美股詳情

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Photonics & Optics ETF

26.25

+1.034.08%

盤後：25.89-0.3600-1.37%17:35 EDT

成交量：94.66萬

成交額：2,463.25萬

市值：2.65億

市盈率：- -

高：26.30

開：25.94

低：25.69

收：25.22

52周最高：28.91

52周最低：22.57

股本：1,011.00萬

流通股本：1,011.00萬

量比：0.53

換手率：9.36%

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

部分光通信概念股拉升，AAOI升逾7%，康寧升逾6%

老虎资讯综合

美股異動｜光通信概念拉升，康寧升逾6%，高盛大幅上調光模塊市場預測

高盛大幅上調市場預測！行業重要大會召開在即光模塊高景氣度有望延續

中國銀河證券：架構演變持續推進光通信產業鏈逐步向上發展

PCB超級周期，能確定了？

資金大舉流入光模塊賽道，中際旭創總市值重回萬億，港股光通信板塊集體爆發

港股光通信概念股延續強勢，劍橋科技升逾9%，海光芯正升逾7%

老虎资讯综合

高盛上調光模塊預測，2028 年規模或近 1500 億美元

今晚，美股休市，上個交易日存儲板塊爆發；A股今日存儲芯片概念股亦爆發，CPO、光通信概念全天走強

高盛大幅上調光模塊市場預測：2028年規模或近1500億美元

高盛大幅上調光模塊市場預測：2028年規模或近1500億美元

全線暴漲！570億資金瘋狂湧入

久違了！光模塊大爆發，高「光」指數升逾5%，GPT-6 Astra引爆科創芯片！華寶基金農牧漁ETF創階段新高

四大利好，重回「光」裏！創業板人工智能ETF（159363）標的指數升逾5%，高盛上調光模塊出貨預測！

光模塊中報全景：備貨席捲全行業，三季度業績增速是估值分水嶺

「光」又回來了？「易中天」單日市值增超1600億元！機構熱議高景氣周期

盤後，利好來了！

大河财立方

9 月 7 日，Serenity 發文表示，此前基於 Sivers（SIVE）每年 1 億顆 CW DFB 激光器產能目

CPO板塊拉升！算力驅動行業高景氣，光模塊企業業績全面回暖

高盛力挺中際旭創：1.6T光模塊加速放量，今明兩年淨利潤將大超市場預期

华尔街见闻

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年規模或近 1500 億美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2665331248","media":"链捕手","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2665331248?lang=zh_tw&edition=fundamental","pubTime":"2026-09-07 22:12","pubTimestamp":1788790320,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息，高盛在最新全球光模块报告中大幅上调行业预测，预计全球光模块市场规模将在 2026 年至 2028 年分别达到约 677 亿美元、1314 亿美元和 1485 亿美元，较此前预测上调 33%、81% 和 115%。高盛认为，这轮上修并非单纯来自 AI 服务器数量增长，更重要的是 AI 服务器架构持续向高速网络迁移，加上单颗 GPU 或 ASIC 芯片所需光模块数量增加，推动 800G、1.6T 乃至 3.2T 需求快速放量。 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Astra引爆全球AI硬件，半导体芯片迎来强劲反弹，同类费率较低*的科创芯片ETF华宝标的指数科创芯片指数大涨3.29%，源杰科技、聚辰股份两位数上涨，仕佳光子涨超9%，普冉股份、华峰测控、芯源微、澜起科技等涨幅居前。","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/money/fund/etf/2026-09-07/doc-iniqyzxx0305364.shtml","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":"sina","symbols":["FDN","BK4585","AAOG","000685.SH","LYTE","BK4588","AAOZ","GPT","LUMA","AAOX","BK4550","159275"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2665024316","title":"四大利好，重回「光」裏！創業板人工智能ETF（159363）標的指數升逾5%，高盛上調光模塊出貨預測！","url":"https://stock-news.laohu8.com/highlight/detail?id=2665024316","media":"新浪基金","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2665024316?lang=zh_tw&edition=fundamental","pubTime":"2026-09-07 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「易中天」單日市值增超1600億元！機構熱議高景氣周期","url":"https://stock-news.laohu8.com/highlight/detail?id=2665316968","media":"市场资讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2665316968?lang=zh_tw&edition=fundamental","pubTime":"2026-09-07 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18:02","pubTimestamp":1788775321,"startTime":"0","endTime":"0","summary":"9月7日，A股科技股集体“回血”，电路板概念、光通信概念大幅拉升，全市场超3100只个股上涨。剑桥科技、光迅科技、沪电股份等数十只相关个股涨停或涨超10%，中际旭创、新易盛、天孚通信联讯仪器、源杰科技等纷纷大涨。盘后，多重利好消息发布。2030年全面建成性能领先的新一代通信网9月7日，工业和信息化部发布《信息通信行业发展“十五五”规划》。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202609073866801050.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202609073866801050.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_eastmoney","symbols":["LUMA","LYTE"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2665153583","title":"9 月 7 日，Serenity 發文表示，此前基於 Sivers（SIVE）每年 1 億顆 CW DFB 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17:30","pubTimestamp":1788773401,"startTime":"0","endTime":"0","summary":"消息面上，受益于AI算力建设需求拉动，2026年上半年国内光模块企业经营表现大幅改善。据Choice金融终端统计，A股CPO板块82家上市公司中，超六成企业2026年上半年归母净利润实现同比正增长，产业链上下游全面回暖，头部龙头企业更是迎来爆发式增长，行业龙头效应持续凸显。随着后续行业订单持续落地、技术持续突破、业绩持续兑现，CPO板块有望持续维持高景气走势，国内优质光模块企业将持续受益于行业红利，实现业绩与估值双重提升。","market":"us","thumbnail":" http://caiji.3g.cnfol.com/colect/202609/07/20260907291081.jpg","type":0,"news_type":0,"thumbnails":[" 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