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长飞光纤光缆

145.900

-7.900-5.14%

成交量：2,055.61万

成交额：30.47亿

市值：1,208.05亿

市盈率：163.93

高：154.200

开：145.700

低：143.000

收：153.800

52周最高：206.800

52周最低：12.042

股本：8.28亿

香港流通股本：4.22亿

量比：0.86

换手率：4.87%

股息：0.30

股息率：0.21%

每股收益(LYR):0.890

净资产收益率：3.89%

总资产收益率：2.00%

市净率：8.98

市盈率(LYR):163.93

市销率: 7.71

数据加载中...

总览公司新闻资讯公告

财报前瞻｜长飞光纤光缆本季度营收有望修复，机构观点偏乐观

长飞光纤光缆(06869)出现大手卖出4.2万股，成交价$151.5，涉资636.3万

阿斯达克财经

异动解读 | OFC大会释放AI算力需求强烈信号，长飞光纤光缆盘中大涨11.39%

港股光通信概念股逆势走强！长飞光纤光缆涨超8%，剑桥科技涨超5%

老虎资讯综合

长飞光纤光缆(06869)出现大手卖出3.55万股，成交价$147.0，涉资521.85万

阿斯达克财经

长飞光纤光缆(06869)出现大手卖出3.95万股，成交价$148.2，涉资585.39万

阿斯达克财经

异动解读 | OFC大会聚焦AI需求推动光通信发展，长飞光纤光缆盘中大涨5.21%

港股光通信概念股盘初走强，鸿腾精密涨超13%

老虎资讯综合

长飞光纤光缆(06869)出现大手卖出3.5万股，成交价$143.0，涉资500.5万

阿斯达克财经

港股长飞光纤光缆跌幅扩大至10%

每日经济新闻

长飞光纤光缆(06869)出现大手卖出5.9万股，成交价$155.0，涉资914.5万

阿斯达克财经

长飞光纤光缆(06869)拟出资3130万港元认购私募基金份额布局前沿科技领域

长飞光纤光缆(06869)：宋玮辞任独立非执行董事

“光谷板块”现涨停潮，长飞光纤、华工科技飙涨光谷诞生两家千亿市值领军企业

长飞光纤光缆(06869)出现大手卖出4.7万股，成交价$162.0，涉资761.4万

阿斯达克财经

海外科技观点更新：AI通胀催生新周期光纤&覆铜板涨价驱动业内公司业绩增长

每日卖空追踪 | 长飞光纤光缆 03月12日卖空量成交147.95万股，卖空比例为5.77%

“光谷板块”现涨停潮，长飞光纤跨入千亿市值

异动解读 | 南向资金减持，长飞光纤光缆盘中大跌5.12%

长飞光纤光缆(06869)出现大手买入3.15万股，成交价$166.0，涉资522.9万

阿斯达克财经

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| OFC大会释放AI算力需求强烈信号，长飞光纤光缆盘中大涨11.39%","url":"https://stock-news.laohu8.com/highlight/detail?id=1191414805","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1191414805?lang=zh_cn&edition=fundamental","pubTime":"2026-03-20 09:51","pubTimestamp":1773971463,"startTime":"0","endTime":"0","summary":"长飞光纤光缆今日盘中大涨11.39%，成为市场关注的焦点。本届大会释放了一个关键信号：人工智能算力需求的爆炸式增长，正在推动数据中心全面重构其光电网络架构，这为整个光通信产业链带来了巨大的增长预期。光通信龙头Lumentum预计，到2030年，光互连技术的全球潜在市场规模将从目前的约180亿美元大幅增长至900亿美元。此外，行业研究机构LightCounting上调了对800G和1.6T高速光模块出货量的预测，预计2026年800G光模块出货量将实现翻倍以上增长。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"3f3f080d571a62154d599035eeb208bc","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["06869"],"gpt_icon":0},{"id":"1195733783","title":"港股光通信概念股逆势走强！长飞光纤光缆涨超8%，剑桥科技涨超5%","url":"https://stock-news.laohu8.com/highlight/detail?id=1195733783","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1195733783?lang=zh_cn&edition=fundamental","pubTime":"2026-03-20 09:31","pubTimestamp":1773970307,"startTime":"0","endTime":"0","summary":"光通信概念股逆势走强，$长飞光纤光缆(06869)$涨超8%，$剑桥科技(06166)$涨超5%，$鸿腾精密(06088)$涨超4%，$汇聚科技(01729)$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":"497b6d6a0f0c9b46395fe7820ea7d78c","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":["BK4585","06869","BK4588","06166"],"gpt_icon":0},{"id":"2620115752","title":"长飞光纤光缆(06869)出现大手卖出3.55万股，成交价$147.0，涉资521.85万","url":"https://stock-news.laohu8.com/highlight/detail?id=2620115752","media":"阿斯达克财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2620115752?lang=zh_cn&edition=fundamental","pubTime":"2026-03-19 14:20","pubTimestamp":1773901200,"startTime":"0","endTime":"0","summary":"[大手成交]长飞光纤光缆(06869)在下午02:20出现大手卖出，成交量为3.55万，成交价为港币$147.0，涉资521.85万。