金吾财讯 | 光通信概念多股上扬，截至发稿，POET Technologies(POET)涨28.53%，Lumen Technologies(LUMN)涨8.88%，MaxLinear(MXL)涨6.06%，迈威尔科技(MRVL)涨4.70%，博通(AVGO)涨3.01%，Tower半导体(TSEM)涨2.62%。消息面上，长江证券研究指，海外云巨头集体上调资本开支指引，AI算力基建的长周期景气底座确立。光通信链条进入“锁单扩产”模式，激光器芯片持续供不应求，光通信头部厂商通过产能倍增及与算力龙头的深度绑定，积极拥抱高速光互联的确定性需求。投资层面，国内链首选“抗通缩”属性强的微波/激光链路及卫星电源环节，海外链则进入应用爆发期，重点关注终端配套与收入转化。展望5-6月，伴随政策支持与产业进展密集落地，板块主行情有望全面开启，建议重点关注具备算力星座“建设+运营”双重身份的核心环节。
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