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光通信板块领跑标普500，三只光模块股跻身十大牛股
2026年以来，光通信成为AI交易热门主题，光模块股Lumentum、Ciena和康宁表现突出，均跻身标普500指数年内十大牛股，股价翻倍。康宁与英伟达合作推动股价大幅上涨。
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光模块CPO大幅回调，资金借道高“光”159363大举吸筹！机构：算力需求强劲，持续看好AI
05-19
异动解读｜应用光电盘中下跌5.97%，Q1业绩不及预期叠加光通信板块持续回调
05-18
三只光通信龙头，均跻身标普500指数年内十大牛股
05-18
存储之后看光通信：标普500今年十大牛股，三只来自光模块
05-18
红绿跳跳糖
红绿跳跳糖
·
08-04
光模块再度引爆行情！AI 算力的核心赛道又燃了
今天光模块、CPO 板块集体爆发。东山精密涨停，联讯仪器、光库科技等多股涨幅突破 10%，“易中天”三巨头天孚通信、新易盛、中际旭创同步大涨超 10%。 行情催化很清晰：英伟达全新平台落地加速硅光子普及，叠加 800G、1.6T 光模块需求持续爆发。像中际旭创订单饱满，订单已经覆盖 2026 全年，甚至延伸至 2027 年。 本轮上涨是 AI 算力扩张带来长期硬件刚需。不少人感慨，不久前板块还深度回调，不少个股跌得让人恐慌，如今又强势反弹。这正好印证一个道理：优质赛道总会伴随剧烈波动，短期情绪杀跌不等于逻辑终结。能不能长期拿，核心还是盯紧订单、需求这些硬核基本面。 关注跳跳糖，持续跟踪拆解算力产业链的后续变化。
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编组 21备份 2
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光模块再度引爆行情！AI 算力的核心赛道又燃了
红绿跳跳糖
红绿跳跳糖
·
08-04
光模块再度引爆行情！AI 算力的核心赛道又燃了
今天光模块、CPO 板块集体爆发。东山精密涨停，联讯仪器、光库科技等多股涨幅突破 10%，“易中天”三巨头天孚通信、新易盛、中际旭创同步大涨超 10%。 行情催化很清晰：英伟达全新平台落地加速硅光子普及，叠加 800G、1.6T 光模块需求持续爆发。像中际旭创订单饱满，订单已经覆盖 2026 全年，甚至延伸至 2027 年。 本轮上涨是 AI 算力扩张带来长期硬件刚需。不少人感慨，不久前板块还深度回调，不少个股跌得让人恐慌，如今又强势反弹。这正好印证一个道理：优质赛道总会伴随剧烈波动，短期情绪杀跌不等于逻辑终结。能不能长期拿，核心还是盯紧订单、需求这些硬核基本面。 关注跳跳糖，持续跟踪拆解算力产业链的后续变化。
看
383
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编组 21备份 2
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光模块再度引爆行情！AI 算力的核心赛道又燃了
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