美股詳情

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Photonics & Optics ETF

25.22

+0.14000.56%

盤後：25.300.0800+0.32%19:53 EDT

成交量：213.44萬

成交額：5,471.43萬

市值：2.75億

市盈率：- -

高：26.14

開：25.57

低：25.15

收：25.08

52周最高：28.91

52周最低：22.57

股本：1,092.00萬

流通股本：1,092.00萬

量比：1.17

換手率：19.55%

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

高盛上修光模塊出貨預期，光博會熱度攀升，創業板人工智能ETF華寶（159363）獲資金逢低佈局

美股光通信股盤前普漲

納真科技，光模塊，來的不是時候？

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%

國民技術：800G、1.6T光模塊專用MCU已小批量出貨

光通信概念拉升通鼎互聯漲停

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

光通信發起要約收購，Leopalace股價大漲

光通信發起要約收購 Leopalace 股價大漲

环球市场播报

盤前必讀丨美股存儲芯片、光通信板塊重挫；廣汽集團籌劃重大資產重組

中信證券：未來在AI等高端需求的推動下，我國光通信行業將迎來發展新階段

中信證券：未來在AI等高端需求的推動下，我國光通信行業將迎來發展新階段

深夜，美股半導體、光通信、存儲芯片股集體重挫

大河财立方

美股異動 | 光通信概念股普跌諾基亞(NOK.US)跌逾10%

美股異動丨一句「放緩」引發光通信股崩盤：康寧、諾基亞跌超9%

美股存儲、光通信、雲計算服務商概念股集體走低，康寧跌超9%、慧榮科技跌超8%、NEBIUS、CoreWeave跌超6%

老虎资讯综合

美股光通信股開盤普跌

【美股盤前】AI巨頭呼籲放慢模型開發，美股期指走低，AI產業鏈全線重挫，存儲、光通信板塊領跌

TradingKey中文

中際旭創、新易盛走弱，資金逢低關注高「光」ETF！光博會「缺貨」+「擴產」共振，印證光模塊景氣不減

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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":"fut","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":["IE0034224299.USD","LU0210526637.USD","IE00B19Z3581.USD","01191","LU1868837300.USD","LU2471134952.CNY","FOTO","HK0000306701.USD","SGXZ49509284.SGD","LU0082770016.SGD","IE0004086264.USD","LU0572944931.SGD","300308","BK0214","BK4516","LU0345770993.USD","LU2237443465.HKD","LU0051755006.USD","BK1147","LU0106831901.USD","VXUS","BK0028","LU1064130708.USD","LU0164939612.USD","LU0348827113.USD","BK0070","LU1997245094.SGD","LU0540923850.HKD","IE0034235188.USD","KCAI","LU0634319403.HKD","HK0000306685.HKD","91530","01879","LU1255011170.USD","BK0077","GSX","LU1868837136.USD","LU2778985437.USD","LU1781817850.SGD","03308","LUMA","BK4552","LYTE","SIXG","IE0032431581.USD","BK4504","BK4588","LU1808992512.USD","LU2750360641.GBP"],"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":["LU2476274720.SGD","LU1997245094.SGD","LU1979443071.USD","LU2177674079.SGD","HK0000320264.USD","LU0164865239.USD","LU0359201885.HKD","LU2476274308.USD","LU0039217434.USD","91530","SGXZ49509284.SGD","LU0320764599.SGD","LU1206782309.USD","LU1934453819.USD","LU2213484517.USD","SG9999011746.SGD","LU1961090484.USD","LU2495084118.USD","HK0000306701.USD","01191","03308","LU0210526637.USD","BK0070","LU0082770016.USD","LU0634319403.HKD","LU0359201612.USD","LU1794554557.SGD","LU1064131003.USD","LU2580892862.HKD","LU0456827905.SGD","LU0561508036.HKD","BK1147","BK1537","BK0214","LU1655091616.SGD","IE00BYTNYN87.SGD","BK0028","LU0469268626.HKD","LU0359202008.SGD","FOTO","BK1122","BK1170","SIXG","SGXZ81163826.USD","LYTE","BK0077","300308","LUMA","IE0034224299.USD","HK0000320223.HKD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2667715690","title":"國民技術：800G、1.6T光模塊專用MCU已小批量出貨","url":"https://stock-news.laohu8.com/highlight/detail?id=2667715690","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2667715690?lang=zh_tw&edition=fundamental","pubTime":"2026-09-15 