异动解读｜Fabrinet盘中上涨5.03%，光通信与CPO板块持续走强提振

行情直击09-26

9月25日，Fabrinet盘中上涨5.03%，报418.11美元/股，成交额2.1亿美元。

消息面上，近期光通信板块持续获资金关注，市场围绕英伟达CPO交换机量产及NPO放量预期持续升温。Fabrinet作为英伟达NPO光模块四大直接采购供应商之一，叠加数据中心收入占比首次突破五成的基本面支撑，受到板块资金共振推动。此前公司发布的第四财季报告显示，营收13.16亿美元，同比增长45%创历史新高；一季度指引营收中值14.05亿美元，亦大幅高于市场预期。CEO表示数据中心需求"看不到尽头"。当前行业层面，NPO预计将于明年大规模放量，CPO产业链订单排期已至后年，产业确定性不断强化，带动光通信上游标的整体走强。

（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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