智通财经APP获悉，长飞光纤光缆(06869)再涨超3%，截至发稿，涨3.4%，报13.38港元，成交额5315.67万港元。
消息面上，近期，除英伟达GB200方案外的诸多CSP厂商均提出高密度机柜方案以提升算力和连接效率，随着serdes从112G升级至224G高速铜缆及组件作为短期内最具性价比的方案，有望在Scaleup和Scaleout领域大范围应用。光大证券指出，随着谷歌、博通AWS、微软将趋向于用自研ASIC以及以太网架构组网，有源铜缆的需求将迎来高增，且高增长趋势有望至少持续2至3年。
值得注意的是，2022年4月8日，长飞光纤与博创科技五名股东签署股权转让协议及表决权委托协议，长飞光纤将取得博创科技合计25.43%的股份表决权，成为后者的控股股东及实际控制人。据悉，博创科技主营业务是光通信领域集成光电子器件的研发、生产和销售，公司应用于数据中心的800G高速有源铜缆有向市场销售。而博创科技近期公告，拟对长芯盛持股增加至60.45%。
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