光通信板块走高长飞光纤光缆(06869)领涨8.44% 机构料26年AI光模块市规增至260亿美元

金吾财讯04-22

金吾财讯 | 光通信板块走高，截止发稿，长飞光纤光缆(06869)涨8.44%，京信通信(02342)涨3.77%，华虹半导体(01347)涨0.47%。消息面上，中原证券研究指，光模块行业延续高景气度，TrendForce预计2026年AI光模块市场规模同比增长57%，达到260亿美元。随着1.6T产品逐步进入量产，以及边缘运算与DCI需求成形，800G与1.6TZR/ZR+相干光模块市场将同步扩张。考虑行业业绩增长预期及估值水平，该机构维持行业“强于大市”投资评级。截至2026年4月20日，通信行业PE(TTM，剔除负值)为28.79，处于近五年99.92%分位，近十年57.58%分位。

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光通信板块走高 长飞光纤光缆(06869)领涨8.44% 机构料26年AI光模块市规增至260亿美元

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光通信板块走高长飞光纤光缆(06869)领涨8.44% 机构料26年AI光模块市规增至260亿美元