智通财经APP获悉，长飞光纤光缆(06869)昨日暴跌16%，今日早盘再跌近7%。截至发稿，跌5.95%，跌16.44港元，成交额2418.31万港元。
消息面上，1月27日，DeepSeek登顶苹果中国地区和美国地区应用商店免费App下载排行榜,在美区下载榜上超过了ChatGPT。DeepSeek大模型以极低成本(600万美元)和少量芯片(2000块)实现了与OpenAI等巨头相媲美的性能。市场担忧DeepSeek的低价策略可能会对现有的AI市场格局产生造成冲击。
此外，高盛发布研报称，长飞光纤光缆H股两日内上涨46%，上涨的正面反应来自与AI相关主题，如用于CPO(共封装光学元件)的光纤，以及用于AI丛集和资料中心的低延迟光纤电缆网路的空芯光纤。尽管这些趋势对于一般光纤光缆制造商是正面消息，但公司仍未收到任何来自CPO或中空纤维(HCF)客户的重要订单，现有的电信光缆业务也没有显著的变化。
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