英伟达40亿美元重注两家激光组件公司，中际旭创、新易盛等CPO概念股领涨

福布斯03-05

3月5日，A股CPO板块表现活跃，截至午间休市，新易盛涨11.8%，中际旭创涨幅为6.4%。市场认为，此次板块行情的主要催化剂来自全球AI芯片龙头英伟达的一笔战略投资。当地时间3月2日，英伟达宣布与光通信企业Coherent和Lumentum签署多年战略合作协议。根据协议，英伟达向两家企业各承诺数十亿美元采购订单，并分别投资20亿美元，用于产品研发、产能扩张及运营，同时获得相关光通信产品的优先...

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component companies, led by CPO concept stocks such as Zhongji InnoLight and Xinyisheng","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"300308":1.88,"300502":1.9,"NVDA":1.96,"NVDW":0.6,"NVDS.UK":0.6,"SNVD.UK":0.6,"3NVD.UK":0.6,"NVDD":0.6,"NVII":0.6,"NVDY":0.6,"NVD2.UK":0.6,"ANV":0.6,"NVD":0.6,"NVDB":0.6,"NVDX":0.6,"NVDQ":0.6,"NVDU":0.6,"NVDG":0.6,"NVDS":0.6,"DIPS":0.6,"NVIW.SI":0.6,"NVD3.UK":0.6,"2NVD.UK":0.6},"content_text":"3月5日，A股CPO板块表现活跃，截至午间休市，新易盛涨11.8%，中际旭创涨幅为6.4%。市场认为，此次板块行情的主要催化剂来自全球AI芯片龙头英伟达的一笔战略投资。当地时间3月2日，英伟达宣布与光通信企业Coherent和Lumentum签署多年战略合作协议。根据协议，英伟达向两家企业各承诺数十亿美元采购订单，并分别投资20亿美元，用于产品研发、产能扩张及运营，同时获得相关光通信产品的优先使用权和产能保障。英伟达创始人黄仁勋表示，AI正推动史上最大规模的计算基础设施建设，公司正联合Coherent与Lumentum推进下一代硅光子技术。此次投资的核心意义在于锁定CPO技术所必需的先进激光器产能。CPO技术通过将光引擎与交换芯片共封装，可显著降低功耗、提升端口密度。TrendForce报告指出，以1.6Tbps光通讯产品为例，现行光收发模组功耗约30W，若采用Micro LED 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