3月20日，港股光通信概念股逆势走强，长飞光纤光缆涨超8%，剑桥科技涨超5%，鸿腾精密涨超4%，汇聚科技涨超2%。
消息面上，近日全球光通信行业年度盛会OFC 2026(光纤通信会议)在洛杉矶举行。本届OFC释放了一个强烈信号：AI算力需求的爆炸式增长，正倒逼数据中心全面重构其光电网络架构。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180亿美元增长至900亿美元。
万联证券此前发布研报称，LightCounting上调对800G和1.6T光模块出货量的预测。预计2026年800G光模块出货量将增长一倍以上，而1.6T光模块出货量将从2025年的小基数增长至数千万端口。
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