金吾财讯 | 电讯设备股震荡走强，长飞光纤光缆（06869）涨幅19.03%、俊知集团（01300）涨幅16.61%、鸿腾精密（06088）涨幅16.02%、伟俊集团控股（01013）涨幅15.25%、亨鑫科技（01085）涨幅8.57%、万联证券表示，海外云厂商资本开支持续扩张与国内“十五五”算力网建设加速形成共振，智算中心集群、超节点等算力基础设施建设加速将显著增加高速光模块、光芯片、交换机及光纤光缆等需求，持续拉动光通信产业链景气度。与此同时，头部厂商自由现金流已明显承压，后续需重点关注AI业务商业化进展及资本开支可持续性。亚马逊正式进入卫星移动通信市场并挑战SpaceX星链业务，计划利用收购Globalstar获得的频谱资源，在2028年前部署超过5000颗卫星，为全球消费者提供手机通信服务。该机构认为，卫星互联网正向终端直连领域发展，星座规模化部署成为其核心竞争路径之一，建议关注空天地一体化建设带来的投资机遇。中长期视角下，继续把握AI算力产业链和空天地一体化的双核心主线投资机遇。
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