港股詳情

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海光芯正

156.200

-2.400-1.51%

成交量：272.38萬

成交額：4.46億

市值：143.01億

市盈率：-112.86

高：176.900

開：157.400

低：151.000

收：158.600

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：0.99

換手率：2.97%

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：20.88

市盈率(LYR):-112.86

市銷率: 10.01

資料載入中...

總覽公司新聞公告

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

【特約大V】鄧聲興：油價破百加息升温，恒科承壓

港股異動 | 海光芯正(01191)逆市漲逾7% 納入港股通後累漲逾五成光模塊訂單排滿2027年全年

異動解讀｜海光芯正盤中上漲8.06%，高盛上調光模塊市場規模預測疊加格羅方德戰略合作

港股午評|恒生指數早盤無升跌光通信板塊跟外盤普漲

站回「光」裏！1100億CPO龍頭秒漲停

早盤指數震盪整理，科技賽道強勢領升新股表現吸睛

光通信板塊盤初強勢海光芯正（01191）領升22.4% 高盛上調光模塊市場規模預測

港股異動 | 海光芯正(01191)再升逾29% 近日攜手格羅方德加速下一代AI硅光互連技術全球化商業進程

港股光通信概念股盤初漲幅擴大，海光芯正升逾25%，長飛光纖光纜升逾11%

老虎资讯综合

港股開盤 | 恒指微幅高開0.04% 算力硬件及存儲概念活躍海光芯正(01191)高開8%

港股異動 | 光通信概念集體高開光博會開幕1.6T/CPO新品亮相隔夜美股光通信逆勢爆發

港股開盤 | 恒指高開0.04%，科指高開0.1%！優地機器人首掛飆漲逾142%

老虎资讯综合

【百強透視】利好頻頻，海光芯正（01191.HK）尾盤暴拉超31%

港股異動｜海光芯正尾盤一度漲近40%，9月7日起海光芯正被納入港股通名單

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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":"us","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":"299f0a9977df499f8ead781071e5e5e7","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":["LU1781817850.SGD","LU0531971595.HKD","LU0417516738.SGD","LU1770034418.SGD","FOTO","06869","LU0348735423.USD","SG9999006597.SGD","LU1794554557.SGD","03308","LYTE","IE00BYTNYN87.SGD","LU0359201885.HKD","LU0417516902.SGD","91530","LU1820825898.SGD","LU0588546209.SGD","BK1149","LU2289578879.USD","01191","LU0327786744.USD","LU0561508036.HKD","BK0167","LU0210526637.USD","BK1523","LU0348827113.USD","LU0082770016.USD","LU1720050803.USD","BK1249","LU0359201612.USD","LU2399975544.HKD","LU0572944931.SGD","LU2008162690.USD","LUMA","LU0359202008.SGD","SIXG","06166","LU1719994722.HKD","LU1146622755.USD","HK0000306685.HKD","LU1655091616.SGD","LU0456827905.SGD","300308","LU0164865239.USD","LU0320764599.SGD","LU0348825331.USD","IE0032431581.USD","BK1537","LU1251922891.USD","LU0231483743.USD"],"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":["LU1719994722.HKD","LU1820825898.SGD","LU0327786744.USD","LU1961090484.USD","IE0034224299.USD","LU1064131003.USD","06869","BK0028","IE00BYTNYN87.SGD","IE00B12V2V27.USD","HK0000306701.USD","LU0082770016.USD","LU1146622755.USD","SG9999006597.SGD","LU0540923850.HKD","BK1149","BK1533","HK0000320264.USD","IE0032431581.USD","LU0708995583.HKD","FOTO","LU1997245094.SGD","LU1255011170.USD","LYTE","LU0620787316.HKD","BK1523","LU1064130708.USD","BK0167","LU2399975544.HKD","LU2177674079.SGD","LU1580142542.USD","BK0070","LU1808992512.USD","LU0417516902.SGD","LU0561508036.HKD","LU1997244956.HKD","LU1997245177.USD","LU2580892862.HKD","LU0469268626.HKD","LU2580892789.USD","LU1303224171.USD","LU0320764599.SGD","LU0039217434.USD","LU2148510915.USD","LU0231483743.USD","BK1170","LU1770034418.SGD","LU1655091616.SGD","VXUS","BK1506","LU2476274720.SGD","LU0359201885.HKD","SG9999011746.SGD","HK0000306685.HKD","03308","LU0359201612.USD","LU2008162690.USD","LUMA","LU1781817850.SGD","LU2778985437.USD","LU0082770016.SGD","LU2495084118.USD","LU0572944931.SGD","LU1251922891.USD","KCAI","LU0871576103.HKD","LU1979443071.USD","LU2476274308.USD","HK0000320223.HKD","BK1147","LU0348735423.USD","300308","LU0210526637.USD","BK0077","BK4588","91530","LU0588546209.SGD","BK1249","LU0531971595.HKD","BK4585","SGXZ49509284.SGD","LU0307460666.USD","LU2213484517.USD","01191","LU0164865239.USD","LU0051755006.USD","LU0417516738.SGD","SGXZ81163826.USD","LU1794554557.SGD","LU0052750758.USD","IE00BYQNZ168.SGD","LU1720050803.USD","LU1934453819.USD","BK1537","LU0348825331.USD","BK0214","06166","LU1023057109.AUD","LU2289578879.USD","LU1206782309.USD","SIXG","BK1240","BK1122","LU0359202008.SGD","LU0456827905.SGD","LU0164939612.USD","LU0634319403.HKD","LU0348827113.USD"],"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":"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/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","BK1537","BK1147"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666517871","title":"【特約大V】鄧聲興：油價破百加息升温，恒科承壓","url":"https://stock-news.laohu8.com/highlight/detail?id=2666517871","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666517871?lang=zh_tw&edition=fundamental","pubTime":"2026-09-11 09:42","pubTimestamp":1789090934,"startTime":"0","endTime":"0","summary":"国指跌94点或1.13%，报8274点；科指跌90点或2.04%，报4330点。海底捞控股股东确认减持，股价继昨日收市挫9%后，今日再跌4.1%，报9.915元。油价破百加息升温，恒科承压。订单能见度极高，管理层明确表示高速光模块全行业处于“不缺订单、只缺产能”状态，订单指引已全面排满2027年全年，并提前锁定2027年度千万颗DSP芯片确认订单。海光芯正正处于流动性改善、1.6T产品切换及全球化制造布局的三重利好交汇点，中线估值重构空间值得跟进。","market":"sh","thumbnail":"https://static.szfiu.com/news/20241108/ZTVmMTM1MjM4NjExMzI=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/ZTVmMTM1MjM4NjExMzI=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"299f0a9977df499f8ead781071e5e5e7","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1991360","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":["DBO","US10Y.BOND","US5Y.BOND","UAE","DRLL","GUSH","XLEX","DIG","DUG","US3Y.BOND","IXC","WTIU","PXE","06862","PEJ","OILU","USOI","OIH","01191","US7Y.BOND","TPOR","DRIP","07226","USE","DBC","XES","UGA","SPXT","US30Y.BOND","PXJ","BNO","IEO","US12M.BOND","US6M.BOND","SDOG","USL","ERX","OILK","FTXN","OILT","TLT","TMF","VDE","DBE","BWET","WEEI","TLTW","03306","US2Y.BOND","VOOV"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666559011","title":"港股異動 | 海光芯正(01191)逆市漲逾7% 納入港股通後累漲逾五成 光模塊訂單排滿2027年全年","url":"https://stock-news.laohu8.com/highlight/detail?id=2666559011","media":"智通财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666559011?lang=zh_tw&edition=fundamental","pubTime":"2026-09-10 09:55","pubTimestamp":1789005335,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，海光芯正今日逆市走高，截至发稿，涨6.56%，报164港元，成交额1.67亿港元，该股自9月7日纳入港股通以来，累计上涨超50%。消息面上，9月4日，海光芯正在中报业绩说明会上给出令市场兴奋的指引。值得一提的是，9月7日起，海光芯正正式进入港股通标的名单，解锁南向资金通道。","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/1494240.