智通财经APP获悉，汇聚科技(01729)再涨超12%，截至发稿，涨11.62%，报17.68港元，成交额6.29亿港元。
国盛证券研报表示，光通信行业正迎来新节奏，AI算力爆发的实质性需求，驱动以往每年第二季度才开始的预期回暖提前到来。市场现已呈现出回暖态势，复苏的节奏提前，股价迎来回升。驱动这一变化的核心动力来自海外厂商订单持续性追加，算力需求持续扩张利好频发。
招商证券此前发布研报称，AI算力加速建设，相比传统单芯连接器，MPO具有节省布线空间、优化布线复杂度等优势，顺应AI数据中心升级趋势。MPO业务是公司核心利润来源，技术行业领先，目前16芯MPO已形成批量出货，卡位海外云厂供应链，是谷歌体系主力供应商，公司MPO产品需求旺盛，且盈利能力远高于公司平均水平，在未来大客户持续拓张和海外产能建设以及技术迭代大势下，我们判断MPO业务未来数年高速成长无忧。
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