7月22日，长飞光纤光缆午后跌近8%，报130.7港元。
消息面上，AI算力需求的爆发式增长，将光纤行业推入了价格上行通道。光纤价格的大幅上涨以及行业供需缺口的存在，正推动多家企业启动光棒及光纤扩产计划。7月10日晚，烽火通信和领益智造均发布公告。前者拟定增募资不超过29.13亿元用于光纤智能制造等项目，后者拟参与重整富通嘉善，切入光纤通信赛道。
富瑞发布研报称，虽然AI及地缘冲突带动光纤需求，美国供应链亦面临严重短缺，但随着中国及全球大幅扩产，供应增加将逐渐消除短缺情况，长飞光纤光缆可能面临市场份额流失的风险，2026至2027年的盈利或为周期性顶峰。富瑞将长飞光纤光缆评级由“买入”下调至“持有”，但将目标价由10.73港元上调至153.74港元。
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