金吾财讯 | 长飞光纤光缆(06869)股价发力，截至发稿，涨8.57%，报15.2港元，成交额1.79亿港元。对应A股长飞光纤(601869)早盘涨停，报34.86元人民币，成交额2.87元人民币。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。
这一重磅消息引发了市场对光通信行业前景的乐观预期，尤其是CPO技术有望加速导入，相关公司有望迎来新一轮发展机遇。国内多家龙头企业也在纷纷加大在光通信领域的投入和布局。
据悉，长飞光模块产品为通信设备提供高速光接口互联，公司针对入网、传输网、数据中心、无线网等应用为客户提供可靠高效灵活的光模块解决方案。子公司博创科技10G PONOLT光模块出货量国内领先。
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