今日盘中，长飞光纤光缆（06869）股价大幅拉升，涨幅高达7.19%，引发市场关注。截至发稿，该股报38.94港元，成交额达9.25亿港元。
分析人士指出，此轮涨势可能与人工智能（AI）和数据中心发展带来的机遇有关。近期有报道称，科技巨头Meta正与谷歌就2027年在其数据中心使用价值数十亿美元的TPU芯片进行谈判。中泰证券研报强调，随着TPU出货量预期上修、OCS渗透率提升以及1.6T光模块放量，相关硬件供应商将迎来重大发展机遇。
华泰证券此前报告指出，长飞光纤光缆在空芯光纤技术研发与产业化方面全球领先。此外，公司通过子公司长芯博创布局的光互联组件业务已成为强劲增长点，受益于北美AI数据中心建设，公司海外业务持续拓展。市场普遍看好AI数通需求驱动长飞光纤光缆的业务增长，这可能是推动今日股价上涨的关键因素。
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