异动 | 长飞光纤光缆H股涨超19%，A股涨停！AI算力需求驱动光纤光缆主业

智通财经2025-12-17

12月17日，长飞光纤光缆H股盘中涨超19%，A股涨停。消息面上，华泰证券此前研报指出，公司光纤光缆主业在AI算力需求的驱动下，产品结构持续优化。虽然国内电信侧传统光纤需求短期承压，但面向算力网络的高端产品需求旺盛。在下一代光纤技术方面，公司空芯光纤的研发与产业化进程全球领先。此外，公司通过子公司长芯博创布局的MPO、AOC、高速铜缆等光互联组件业务已成为强劲增长点，受益于北美AI数据中心建设，...

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