智通财经APP获悉，长飞光纤光缆(06869)尾盘涨超8%，截至发稿，涨7.95%，报30.96港元，成交额11.18亿港元。
消息面上，7月29日，康宁公布第二季度业绩，公司实现营收40.5亿美元，同比增长12%。其中光通信业务二季度实现营收15.7亿美元，同比增长41%，实现净利润2.47亿美元，同比增长73%。长江证券指出，康宁的企业和运营商网络业务双轮驱动下，光通信业务强劲增长；数据中心互联方案实现商业化落地，未来可持续放量；“scale-up”趋势推进，OIO 光互联方案有望撬动企业网数倍增量空间。多模光纤市场需求旺盛，盈利性优于普纤。建议重点关注：数通业务占比高的光纤光缆厂商长飞光纤等。
国金证券发布研报称，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。天风证券此前表示，长飞光纤在已完成初步布局的光模块与光器件、第三代半导体、海洋工程及工业激光器等领域均取得了实质性进展。
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