美股詳情

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Tradr 2X Short AAOI Daily ETF

13.44

-0.5400-3.86%

盤後：13.39-0.0487-0.36%19:55 EDT

成交量：80.79萬

成交額：1,068.80萬

市值：510.72萬

市盈率：- -

高：13.80

開：13.58

低：12.60

收：13.98

52周最高：51.05

52周最低：6.94

股本：38.00萬

流通股本：38.00萬

量比：0.90

換手率：212.60%

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...

總覽公司新聞公告

美國擬禁中國光模塊？全球光模塊前10有7家中國企業，產業界人士：又一次壓力測試，美國想「脱鈎」並不容易

每日经济新闻

光模塊遭「小作文」突襲，機構：情緒衝擊大於實質

每日经济新闻

Counterpoint警告：禁止進口中國光模塊將重創美國數據中心與AI供應鏈

光模塊「黑天鵝」：中際旭創675億元「天量」日成交

光被禁，雷聲大雨點小？

傳聞擾動光模塊，「易中天」卻低開高走跌幅收窄！行業人士：「壓力測試」或將催生更多機會

「禁令」傳聞下的光模塊巨震

「禁令」傳聞下的光模塊巨震：產能早已出海，誰更離不開誰？

Counterpoint：美國若禁止中國光模塊進口，將反噬本土雲廠商而非僅中國供應商

機構：美擬禁中國光模塊將重創美AI雲廠商，西方短期內根本無法替代

東山精密回應美國擬禁止進口中國光模塊傳聞：目前僅為市場消息

東山精密回應美國擬禁止進口中國光模塊傳聞：目前僅為市場消息

中信證券：受益於數據中心加速建設以及光通信技術快速迭代光模塊測試設備「量價齊升」

中信證券：AI驅動光模塊升級，測試設備高速成長

怎麼看美國光模塊禁令？李大霄：不要高估美方政策干擾「取代沒那麼容易」

光模塊傳聞攪動市場，機構和產業鏈分析：落地可能性小、影響可控

科創50指數升逾5%！「易中天」集體回應「美國光模塊禁令」傳聞

「易中天」回應「美國光模塊禁令」傳聞

光模塊傳聞施壓，創業板人工智能ETF為何比通信ETF更能抗跌？大票權重+AI應用成關鍵「減震器」！

A股「易中天」集體回應美國光模塊禁令機構預計政策落地概率較小

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23:14","pubTimestamp":1785942840,"startTime":"0","endTime":"0","summary":"大洋这一侧，8月5日开盘，A股光模块板块全线下跌。从2026年6月中际旭创被列入美国国防部1260H清单，到8月这条消息，可见相关政策正步步收紧。独立研究机构Light Counting发布的2025年全球光模块前十企业榜单中，除了中际旭创和新易盛，还有光迅科技、纳真科技、华工正源、索尔思光电和剑桥科技，有7家中国企业入围前十。美国本土高端光模块测试仪器国产化率不足20%。前述投行、机构人士均认为，目前国内龙头在","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/jjxw/2026-08-05/doc-inimhttx5034628.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, 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21:23","pubTimestamp":1785936186,"startTime":"0","endTime":"0","summary":"8月5日，A股光模块概念被“小作文”突袭。受此影响，光模块板块大幅震荡，三大龙头“易中天”早盘低开高走，但收盘时涨跌分化。截至收盘，新易盛收跌5.29%，中际旭创跌幅达7.27%，而天孚通信则上涨2.29%。情绪冲击大于实质周二晚间，据多家媒体报道，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，以保护支撑人工智能(AI)发展的关键基础设施。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202608053832819616.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/202608053832819616.html","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":"stock_eastmoney","symbols":["LUMA","AAOZ"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2657413525","title":"Counterpoint警告：禁止進口中國光模塊將重創美國數據中心與AI供應鏈","url":"https://stock-news.laohu8.com/highlight/detail?id=2657413525","media":"金吾财讯","labels":["policyRegulatory"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2657413525?lang=zh_tw&edition=fundamental","pubTime":"2026-08-05 19:35","pubTimestamp":1785929752,"startTime":"0","endTime":"0","summary":"据Counterpoint数据，中国企业目前占据了全球光收发器市场近三分之二的供应份额。