长飞光纤光缆(06869)今日盘中股价大涨5.49%,引发市场关注。主要有以下两方面原因:
一是野村发布报告,看好长飞光缆未来业绩增长前景。报告认为,随着内地电讯运营商资本支出下滑周期结束,长飞光缆的业务多元化努力将在2025年取得成果,其作为人工智能网络产品供应商的地位也将让其受益于人工智能产品需求增长。
二是长飞光缆旗下子公司长芯盛与国内人工智能公司寒武纪、字节等在人工智能电缆(AEC)领域展开合作,预示长芯盛在人工智能网络产品市场将获得更多订单,这为长飞的相关业务带来增长动力。
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