液冷7倍牛股跳水！Meta拟豪掷60亿美元订购光纤，A股布局公司曝光

数据宝01-28

数据是个宝数据宝投资少烦恼AI应用的加速发展带动数据中心内部及核心节点间高速互联对新型光纤的需求显著上升。1月28日，A股涨价品种热度爆棚，黄金概念、镍金属、钴金属、分散染料、草甘膦、磷概念等题材指数大幅上涨。黄金概念热度排名第一，该板块涨幅达到7%以上，收盘指数创历史新高。消息面上，在站上5000美元/盎司历史关口后，国际金价继续上攻。1月28日，国际金价大涨，其中COMEX黄金期货涨至5200...

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260128185056a6b6e6a9&s=b><strong>数据宝</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>数据是个宝数据宝投资少烦恼AI应用的加速发展带动数据中心内部及核心节点间高速互联对新型光纤的需求显著上升。1月28日，A股涨价品种热度爆棚，黄金概念、镍金属、钴金属、分散染料、草甘膦、磷概念等题材指数大幅上涨。黄金概念热度排名第一，该板块涨幅达到7%以上，收盘指数创历史新高。消息面上，在站上5000美元/盎司历史关口后，国际金价继续上攻。1月28日，国际金价大涨，其中COMEX黄金期货涨至5200...</p>\n\n<a 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Meta plans to spend US $6 billion to order optical fiber, A-share layout company exposed","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"603516":1.95,"META":1.91,"GLDM":0.66,"IAU":0.66,"GLW":1.88},"content_text":"数据是个宝数据宝投资少烦恼AI应用的加速发展带动数据中心内部及核心节点间高速互联对新型光纤的需求显著上升。1月28日，A股涨价品种热度爆棚，黄金概念、镍金属、钴金属、分散染料、草甘膦、磷概念等题材指数大幅上涨。黄金概念热度排名第一，该板块涨幅达到7%以上，收盘指数创历史新高。消息面上，在站上5000美元/盎司历史关口后，国际金价继续上攻。1月28日，国际金价大涨，其中COMEX黄金期货涨至5200美元/盎司以上。分析人士表示，各国央行的战略性资产配置需求是本轮黄金上涨的核心支撑。此外，美联储处在降息周期，意味着持有美元资产的吸引力下降，而黄金作为“无利息资产”的机会成本变低。淳中科技遭遇连续跌停在涨价题材火热的同时，部分热门科技题材股在披露业绩预告之后，股价大幅调整。淳中科技（603516）便是其中之一，该股此前因液冷服务器概念大热，近1年内最大涨幅达到7倍以上，今年1月13日盘中一度创下267.6元/股的高价。1月26日晚间，淳中科技披露的2025年度业绩预告显示，公司预计2025年营收为3.5亿元至3.7亿元，同比下降29.29%至25.25%；预计净利润为2.65亿元至2.9亿元，同比增长208.86%到238%。扣非净利润亏损0.29亿元至0.36亿元，同比由盈转亏。公司在业绩预告中解释称，报告期内，公司为海外大客户定制开发的液冷测试平台等产品，因物料变更及客户产品迭代等原因，发货量大幅下降，人工智能业务营业收入较上年下降95%左右。此外因持有沐曦股份的股权，预计增加公允价值变动收益3.56亿元。在业绩预告披露之后，淳中科技1月27日、1月28日股价连续一字跌停，最新收盘价较历史高点回撤39.58%。Meta拟豪掷60亿美元订购光纤据媒体报道，美国康宁公司首席执行官Wendell Weeks表示，Meta承诺在2030年前向康宁支付高达60亿美元，用于其人工智能数据中心的光纤电缆采购。