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智通港股早知道 | AI基础设施建设大潮 光纤需求急剧增长 英伟达(NVDA.US)Q1营收同比增长85%
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07:30","market":"fut","language":"zh","title":"智通港股早知道 | AI基础设施建设大潮 光纤需求急剧增长 英伟达(NVDA.US)Q1营收同比增长85%","url":"https://stock-news.laohu8.com/highlight/detail?id=2637406871","media":"智通财经","summary":"AI基础设施建设大潮 光纤需求急剧增长据央视财经消息，随着全球AI数据中心建设加速，市场关注的焦点已经不只是芯片。但随着相关需求激增，到2027年，这一比例预计将升至30%。本月初，康宁与英伟达宣布建立长期合作伙伴关系。于2026年5月20日，港澳文旅向联交所提交上市申请，以申请批准港澳文旅股份以介绍式于联交所主板上市及买卖。增持后最新持股数目约为13.26亿股，最新持股比例为8.20%。","content":"<html><body><p><strong>【今日头条】</strong></p><p><strong>AI基础设施建设大潮 光纤需求急剧增长</strong></p><p>据央视财经消息，随着全球AI数据中心建设加速，市场关注的焦点已经不只是芯片。支撑大量服务器高速连接的光纤，正在成为新的供应紧张环节。科技媒体DigiTimes报道称，在AI数据中心建设的推动下，全球光纤需求激增。中国主要光纤制造商的订单已经排到了2027年初。</p><p>据悉，行业龙头企业<a href=\"https://laohu8.com/S/600487\">亨通光电</a>和<a href=\"https://laohu8.com/S/600498\">烽火通信</a>向媒体表示，目前生产线已经满负荷运转，部分产品的交付周期已经从过去的几周延长至了数月。</p><p>有业内人士估计，AI数据中心所需光纤用量，大约是传统CPU服务器机架的36倍。英国大宗商品咨询公司CRU的数据显示，2024年，数据中心在全球光纤需求中的占比还不到5%。但随着相关需求激增，到2027年，这一比例预计将升至30%。</p><p>本月初，<a href=\"https://laohu8.com/S/GLW\">康宁</a>与<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>宣布建立长期合作伙伴关系。英伟达将斥资5亿美元获得康宁股权认购权，康宁则计划新建三座专供英伟达的先进制造工厂，并计划将其在美国的光学连接制造能力提升10倍，光纤产量提升50%以上。两家公司均表示，现代AI工作负载需要数千颗英伟达GPU，进而对高性能光纤、连接器和光子学组件提出了前所未有的需求规模。</p><p>光通信产业链涉及相关港股：<a href=\"https://laohu8.com/S/06869\">长飞光纤光缆</a>(06869)、<a href=\"https://laohu8.com/S/603083\">剑桥科技</a>(06166)、<a href=\"https://laohu8.com/S/06088\">鸿腾精密</a>(06088)、<a href=\"https://laohu8.com/S/01729\">汇聚科技</a>(01729)、<a href=\"https://laohu8.com/S/01300\">俊知集团</a>(01300)、<a href=\"https://laohu8.com/S/01617\">南方通信</a>(01617)等。</p><p><strong>【大势展望】</strong></p><p><strong>WTI原油期货收于每桶99.08美元，跌幅为4.87%</strong></p><p>隔夜美股截至收盘道琼斯工业平均指数比前一交易日上涨645.47点，收于50009.35点，涨幅为1.31%；标准普尔500种股票指数上涨79.36点，收于7432.97点，涨幅为1.08%；纳斯达克综合指数上涨399.65点，收于26270.36点，涨幅为1.54%。</p><p>大型科技股普涨，美股CPU概念股表现强势，ARM大涨超15%，<a href=\"https://laohu8.com/S/AMD\">AMD</a>涨超8%，<a href=\"https://laohu8.com/S/INTC\">英特尔</a>涨超7%。美股银行股走高，<a href=\"https://laohu8.com/S/DB\">德意志银行</a>涨超6%，<a href=\"https://laohu8.com/S/GS\">高盛</a>、<a href=\"https://laohu8.com/S/BCS\">巴克莱银行</a>涨超5%，<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>、花旗集团涨超4%。太空概念股普涨，<a href=\"https://laohu8.com/S/VSAT\">卫讯公司</a>涨超6%，<a href=\"https://laohu8.com/S/RKLB\">Rocket Lab</a>涨超5%，回升星通信涨近4%，Planet Labs PBC涨超2%。</p><p>热门中概股多数下跌，纳斯达克中国金龙指数跌0.44%。恒生指数ADR上涨，按比例计算，收报25941.45点，较香港收市涨290.33或1.13%。</p><p>纽约商品交易所WTI原油期货当月连续合约下跌5.07美元，收于每桶99.08美元，跌幅为4.87%。COMEX黄金期货当月连续合约上涨35.00美元，涨幅0.78%，报4546.2美元/盎司。</p><p><strong>【热点前瞻】</strong></p><p><strong>英伟达2027财年Q1营收同比增长85%至816亿美元 公司宣布新增800亿美元的股票回购授权</strong></p><p>英伟达2027财年Q1营收816亿美元，同比增长85%；市场预期为786.72亿美元，上年同期为440.62亿美元(英伟达财年采用每年2月至次年1月口径，2027财年Q1对应自然年2026年2—4月)。</p><p><strong>SpaceX申请美国IPO 代码SPCX</strong></p><p>SpaceX向美国证券交易委员会(SEC)提交S-1注册声明，代码SPCX。SEC文件显示，SpaceX第一季度收入46.94亿美元，运营亏损19.43亿美元；第一季度人工智能部门收入为8.18亿美元。</p><p><strong>据称OpenAI正秘密筹备IPO 华尔街或迎史诗级上市潮</strong></p><p>最新消息显示，OpenAI准备最早于本周五(5月22日)秘密递交IPO招股书草案，为这宗有望成为史上最大规模之一的上市交易做准备。