智通财经APP获悉，光通信概念股多数上扬。截至发稿，海光芯正(01191)涨15%；剑桥科技(06166)涨9%；鸿腾精密(06088)涨4%；汇聚科技(01729)涨3%。
消息面上，近日，据TrendForce集邦咨询报道，英伟达旗下新一代Spectrum-X CPO交换机已开始向部分合作伙伴出货，博通51.2T Bailly CPO交换机亦持续小量出货，标志着共同封装光学(CPO)技术正式进入量产阶段。TrendForce集邦咨询预期，垂直整合将成为行业新常态。能够自主掌握硅光子设计、光引擎制造与先进封装资源的厂商，将在2027至2028年CPO交换机市场放量周期中取得领先优势。
花旗表示，中国光通信板块在2026年上半年业绩发布前后，或出现布局机会，近期催化剂包括9月的CIOE(中国光博会)、云栖大会、ECOC(欧洲光通信展)。该行亦再次确认2027年行业前景，以及CPO/NPO(共封装/近封装光学)可见度的提升，且下半年出货量强劲按半年复苏，上述利好因素都将帮助板块迎来估值重估。国盛证券则认为，光模块板块前期过度拥挤的交易结构正在改善，短期风险已得到较大程度释放。
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