长飞光纤光缆(06869)今日盘中大涨11.39%，成为市场关注的焦点。
消息面上，全球光通信行业年度盛会——2026年光纤通信大会及展览会(OFC)正在洛杉矶举行。本届大会释放了一个关键信号：人工智能(AI)算力需求的爆炸式增长，正在推动数据中心全面重构其光电网络架构，这为整个光通信产业链带来了巨大的增长预期。光通信龙头Lumentum预计，到2030年，光互连技术的全球潜在市场规模将从目前的约180亿美元大幅增长至900亿美元。
此外，行业研究机构LightCounting上调了对800G和1.6T高速光模块出货量的预测，预计2026年800G光模块出货量将实现翻倍以上增长。同时，大会期间关于CPO（光电共封装）架构、可插拔光模块技术路线以及光路交换(OCS)等前沿技术的讨论也成为热点，进一步提振了市场对行业技术升级和未来发展的信心。受此行业利好驱动，港股光通信概念股集体走强。
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