港股异动 | 光通信概念股集体走强隔夜美股Lumentum大涨光通信器件仍处严重“供不应求”状态

智通财经

May 22

智通财经APP获悉，光通信概念股集体走强，截至发稿，剑桥科技(06166)涨7.1%，报143.6港元；汇聚科技(01729)涨6.8%，报19.8港元；长飞光纤光缆(06869)涨6.51%，报229.2港元；鸿腾精密(06088)涨6.25%，报9.01港元。

消息面上，截至5月22日美股收盘，光通信概念整体走高，Lumentum收涨逾11%。近日，Lumentum首席执行官迈克尔.赫尔斯顿表示，美国超大规模云服务商的资本支出数额巨大，且目前看来仍无终结之势，“公司正日益落后于需求。预计在两个季度之内，公司到2028年底前的产能就将被抢购一空。”Lumentum预计2025至2028年间，OCS出货量年复合成长率(CAGR)将超过150%，目标在2027年实现逾10亿美元的年化营收。

法巴指出，当前超大规模AI数据中心如火如荼，建设进程迫切需要处于严重“供不应求”状态的光互连与存储芯片产业链。国盛证券表示，光模块正经历从400G向800G/1.6T的快速迭代，每一次速率升级都对光隔离器、WDM滤光片等上游器件的性能和用量提出更高要求，为通信类光学元器件带来了广阔的市场空间。根据LightCounting，以太网光模块(100G及以上)及CPO的市场规模预计在2026年同比增长65%，2031年将超过500亿美元。

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