12月9日，港股光通信概念股逆势上扬，鸿腾精密涨近8%，长飞光纤光缆涨近5%，剑桥科技涨超4%；AIDC发展带动高速光收发模块需求，机构预计明年出货量将激增。
据TrendForce集邦咨询最新研究报告指出，随着数据中心朝大规模集群化发展，高速互联技术成为决定AI数据中心效能上限与规模化发展的关键。2025年全球800G以上的光收发模块出货量达2400万组，2026年预估将会达到近6300万组，增长幅度高达2.6倍。TrendForce集邦咨询认为，由于800G以上的高速光收发模块的庞大需求，已在供应链最上游激光光源造成严重供给瓶颈。
中金公司认为，AI科技革命与能源革命支撑从上游原材料到中游制造的需求，成长产业高景气带动上市公司业绩改善，震荡上行的趋势仍在延续。具体到12月，人工智能应用仍在落地过程中，关注国产算力、光模块、云计算基础设施，应用端关注机器人、消费电子、智能驾驶和软件应用等。
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