剑桥科技今日盘中大涨5.13%，引起了市场的广泛关注。
消息面上，港股光通信概念股盘初集体走强，板块联动效应显著，带动了剑桥科技的股价上涨。此前，光通信板块遭遇剧烈回调，剑桥科技H股单日跌幅超7%，A股触及跌停，短期超跌后技术性修复需求释放，推动了本次反弹。
从行业基本面看，全球800G/1.6T光模块需求高景气延续，为股价提供了支撑。公司一季度归母净利润同比增长276.44%，业绩表现亮眼。此外，公司800G硅光模块已批量交付北美客户，1.6T产品也进入量产阶段，基本面支撑未改，增强了投资者信心。
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