消息面上，隔夜英伟达昨晚收涨3.62%报每股180美元，再创收盘新高。国金证券近日研报指出，海外 AI产业链业绩及资本开支超预期，AI算力硬件需求持续强劲。全球AI产业链公司陆续公布2025Q2业 绩，很多公司AI业绩超预期，Meta及微软也发布了超预期的Q2业绩，并对2026年资本开支展望乐观。 值得注意的是，长飞光纤光缆近期公告指出，公司注意到近期市场对算力数据中心相关光纤光缆产品， 尤其是空芯光纤关注度较高。与数据中心相关的光纤光缆产品占全球光纤光缆需求总量的比例较小， 其中，空芯光纤作为行业前沿产品，其应用目前仍处于早期阶段，尚未形成规模销售、尚未形成稳定的 价格及利润水平。空芯光纤从早期试用验证到规模商用仍需产品及产业链进一步成熟，目前相 关业务 尚未对公司财务数据产生明显影响，后续发展存在不确定性。 智通财经APP获悉，长飞光纤光缆(06869)涨超6%，近一个月股价累涨超五成，公司A股今日涨停。截 至发稿，涨6.21%，报30.46港元，成交额11.87亿港元。 ...

Group 1 - The core point of the article is that Draka Comteq B.V. has reduced its stake in Changfei Optical Fiber (601869) from 15.00% to 10.00% through a sale of 37,595,255 H-shares, representing 5.00% of the total share capital after excluding shares in the repurchase account [1] - On August 4, shareholders transferred shares worth HKD 422 million from the Hong Kong Stock Connect (Shanghai) to BNP Paribas, accounting for 4.47% of the total shares [1]

长飞光纤光缆公布，Draka Comteq B.V.于 2025 年 7 月 29 日通过香港联交所大宗交易方式出售上市公司 37,595,255 股 H 股股份，占上市公司剔除回购专用证券账户中股份数量后的总股本的 5.00%。本次权益 变动后，Draka Comteq B.V.持有上市公司股份比例由 15.00%下降至 10.00%。 智通财经APP获悉，香港联交所最新资料显示，8月4日，长飞光纤光缆(06869)股东将股票由港股通(沪) 转入法国巴黎银行，转仓市值4.22亿港元，占比4.47%。 ...

Core Viewpoint - Huatai Securities released a report indicating that the A-share market is entering a period of increased volatility due to key domestic and international events, with a focus on sectors that show potential for rebound and sustained performance [1] Market Analysis - The market experienced a contraction in trading volume due to fluctuations in the US dollar index and policy expectations, but the selling pressure is considered manageable [1] - The current profit-making effect has reverted to levels seen in mid-July, suggesting a potential stabilization in the market [1] Sector Focus - Key sectors identified for rebound potential include AI, capacity clearance, and self-controllable technologies, which are expected to show continuous improvement in performance [1] - Investment strategies should focus on sectors with high dividend yield and potential for recovery, such as white goods, storage chips, optical fiber cables, chlor-alkali, aviation equipment, intelligent driving, and robotics [1] Strategic Recommendations - The report suggests an overweight allocation in large financials, innovative pharmaceuticals, and military industries to capitalize on growth opportunities [1]

华泰证券策略团队最新研报指出，上周进入海内外关键事件频发的"超级周"，后半周在美元指数、政策 预期扰动下，市场缩量调整，但考虑到目前赚钱效应已回调至7月中旬位置、市场抛压相对可控，短期 A股或进入波动率放大的平台期，局部热点活跃或为基准情形。结合题材容量、补涨空间、业绩持续性 分析，目前具备补涨逻辑且景气改善持续性的板块主要集中于AI、产能出清及自主可控方向。配置 上，把握赔率思维，关注白色家电等跌出股息率性价比的稳健及潜力高股息品种及Q2业绩回升且具备 补涨逻辑的方向，如存储芯片、光纤光缆、氯碱、航空装备、 智能驾驶、机器人等。战略上超配大金 融、创新药、军工。 ...

