事件:根据中国电子元件行业协会,2026 年1 月,中国市场G.652.D单模光纤价格平均价格超40 元/芯公里,创下近七年来新高,部分厂商报价达到50 元/芯公里;1 月单月市场价格涨幅就超过75%。需求端:数据中心、特种产品增速迅猛,电信侧需求回暖趋势显著。(1)AI 数据中心需求推动光纤光缆量价齐升。数量上,光纤光缆被广泛应用在数据中心Scale Out 场景,伴随传输速率和配套光模块升级,...
Source Link事件:根据中国电子元件行业协会,2026 年1 月,中国市场G.652.D单模光纤价格平均价格超40 元/芯公里,创下近七年来新高,部分厂商报价达到50 元/芯公里;1 月单月市场价格涨幅就超过75%。需求端:数据中心、特种产品增速迅猛,电信侧需求回暖趋势显著。(1)AI 数据中心需求推动光纤光缆量价齐升。数量上,光纤光缆被广泛应用在数据中心Scale Out 场景,伴随传输速率和配套光模块升级,...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.