港股异动 | 长飞光纤光缆(06869)涨近20% 算力产业链迎来催化公司多元化取得实质性进展

智通财经2025-07-17

智通财经APP获悉，长飞光纤光缆(06869)涨近20%，截至发稿，涨19.61%，报24.4港元，成交额10.22亿港元。消息面上，7月15日，英伟达宣布恢复H20在中国的销售。市场分析称，解禁后，阿里、腾讯、字节等AI模型大客户可以大规模上马AI训练集群，AI服务器的采购需求上升，进而带动光模块的需求增长，而光模块是AI服务器的关键零部件，因此通信板块中相关企业有望受益。此外，申港证券指，受益...

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港股异动 | 长飞光纤光缆(06869)涨近20% 算力产业链迎来催化 公司多元化取得实质性进展

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港股异动 | 长飞光纤光缆(06869)涨近20% 算力产业链迎来催化公司多元化取得实质性进展