金吾财讯 | 长飞光纤光缆(06869)延续昨日升势，截至发稿，涨14.57%，报18.24港元，成交额1.9亿港元。消息面上，特朗普21日宣布，软银集团、美国开放人工智能研究中心和甲骨文公司三家企业将投资5000亿美元以成立合资公司——Stargate星际之门，以建立位于美国的新人工智能数据中心。
光大证券指出，随着谷歌、博通AWS、微软将趋向于用自研ASIC以及以太网架构组网，有源铜缆的需求将迎来高增，且高增长趋势有望至少持续2至3年。
野村此前认为，公司的业务多元化努力可能会在2025年取得成果。同时作为A股博创科技等股东，野村相信长飞将受惠于其全球人工智能网络产品的需求。该行认为，在坚定的人工智能需求以及更佳的产品组合的驱动下，长飞的收入和盈利会迎来转折点。
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