金吾财讯 | 中国银河证券研究指出，国务院总理9月11日主持召开国务院常务会议，议题之一为研究算力网建设有关工作。会议指出，算力网是人工智能发展的基础支撑。要坚持合理布局、规范有序，进一步完善算力基础设施，积极推进关键技术和装备研发应用，构建多层次网络化算力体系。要推动算电协同、算网融合，加强算力资源监测调度和骨干光纤网络建设，强化算电设施规划衔接，加快绿电直连、源网荷储等项目落地。要更好发挥市场机制作用，支持企业开展科技创新、资源整合和应用推广，促进供需更好匹配。算力网建设与AI需求共振，全面提振光纤需求。当前，全球算力网络建设正进入加速阶段，大模型训练与推理需求的爆发式增长，正在重塑整个光通信产业链的需求结构。光纤作为算力网络信息传输的物理载体，其重要性在这一过程中被空前放大。
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