长飞光纤光缆（06869）今日盘中大幅上涨5.11%，引起了市场的广泛关注。
消息面上，国家信息光电子创新中心成功开发出全球首款170GHz超宽带光子芯片，该技术将为6G通信提供底层支撑，并有望应用于下一代1.6T以上的高速光模块产品。作为光通信产业链的重要一环，长飞光纤光缆被视为直接受益的概念股之一。
机构观点也提供了支撑。根据相关报道，华泰证券指出，长飞光纤光缆一季度利润增速远超收入增速，主要得益于毛利率的改善。随着光纤价格呈逐月爬升态势，以及高价订单在二季度起集中确认，公司利润弹性有望加速释放。同时，在光纤光缆主业景气度上升与光互连组件等多元化业务双重驱动下，公司业绩有望迎来显著增厚。瑞银虽认为公司首季净利润低于市场预期，但对未来数季的盈利增长保持信心，看好数据中心需求持续增加带来的机会。
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