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光通信板块走高 海光芯正（01191）涨6.84%、剑桥科技（06166）涨7.31%

金吾财讯
7 hours ago

金吾财讯 | 光通信板块走高，海光芯正（01191）涨6.84%，剑桥科技（06166）涨7.31%，汇聚科技（01729）涨3.70%，长飞光纤光缆（06869）涨3.18%，华虹宏力（01347）涨2.74%，中际旭创（03308）涨1.47%，舜宇光学科技（02382）涨1.04%。中泰证券表示，展望后续，光通信产业有望继续受益于AI算力扩张、速率升级与网络架构演进三重驱动。光模块端800G维持高景气、1.6T进入规模放量阶段，并向3.2T及CPO/NPO演进；光芯片端200G EML及高功率CW光源需求有望持续提升；光纤需求由传统电信网络向AIDC、DCI、海底光缆及CPO保偏光纤等高价值场景延伸；光器件则由传统模块配套进一步向CPO、OCS及高密度连接拓展。总体来看，行业景气仍处上行周期，后续重点关注AI资本开支持续性、高速产品放量节奏以及各细分环节盈利兑现能力。招商证券表示，AI数据中心建设进入高带宽、低功耗、低时延并重阶段，光互连已成为算力集群扩张中的关键基础环节。FCC组件级监管落地并未直接阻断国内头部厂商海外订单，反而凸显全球AI光互连供应链短期仍依赖中国制造能力；光博会集中展示1.6T放量、NPO与CPO并行的方案验证，进一步确认国内CPO产业正处于制造优势兑现、核心环节升级和产业价值重估的关键窗口。

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