周二早盘，光纤概念股集体下挫。此前英伟达首席执行官黄仁勋表示，公司计划同时采用铜缆和光通信技术，而非二者取一。
黄仁勋在加州圣何塞举行的英伟达GTC大会上指出：“对于生态系统的每位参与者而言，我们需要更大的容量支撑。铜缆需要扩容，光通信同样需要扩容。”
受此消息影响，康宁、Lumentum、Coherent与应用光电等公司股价早盘均跌超5%，随后部分收复失地。至下午交易时段，Lumentum和Coherent股价转涨。
随着AI工作负载将算力与散热需求推向极限，光纤传输数据速度优于铜缆且发热量更低的优势日益凸显，芯片制造商正加速转向光通信技术。
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