金吾财讯 | 光通信概念板块普涨，截至发稿，曦智科技-P(01879)涨15.14%，华虹宏力(01347)涨9.48%，FIT HON HENG(06088)涨8.56%，汇聚科技(01729)涨7.72%，剑桥科技(06166)涨7.68%，舜宇光学科技(02382)涨3.63%，长飞光纤光缆(06869)涨3.53%，均胜电子(00699)涨3.16%，京信通信(02342)涨2.61%，俊知集团(01300)涨2.31%。消息面上，中信建投证券指出，近日，美国半导体研究机构SemiAnalysis发布报告认为：铜缆和可插拔光模块两条产品线需求长期向好，CPO的规模量产时间可能推迟至2028年乃至2029年，CPO节奏放慢意味着NPO可能加速推进。中信建投认为，不论是CPO还是NPO，主要面向ScaleUp市场，这对可插拔光模块供应商而言都是增量市场，传统可插拔光模块公司可以深度参与这块增量市场。甲骨文发布2026财年财报，其剩余履约义务同比增长363%至6380亿美元，公司FY26资本支出为557亿美元，计划FY27财年再融资400亿美元支撑基建，印证了AI算力的需求非常旺盛。近期，光通信板块由于前期涨幅较大、情绪扰动等而出现调整，该机构认为并不会动摇行业基本面向好的基本趋势，依然对整个光通信及CPO/NPO产业链的景气度保持乐观与看好的态度。
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