至目前为止，股价跌5.886%，今日最高价为$154.8，而最低价为$145.0，总成交量为1.478千万股，总成交金额港币$22.073亿。","market":"sh","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20180416150431576_s.png","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20180416150431576_s.png"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAT2603197351/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/AAT2603197351/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":["LU0588546209.SGD","BK1149","LU0307460666.USD","06869","BK1523","SG9999006597.SGD","BK1506"],"gpt_icon":0},{"id":"2620281374","title":"长飞光纤光缆(06869)出现大手卖出3.95万股，成交价$148.2，涉资585.39万","url":"https://stock-news.laohu8.com/highlight/detail?id=2620281374","media":"阿斯达克财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2620281374?lang=zh_cn&edition=fundamental","pubTime":"2026-03-18 13:00","pubTimestamp":1773810000,"startTime":"0","endTime":"0","summary":"[大手成交]长飞光纤光缆(06869)在下午01:00出现大手卖出，成交量为3.95万，成交价为港币$148.2，涉资585.39万。至目前为止，股价升6.071%，今日最高价为$151.0，而最低价为$142.5，总成交量为1.458千万股，总成交金额港币$21.359亿。","market":"hk","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20180416150431576_s.png","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20180416150431576_s.png"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAT2603184555/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/AAT2603184555/aamm-all-category","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["SG9999006597.SGD","06869","LU0307460666.USD","BK1523","LU0588546209.SGD","BK1506","BK1149"],"gpt_icon":0},{"id":"1110495250","title":"异动解读 | OFC大会聚焦AI需求推动光通信发展，长飞光纤光缆盘中大涨5.21%","url":"https://stock-news.laohu8.com/highlight/detail?id=1110495250","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1110495250?lang=zh_cn&edition=fundamental","pubTime":"2026-03-18 10:40","pubTimestamp":1773801642,"startTime":"0","endTime":"0","summary":"长飞光纤光缆今日盘中大涨5.21%，引起了市场的广泛关注。消息面上，一年一度的光纤通信大会（OFC）正在洛杉矶举行，这个曾以电信行业为核心的顶级光学展会，如今已全面转向AI基础设施。康宁、思科、Arista Networks、诺基亚、Ciena等巨头齐聚，焦点高度集中于如何在更小的物理空间内塞入更高密度的光纤，以满足AI数据中心对带宽和低延迟的需求。这场重塑AI基础设施的光学革命正在悄然提速，市场预期AI需求的爆发将推动整个光通信产业链的发展。作为光通信领域的重要参与者，长飞光纤光缆因此受到市场资金的关注和追捧。","market":"nz","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["06869"],"gpt_icon":0},{"id":"1184693642","title":"港股光通信概念股盘初走强，鸿腾精密涨超13%","url":"https://stock-news.laohu8.com/highlight/detail?id=1184693642","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1184693642?lang=zh_cn&edition=fundamental","pubTime":"2026-03-18 09:36","pubTimestamp":1773797782,"startTime":"0","endTime":"0","summary":"光通信概念股盘初走强，$鸿腾精密(06088)$涨超13%，$长飞光纤光缆(06869)$、$汇聚科技(01729)$涨超4%，$剑桥科技(06166)$涨近3%。","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":"712bf83e83d0217becf25bc53692cd6f","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","06088","01729","BK4588","BK4585"],"gpt_icon":0},{"id":"2620417439","title":"长飞光纤光缆(06869)出现大手卖出3.5万股，成交价$143.0，涉资500.5万","url":"https://stock-news.laohu8.com/highlight/detail?id=2620417439","media":"阿斯达克财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2620417439?lang=zh_cn&edition=fundamental","pubTime":"2026-03-17 11:54","pubTimestamp":1773719640,"startTime":"0","endTime":"0","summary":"[大手成交]长飞光纤光缆(06869)在上午11:54出现大手卖出，成交量为3.5万，成交价为港币$143.0，涉资500.5万。