开盘8分钟，20%涨停！重磅利好，持续发酵！

券商中国02-03

CPO再度爆发！　　2月3日，A股早盘，创业板指一度大涨2%，CPO概念股大涨，天孚通信涨逾10%，新易盛、中际旭创涨逾3%。致尚科技开盘8分钟后，20%涨停。　　有券商研报显示，根据产业调研，英伟达CPO交换机或将出货，出货量预计1万台，其中Spectrum5率先起量，自二季度起Spectrum6及Quantum CPO交换机有望小规模出货。如果2027年NV在scale-up引入CPO技术...

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Heavy good news, continue to ferment!","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NVDS":0.6,"NVDQ":0.6,"NVD3.UK":0.6,"NVDG":0.6,"NVDX":0.6,"NVII":0.6,"SNVD.UK":0.6,"NVD2.UK":0.6,"NVDS.UK":0.6,"NVD":0.6,"NVDW":0.6,"NVDA":0.82,"DIPS":0.6,"2NVD.UK":0.6,"NVIW.SI":0.6,"NVDD":0.6,"NVDU":0.6,"NVDY":0.6,"3NVD.UK":0.6},"content_text":"CPO再度爆发！\n　　2月3日，A股早盘，创业板指一度大涨2%，CPO概念股大涨，天孚通信涨逾10%，新易盛、中际旭创涨逾3%。致尚科技开盘8分钟后，20%涨停。\n　　有券商研报显示，根据产业调研，英伟达CPO交换机或将出货，出货量预计1万台，其中Spectrum5率先起量，自二季度起Spectrum6及Quantum CPO交换机有望小规模出货。如果2027年NV在scale-up引入CPO技术，光互连场景进一步拓展。\n　　另一方面，大盘又是否已经企稳，并有利于题材股演绎呢？\n　　CPO利好持续发酵\n　　据讯石光通讯网1月30日报道，Light Counting 发布最新报告指出，AI发展正推动光收发器和共封装光学（CPO）市场高速增长。预计2025年市场规模达165亿美元，2026年将激增至260亿美元，年增长率高达60%。尽管供应链短缺正在缓解，但顶级云公司的资本开支狂热为市场提供了支撑。Meta和Oracle计划在2026年将其资本开支翻倍，其他公司尚未更新其2026年的支出计划。\n　　有券商研究机构表示，根据当前的假设，2026年面向前五大云公司的光学器件销售额将占其资本开支的3.1%（高于2025 年的2.7%），并将在2031 年增至4.1%。光学连接支出增加可以归因于新的应用，例如Scale-up网络，以及用于Scale-out 和Scale-up连接的GPU带宽的快速增长。CPO在Scale-up连接中的采纳可能会超出预测，并在2028 年至2031年间引领市场实现更强劲的增长。\n　　另外，英伟达2月3日举办共封装硅光子交换机相关研讨会NVIDIA将于2026年2月3日（新加坡时间14：00-15：00/澳大利亚东部时间17：00-18：00）举办网络研讨会，主题为“面向十亿瓦级AI工厂的共封装硅光子交换机”。据英伟达描述，超大规模人工智能正在重新定义现代数据中心必须交付的内容。随着下一代AI工作负载向庞大的模型规模、实时推理以及跨区域互联的AI工厂发展，基础设施必须不断发展，以实现前所未有的规模、连接性和能源效率。此次研讨会聚焦AI 模型变大、推理实时化背景下，数据中心如何通过NVIDIA 光子交换机、NVLink 及Spectrum-X 以太网实现超算级性能。\n　　另有券商认为，2026年为CPO量产元年。CPO的核心优势是降低TCO与功耗，以GB300 NVL72集群为例，极端情况下采用CPO技术的3层网络transceiver功耗可降低 84%，总网络功耗降低23%。根据产业调研，英伟达CPO交换机预计将出货，出货量预计1万台，其中Spectrum5率先起量，自Q2起Spectrum6及Quantum CPO交换机有望小规模出货。如果2027年NV在scale-up引入CPO技术，光互连场景进一步拓展。\n　　大盘是否已经企稳？\n　　那么，大盘是否有利于主题演绎？最近的流动性危机是否已经解除？分析人士认为，从短期来看，一方面外围流动性持续衰减的势头暂时企稳，但地缘变数仍在；另一方面，考虑到长假将至，内地去杠杆可能还会零星出现。因此，市场可能会偏震荡格局。\n　　第一，从昨晚到今早，贵金属强劲反弹，美国杠杆借贷指数亦小幅企稳，虚拟货币亦有反弹。但值得注意的是，这里是不是反转还难有定论，因此杠杆借贷指数反弹幅度微弱，虚拟币反弹也不多，比特币目前仍维持在7.9万美元以下水平。这很难说，流动性的格局已经完全扭转。\n　　从地缘来看，中东的问题依然存在变数。特朗普说，美国正与伊朗对话，“如果我们能达成某种协议，那就太好了。如果不能，可能会出现不好的情况”。他再次对伊朗发出军事威胁，重复美国向伊朗派出“庞大”舰队、“规模甚至比在委内瑞拉更大”等说辞。\n　　第二，从内部来看，当前，市场普遍的预期是，春节前的最后一周，市场可能逐渐平静下来。然而，A股市场当前的成交水平和融资余额水平虽较前期高点有所下降，但依然比较高。在长假来临之际，这两大指标应该都会处于收敛的趋势当中。Wind数据统计显示，当日沪深两市融资买入额为2418.66亿元，前一交易日为2669.79亿元；融资偿还额为2478.76亿元，前一交易日为2905.22亿元；当日融券卖出量为1.82亿股，前一交易日为9536.01万股。在这种背景之下，市场的波动亦会随之收敛。\n　　责编：罗晓霞\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：王珂","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"2","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/2608539848","isCrawlerRequest":true}