Tiger Brokers

光通信板块走强 长飞光纤光缆（06869）涨9.14%、中际旭创（03308）涨5.12%

金吾财讯
Aug 27

金吾财讯 | 港股光通信板块盘初走强，截至发稿，长飞光纤光缆（06869）涨9.14%，中际旭创（03308）涨5.12%，汇聚科技（01729）涨4.74%，曦智科技-P（01879）涨4.61%，鸿腾精密（06088）涨4.60%，俊知集团（01300）涨4.30%，华虹宏力（01347）涨2.21%，海光芯正（01191）涨1.14%。消息面上，万联证券新近研究认为，政策端支持新一代通信网络建设，叠加互联网大厂持续加码AI资本开支，国内AI基础设施景气度有望保持上行。随着算力集群向高密度、规模化演进，超节点将成为算力扩容的核心载体，建议关注高速光模块、光器件、交换机及其他光互联细分环节。该机构提到，近期，英伟达宣布Spectrum-X以太网硅光交换机全面量产，全球首款200G/laneCPO交换机落地。随着CPO交换机逐渐进入规模部署阶段，叠加InP激光器供需缺口扩大，建议优先关注具备高功率CW/EML量产能力的激光器厂商。同时，随着单通道速率由100G向200G及更高速率演进，EML、CW激光器等高速光芯片对磷化铟衬底、外延材料及制造工艺提出更高要求，叠加全球高速光模块持续扩产，上游铟资源相关需求有望同步增长。我国在铟资源及原料供给端具备较强优势，建议关注磷化铟衬底及其他光芯片细分环节的投资机遇。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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