长飞光纤光缆盘中大涨9.67%,引发市场广泛关注。就导致这一涨势,相关分析人士认为,这或受惠于市场预期DeepSeek等大型AI模型或将带动算力需求提升,从而推动算力概念股长飞光缆的上涨。
消息面上,有机构指出,DeepSeek V3以及R1大模型以其低成本、高性能及开源等特点引发全球关注,有望带动国内AI全产业的快速发展。同时其开源与低成本的特性亦有望赋能AI应用厂商,加速推动端侧AI落地。因此,DeepSeek有望驱使全球AI算力军备竞赛进一步升级,带动北美CSP厂商资本开支持续增长。
算力需求的增长,势必会推动算力芯片及光纤光缆等相关设备需求上升,进而推高算力概念股长飞光缆等公司的股价。市场或是基于这一预期,导致了长飞光纤光缆盘中大涨9.67%。
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