智通财经APP获悉，沃尔核材(09981)涨超7%，截至发稿，涨7.79%，报21.58港元，成交额2.09亿港元。
消息面上，3月16日，英伟达GTC 2026大会正式开幕，英伟达创始人兼CEO黄仁勋发表了主题演讲。其中，针对光互联技术，黄仁勋展示了全球首款量产的共封装光学（CPO）交换机Spectrum X，并平息了市场对于“铜退光进”的路线之争：我们需要更多的铜缆产能，更多的光芯片产能，更多的CPO产能。华泰证券此前研报指出，看好沃尔核材高速通信线业务受益海内外AI短距互联需求增长。
智通财经APP获悉，沃尔核材(09981)涨超7%，截至发稿，涨7.79%，报21.58港元，成交额2.09亿港元。
消息面上，3月16日，英伟达GTC 2026大会正式开幕，英伟达创始人兼CEO黄仁勋发表了主题演讲。其中，针对光互联技术，黄仁勋展示了全球首款量产的共封装光学（CPO）交换机Spectrum X，并平息了市场对于“铜退光进”的路线之争：我们需要更多的铜缆产能，更多的光芯片产能，更多的CPO产能。华泰证券此前研报指出，看好沃尔核材高速通信线业务受益海内外AI短距互联需求增长。
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