金吾财讯 | 港股光通信概念股盘中跌幅进一步扩大，截至发稿，剑桥科技(06166)跌24.39%，长飞光纤光缆(06869)跌21.30%，俊知集团(01300)跌19.38%，曦智科技-P(01879)跌16.81%，华虹宏力(01347)跌14.13%，汇聚科技(01729)跌14.13%，鸿腾精密(06088)跌9.14%，海光芯正(01191)跌8.92%，蓝思科技(06613)跌7.01%。消息面上，外媒报道称，Meta周三宣布计划进军云计算领域以及向外部客户出售多余AI算力和模型访问权限。该消息传出后迅速引发市场关于算力短缺真实性与短缺期限的激烈讨论。高盛1-Delta交易台主管RichPrivorotsky对此表示：“市场的核心前提一直是算力稀缺——如果供应增加且租赁价格下降，这一叙事就将被颠覆”。高盛同时警告，“算力稀缺”叙事被颠覆后，硬件领域率先承压；AI市场如“拉伸的橡皮筋”，负面信号累积至临界点将引发估值重构。而此前有益于AI算力全球性需求飙升的光模块亦受到深度拖累，今日盘中激烈震荡，午后跌幅进一步扩大。
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