長飛光纖光纜盤中升逾3% 機構料有源銅纜需求迎來高增

新浪港股

2024/12/30

熱點欄目自選股數據中心行情中心資金流向模擬交易

客戶端

　　長飛光纖光纜（06869）盤中升逾3%，截至發稿，股價上漲2.47%，現報13.26港元，成交額9094.65萬港元。

　　近期，除英偉達GB200方案外的諸多CSP廠商均提出高密度機櫃方案以提升算力和連接效率，隨着serdes從112G升級至224G高速銅纜及組件作為短期內最具性價比的方案，有望在Scaleup和Scaleout領域大範圍應用。

　　光大證券指出，隨着博通AWS、微軟將趨向於用自研ASIC以及以太網架構組網，有源銅纜的需求將迎來高增，且高增長趨勢有望至少持續2至3年。

海量資訊、精準解讀，盡在新浪財經APP

責任編輯：盧昱君

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