金吾财讯 | 光通信概念盘初普涨，截至发稿，FIT HON TENG(06088)涨7.90%，剑桥科技(06166)涨6.80%，长飞光纤光缆(06869)涨6.32%，均胜电子(00699)涨3.95%，汇聚科技(01729)涨4.05%，舜宇光学科技(02382)涨3.21%，曦智科技-P(01879)涨3.09%，京信通信(02342)涨1.47%。消息面上，摩根大通引用Light Counting最新预测研究指，数据中心高速光互联市场将从2025年的约190亿美元增长到2028年的约470亿美元，年复合增长率(CAGR)接近35%。这一增速表明，AI数据中心网络侧的投入仍在持续扩张。随着AI集群规模不断扩大，行业瓶颈已从单点算力转向了GPU/ASIC/XPU之间的数据搬运效率。作为数据搬运的核心，高速光互联的地位极其关键，光模块已成为AI数据中心网络扩容的核心基础设施。
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