这笔高达60亿美元的交易，是Meta与一家关键供应商之间罕见的公开化、长期化捆绑协议。根据协议，Meta将在2030年前向康宁支付这笔款项，以确保其雄心勃勃的全球数据中心建设计划，特别是用于AI业务的部分，能够获得足够的关键数据传输“血管”。此举直接呼应了Meta去年11月宣布的、到2028年将在美国投资6000亿美元用于数据中心及基础设施的庞大计划。为满足Meta及英伟达、OpenAI、谷歌、亚马逊、微软等巨头日益增长的需求，康宁正扩建其位于北卡罗来纳州一工厂。康宁表示，待项目完成后，它将成为全球最大的光纤电缆工厂。在巨额订单推动下，美国当地时间周二，康宁股价盘中一度涨超19%，收盘涨幅达到15.58%，最新收盘价创近20年来新高，总市值逼近千亿美元。光纤光缆行业需求结构发生变革摩根士丹利分析师Meta Marshall指出，更具长远意义的趋势可能是，光纤将更进一步地渗透到数据中心内部。Weeks预测，随着每个服务器机架中GPU数量达到数百个，在机架内部用光纤取代当前主导的铜缆连接将变得“不可避免”且“更加经济高效”，因为“传输光子所需的能量比传输电子低5到20倍”。人工智能应用的加速发展推动智算算力建设进入快车道，带动数据中心内部及核心节点间高速互联对新型光纤的需求显著上升。据通信产业网，目前，市场上能够满足这些新需求的新型光纤产品主要包括已经规模商用的G.654.E光纤光缆、尚在技术优化爬坡的多芯光纤和空芯光纤光缆。其中，G.654.E光纤和空芯光纤已经进入运营商集采。2025年，三大运营商明显加大了G.654.E光纤光缆的集采规模，同时首次小批量集采空芯光纤光缆。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。开源证券研报显示，2025年全球光纤光缆需求有望达到数亿芯公里，并维持增长态势，价格方面自2025年起5月起明显回涨，并判断AI数据中心建设或持续驱动光纤光缆需求及价格持续提升。中信建投证券认为，2025年第三季度以来，中国市场光纤价格持续上涨，反应需求向好、整体供应偏紧。海外需求旺盛，出口表现强劲，反映了全球光纤光缆市场的旺盛需求。光纤光缆行业经历了2019年供需失衡，价格暴跌，此次厂商扩产会相对理性，另外光棒等环节扩产周期较长。此轮需求回暖叠加价格上涨，行业内的龙头公司可能盈利与估值双提升。机构重点关注的光纤光缆概念股出炉据证券时报·数据宝统计，A股市场涉及光纤光缆行业的公司数量较少，合计不到20家。截至1月28日收盘，今年以来光纤光缆概念股平均上涨9.72%，跑赢同期上证指数5个百分点以上。亨通光电、烽火通信、中天科技、锐科激光、长飞光纤、通鼎互联6股累计涨幅超10%。哪些概念股最受机构青睐？数据显示，机构给予“积极型”评级（含买入、增持、强烈推荐等）的光纤光缆概念股有9只，其中3股获10家以上机构评级，分别为中兴通讯、亨通光电、中天科技。机构评级数量最多的是中兴通讯，合计有24家机构研报提及该股。公司光传输设备已完成与空芯光纤的适配工作，公司联合运营商基于空芯光纤创下10714公里传输的世界纪录，1.6T城域相干产品已完成国际大T的现网测试。亨通光电合计有17家机构研报覆盖。公司打通了“光棒—光纤—光缆—光器件”光通信全产业链生态，成功自研了长距离大容量G.654.D光纤和多芯光纤，多芯光纤光缆已成功通过海试。公司AI先进光纤材料研发制造中心扩产项目于2025年正式投入建设，计划2026年2月竣工。中天科技合计有14家机构研报关注。公司构建了涵盖仿真设计、高精度原材料、母棒制备、光纤拉制到性能测试的完整研发体系，打通了空芯光纤全链条核心制备技术。声明：数据宝所有资讯内容不构成投资建议，股市有风险，投资需谨慎。责编：周莎","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 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2606806718","isCrawlerRequest":true}