Counterpoint强调，西方光模块供应商在未来一至两年内根本无法消化中际旭创和新易盛的巨额订单量。","market":"sg","thumbnail":"https://static.szfiu.com/news/20210625/YzM5OTgzZmE3NTA3Njg3Nzc4Mjg=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20210625/YzM5OTgzZmE3NTA3Njg3Nzc4Mjg=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"303453","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-2","news_top_title":null,"news_tag":"policyRegulatory","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["WDAI","AGIX","FMET","DTCR","CLOU","SKYY","WISE","AIFD","ARTY","QTOC","AAOZ","AIPO","WPAI","CHAT","CLDL","FCLD","VTHR","LUMA","PBOT","HPEL","AIO","IDGT","AIBU","BLOK"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2657546244","title":"光模塊「黑天鵝」：中際旭創675億元「天量」日成交","url":"https://stock-news.laohu8.com/highlight/detail?id=2657546244","media":"财中社","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2657546244?lang=zh_tw&edition=fundamental","pubTime":"2026-08-05 19:05","pubTimestamp":1785927900,"startTime":"0","endTime":"0","summary":"8月5日，A股光模块龙头中际旭创（300308.SZ）遭遇剧烈震荡。当日，中际旭创以880.00元/股大幅低开，跌幅一度超过14%，午后跌幅虽有所收窄，最终仍收报947.74元/股，全天下跌7.27%。值得关注的是，该股当日成交额高达675.11亿元，一举刷新了其在7月30日创下的597.7亿元历史天量纪录。截至收盘，中际旭创总市值约为1.11万亿元。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202608053832729588.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/202608053832729588.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":["LU2177674079.SGD","HK0000306701.USD","LU0052750758.USD","LU2580892862.HKD","SG9999011746.SGD","BK0167","LU0871576103.HKD","LU2213484517.USD","LU1146622755.USD","LU0320764599.SGD","LU2778985437.USD","IE0034224299.USD","LU1655091616.SGD","LU1720050803.USD","HK0000306685.HKD","LU1781817850.SGD","LU1997245177.USD","BK1533","LU0359201612.USD","LU0561508036.HKD","300308","LU1979443071.USD","LU2399975544.HKD","91530","BK0077","LU2008162690.USD","LU0708995583.HKD","LU1961090484.USD","IE00BYQNZ168.SGD","LU0540923850.HKD","AAOZ","LU1064130708.USD","LU1023057109.AUD","BK0214","IE0032431581.USD","LU1770034418.SGD","03308","LUMA","LU1064131003.USD","LU0417516902.SGD","LU0051755006.USD","LU2148510915.USD","IE00B12V2V27.USD","LU0348827113.USD","LU1808992512.USD","LU1934453819.USD","LU0348735423.USD","LU1997245094.SGD","LU0082770016.USD","LU0231483743.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2657352335","title":"光被禁，雷聲大雨點小？","url":"https://stock-news.laohu8.com/highlight/detail?id=2657352335","media":"虎嗅APP","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2657352335?lang=zh_tw&edition=fundamental","pubTime":"2026-08-05 18:54","pubTimestamp":1785927240,"startTime":"0","endTime":"0","summary":"所以，这是否就是份“雷声大、雨点小”的草案？对中际旭创、新易盛而言，2026年已锁定交付的订单基本安全。2025年光模块加征关税一事，最终因云厂商强烈游说而出现在豁免名单中。中国光模块的部分制造商订单能见度覆盖2026全年及部分2027年，供应本身已处于极度紧张状态。当“光模块”不再是一个独立的、可被海关识别的商品时，禁令在技术层面上的执行将面临巨大的定义困境，这为相关企业提供了一种绕过禁令潜在限制的技术路径。","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://mp.weixin.qq.com/s?