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["AAOZ","KCAI","LUMA","BK1537","AAOX","BK4585","AAOG","01191","BK1170","VXUS","BK1147","FLHK","LYTE","BK4588"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1193774800","title":"異動解讀｜海光芯正盤中上漲8.06%，高盛上調光模塊市場規模預測疊加格羅方德戰略合作","url":"https://stock-news.laohu8.com/highlight/detail?id=1193774800","media":"行情直击","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1193774800?lang=zh_tw&edition=fundamental","pubTime":"2026-09-10 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光通信板塊跟外盤普漲","url":"https://stock-news.laohu8.com/highlight/detail?id=2666302558","media":"中金财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666302558?lang=zh_tw&edition=fundamental","pubTime":"2026-09-09 12:57","pubTimestamp":1788929822,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，港股恒生指数早盘无涨跌，报25316点；恒生科技指数跌0.58%。港股成交1073亿港元。　　隔夜美股光通信概念股因重磅商业合作逆势爆发。　　潍柴动力再涨超6%领涨蓝筹，公司成为恒指成份股，上半年数据中心柴发销量超去年全年。　　云英谷科技涨超6%，正式获纳入港股通，已实现高端AMOLED显示驱动芯片规模化出货。　　海底捞早盘跌9.49%，该股市前现2.59亿股成交，市场猜测或为大股东出售股份。","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/20260909/32364491.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":["LU1429558221.USD","LU0149725797.USD","HSTECH","LU0097036916.USD","IE000M9KFDE8.USD","BK4585","IE00BQXX3C00.GBP","LU0820561909.HKD","LU0208291251.USD","LU0784385840.USD","LU0289960550.SGD","LU1815333072.USD","LU1116320901.HKD","LU1934455277.USD","SG9999014880.SGD","USAW.SI","LU1791710582.SGD","BK4534","IE000BZT7R73.USD","IE000ITXATA3.USD","LU2750360641.GBP","LU2746668461.USD","IE0009G5SDU7.USD","AMAA","LU0949170426.SGD","LU2237957811.SGD","LU2471134523.USD","LU0942090050.USD","LU1046422090.SGD","BK4566","07300","LU0157215616.USD","RTH","LU0784383803.USD","IE000KEQY171.SGD","LU0251131958.USD","IE00BQXX3F31.USD","LU2326559502.SGD","01191","LU1629891620.HKD","LU0256863811.USD","LU1127390331.HKD","LU0820562030.AUD","LU0109391861.USD","LU2039709279.SGD","IE0004086264.USD","BK4592","LU0251132253.USD","LU1171460220.USD","LU1880398471.USD","LU2381873111.SGD","CNAV","LU0820561818.USD","LU0011850046.USD","IE000MB6IJN5.SGD","SG9999014898.SGD","LU2065171311.SGD","IE00B4YYXB79.USD","LU2097829019.USD","LU1084165304.USD","FTXL","03115","LU0719512351.SGD","LU2417539215.USD","BK4573","LU0128525929.USD","LU1064131342.USD","LU0289941410.SGD","LU0130103400.USD","GLWG","LU1066051225.USD","SG9999015986.USD","BK1537","BK1604","LU1551013342.USD","LU2764262908.HKD","LU0174119429.USD","LU2999663052.SGD","IE00B1BXHZ80.USD","LU0868494617.USD","LU2111349929.HKD","LU0786609619.USD","LU1496350502.SGD","LU0345770993.USD","SGXZ44715902.SGD","LU0965509010.AUD","SG9999006597.SGD","LU2471134952.CNY","LU0320765489.SGD","LU0348723411.USD","03067","LU1917777945.USD","IE0034224299.USD","LU1861559042.SGD","LU2265009873.SGD","IE00BZ1G4Q59.USD","03417","LU0327786744.USD","LU1261432733.SGD","SG9999017495.SGD","LU1992135399.USD","LU2023250504.SGD","LU1852331112.SGD","LU1989764664.SGD","LU0320765059.SGD","03088","LU0158827781.USD","IE00B1XK9C88.USD","SG9999004303.SGD","IE00BJJMRY28.SGD","SQCOMmain","IE00BVYPNQ40.USD","IE00B3S45H60.SGD","SG9999015952.SGD","SG9999014906.USD","LU1868836757.USD","LU0302445910.USD","BK1150","LU0316494557.USD","LU2362541513.USD","LU2361044949.HKD","LU2488822045.USD","AMZG","LU2237957902.USD","LU0211327993.USD","LU1119994496.HKD","SGXZ80539844.SGD","HK0000304797.USD","IE00B19Z3581.USD","LU1823568750.SGD","LU0049112450.USD","LU0154236417.USD","LU2471134796.USD","BK4575","IE00BJTD4N35.SGD","LU0061475181.USD","BK1583","IE00B19Z8W00.USD","LU2362540622.SGD","LU2896262040.SGD","LU0648000940.SGD","LU0957791311.USD","LU0390135