金吾财讯 | 美股光通信板块盘初反弹，Applied Optoelectronics(AAOI)涨14.99%，Ciena(CIEN)涨5.53%，Lumentum(LITE)涨4.23%，康宁(GLW)涨1.73%，Coherent(COHR)涨2.30%。
消息面上，全球光纤价格正经历新一轮剧烈上涨，且涨势已从中国市场向欧美蔓延。数据中心需求激增与上游预制棒供应收紧共同驱动这一轮价格周期，令行业龙头长飞光纤的盈利前景大幅改善。
瑞银援引数据显示，中国G652.D裸光纤现货价格在2026年3月达到每光纤千米83.40元人民币(约合12.07美元)，较2026年1月环比大涨165%，同比涨幅高达418%。这一价格自2025年5月以来累计涨幅已超400%，并首次突破此前周期高点每光纤千米78.80元人民币。与此同时，欧洲市场同类产品价格亦较1月环比上涨136%，全球供应收紧态势日趋明显。
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