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 2567.07 billion USD，24h 漲跌幅 -1.63%，21 檔中，2 檔上漲 (9.52%)，19 檔下跌 (90.48%)。領漲個股為 AXT (AXTI)，24h 漲幅為 +0.40%。整體呈現風險避險（risk-off），盤面廣度疲弱且缺乏領頭股。短期內避免追高；中期則在財報公布後及利率指引更明確時，於回調時加碼具備穩健現金創造能力的優質領導股。
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– | 380.53$12,312.01 | -0.33%-$41.41 | 380.53 -0.33% | $12,208.15$12,452.75 | ||
 MRVL邁威爾科技– | 186.39$6,030.63 | -4.03%-$253.34 | 186.39 -4.03% | $5,979.51$6,414.36 | ||
 LITELumentum Holdings– | 703.81$22,771.70 | -7.78%-$1,922.53 | 703.81 -7.78% | $22,771.70$25,173.41 | ||
 GLW康寧 | 139.30$4,507.00 | -5.01%-$237.81 | 139.30 -5.01% | $4,490.54$4,882.68 | ||
 NOK諾基亞 | 8.98$290.55 | -0.93%-$2.91 | 8.98 -0.93% | $290.55$298.31 | ||
 COHRCoherent | 258.33$8,358.24 | -8.57%-$784.28 | 258.33 -8.57% | $8,358.24$9,366.10 | ||
 CRDOCredo– | 202.80$6,561.60 | -4.99%-$345.23 | 202.80 -4.99% | $6,483.90$7,040.10 | ||
 ALABAstera Labs– | 275.98$8,929.31 | -5.23%-$493.74 | 275.98 -5.23% | $8,780.15$9,703.56 | ||
 AAOIApplied Optoelectronics | 95.84$3,100.89 | -4.34%-$140.74 | 95.84 -4.34% | $3,049.13$3,330.61 | ||
 MXLMaxLinear– | 62.91$2,035.45 | -12.06%-$279.22 | 62.91 -12.06% | $2,016.68$2,341.20 | ||
 APHAmphenol | 148.10$4,791.80 | -3.01%-$149.16 | 148.10 -3.01% | $4,772.02$5,017.60 | ||
 CIENCiena | 366.69$11,864.22 | -6.16%-$779.11 | 366.69 -6.16% | $11,864.22$12,775.66 | ||
 TSEM高塔半導體 | 217.34$7,032.01 | -6.85%-$518.00 | 217.34 -6.85% | $7,026.51$7,841.53 | ||
 AXTIAXT | 47.45$1,535.24 | +0.44%+$6.79 | 47.45 +0.44% | $1,480.24$1,599.95 | ||
 FNFabrinet | 460.54$14,900.73 | -3.29%-$507.00 | 460.54 -3.29% | $14,858.02$15,822.00 | ||
 GFS格羅方德– | 51.76$1,674.69 | -3.24%-$56.30 | 51.76 -3.24% | $1,668.22$1,762.05 | ||
 VIAVViavi Solutions– | 37.38$1,209.43 | -5.39%-$68.92 | 37.38 -5.39% | $1,203.93$1,315.23 | ||
 POETPOET Technologies– | 6.91$223.57 | +0.29%+$0.65 | 6.91 +0.29% | $221.63$230.04 | ||
 LUMNLumen Technologies, Inc. | 6.18$199.95 | -2.52%-$5.18 | 6.18 -2.52% | $199.95$208.37 | ||
 LWLGLightwave Logic, Inc. | 5.91$191.22 | -2.23%-$4.53 | 5.91 -2.23% | $189.28$203.19 |