506.SGD","SGXZ99366536.SGD","07226","LU0080751232.USD","LU2063271972.USD","SG9999003461.SGD","BK4538","LU1861558580.USD","LU0466842654.USD","LU2471134879.HKD","LU2462591277.SGD","LU0871640123.AUD","06862","SG9999000418.SGD","LU2168564065.EUR","LU2361044865.SGD","LU2360106780.USD","LU2083900584.USD","LU0345774631.USD","LU1280957306.USD","BK4148","BK4543","IE00B5949003.HKD","LU1301847155.USD","LU1880398554.USD","BK1190","LU1066053197.SGD","BK1591","LU2168564149.EUR","BK4605","LU1316542783.SGD","LU0162691827.USD","LU2756315664.SGD","LU2065170008.USD","IE00B775SV38.USD","IE00BQXX3D17.EUR","LU0164880469.USD","BK4554","LU2756315318.SGD","LU1992135472.HKD","LU1323610961.USD","LU0130102774.USD","LU0308772762.SGD","IE0009356076.USD","LU1814569148.SGD","IE00BN29S564.USD","BK4527","LU0314109678.HKD","LU0234572021.USD","BK1103","ILDR","LU0056508442.USD","LU2087621335.USD","IE00B7SZLL34.SGD","LU2430703251.USD","IE0004445015.USD","LU2322448957.HKD","QCOM","LU1496350171.SGD","LU1244550221.USD","LU2236285917.USD","LU0251142724.SGD","LU1839511570.USD","LU1868837300.USD","LU1935043452.HKD","LU0345774391.USD","LU2360032135.SGD","BK1235","LU0072461881.USD","IE000SO60NU8.SGD","LU2461242641.AUD","LU0210533765.USD","LU1232071149.USD","LU0787776722.HKD","LU2247934214.USD","LU0708995401.HKD","LU1988902786.USD","LU2272731865.HKD","LU1366192091.USD","IE0001KFT4U8.USD","BK4579","HK0000532082.HKD","LU2250418816.HKD","LU1066051498.USD","IE00BZ08YT58.USD","LU2720916845.USD","BK4524","LU2065169927.USD","BK4612","LU0149721374.USD","LU2487616109.SGD","LU0588546209.SGD","LU1267930730.SGD","QCMD","LU0672654240.SGD","LU0345768740.USD","LU0882574139.USD","SG9999014914.USD","LU0345770308.USD","BK1170","LU1674673691.USD","LU2087625088.SGD","03032","IE00BZ08YS42.EUR","IE00BGHQDM52.EUR","LU0053666078.USD","L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海光芯正（01191）領升22.4% 高盛上調光模塊市場規模預測","url":"https://stock-news.laohu8.com/highlight/detail?id=2666098523","media":"金吾财讯","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666098523?lang=zh_tw&edition=fundamental","pubTime":"2026-09-09 09:57","pubTimestamp":1788919024,"startTime":"0","endTime":"0","summary":"金吾财讯 | 光通信板块盘初强势，截至发稿，海光芯正 涨22.40%，曦智科技-P涨20.28%，俊知集团涨9.85%，长飞光纤光缆涨10.98%，汇聚科技涨5.92%，鸿腾精密涨4.84%，中际旭创涨3.96%，华虹宏力涨3.42%，剑桥科技涨2.73%，京信通信涨1.40%，舜宇光学科技涨1.34%，蓝思科技涨1.03%。日前，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%。","market":"nz","thumbnail":"https://static.szfiu.com/news/20250110/MjA1YmE2ZTUwNGJlNDY3ODMxMDE0ODI=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250110/MjA1YmE2ZTUwNGJlNDY3ODMxMDE0ODI=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1991107","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK1537","01191","BK1170","BK1147"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666060833","title":"港股異動 | 海光芯正(01191)再升逾29% 近日攜手格羅方德加速下一代AI硅光互連技術全球化商業進程","url":"https://stock-news.laohu8.com/highlight/detail?id=2666060833","media":"智通财经","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666060833?lang=zh_tw&edition=fundamental","pubTime":"2026-09-09 09:47","pubTimestamp":1788918444,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，海光芯正再涨超29%，入通后累计涨幅逾七成。