长飞光纤光缆今日盘中大跌5.13%，引发了市场的关注。
消息面上，野村指出光纤行业产能扩张加快，新进入者若成功开发空芯光纤等高端产品并执行扩产计划，市场竞争将加剧，现有参与者利润率面临压力。同时，康宁玻璃桥新技术引发市场对中游光纤组件长期需求的担忧，导致短线资金持续下修相关公司估值。
此外，市场情绪亦受到外部消息影响。有传闻称Nvidia新一代AI服务器机架系统Kyber NVL144中的印刷电路板制造遇困难，此消息加剧了市场对科技股板块的谨慎情绪，连带拖累了包括长飞光纤光缆在内的相关概念股走势。
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