今日上午, 长飞光纤光缆(06869.HK)股价出现大涨行情。截至上午9时40分,其股价较开盘上涨13.69%。
分析人士认为, 这可能与近期字节跳动 (TikTok 运营公司)在人工智能领域大力投资有关。消息指出, 2025年字节跳动在人工智能领域的资本支出预计将超过1500亿元,远超同行企业水平。
高速光纤通信网络是人工智能计算所需的基础设施之一, 发达的光纤网络能满足人工智能算力对高速通信的需求。长飞光纤光缆作为行业领先的高速光缆制造商, 预计将从人工智能产业的发展中获益,这也是投资者青睐该股的重要原因之一。
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