Fabrinet（股票代码：FN）今日盘中股价大幅上涨5.19%，引起了市场的广泛关注。
消息面上，近期英伟达GPU租赁价格上调，直接反映了人工智能与云计算领域对高性能算力的需求持续快速增长，算力景气度高涨带动了光通信板块的整体走强。Fabrinet作为光通信精密制造服务商，深度绑定Lumentum等行业巨头，其光通信业务表现强劲。
此外，美股光通信板块即将迎来财报季，市场对相关公司的业绩预期乐观。Fabrinet被多家机构列为重点关注的弹性标的，其此前财报显示光通信营收同比增长显著，高性能计算（HPC）业务环比增长迅猛，产能释放弹性受到认可，资金提前布局推动了股价的走高。
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