长飞光纤光缆(06869)今日盘中大涨11.43%,引发市场广泛关注。消息面上,特朗普宣布软银集团、美国开放人工智能研究中心和甲骨文公司将联合投资5000亿美元成立合资公司"星际之门",以建立位于美国的新人工智能数据中心。
这一重磅消息引发了市场对光通信行业前景的乐观预期,相关企业有望迎来新一轮发展机遇。长飞光纤光缆作为国内光通信龙头企业,为通信设备提供高速光接口互联解决方案。其子公司博创科技10G PON OLT光模块出货量国内领先,有望受益于光通信行业的发展红利。
分析人士认为,随着人工智能等新兴技术的快速发展,对高速通信和海量数据传输需求将大幅增长,光纤光缆等光通信产品和服务市场前景广阔。长飞光纤光缆凭借领先的技术实力和产品优势,在行业发展新周期中将进一步巩固竞争优势。
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