智通财经APP获悉，长飞光纤光缆(06869)午后涨超21%，月内股价实现翻倍。截至发稿，涨18.95%，报53.1港元，成交额25.79亿港元。
消息面上，英伟达近日发布了全新的Spectrum-XGS以太网技术。新技术通过“跨区域扩展”（scale-across）的创新理念，将地理上分散的多个数据中心整合为一个统一的千兆规模AI超级工厂，以应对单个数据中心在电力和空间上的物理极限。据悉，Scale-Across技术的核心在于解决分布式数据中心间长距离、高性能互联的问题。在这一背景下，空芯光纤因其显著的技术优势，成为值得关注的下一代光通信传输介质。
中泰证券指出，空芯光纤以空气为传输介质，其具备更低时延和更低损耗两种主要特性，是未来AI数据中心互联的主要品种。2025年7月中国移动首条空芯光纤商用或标志商用化进程有望加快，长飞光纤唯一中标人，实际中标价约3.6万元/芯公里。中国电信2025年空芯光纤招投标共2次，按最高价限价计算，单价为约3.7-5万元/芯公里。后续随着市场需求扩大及产能扩张，空芯光纤价格预计持续下降至合理区间。
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