光通信概念股多股扬升蓝思科技(06613)涨逾5% 机构料2030年CPO市场规模将超390亿美元

金吾财讯

Jun 16

金吾财讯 | 港股光通信概念股盘初多股扬升，截至发稿，俊知集团(01300)涨8.72%，蓝思科技(06613)涨5.16%，汇聚科技(01729)涨4.02%，长飞光纤光缆(06869)涨3.26%，华虹宏力(01347)涨1.37%。消息面上，开源证券新近研究称，COMPUTEX2026核心聚焦英伟达机架级系统设计及其先进封装技术的最新进展，新一代VeraRubin平台(VeraCPU+RubinGPU)的机架级系统将成为最大亮点，此外VeraCPU更多技术细节有望获得披露。该机构认为，在算力密度与功耗同步跃升的背景下，这一事件将对光通信和液冷散热两大关键基础设施环节带来明确催化。该机构表示，持续看好光模块、CPO及高密度互联产业链的成长机遇，相关环节有望在速率代际升级与架构重构的双重驱动下，持续拓宽赛道。此外，TrendForce集邦咨询最新硅光子产业研究预计，随着AI训练与推理需求快速扩张，AI数据中心正朝更高功耗、密度与更大规模集群演进。数据搬运带来的大量能源消耗问题，促使云端服务供应商(CSP)提升互连技术至与运算技术同等的战略位阶。互连架构已成决定AIFactory扩张速度、能源效率与供应链掌控能力的关键战略资产，因此，TrendForce集邦咨询预估CPO(共封装光学)／NPO(近封装光学)市场规模将大幅成长，自2025年约1亿美元，跃升至2030年的390亿美元以上。

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