春节期间通信行业主题事件简述：通信全产业链蓬勃发展算力行业高景气

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02/23

事件：2026年春节期间国内外通信行业相关主题事件较多，产业链蓬勃发展。春节期间国内外通信行业发展技术与应用并进：春节期间，通信行业重点事件主要集中于新质生产力相关产业链上：国内方面：“十五五”开局首年，5G-A赋能马年春晚，5G-A的三大核心能力（UCBC、RTBC、HCS）全面激活，支撑了超高清素材回传、跨会场演员“同台”互动以及分会场低空空域的安全防护；中国卫通联合四川航空与央视新闻，首次...

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Energy注资10亿美元用于美国大规模数据中心建设；xAI宣布在密西西比建设MACROHARDRR数据中心，总投资规模约20亿美元。推理算力资源亟需扩张，算力行业仍处于较高景气周期上：春节期间国内通信行业全面发展，5G-A、卫星互联网、6G以及光通信行业受假期影响相对较小，应用端AI智能体相关公司如智谱寻找算力合伙人、豆包2月16日暂停视频通话功能能等均体现出算力不足的现状，AI应用的持续发展带动算力规模的持续上行；海外相关新闻主要集中于数据中心建设以及 GPU-XPU的路线上，英伟达当前行业龙头地位稳固，收购Groq技术协议授权进一步抢占推理硬件市场，市场在节前对通信行业的普遍担忧在于我国光通信相关公司的一季度复工复产节奏，算力行业2027年的资本开支及CPO落地节奏等方面，结合春节期间算力应用的发展，以及春节前海外云厂商2026年资本开支计划及光通信产业链订单情况，算力行业仍处于高景气周期中，且我国光通信产业链春节期间积极复产复工，假期对订单兑现度的短期影响预计较小，META与英伟达合作预计将加速CPO的普及。投资建议：建议关注运营商中国移动/中国电信/中国联通；光模块中际旭创/新易盛/剑桥科技/联特科技/光迅科技/华工科技等；光器件天孚通信/德科立/博创科技/仕佳光子/源杰科技/腾景科技/炬光科技等；光纤光缆长飞光纤/亨通光电等，液冷英维克/科士达/申菱环境等，AIDC润建股份/润泽科技/数据港/光环新网等，CDN网宿科技等。风险提示：国际形势不确定性的风险；算力行业竞争加剧的风险；供给持续紧张导致订单外溢的风险。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}

春节期间通信行业主题事件简述：通信全产业链蓬勃发展 算力行业高景气

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春节期间通信行业主题事件简述：通信全产业链蓬勃发展算力行业高景气