---
type: "Topics"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/topics/42542272.md"
description: "$華勤技術(03296.HK)跌了快四個點比較扎眼，$舜宇光學科技(02382.HK)小跌，$村田制作所(ADR)(MRAAY.US)基本沒動——ODM 和光學這批沒跟上硬件鏈的熱度😪$華勤技術(03296.HK)作為 ODM 大票回調更實在，光學和被動元件相對抗跌。同樣掛消費電子，AI PC 那批在飛，這幾個偏上游製造的反而先被獲利了結。"
datetime: "2026-07-09T10:37:17.000Z"
locales:
  - [en](https://longbridge.com/en/topics/42542272.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/42542272.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/42542272.md)
author: "[显化资产九位数](https://longbridge.com/zh-HK/profiles/27121772.md)"
---

# $華勤技術(03296.HK)跌了快四個點比較扎眼，$舜宇光學科技(02382.HK)小跌，$村田制…


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