智通财经APP获悉，长飞光纤光缆(06869)再跌超12%，截至发稿，跌11.23%，报15.5港元，成交额1.44亿港元。
消息面上，DeepSeek模型以更低的训练成本取得与OpenAI o1相当的性能，市场担忧DeepSeek的低价策略造成算力过剩。华泰证券指出，DeepSeek具有低成本、高性能优势，引发行业对资本开支、应用场景等讨论。
高盛此前发布研报称，长飞光纤光缆H股两日内上涨46%，上涨的正面反应来自与AI相关主题，如用于CPO(共封装光学元件)的光纤，以及用于AI丛集和资料中心的低延迟光纤电缆网路的空芯光纤。尽管这些趋势对于一般光纤光缆制造商是正面消息，但公司仍未收到任何来自CPO或中空纤维(HCF)客户的重要订单，现有的电信光缆业务也没有显著的变化。
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