长飞光纤光缆(06869)今日盘中大跌12.14%,引发了市场的广泛关注。
消息面上,DeepSeek模型凭借更低的训练成本取得了与OpenAI类似的性能,市场担忧DeepSeek的低价策略可能导致算力过剩。此前华泰证券指出,DeepSeek具有低成本高性能的优势,引发了行业对资本开支和应用场景的讨论。
另外,高盛发布研报指出,虽然长飞光纤光缆的一些产品如用于CPO的光纤和低延迟网络的中空光纤确实与AI相关,但公司目前实际上并未收到来自CPO或中空光纤客户的重要订单,现有的电信光缆业务也没有明显变化。缺乏实质性订单支撑或也是导致长飞光纤光缆股价下跌的重要原因。
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