港股异动 | 光通信概念集体高开光博会开幕1.6T/CPO新品亮相隔夜美股光通信逆势爆发

智通财经

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智通财经APP获悉，光通信板块今日集体高开。截至发稿，海光芯正(01191)涨8%，报162港元；剑桥科技(06166)涨7.11%，报129.5港元；中际旭创(03308)涨5.94%，报1230港元；长飞光纤光缆(06869)涨5.43%，报180.5港元。

消息面上，第27届中国国际光电博览会（CIOE中国光博会）今日起一连三天在深圳国际会展中心举行，本次展会汇集了多家产业链头部企业，将集中呈现1.6T高速可插拔光模块、CPO/NPO共封装光学、MPO高速光纤连接器等前沿产品与方案。国联民生证券指出，从参展企业披露的产品进展看，1.6T正逐步进入规模上量阶段，3.2T及更高阶产品陆续推进送样与客户验证，NPO、CPO、XPO等新型架构的产业化进展有望成为本届展会重要看点。

海外方面，隔夜美股三大指数集体收跌背景下，光通信概念逆势爆发。Lumentum大涨超11%，Coherent、康宁均涨逾7%，应用光电涨超5%。直接催化为高通宣布与亚马逊达成横跨多代产品的定制AI芯片合作协议，合作涵盖用于连接计算组件的高速光连接技术，相关芯片订单十年内最高可达600亿美元；与此同时，康宁公司宣布与美国电信巨头Verizon签署一项为期多年的、价值数十亿美元的供应协议，合作将持续至2032年。

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