Group 1 - The core viewpoint of the news highlights that US tech stocks have significantly exceeded expectations, leading to a surge in AI-related industries in Hong Kong and A-shares [1] - Longxin Fiber's stock in Hong Kong surged nearly 19%, reaching a seven-year high, while its A-share hit the limit up, achieving a two-day consecutive rise [1] - Over the past three trading days, Longxin Fiber's A-shares have accumulated a rise of over 32%, while its Hong Kong shares have increased by nearly 50% [1] Group 2 - Since February of last year, Longxin Fiber's Hong Kong shares have increased by over 336%, rising from a low of 6.442 HKD to a high of 30.25 HKD [2] - Longxin Fiber reported a revenue of 12.197 billion CNY last year, a year-on-year decrease of approximately 8.65%, and a net profit of about 676 million CNY, down approximately 47.91% year-on-year [7] - However, in the first quarter of this year, Longxin Fiber's performance improved, with revenue of 2.894 billion CNY, a year-on-year increase of 21.23%, and a net profit of 125 million CNY, a year-on-year increase of 161.91% [8] Group 3 - Longxin Fiber indicated that the hollow fiber technology is still in the early stages of commercialization, with no significant impact on financial data yet [11] - Corning, a global leader in fiber optics, reported a strong performance in its second-quarter earnings, with optical communications revenue of 1.57 billion USD, a year-on-year increase of 41% [12] - The "Scale-up" opportunity in optical communications is expected to further open growth space for the industry, with significant investment opportunities in the AI computing power supply chain [16]

Core Viewpoint - The stock of Changfei Optical Fiber Co., Ltd. experienced an abnormal trading fluctuation, with a cumulative closing price increase of over 20% from July 28 to July 30, 2025, prompting the company to clarify its operational status and confirm no undisclosed significant information [2][4]. Group 1: Stock Trading Abnormality - The company's stock price increased by over 20% in three consecutive trading days, which is classified as an abnormal trading fluctuation according to the Shanghai Stock Exchange rules [2][4]. - The company conducted a self-examination and confirmed that there are no undisclosed significant matters affecting the stock price, including major asset restructuring or significant transactions [6][8]. Group 2: Operational Performance - The company reported that its daily operations are normal, but the global optical fiber and cable market continues to face weak demand and declining average prices [5]. - For the fiscal year 2024, the company recorded an operating revenue of approximately RMB 12.197 billion, a year-on-year decrease of about 8.65%, and a net profit attributable to shareholders of approximately RMB 676 million, down approximately 47.91% year-on-year [5]. Group 3: Market Sentiment and Product Focus - There has been increased market attention on optical fiber and cable products related to computing power data centers, particularly on hollow-core fibers, although their market share remains small [7]. - The application of hollow-core fibers is still in the early stages, lacking stable sales and profit levels, and has not yet significantly impacted the company's financial data [8].

Group 1 - The company's stock experienced an abnormal trading fluctuation, with a cumulative price deviation exceeding 20% from July 28 to July 30, 2025 [1][4] - The company's operational performance remains normal, but the global fiber optic cable market is facing weak demand and declining average prices, leading to a revenue decrease of approximately 8.65% year-on-year to about RMB 12.197 billion in 2024 [1][2] - The net profit attributable to shareholders for 2024 is approximately RMB 676 million, representing a year-on-year decline of about 47.91% [1][2] Group 2 - The company confirmed that there are no significant undisclosed matters affecting the stock's trading fluctuations, including major asset restructuring or significant business collaborations [2][3] - Recent market interest has been noted in fiber optic products related to data centers, particularly hollow-core fibers, although these products currently represent a small portion of global demand and are still in early-stage applications [2] - The company’s board of directors has stated that there are no undisclosed matters that could significantly impact the stock price, and previous disclosures do not require correction or supplementation [3]

长飞光纤光缆(06869.HK)发布公告，公司股票于2025年7月28日至2025年7月30日连续三个交易日收盘价 格涨幅偏离值累计超过20%，根据《上海证券交易所交易规则》的有关规定，属于股票交易异常波动情 形。 本文源自：金融界AI电报 ...

长飞光纤（601869）光缆(06869)公布，Draka Comteq B.V.于2025年7月29日通过香港联交所大宗交易方 式出售上市公司37,595,255股H股股份，占上市公司剔除回购专用证券账户中股份数量后的总股本的 5.00%。 本次权益变动后，Draka Comteq B.V.持有上市公司股份比例由15.00%下降至10.00%。 ...