__biz=MTQzMjE1NjQwMQ==&mid=2656191713&idx=2&sn=d56973b0e9afbf1a497731d91d9af39a&chksm=675f18abc72cccd7e76ffd6a7bb3e4f01eaa78ad239226ffeb8638caf4bf344397e0ae973f9d&scene=0#rd","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":"weixin_highlight","symbols":["FOTO","AAOZ","BK1533","BK1122","CHAT","03308","BK1249","LUMA","91530","BK1149"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2657548264","title":"傳聞擾動光模塊，「易中天」卻低開高走跌幅收窄！行業人士：「壓力測試」或將催生更多機會","url":"https://stock-news.laohu8.com/highlight/detail?id=2657548264","media":"市场资讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2657548264?lang=zh_tw&edition=fundamental","pubTime":"2026-08-05 18:22","pubTimestamp":1785925320,"startTime":"0","endTime":"0","summary":"利空消息短期影响情绪8月5日，在利空突袭下，光模块大幅低开，龙头普遍低开超过10%。具体来看，就中国光模块出货第一的中际旭创来看，该股大幅低开13.89%，随后股价震荡回升，最终收盘跌幅收窄至7.27%。新易盛股价同样低开高走，最终跌幅收窄至5.29%。“这轮突如其来的‘压力测试’，反而可能催生出更具价值的机会。”高速光模块作为AI数据中心互联的重要组成部分，有望持续受益于AI资本开支扩张。","market":"other","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/roll/2026-08-05/doc-inimhiec5157921.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":["FINY","BK4585","AAOZ","TRUF","GABF","BK4535","KRE","BK4588","SKF","KBWB","LUMA","FNCL"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2657543344","title":"「禁令」傳聞下的光模塊巨震","url":"https://stock-news.laohu8.com/highlight/detail?id=2657543344","media":"第一财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2657543344?lang=zh_tw&edition=fundamental","pubTime":"2026-08-05 18:07","pubTimestamp":1785924461,"startTime":"0","endTime":"0","summary":"受海外一则涉及光模块进口的传闻影响，8月5日A股CPO及光模块板块整体大幅低开。消息扰动情绪，导致光模块板块震荡剧烈从盘面看，8月5日开盘阶段光模块概念领跌两市。引发光模块板块大幅波动的，是8月4日晚间的一则媒体报道。目前，白宫与FCC均对相关问题未予置评。消息面上，8月5日盘后，商务部表示，近期，FCC密集出台涉华消极措施，严重侵犯中方企业正当合法权益。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"fenghuang_stock","url":"https://finance.ifeng.com/c/8vLWyFZGhPe","rn_cache_url":null,"customStyle":"","selectors":"article, 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機構預計政策落地概率較小","url":"https://stock-news.laohu8.com/highlight/detail?id=2657591203","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2657591203?lang=zh_tw&edition=fundamental","pubTime":"2026-08-05 10:52","pubTimestamp":1785898363,"startTime":"0","endTime":"0","summary":"有市场消息称，美国联邦通信委员会正在起草一项禁令，旨在禁止美国进口中国数据中心组件新机型，包括光模块。但多家机构认为，国内头部企业占据全球七成以上高速光模块产能，具有核心地位优势，仅依靠北美产能或无法满足需求，预计该政策落地概率较小。美国官员们希望在今年发布该法案，届时它将正式生效。此外从过往情况看，严格禁止进口中国光模块的可能性较低。","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/1476131.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":["159982","LUMA","AAOZ","399300"],"isVideo":false,"video":null,"gpt_icon":0}],"pageSize":20,"totalPage":10,"pageCount":9,"totalSize":200,"code":"91000000","status":"200"}]}}