港股异动 | 光通信概念股涨幅居前光纤领域取得重要技术突破全球首条三波段多芯光缆商用落地

智通财经

Jun 03

智通财经APP获悉，光通信概念股涨幅居前，截至发稿，曦智科技-P(01879)涨14.36%，报693港元；长飞光纤光缆(06869)涨7.73%，报250.8港元；鸿腾精密(06088)涨6.17%，报9.63港元；剑桥科技(06166)涨4.46%，报140.5港元。

消息面上，据中国移动、亨通光电官微消息，近日，全球首条S+C+L三波段（短波段+常规通信波段+长波段）超低损多芯光缆线路在山东青岛正式建成开通。传统光纤受限于纤芯数目与可用带宽，带宽与容量存在明显瓶颈。新型光缆实现“三波段并行传输”，相当于把信息高速从“双车道”拓宽为“三车道”，单芯带宽提升近50%，单条光纤容量达到传统光纤的5倍以上，可充分满足AI智算、T比特级超高速传输的未来需求。

此外，英伟达宣布，Spectrum-X以太网硅光技术现已全面量产，新一代 Spectrum-X交换机基于光电一体封装技术(CPO)构建，支持Vera Rubin平台在数据中心进行横向扩展和跨区域扩展部署AI工厂。与使用传统收发器的网络相比，Spectrum-X以太网硅光技术可实现能效提升5倍，AI正常运行时间提升5倍，部署时间快1.3倍。

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