异动 | 长飞光纤光缆涨超16%，A股涨停！AI推动光纤光缆行业景气度提升

智通财经01-26

1月26日，长飞光纤光缆港股涨超16%，A股涨停。消息面上，根据光电通信公众号，2025年第四季度长期作为市场主流的G.652.D普通光纤出现显著的价格上涨与供应紧张，且部分大厂库存已无法满足自身订单，开始转向外采。光纤光缆行业需求结构发生变革。甬兴证券认为，随着AI算力网络、6G预研、全球数字基建等需求的持续释放，全球光纤光缆市场有望进入2～3年的高景气周期。维持通信行业“增持”评级，建议关注...

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