半年1.6T光模塊開始出貨 FCC靴子落地緩解光通信擔憂","url":"https://stock-news.laohu8.com/highlight/detail?id=2666108425","media":"智通财经","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666108425?lang=zh_tw&edition=fundamental","pubTime":"2026-09-11 10:29","pubTimestamp":1789093752,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，海光芯正一度涨超9%，9月7日入通以来股价累涨六成。值得一提的是，9月11日，美国联邦通信委员会相关最终规则正式落地。其中，FCC新规穿透至上游零部件，但中际旭创、新易盛等多家光模块企业暂未在列。分析指出，对当前板块来说，这意味着此前围绕FCC的极端悲观假设基本没有落地，尤其无源环节的政策确定性更高，整体对光通信风险偏好是偏正面的。","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/1494809.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK1537","LUMA","FOTO","LYTE","VXUS","BK1147","AAOZ","SIXG","BK1170","BK4588","AAOX","01191","AAOG","KCAI","BK4585"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666517939","title":"FCC未將中國光通信產業鏈企業納入限制名單 光通信股局部走高 中際旭創（03308）漲1.96%","url":"https://stock-news.laohu8.com/highlight/detail?id=2666517939","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666517939?lang=zh_tw&edition=fundamental","pubTime":"2026-09-11 09:56","pubTimestamp":1789091767,"startTime":"0","endTime":"0","summary":"金吾财讯 | 港股光通信股局部走高，截至发稿，海光芯正（01191）涨3.03%，中际旭创（03308）涨1.96%，长飞光纤光缆（06869）涨2.03%，剑桥科技（06166）涨1.05%。消息面上，外媒报道称，当地时间9月10日，美国联邦通信委员会（FCC）相关最终规则正式落地，FCC在联邦公报发布最终规则《通过设备授权计划防范通信供应链面临的国家安全威胁》，拟于9月11日在联邦公报正式刊载，30日后正式生效。其中，中际旭创、新易盛、东山精密、天孚通信等中国光通信产业链企业，没有被直接纳入FCC的限制名单，打破了此前市场忧虑。","market":"sh","thumbnail":"https://static.szfiu.com/news/20241108/YjA5ZTU5M2U3ZjIyNGI4Mzk2MWM1NGUyNWZkZjFmMjE3MzEwNTIzMzcxNTY=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/YjA5ZTU5M2U3ZjIyNGI4Mzk2MWM1NGUyNWZkZjFmMjE3MzEwNTIzMzcxNTY=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1991364","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":["LU0320764599.SGD","LU0359202008.SGD","LU0572944931.SGD","LU1720050803.USD","BK0167","HK0000306685.HKD","06166","LU0327786744.USD","IE0032431581.USD","LU2399975544.HKD","LU0082770016.USD","SG9999006597.SGD","LU0417516902.SGD","BK1537","LU0231483743.USD","03308","06869","LU1770034418.SGD","LU1820825898.SGD","91530","LU0164865239.USD","SIXG","LU2289578879.USD","LU2008162690.USD","LU1251922891.USD","BK1149","LUMA","FOTO","BK1523","LU0359201885.HKD","LYTE","LU1655091616.SGD","LU0417516738.SGD","LU0348825331.USD","LU0210526637.USD","300308","LU0359201612.USD","LU0348735423.USD","LU0531971595.HKD","LU1794554557.SGD","LU1781817850.SGD","01191","LU0348827113.USD","LU1146622755.USD","LU0561508036.HKD","BK1249","IE00BYTNYN87.SGD","LU1719994722.HKD","LU0456827905.SGD","LU0588546209.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1143273635","title":"港股光通信概念股盤中拉升，海光芯正升逾8%，中際旭創漲近6%","url":"https://stock-news.laohu8.com/highlight/detail?id=1143273635","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1143273635?lang=zh_tw&edition=fundamental","pubTime":"2026-09-11 