金吾财讯 | 光通信概念多股走强，截至发稿，Tower半导体(TSEM)涨11.57%，Applied Optoelectronics(AAOI)涨10.37%，Lightwave Logic(LWLG)涨9.23%，诺基亚(NOK)涨8.69%，Lumen Technologies(LUMN)涨8.59%，奇景光电(HIMX)涨7.48%，Fabricnet(FN)涨7.33%，迈威尔科技(MRVL)涨7.24%。消息面上，中国银河证券发布研报称，磷化铟产能严重受限，2025年全球器件需求达200万片，实际产能供需缺口超过50%。资本开支指引未来增长预期仍居高，组件涨价、算力短缺和持续需求扩张推动资本开支竞赛远未到顶。该行认为AI投入已正式进入回报期;预期兑现拉高产业链整体信心但同时高额资本开支对现金流造成显著压力;下游资本开支将对光器件行业产生结构性重塑作用。建议关注相关龙头标的，光模块/光通信相关标的。
Disclaimer: 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.