光通訊
光通訊概念板塊聚焦以光為媒介的高速傳輸與互連，核心賽道涵蓋光纖光纜、光模組/矽光子、相干傳輸及資料中心互連等。該板塊總市值為 2538.84 billion USD，24h 漲跌幅 -2.02%，21 檔中，1 檔上漲 (4.76%)，20 檔下跌 (95.24%)。領漲個股為 博通– (AVGO)，24h 漲幅為 +0.09%。該板塊面臨輕微壓力，市場廣度疲弱且領導股集中。回調時偏好以高品質指標股作為戰術性進場；中期則應將敞口與盈利動能及利率走向相匹配。
名稱 | 最新價 | 漲跌幅 | 最新價 / 漲跌幅 | 走勢圖 | 價格區間 | 操作 |
|---|---|---|---|---|---|---|
 AVGO博通– | 383.76$12,405.92 | +0.10%+$13.25 | 383.76 +0.10% | $12,127.91$12,432.43 | ||
 GLW康寧 | 121.18$3,917.42 | -15.37%-$711.52 | 121.18 -15.37% | $3,730.89$4,628.95 | ||
 MRVL邁威爾科技– | 178.60$5,773.70 | -5.64%-$345.26 | 178.60 -5.64% | $5,456.52$6,149.30 | ||
 LITELumentum Holdings– | 655.04$21,175.67 | -7.99%-$1,840.07 | 655.04 -7.99% | $19,703.50$23,282.44 | ||
 COHRCoherent | 244.31$7,897.88 | -9.95%-$873.00 | 244.31 -9.95% | $7,430.11$8,770.40 | ||
 CIENCiena | 344.78$11,145.81 | -8.60%-$1,049.34 | 344.78 -8.60% | $10,664.45$12,195.15 | ||
 NOK諾基亞 | 8.94$289.01 | -3.27%-$9.70 | 8.94 -3.27% | $280.92$299.67 | ||
 APHAmphenol | 144.44$4,669.36 | -3.25%-$157.43 | 144.44 -3.25% | $4,539.72$4,841.01 | ||
 AAOIApplied Optoelectronics | 89.07$2,879.39 | -8.89%-$281.20 | 89.07 -8.89% | $2,672.50$3,170.66 | ||
 CRDOCredo– | 198.05$6,402.42 | -4.93%-$332.32 | 198.05 -4.93% | $6,012.55$6,783.24 | ||
 ALABAstera Labs– | 266.59$8,618.13 | -5.56%-$507.50 | 266.59 -5.56% | $8,172.99$9,202.61 | ||
 FNFabrinet | 448.12$14,486.51 | -4.84%-$737.39 | 448.12 -4.84% | $14,106.99$15,291.14 | ||
 AXTIAXT | 43.02$1,390.72 | -10.15%-$157.11 | 43.02 -10.15% | $1,289.54$1,570.46 | ||
 TSEM高塔半導體 | 207.25$6,699.83 | -7.52%-$545.36 | 207.25 -7.52% | $6,489.38$7,245.19 | ||
 MXLMaxLinear– | 59.98$1,938.99 | -7.48%-$156.79 | 59.98 -7.48% | $1,852.40$2,125.84 | ||
 VIAVViavi Solutions– | 35.31$1,141.48 | -7.44%-$91.81 | 35.31 -7.44% | $1,091.69$1,233.29 | ||
 GFS格羅方德– | 49.79$1,609.58 | -6.20%-$106.70 | 49.79 -6.20% | $1,580.48$1,716.26 | ||
 POETPOET Technologies– | 6.73$217.56 | -5.27%-$12.28 | 6.73 -5.27% | $204.96$229.50 | ||
 LUMNLumen Technologies, Inc. | 6.14$198.49 | -1.83%-$3.88 | 6.14 -1.83% | $192.35$202.37 | ||
 HIMX奇景光電股份有限公司 | 12.07$390.19 | -5.11%-$21.01 | 12.07 -5.11% | $375.00$411.20 |