光模块领涨英伟达产业链 A股AI算力板块强势反弹

报告大厅2025-05-14

中国报告大厅网讯，市场综述：全球AI芯片需求激增驱动A股相关赛道集体走强近期受海外AI芯片巨头业绩催化及订单释放影响，A股与英伟达产业链关联紧密的光模块、云计算等细分领域表现突出。5月14日早盘，受益于隔夜美股英伟达股价大涨提振市场情绪，创业板人工智能指数涨幅超2%，相关上市公司普遍呈现强势反弹态势，其中光模块企业成为领涨主力，多只个股单日涨幅突破7%。一、光模块板块领跑行业景气度持续...

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202505141137529758fd66&s=b><strong>报告大厅</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>中国报告大厅网讯，市场综述：全球AI芯片需求激增驱动A股相关赛道集体走强  近期受海外AI芯片巨头业绩催化及订单释放影响，A股与英伟达产业链关联紧密的光模块、云计算等细分领域表现突出。5月14日早盘，受益于隔夜美股英伟达股价大涨提振市场情绪，创业板人工智能指数涨幅超2%，相关上市公司普遍呈现强势反弹态势，其中光模块企业成为领涨主力，多只个股单日涨幅突破7%。  一、光模块板块领跑 行业景气度持续...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202505141137529758fd66&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"SNVD.UK","symbol_name":"LS -1X 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行业景气度持续验证  今日早盘数据显示，光模块龙头博创科技以超10%的涨幅位居前列，新易盛、联特科技等企业股价均实现显著上涨，带动整个AI算力基础设施板块活跃。这一表现与全球AI芯片需求增长直接相关——英伟达CEO近期宣布向沙特公司Humain供应超1.8万枚AI芯片的消息，进一步强化了市场对算力硬件领域高景气度的预期。  从技术指标看，创业板人工智能指数自4月低点已累计反弹超20%，显著跑赢同期主要宽基指数及同类主题指数。截至5月13日统计显示，该指数年内涨幅达38.44%（2024年度），反映出市场对AI产业链长期成长逻辑的认可。  二、供需缺口持续扩大 行业增长具备多重支撑  分析此轮行情的核心驱动力，短期看英伟达等头部企业芯片订单的密集释放直接带动光模块需求；中长期则受益于全球AI算力建设加速及应用场景拓展。当前国内大模型厂商正通过“军备竞赛”方式扩大算力规模，导致光模块、AIDC（人工智能数据中心）等硬件设施供应持续紧张。  数据显示，部分行业龙头已率先实现股价修复。例如新易盛自4月9日低点以来反弹幅度超64%，印证了市场资金对具备核心技术优势企业的关注度提升。与此同时，政策端对AI云基建的支持以及国内外市场需求共振，为板块估值修复提供了基本面支撑。  三、技术迭代与应用场景拓展打开长期空间  行业分析指出，光模块作为算力集群的核心组件，在AI模型训练和推理环节发挥不可替代作用。随着具身智能、多模态大模型等新技术的落地应用，未来5年全球AI芯片市场规模有望保持30%以上复合增速，直接推动上游硬件企业的业绩增长空间。  值得注意的是，当前光模块行业估值水平已处于历史较低区间。从交易数据看，跟踪该赛道的创业板人工智能ETF（159363）单日成交额突破3300万元，显示出资金对AI算力板块的关注度持续升温。  总结：把握技术升级与需求爆发双重机遇  综合来看，英伟达产业链在A股市场的表现折射出全球AI产业发展的强劲动能。光模块作为连接芯片与应用场景的关键环节，正受益于算力需求的指数级增长。尽管短期市场波动可能受政策或订单落地节奏影响，但中长期看，具备技术壁垒和产能优势的企业有望持续分享行业红利。投资者可关注跟踪核心标的的ETF产品，在充分评估风险后把握AI算力赛道的投资机会。  （注：文中涉及的具体数据均来自沪深交易所及公开市场信息，创业板人工智能指数历史表现不预示未来结果）更多光模块行业研究分析，详见中国报告大厅《光模块行业报告汇总》。这里汇聚海量专业资料，深度剖析各行业发展态势与趋势，为您的决策提供坚实依据。更多详细的行业数据尽在【数据库】，涵盖了宏观数据、产量数据、进出口数据、价格数据及上市公司财务数据等各类型数据内容。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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