AI算力热战正酣！CPO板块集体起舞，“易中天”力挺主升浪

格隆汇2025-12-05

12月5日，A股CPO光模块板块强势爆发。截至收盘，致尚科技、长光华芯20cm涨停，东田微、斯瑞新材、长盈通、干照光电、炬光科技等跟涨。“易中天”三巨头齐涨，天孚通信大涨超6%，中际旭创、新易盛小幅上涨。自4月9日以来，该板块累计涨幅已超过104%。1.6T光模块加速放量近期，海外科技巨头动态成为推动AI算力板块景气度与市场情绪向上的重要催化剂。其中最直接的刺激来自于谷歌，其最新发布的Gemini...

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