智通财经APP获悉，鸿腾精密(06088)盘中涨超9%，截至发稿，涨7.34%，报7.9港元，成交额2.41亿港元。
消息面上，近日，工信部印发《“人工智能+信息通信”创新发展实施意见(2026—2028年)》的通知。加强高端光电芯片和器件研发：加强高速光电芯片、高速转发/交换芯片、全光交换器件、光电共封装器件等技术和产品研发验证，开展光电混合组网技术试验，加速技术方案成熟。加强智算超节点光电互联技术攻关，开展智算网络技术与产品验证。
广发证券认为，当前AI算力瓶颈正逐渐向“连接”转移。由于保偏光纤存量市场规模较小(综合多家机构预测数据当前市场空间为10亿美元以下)，当前专注保偏光纤研制的企业较少。国盛证券研报表示，高速光模块放量直接带动MPO需求激增。MPO连接器是高速光模块的标准配套器件，二者在物理连接和技术规格上高度绑定。随着AI算力建设加速推进，高速光模块需求量持续攀升，直接拉动作为其核心连接件的MPO连接器需求同步爆发。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.