智通财经APP获悉，长飞光纤光缆(06869)涨超6%，近一个月股价累涨超五成，公司A股今日涨停。截至发稿，涨6.21%，报30.46港元，成交额11.87亿港元。
消息面上，隔夜英伟达昨晚收涨3.62%报每股180美元，再创收盘新高。国金证券近日研报指出，海外AI产业链业绩及资本开支超预期，AI算力硬件需求持续强劲。全球AI产业链公司陆续公布2025Q2业绩，很多公司AI业绩超预期，Meta及微软也发布了超预期的Q2业绩，并对2026年资本开支展望乐观。
值得注意的是，长飞光纤光缆近期公告指出，公司注意到近期市场对算力数据中心相关光纤光缆产品，尤其是空芯光纤关注度较高。与数据中心相关的光纤光缆产品占全球光纤光缆需求总量的比例较小， 其中，空芯光纤作为行业前沿产品，其应用目前仍处于早期阶段，尚未形成规模销售、尚未形成稳定的价格及利润水平。空芯光纤从早期试用验证到规模商用仍需产品及产业链进一步成熟，目前相 关业务尚未对公司财务数据产生明显影响，后续发展存在不确定性。
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