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 2600.59 billion USD，24h 漲跌幅 -0.37%，21 檔中，5 檔上漲 (23.81%)，16 檔下跌 (76.19%)。領漲個股為 AXT (AXTI)，24h 漲幅為 +3.15%。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– | 384.29$12,433.66 | +0.64%+$80.24 | 384.29 +0.64% | $12,208.15$12,443.05 | ||
 MRVL邁威爾科技– | 190.25$6,155.52 | -2.04%-$128.45 | 190.25 -2.04% | $5,979.51$6,268.76 | ||
 LITELumentum Holdings– | 720.11$23,299.09 | -5.64%-$1,395.14 | 720.11 -5.64% | $22,679.81$23,498.07 | ||
 GLW康寧 | 142.25$4,602.48 | -3.00%-$142.40 | 142.25 -3.00% | $4,490.54$4,650.69 | ||
 NOK諾基亞 | 9.19$297.34 | +1.37%+$4.21 | 9.19 +1.37% | $290.55$297.34 | ||
 COHRCoherent | 267.88$8,667.23 | -5.19%-$475.29 | 267.88 -5.19% | $8,351.45$8,843.89 | ||
 CRDOCredo– | 209.77$6,787.09 | -1.73%-$119.70 | 209.77 -1.73% | $6,483.90$6,843.10 | ||
 ALABAstera Labs– | 284.84$9,215.97 | -2.19%-$207.10 | 284.84 -2.19% | $8,780.15$9,297.83 | ||
 AAOIApplied Optoelectronics | 98.09$3,173.69 | -2.09%-$67.90 | 98.09 -2.09% | $3,049.13$3,192.46 | ||
 MXLMaxLinear– | 65.63$2,123.45 | -8.25%-$191.22 | 65.63 -8.25% | $2,016.68$2,129.28 | ||
 APHAmphenol | 149.66$4,842.23 | -1.99%-$98.68 | 149.66 -1.99% | $4,772.02$4,907.27 | ||
 CIENCiena | 375.37$12,145.06 | -3.94%-$498.30 | 375.37 -3.94% | $11,854.19$12,185.50 | ||
 TSEM高塔半導體 | 223.36$7,226.79 | -4.27%-$322.90 | 223.36 -4.27% | $6,972.16$7,361.06 | ||
 FNFabrinet | 473.18$15,309.69 | -0.63%-$98.04 | 473.18 -0.63% | $14,858.02$15,327.81 | ||
 AXTIAXT | 48.73$1,576.65 | +3.15%+$48.21 | 48.73 +3.15% | $1,480.24$1,576.65 | ||
 GFS格羅方德– | 53.10$1,718.00 | -0.74%-$12.90 | 53.10 -0.74% | $1,668.22$1,719.02 | ||
 VIAVViavi Solutions– | 38.20$1,236.00 | -3.31%-$42.38 | 38.20 -3.31% | $1,203.93$1,259.25 | ||
 LUMNLumen Technologies, Inc. | 6.26$202.54 | -1.26%-$2.59 | 6.26 -1.26% | $198.01$204.81 | ||
 POETPOET Technologies– | 7.07$228.75 | +2.68%+$6.15 | 7.07 +2.68% | $220.98$230.04 | ||
 LWLGLightwave Logic, Inc. | 6.02$194.78 | -0.41%-$0.97 | 6.02 -0.41% | $188.63$197.69 |