长飞光纤光缆盘中涨超3% 机构料有源铜缆需求迎来高增

新浪港股

2024-12-30

热点栏目自选股数据中心行情中心资金流向模拟交易

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　　长飞光纤光缆（06869）盘中涨超3%，截至发稿，股价上涨2.47%，现报13.26港元，成交额9094.65万港元。

　　近期，除英伟达GB200方案外的诸多CSP厂商均提出高密度机柜方案以提升算力和连接效率，随着serdes从112G升级至224G高速铜缆及组件作为短期内最具性价比的方案，有望在Scaleup和Scaleout领域大范围应用。

　　光大证券指出，随着博通AWS、微软将趋向于用自研ASIC以及以太网架构组网，有源铜缆的需求将迎来高增，且高增长趋势有望至少持续2至3年。

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