长飞光纤光缆（06869）今日盘中股价大幅上涨9.36%，引起了市场的广泛关注。
消息面上，国盛证券发布研究报告指出，市场对CPO（共封装光学）技术将全面取代可插拔光模块的担忧属于误读。报告分析认为，CPO与可插拔光模块是并行发展的两条技术路径，分别主攻不同的应用场景；未来两至三年内，可插拔方案仍将是主流。此外，领先的光模块厂商凭借其硅光设计能力，在CPO生态中依然具备技术壁垒。
该报告缓解了市场对于行业技术路线更替的过度焦虑，有助于提振投资者对整个光模块及光纤光缆板块的信心，长飞光纤光缆作为行业内的主要公司之一，其股价因此受到积极推动。
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