光通信
光通信概念板块聚焦以光纤与光电子技术实现超高速、低时延信息传输。核心赛道涵盖光纤光缆、光器件与光模块、相干/硅光、数据中心互联及5G承载。板块总市值达 2577.62 billion USD，24h 涨跌幅 -0.36%，21 个标的中上涨 8 个（占比 38.10%），下跌 12 个（占比 57.14%）。领涨个股为 Lumentum Holdings (LITE)，24h 涨幅 +3.14%。整体市场风险偏好转向避险；短期内保持轻仓。逢回调逐步吸纳与 AI/400G 相关的优质龙头股，入场时机应与盈利清晰度和宏观利率走向相匹配。
名称 | 最新价 | 涨跌幅 | 最新价 / 涨跌幅 | 走势图 | 价格区间 | 操作 |
|---|---|---|---|---|---|---|
 AVGO博通公司 | 373.73¥2,534.00 | -0.28%-¥7.32 | 373.73 -0.28% | ¥2,474.88¥2,562.89 | ||
 MRVL迈威尔科技 | 190.21¥1,289.68 | +0.95%+¥12.14 | 190.21 +0.95% | ¥1,250.90¥1,289.68 | ||
 LITELumentum Holdings | 729.21¥4,944.26 | +3.23%+¥154.86 | 729.21 +3.23% | ¥4,694.07¥4,983.72 | ||
 GLW康宁公司 | 156.53¥1,061.32 | -1.22%-¥13.15 | 156.53 -1.22% | ¥1,031.42¥1,074.41 | ||
 NOK诺基亚公司 | 10.20¥69.20 | -1.59%-¥1.15 | 10.20 -1.59% | ¥68.28¥70.31 | ||
 CRDOCredo 科技集团 | 202.29¥1,371.59 | -2.80%-¥39.53 | 202.29 -2.80% | ¥1,310.29¥1,421.63 | ||
 COHRCoherent 公司 | 280.73¥1,903.43 | +1.40%+¥26.31 | 280.73 +1.40% | ¥1,822.88¥1,910.62 | ||
 ALABAstera Labs | 308.67¥2,092.88 | -3.48%-¥75.46 | 308.67 -3.48% | ¥2,021.55¥2,177.22 | ||
 APH安费诺公司 | 152.34¥1,032.91 | -0.54%-¥5.63 | 152.34 -0.54% | ¥1,009.60¥1,043.42 | ||
 AAOI应用光电公司 | 101.99¥691.52 | +1.68%+¥11.46 | 101.99 +1.68% | ¥661.89¥702.51 | ||
 CIENCiena 网络系统公司 | 378.87¥2,568.85 | -2.52%-¥66.40 | 378.87 -2.52% | ¥2,538.82¥2,659.90 | ||
 TSEMTower 半导体公司 | 229.88¥1,558.66 | -3.40%-¥54.99 | 229.88 -3.40% | ¥1,505.29¥1,631.07 | ||
 AXTIAXT 半导体材料公司 | 46.80¥317.30 | +2.76%+¥8.54 | 46.80 +2.76% | ¥302.81¥320.30 | ||
 FNFabrinet 光通信制造公司 | 468.61¥3,177.32 | +1.83%+¥57.29 | 468.61 +1.83% | ¥3,102.80¥3,203.96 | ||
 MXLMaxLinear 通信芯片公司 | 73.03¥495.17 | -1.86%-¥9.42 | 73.03 -1.86% | ¥478.70¥518.00 | ||
 VIAVViavi Solutions 网络测试设备公司 | 38.05¥257.99 | +2.97%+¥7.50 | 38.05 +2.97% | ¥247.28¥259.89 | ||
 GFS格芯半导体 | 58.32¥395.43 | +0.03%+¥0.14 | 58.32 +0.03% | ¥382.82¥396.11 | ||
 POETPOET Technologies | 7.54¥51.12 | -1.82%-¥0.95 | 7.54 -1.82% | ¥49.84¥52.07 | ||
 LUMNLumen Technologies, Inc. | 6.24¥42.31 | -1.34%-¥0.61 | 6.24 -1.34% | ¥42.31¥43.12 | ||
 HIMX奇景光电股份有限公司 | 12.89¥87.40 | 0.00%¥0.00 | 12.89 0.00% | ¥84.14¥88.55 |