Ciena科技今日盘中大涨7.47%，引起了市场的广泛关注。
消息面上，英伟达GTC大会及美国光纤通讯展览会及研讨会(OFC)将于下周举行，光互连技术近期成为市场焦点。该技术能让GPU集群间相互通信，具有高带宽、低损耗及低延迟的特性，适用于人工智能工作负载。
美银在研报中指出，随着人工智能工作负载对传统铜导体的性能提出更高要求，光互连市场规模到2030年有望增长四倍至730亿美元。分析师预计，英伟达将引领这场变革，可能成为首家将传统铜基服务器背板更换为CPO（共封装光学）的集成系统供应商，这提振了整个光通信板块的市场情绪。
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