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　　长飞光纤光缆（06869）早盘上涨19.11%，现报23.75港元，成交额2.38亿港元。

　　阿里巴巴集团CEO吴泳铭在2月24日宣布，未来三年，阿里将投入超过3800亿元，用于建设云和AI硬件基础设施，总额超过去十年总和。大摩认为，其他互联网巨头也将会增加支出。据悉，微软、亚马逊、谷歌和Meta近日陆续表示，将在2025年进一步加大投资，预计在AI技术和数据中心建设上总共投入惊人的3200亿美元。

　　华鑫证券指出，作为服务器连接以及在解耦合式交换机和路由器中用作互连，高速铜缆的销售不断增长。预计从2023年到2027年高速铜缆的年复合增长率为25%，到2027年，高速铜缆的出货量预计将达到2000万条。

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