---
type: "Topics"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/topics/42850340.md"
description: "$天岳先进(02631.HK)跌了三个点，碳化硅衬底扩产的兑现节奏市场还在观望；$ASMPT(00522.HK)小跌，先进封装设备的订单跟着 AI 算力走、可港股给的估值一直偏谨慎；$壁仞科技(06082.HK)、$剑桥科技(06166.HK)也都小跌，一个国产 GPU 还在等流片放量、一个光模块没有新单落地。几只都缺一个能立刻兑现的催化，港股流动性又薄，就这么阴着往下磨🙄"
datetime: "2026-07-22T09:51:03.000Z"
locales:
  - [en](https://longbridge.com/en/topics/42850340.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/42850340.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/42850340.md)
author: "[coco](https://longbridge.com/zh-CN/profiles/26788081.md)"
---

# $天岳先进(02631.HK)跌了三个点，碳化硅衬底扩产的兑现节奏市场还在观望；$ASMPT(005…


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