至目前为止，股价跌10.2%，今日最高价为$159.5，而最低价为$142.2，总成交量为1.676千万股，总成交金额港币$24.733亿。","market":"other","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20180205145550868_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20180205145550868_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAT2603176925/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/AAT2603176925/aamm-all-category","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["LU0588546209.SGD","BK1523","LU0307460666.USD","SG9999006597.SGD","06869","BK1149","BK1506"],"gpt_icon":0},{"id":"2620414826","title":"港股长飞光纤光缆跌幅扩大至10%","url":"https://stock-news.laohu8.com/highlight/detail?id=2620414826","media":"每日经济新闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2620414826?lang=zh_cn&edition=fundamental","pubTime":"2026-03-17 10:40","pubTimestamp":1773715208,"startTime":"0","endTime":"0","summary":"港股长飞光纤光缆跌幅扩大至10%","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202603173674270823.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/202603173674270823.html","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":"stock_eastmoney","symbols":["LU0307460666.USD","06869","SG9999006597.SGD","BK1506","BK4588","BK1149","LU0588546209.SGD","VXUS","BK4585","BK1523"],"gpt_icon":0},{"id":"2619331364","title":"长飞光纤光缆(06869)出现大手卖出5.9万股，成交价$155.0，涉资914.5万","url":"https://stock-news.laohu8.com/highlight/detail?id=2619331364","media":"阿斯达克财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2619331364?lang=zh_cn&edition=fundamental","pubTime":"2026-03-16 11:20","pubTimestamp":1773631200,"startTime":"0","endTime":"0","summary":"[大手成交]长飞光纤光缆(06869)在上午11:20出现大手卖出，成交量为5.9万，成交价为港币$155.0，涉资914.5万。至目前为止，股价跌2.39%，今日最高价为$166.8，而最低价为$155.0，总成交量为949.027万股，总成交金额港币$15.187亿。","market":"hk","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20180205145554547_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20180205145554547_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAT2603165390/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/AAT2603165390/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":["06869","LU0588546209.SGD","BK1506","LU0307460666.USD","BK1523","SG9999006597.SGD","BK1149"],"gpt_icon":0},{"id":"2619970531","title":"长飞光纤光缆(06869)拟出资3130万港元认购私募基金份额 布局前沿科技领域","url":"https://stock-news.laohu8.com/highlight/detail?id=2619970531","media":"智通财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2619970531?lang=zh_cn&edition=fundamental","pubTime":"2026-03-13 21:01","pubTimestamp":1773406873,"startTime":"0","endTime":"0","summary":"FutureTech Stars Investment Limited 作为普通合伙人，持有私募基金合伙份额2%;公司拟以自有资金认缴出资港币3130万元，作为有限合伙人持有私募基金合伙份额的约20.17 %。FutureTech Stars 聚焦下一代信息技术、先进制造、新能源、新材料、生命科技等核心技术领域，开展对早期科创企业的股权投资。长飞国际投资公司参与认购私募基金有限合伙份额，旨在借助专业投资机构在股权投资领域的资源与优势，拓宽投资渠道。","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/1413862.