光通信概念股拉升，Applied Optoelectronics涨11.6%，Lumentum涨9.5%，Coherent涨近7%，Ciena涨6.7%，康宁涨5.4%。 消息面上，英伟达GTC大会及美国光纤通讯展览会及研讨会(OFC)将于下周举行，光互连技术近期成为市场焦点，该技术能让GPU集群间相互通信，具有高带宽、低损耗及低延迟的特性。 美银在研报中指出，随着人工智能工作负载对传统铜导体的性能提出更高要求，光互连市场规模到2030年有望增长四倍至730亿美元。分析师Vivek Arya预计，英伟达将引领这场变革，可能成为首家将传统铜基服务器背板更换为CPO的集成系统供应商。(格隆汇)
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