金吾财讯 | 光通信板块局部走高，截至发稿，均胜电子（00699）涨6.39%，京信通信（02342）涨5.16%，海光芯正（01191）涨2.15%，中际旭创（03308）涨1.26%。消息面上，公开资料显示，野村在光通信电芯片专家电话会纪要中指出，2026年1.6TDSP需求预计超过2000万颗，但实际出货量仅为1600万至1700万颗，缺口约300万至400万颗。2027年供需矛盾进一步扩大——需求将攀升至6000万至7000万颗，而供给仅能达到4000万至5000万颗，缺口规模扩大至逾2000万颗。专家表示，供需失衡的根源在于3纳米制程产能不足与良率偏低，而非需求端的短暂波动。同时，专家明确指出，产能的显著释放要等到2027年下半年。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.