09:53","pubTimestamp":1789091631,"startTime":"0","endTime":"0","summary":"9月11日，港股光通信概念股盘中拉升，$海光芯正(01191)$涨超8%，$中际旭创(03308)$涨近6%，$长飞光纤光缆(06869)$涨超3%，$剑桥科技(06166)$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":["SGXZ49509284.SGD","BK1240","LU2399975544.HKD","LU0307460666.USD","LU1820825898.SGD","BK0070","LU1961090484.USD","LU1064130708.USD","LU0456827905.SGD","06166","LU2213484517.USD","LU2580892862.HKD","LU0531971595.HKD","LU1979443071.USD","HK0000320264.USD","HK0000320223.HKD","LU0417516738.SGD","LU0588546209.SGD","LU0620787316.HKD","LU0359201612.USD","BK0167","LU1808992512.USD","LU0231483743.USD","LU1255011170.USD","LU1023057109.AUD","300308","IE00BYTNYN87.SGD","LU1251922891.USD","LU0348825331.USD","BK4585","LU0634319403.HKD","LU1781817850.SGD","LU2778985437.USD","LU0540923850.HKD","LU2476274308.USD","LU1720050803.USD","LU2580892789.USD","LU0469268626.HKD","LU2177674079.SGD","BK4588","LU1303224171.USD","LUMA","FOTO","BK1249","BK1523","BK1506","KCAI","BK1147","BK1537","IE0034224299.USD","BK0214","BK1170","BK0028","LU0572944931.SGD","LU0417516902.SGD","SGXZ81163826.USD","06869","IE0032431581.USD","LU2008162690.USD","LU0359201885.HKD","LU0164865239.USD","VXUS","SG9999006597.SGD","LU0359202008.SGD","SG9999011746.SGD","LU0052750758.USD","LU2148510915.USD","LU1770034418.SGD","LU2289578879.USD","LU1146622755.USD","LU1934453819.USD","03308","LU2476274720.SGD","SIXG","LU0164939612.USD","LU2495084118.USD","BK0077","HK0000306685.HKD","BK1533","LU0051755006.USD","LU0082770016.USD","HK0000306701.USD","IE00BYQNZ168.SGD","LU0708995583.HKD","LU1580142542.USD","LU0327786744.USD","LU1997245094.SGD","LU1997245177.USD","BK1122","LU1655091616.SGD","LU1064131003.USD","LU0039217434.USD","LU0210526637.USD","BK1149","LU0561508036.HKD","LU1719994722.HKD","01191","LU0348735423.USD","IE00B12V2V27.USD","LU0871576103.HKD","LU0348827113.USD","LU1794554557.SGD","LU0320764599.SGD","LU1206782309.USD","LYTE","LU0082770016.SGD","91530","LU1997244956.HKD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1187740828","title":"異動解讀｜海光芯正盤中上漲5.93%，高盛上調光模塊市場預測疊加港股通資金持續湧入","url":"https://stock-news.laohu8.com/highlight/detail?id=1187740828","media":"行情直击","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1187740828?lang=zh_tw&edition=fundamental","pubTime":"2026-09-11 09:51","pubTimestamp":1789091475,"startTime":"0","endTime":"0","summary":"9月11日，海光芯正盘中上涨5.93%，报168.0港元，成交额8583.83万港元。消息面上，近日高盛大幅上调全球光模块市场预测，预计未来三年市场规模将分别达约677亿、1314亿及1485亿美元，较此前预测上调33%至115%。此外，第27届中国国际光电博览会9月9日开幕，1.6T光模块及CPO/NPO前沿方案集中亮相，行业催化密集。公司此前披露订单已排满全年，下半年1.6T光模块将开始出货海外头部客户。","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":"高盛上调光模块预测，海光芯正盘中上涨","news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["01191"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666171535","title":"海光芯正(01191)股價上升5.044%，現價港幣$166.6","url":"https://stock-news.laohu8.com/highlight/detail?id=2666171535","media":"阿斯达克财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666171535?lang=zh_tw&edition=fundamental","pubTime":"2026-09-11 09:45","pubTimestamp":1789091100,"startTime":"0","endTime":"0","summary":"[上升股]海光芯正(01191) 股价在上午09:44比前收市价上升5.044%，现股价为港币$166.6。至目前为止，今日最高价为$166.6，而最低价为$151.0。总成交量为35.205万股，总成交金额为港币$5.566千万。","market":"hk","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/AAR260911773/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/AAR260911773/aamm-all-category","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":"aastocks_highlight","symbols":["01191","BK1170","BK1147","BK1537"],"isVideo":false,"video":null,"gpt_icon":0}],"pageSize":20,"totalPage":8,"pageCount":1,"totalSize":144,"code":"91000000","status":"200"}]}}