光纤,会是下一个存储吗?

华尔街见闻
Feb 11

当市场将目光聚焦于AI算力产业链的高景气时,一些看似"传统"的行业正因供给被AI挤占而悄然迎来拐点。光纤光缆便是其中最典型的案例。 最新变化是,光纤行业的短缺与提价信号愈发清晰。国泰海通在2月5日的报告中称,国内主流G.652D散纤出现“高价现金难拿货”的结构性矛盾,交期变长,价格在2025年下半年回升后,2026年1月进一步上行,临近运营商集采与春节前备货或推动涨价延续。 需求侧的核心增量来自...

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