10月27日周一盘中，光通信设备制造商天弘科技（CLS）股价大涨5.25%，引发市场广泛关注。
据最新行业报告显示，2026年800G/1.6T光模块的总需求预计将大幅增长。分析师将2026年的需求预测从此前的3700万/2800万个上调至4300万/3000万个，这一利好消息成为推动天弘科技股价上涨的主要原因。
需求激增主要受三大因素驱动：首先，英伟达、谷歌和亚马逊云服务等科技巨头对加速器的需求超出预期；其次，GPU/ASIC横向扩展带宽的持续提升，推动了GPU/ASIC与光模块配比的增加；最后，谷歌计划在2026年全面转向大规模集群架构，其纵向扩展层很可能采用光互联技术。作为光模块及组件领域的重要参与者，天弘科技有望从这一行业趋势中显著受益。分析师特别看好该公司在光交叉连接（OCS）交换机业务上的发展前景，预计2026年天弘科技可能占据30%的市场份额。此外，天弘科技在光通信向"纵向扩展架构"转型及"横向扩展升级"过程中的战略布局也被认为具有优势。
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