长飞光纤光缆（06869）今日盘中大涨19.09%，引起了市场的广泛关注。
消息面上，美国科技四大巨头（Alphabet、Microsoft、Meta、Amazon）2026年AI相关资本开支合计接近6,500亿至7,000亿美元，按年激增逾60%，集中用于加速扩建AI数据中心，这直接刺激了高速光纤光缆及光模块订单急增。根据CRU数据，2026年1月国内G.652.D单模光纤价格按年上升92%，部分报价突破40元/芯公里，创近七年新高，加上业界订单已排至今年年底，供需格局持续改善，刺激了投资者对光通讯产业量价齐升的憧憬进一步升温。
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