通信行业周报：光纤和算力租赁涨价超预期

开源证券股份有...03-08

光纤涨价趋势超预期，上行周期确立截至3 月4 日，G.652.D 单模光纤价格由元旦前的18 元/公里上涨至现价85~120 元/公里，涨幅近650%；G.657.A1 单模光纤价格由23 元/公里涨至115~135 元/公里，涨幅近487%；G.657.A2 单模光纤价格由35 元/公里涨至210~230 元/公里，涨幅近557%。从涨价幅度与节奏看，元旦至今涨幅已突破历史周期波动区间，表明当前...

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