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光通信板块盘前承压明显 康宁（GLW）跌7.12%、迈威尔科技（MRVL）跌6.66%

金吾财讯
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金吾财讯 | 美股光通信板块盘前承压明显，截至发稿，康宁（GLW）跌7.12%，迈威尔科技（MRVL）跌6.66%，Coherent（COHR）跌6.60%，Ciena（CIEN）跌5.59%，Astera Labs（ALAB）跌5.26%，安费诺（APH）跌3.96%。消息面上，上周美国联邦通信委员会（FCC）相关最终规则正式落地，FCC在联邦公报发布最终规则《通过设备授权计划防范通信供应链面临的国家安全威胁》，30日后正式生效。其中，中际旭创、新易盛、东山精密、天孚通信等中国光通信产业链企业，没有被直接纳入FCC的限制名单。此前，FCC将限制中国光通信企业传闻一度刺激美股光通信板块显著拉升。不过，全球范围来看，光通信板块看多信号普遍。据Omdia估算，截至2026年第二季度，全球光网络市场年化规模达169亿美元，同比增长13.7%；2026年第二季度单季较2024年同期增长26.7%，双双创下近25年来新高。花旗新近研究认为，NPO已取代CPO成为近期首选交易逻辑，而激光器与光纤正被定位为“下一个HBM”，供应紧缺预期正推动相关资产获得新的估值叙事。国金证券表示，建议关注海外AI Capex持续超预期带动的光模块、光纤光缆与服务器板块；光博会验证NPO/CPO产业化加速，光模块用量及价值量持续提升；定制化芯片趋势下光模块用量提升；国产大模型商业化加速驱动的国内算力产业链。

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