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU0588546209.SGD","BK1506","BK1523","BK1149","06869","LU0307460666.USD","SG9999006597.SGD"],"gpt_icon":1},{"id":"2619930197","title":"长飞光纤光缆(06869)：宋玮辞任独立非执行董事","url":"https://stock-news.laohu8.com/highlight/detail?id=2619930197","media":"智通财经","labels":["executive"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2619930197?lang=zh_cn&edition=fundamental","pubTime":"2026-03-13 20:54","pubTimestamp":1773406467,"startTime":"0","endTime":"0","summary":"智通财经APP讯，长飞光纤光缆(06869)发布公告，长飞光纤光缆股份有限公司(本公司)董事会宣布(i)宋玮先生(宋先生)提呈辞任独立非执行董事及董事会的审计委员会成员的职务，以及(ii)滕斌圣先生(滕先生)提呈辞任独立非执行董事及董事会的提名及薪酬委员会及战略委员会成员的职务，因其各自任期已达中国证券监督管理委员会颁布《上市公司独立董事管理办法》及其他适用法规所订的法定上限。","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/1413855.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"executive","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["06869","BK1523","LU0588546209.SGD","BK1149","SG9999006597.SGD","LU0307460666.USD","BK1506"],"gpt_icon":0},{"id":"2619981911","title":"“光谷板块”现涨停潮，长飞光纤、华工科技飙涨 光谷诞生两家千亿市值领军企业","url":"https://stock-news.laohu8.com/highlight/detail?id=2619981911","media":"武汉金融","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2619981911?lang=zh_cn&edition=fundamental","pubTime":"2026-03-13 16:44","pubTimestamp":1773391456,"startTime":"0","endTime":"0","summary":"3月10日，“光谷板块”迎来涨停潮。更为可喜的是，随着“光谷板块”的持续飙涨，长飞光纤、华工科技的市值双双迈过千亿大关，光谷进入拥有两家千亿市值公司的时代。截至3月10日收盘，长飞光纤A股报收233.1元、H股报收176.8元，总市值逼近1700亿元。其中，长飞光纤在光纤光缆领域已连续十年位居全球第一，华工科技在光电子信息领域创下70多个“中国第一”，中国信科集团手握数千项6G专利。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260313172852a6bd4626&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260313172852a6bd4626&s=b","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":"tencent","symbols":["06869","BK1523","LU0588546209.SGD","BK1149","SG9999006597.SGD","LU0307460666.USD","BK1506"],"gpt_icon":1},{"id":"2619152578","title":"长飞光纤光缆(06869)出现大手卖出4.7万股，成交价$162.0，涉资761.4万","url":"https://stock-news.laohu8.com/highlight/detail?id=2619152578","media":"阿斯达克财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2619152578?lang=zh_cn&edition=fundamental","pubTime":"2026-03-13 11:14","pubTimestamp":1773371640,"startTime":"0","endTime":"0","summary":"[大手成交]长飞光纤光缆(06869)在上午11:14出现大手卖出，成交量为4.7万，成交价为港币$162.0，涉资761.4万。至目前为止，股价升2.402%，今日最高价为$167.8，而最低价为$155.5，总成交量为1.217千万股，总成交金额港币$19.808亿。","market":"fut","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20180205145552499_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20180205145552499_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAT2603135195/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/AAT2603135195/aamm-all-category","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["06869","LU0588546209.SGD","LU0307460666.USD","SG9999006597.SGD","BK1523","BK1149","BK1506"],"gpt_icon":0},{"id":"2619196339","title":"海外科技观点更新：AI通胀催生新周期 光纤&覆铜板涨价驱动业内公司业绩增长","url":"https://stock-news.laohu8.com/highlight/detail?id=2619196339","media":"光大证券","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2619196339?lang=zh_cn&edition=fundamental","pubTime":"2026-03-13 00:00","pubTimestamp":1773331200,"startTime":"0","endTime":"0","summary":"事件：光纤光缆价格自2026 年初开始持续大幅上涨，运营商集采光缆成交价持续走高。