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港股光通信板块局部走强，截至发稿，海光芯正 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":"us","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":null,"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":["LU2237443465.HKD","BK1529","LU2237443895.HKD","AAOG","BK4550","IE00B031HY20.USD","IE0002270589.USD","BK1170","02342","LU0942090050.USD","LU2750360641.GBP","01191","LU2265009873.SGD","IE00B19Z3581.USD","LUMA","BK1147","03308","LU1868836591.USD","BK4504","BK1163","LU0326950275.SGD","FOTO","LU1868837136.USD","BK4588","01300","BK1533","02382","AAOZ","LU2896262040.SGD","LU2471134523.USD","LU0251142724.SGD","BK1504","BK1537","LU1255011170.USD","LU1668664300.SGD","LU2471134952.CNY","BK4127","LU1868836757.USD","BK1521","IE0008368742.USD","GSX","IE00BSNM7G36.USD","LYTE","LU0210536198.USD","SIXG","BK1122","IE00B19Z3B42.SGD","01879","AAOX","LU2237443622.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2667692826","title":"光通信發起要約收購，Leopalace股價大漲","url":"https://stock-news.laohu8.com/highlight/detail?id=2667692826","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2667692826?lang=zh_tw&edition=fundamental","pubTime":"2026-09-15 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Leopalace21 收到由光通信（Hikari Tsushin）牵头财团的收购要约后，该股暂停交易，买盘推高股价触及 791 日元的单日涨停上限。Leopalace21 在发布的声明中称，由光通信、MBK Partners 和日本电气（NEC）支持的一家子公司，向其发起每股 1000 日元的要约收购，公司对该收购表示支持。三井住友日兴证券分析师Junichi Tazawa 在研报中表示，该要约价格较周一收盘价溢价约 45%，与近期其他地产公司收购报价 “相差不大”。市场预计此项交易将顺利完成。注：Leopalace21 股票周一在东京市场收于 691 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| 光通信概念股普跌 諾基亞(NOK.US)跌逾10%","url":"https://stock-news.laohu8.com/highlight/detail?id=2667664724","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2667664724?lang=zh_tw&edition=fundamental","pubTime":"2026-09-14 22:49","pubTimestamp":1789397398,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，周一，光通信概念股普跌，诺基亚、康宁、Coherent跌逾10%，Lumentum跌逾8%，Applied Optoelectronics、Credo Technology跌逾7%，POET Technologies、迈威尔科技跌逾6%。消息面上，AI三巨头罕见齐声呼吁“放缓前沿模型开发”，引发市场对算力基建资本开支缩减的担忧，光通信作为AI硬件链条首当其冲。不过，多位分析师认为当前表态仍停留在“口头层面”，尚无资本开支削减或订单下调的实际信号落地。","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/1495929.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":["LNOK","LU0006061336.USD","IE00BMPRXN33.USD","BK4020","BK4547","SIXG","IE00BMPRXR70.SGD","LUMA","NOK","FOTO","LYTE"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2667664480","title":"美股異動丨一句「放緩」引發光通信股崩盤：康寧、諾基亞跌超9%","url":"https://stock-news.laohu8.com/highlight/detail?id=2667664480","media":"中金财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2667664480?lang=zh_tw&edition=fundamental","pubTime":"2026-09-14 22:27","pubTimestamp":1789396023,"startTime":"0","endTime":"0","summary":"因三大AI巨头呼吁放缓AI模型研发，美股光通信概念股集体下挫。其中，康宁、Applied Optc、Coherent、诺基亚均大跌超9%，迈威尔科技、AXT Inc等多股跌超8%以上。消息面上，核心导火索是AI三巨头罕见齐声呼吁“放缓前沿模型开发”，引发市场对算力基建资本开支缩减的担忧，光通信作为AI硬件链条首当其冲。不过，多位分析师认为当前表态仍停留在“口头层面”，尚无资本开支削减或订单下调的实际信号落地。","market":"us","thumbnail":" http://caiji.3g.cnfol.com/colect/202609/14/20260914554019.jpg","type":0,"news_type":0,"thumbnails":[" 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