消息面上，据海光芯正官微消息，近日，公司正式宣布与全球领先半导体制造商格罗方德建立长期深度全球战略合作。公司将依托格罗方德业界领先的硅光子技术，全力推进6.4T NPO产品的工程落地与规模化量产，加速下一代AI硅光互连技术产业化进程。9月7日，海光芯正正式获纳入港股通名单。","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/1493695.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK4588","QTOC","AIPO","BK1537","01191","VXUS","BK1170","BK1147","CHAT","VTHR","KCAI","BK4585","ARTY","AGIX"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1175057870","title":"港股光通信概念股盤初漲幅擴大，海光芯正升逾25%，長飛光纖光纜升逾11%","url":"https://stock-news.laohu8.com/highlight/detail?id=1175057870","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1175057870?lang=zh_tw&edition=fundamental","pubTime":"2026-09-09 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TENG、$汇聚科技(01729)$涨超5%。","market":"hk","thumbnail":"https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357"],"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","BK1506","BK1149","LU0307460666.USD","LU1171460220.USD","06088","BK1116","LU0588546209.SGD","BK4585","01191","01879","BK1523","KCAI","BK4588","VXUS","SG9999006597.SGD","BK1537","LU2279858448.HKD","BK1508","BK1147","LU0348767384.USD","06869","SG9999001069.SGD","LUMA","LYTE","BK1163","SIXG","FOTO","01729","BK1170"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666030649","title":"港股開盤 | 恒指微幅高開0.04% 算力硬件及存儲概念活躍 海光芯正(01191)高開8%","url":"https://stock-news.laohu8.com/highlight/detail?id=2666030649","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666030649?lang=zh_tw&edition=fundamental","pubTime":"2026-09-09 09:33","pubTimestamp":1788917616,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，9月9日，恒生指数高开0.04%，报25,328.13点；恒生科技指数涨0.10%，报4,459.27点；国企指数跌0.03%，报8,395.09点。算力硬件及存储概念活跃，海光芯正高开8%，报162.00港元；消息面上，该股于9月7日获纳入港股通名单，9月8日收涨31.58%，南向资金通道打开带动流动性重估。半导体板块走高，华虹半导体涨超1%。中资券商股活跃，中信证券涨超1%，报25.96港元。上一交易日港股三大指数收跌，恒指跌0.38%、恒生科技指数跌1.61%，大市成交2061.7亿港元。","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":"http://www.zhitongcaijing.com/content/detail/1493685.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":["QID","07288","MNQmain","QLD","FTEC","07300","02802","TECS","QDTE","83115","SQQQ","07588","03033","GPIQ","NDX","01191","03419","IYW","NQmain","BK1147","82828","BK1170","QYLG","09088","TQQY","NVIW.SI","07226","02833","03417","ONEQ","BK1537","HSI","03037","QQQA","03067","513600","JEPQ","QQQE","03423","QQQM","03416","02800","82800","02837","QQQ","TQQQ","QQQY","HSTECH","PSQ","07500","03086","02828","03088","03032",".IXIC","03115","07552","09115","MCHmain","HSCEI","09067","QQQJ","07200",".HXC","HHImain"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666306130","title":"港股異動 | 光通信概念集體高開 光博會開幕1.6T/CPO新品亮相 隔夜美股光通信逆勢爆發","url":"https://stock-news.laohu8.com/highlight/detail?id=2666306130","media":"智通财经","labels":["productRelease","conferences"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666306130?lang=zh_tw&edition=fundamental","pubTime":"2026-09-09 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| 恒指高開0.04%，科指高開0.1%！優地機器人首掛飆漲逾142%","url":"https://stock-news.laohu8.com/highlight/detail?id=1102805251","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1102805251?lang=zh_tw&edition=fundamental","pubTime":"2026-09-09 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