根据“光纤在线”数据，截至3 月4 日，各型号光纤价格超预期，G.652.D单模光纤价格由元旦前的18 元/芯公里上涨至85-120/芯公里；G.657.A2 价格由元旦前的35 元/芯公里上涨至210-230/芯公里。由于光纤光缆价格持续上涨，光纤光缆供应商在面对最高限价与市场报价倒挂的运营商集采项目时，竞标意愿不足，致使多个项目流标。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260313183623a466982c&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, 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16:30","pubTimestamp":1773304239,"startTime":"0","endTime":"0","summary":"长飞光纤光缆北京时间03月12日，跌3.54%，卖空量成交147.95万股，较上一交易日减少55.89%更多个股卖空数据请看下面视窗：卖空数据是观测市场多空博弈的关键指标：短期可反映市场情绪，高卖空比例预示看空预期，但极端值可能触发轧空反弹；长期结合基本面恶化则预警下行风险。需注意其局限性：卖空行为包含对冲需求，未必单纯看空；机构可能通过衍生品做空未体现在数据中，且散户跟风易扭曲信号。股市有风险，请谨慎决策。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260312163608a6ba5341&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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15:07","pubTimestamp":1773299254,"startTime":"0","endTime":"0","summary":"3月10日，“光谷板块”迎来涨停潮。更为可喜的是，随着“光谷板块”的持续飙涨，长飞光纤、华工科技的市值双双迈过千亿大关，湖北进入拥有两家千亿市值公司的时代。截至3月10日收盘，长飞光纤A股报收233.1元、H股报收176.8元，总市值逼近1700亿元。其中，长飞光纤在光纤光缆领域已连续多年位居全球前列，华工科技在光电子信息领域创下多项前沿成果，中国信科集团手握数千项6G专利。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260312151030a46334ad&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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13:29","pubTimestamp":1773293353,"startTime":"0","endTime":"0","summary":"长飞光纤光缆今日盘中股价大跌5.12%，引起了市场的关注。消息面上，根据相关报道，南向资金近期持续减持长飞光纤光缆。数据显示，仅3月11日，南向资金就减持了该公司258.13万股。在近5个交易日股价上涨10.07%的背景下，港股通累计减持了661.47万股；而在近20个交易日股价大幅上涨80.62%的过程中，港股通累计减持量更高达1827.25万股。这种在股价上涨过程中的持续资金流出，可能引发了投资者的获利了结情绪，从而对股价造成了压力。资金流向数据显示，该股近期面临一定的卖压。市场分析认为，在股价经历前期显著上涨后，部分资金选择离场，可能是导致此次盘中调整的主要原因之一。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"ad1815799f896b4b5b5b056c1ae84f2b","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["06869"],"gpt_icon":0},{"id":"2618905453","title":"长飞光纤光缆(06869)出现大手买入3.15万股，成交价$166.0，涉资522.9万","url":"https://stock-news.laohu8.com/highlight/detail?id=2618905453","media":"阿斯达克财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2618905453?lang=zh_cn&edition=fundamental","pubTime":"2026-03-12 10:05","pubTimestamp":1773281100,"startTime":"0","endTime":"0","summary":"[大手成交]长飞光纤光缆(06869)在上午10:05出现大手买入，成交量为3.15万，成交价为港币$166.0，涉资522.9万。至目前为止，股价升1.098%，今日最高价为$179.0，而最低价为$161.1，总成交量为1.106千万股，总成交金额港币$18.874亿。","market":"other","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20180126132515779_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20180126132515779_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAT2603124062/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/AAT2603124062/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":["LU0588546209.SGD","LU0307460666.USD","SG9999006597.SGD","BK1506","BK1149","BK1523","06869"],"gpt_icon":0}],"pageSize":20,"totalPage":20,"pageCount":1,"totalSize":400,"code":"91000000","status":"200"}]}}