知情人士透露，目前OpenAI正与包括高盛和摩根士丹利在内的多家投行合作，计划在未来数天或数周内提交文件。</p><p><strong><a href=\"https://laohu8.com/S/00308\">香港中旅</a>(00308)拟以实物分派方式分拆港澳文旅及以介绍方式将其于联交所主板独立上市</strong></p><p>香港中旅(00308)公布，公司计划以实物分派方式分拆港澳文旅及以介绍方式将港澳文旅股份于联交所主板独立上市。公司已根据应用指引第15项就建议分拆向联交所提交分拆建议，而联交所已确认公司可进行建议分拆。于2026年5月20日，港澳文旅向联交所提交上市申请，以申请批准港澳文旅股份以介绍式于联交所主板上市及买卖。</p><p><strong><a href=\"https://laohu8.com/S/03309\">希玛医疗</a>(03309)拟斥资约 1.13 亿元入股中因科技 布局眼科基因疗法赛道</strong></p><p>希玛医疗(03309)公布，于2026年5月20日，公司间接全资附属公司香港(国际)眼科医疗与目标公司北京中因科技股份有限公司订立投资及股份转让协议，拟通过认购新股及收购老股，合计出资1.12625亿元，取得中因科技约10.23%经扩大已发行股本。目标公司于2016年根据中国法律成立，创始人是著名眼科遗传学专家杨教授，主要于中国从事眼科创新基因治疗研发，适应症覆盖遗传性视网膜变性和老年性黄斑部病变(Age-related Macular Degeneration)等重大致盲眼病。</p><p><strong><a href=\"https://laohu8.com/S/02076\">BOSS直聘-W</a>(02076)一季度普通股股东应占净利润11.57亿元 同比增加123.24%</strong></p><p><a href=\"https://laohu8.com/S/BZ\">BOSS直聘</a>-W(02076)发布2026年第一季度财务业绩，收入为20.69亿元(人民币，下同)，同比增加7.57%；归属于看准科技有限公司普通股股东的净利润为11.57亿元，同比增加123.24%；每股普通股基本净利润1.25元。</p><p><strong>小摩增持<a href=\"https://laohu8.com/S/00241\">阿里健康</a>(00241)约5704.01万股 每股作价约4.30港元</strong></p><p>香港联交所最新资料显示，5月15日，小摩增持阿里健康(00241)5704.0057万股，每股作价4.3049港元，总金额约为2.46亿港元。增持后最新持股数目约为13.26亿股，最新持股比例为8.20%。</p><p><strong><a href=\"https://laohu8.com/S/601318\">中国平安</a>保险(集团)股份有限公司增持<a href=\"https://laohu8.com/S/601628\">中国人寿</a>(02628)5675万股 每股作价约29.6港元</strong></p><p>香港联交所最新资料显示，5月18日，<a href=\"https://laohu8.com/S/02318\">中国平安</a>保险(集团)股份有限公司增持<a href=\"https://laohu8.com/S/02628\">中国人寿</a>(02628)5675万股，每股作价29.5956港元，总金额约为16.8亿港元。增持后最新持股数目约为11.26亿股，最新持股比例为15.13%。</p><p><strong><a href=\"https://laohu8.com/S/00631\">三一国际</a>(00631)第一季度股东应占溢利5.09亿元 同比减少19.8%</strong></p><p>三一国际(00631)发布截至2026年3月31日止三个月第一季度业绩，该集团取得收入66.51亿元，同比增加13.2%；母公司拥有人应占溢利5.09亿元，同比减少19.8%。</p><p><strong><a href=\"https://laohu8.com/S/09698\">万国数据-SW</a>(09698)发布第一季度业绩，净利润26.52亿元 同比增加247.1%</strong></p><p><a href=\"https://laohu8.com/S/GDS\">万国数据</a>-SW(09698)发布2026年第一季度业绩，该集团取得净收入人民币33.67亿元，同比增加23.6%； 净利润人民币26.52亿元，同比增加247.1%；每股普通股基本收益为人民币1.67元。公司确认，就2026年全年，先前公布的总收入指引将介乎人民币124亿元至人民币 129亿元，经调整EBITDA将介乎人民币57.5亿元至人民币60亿元，资本支出将约为人民币90亿元，维持不变。</p><p><strong>【个股点晴】</strong></p><p><strong><a href=\"https://laohu8.com/S/02722\">重庆机电</a>(02722)：<a href=\"https://laohu8.com/S/CMI\">康明斯</a>上调全年收入指引</strong></p><p>康明斯此前发布第一季度业绩，期内总营收为84亿美元，略高于市场预期，净利润为6.54亿美元，合每股收益4.71美元。公司上调2026年全年收入指引至363.6亿至373.7亿美元，意味着同比增长8%至11%，主要得益于数据中心发电等关键市场需求超出预期。</p><p>公开资料显示，重庆机电拥有重庆康明斯50%股权，后者是美国康明斯在华唯一的大马力发动机生产基地。国元国际指出，重庆康明斯2026年Q60发动机出货量有望翻倍。投资收益有望在2025年约6.35亿的基础上进一步提升。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>智通港股早知道 | AI基础设施建设大潮 光纤需求急剧增长 英伟达(NVDA.US)Q1营收同比增长85%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ 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hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n智通港股早知道 | AI基础设施建设大潮 光纤需求急剧增长 英伟达(NVDA.US)Q1营收同比增长85%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-05-21 07:30 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/1444247.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>【今日头条】AI基础设施建设大潮 光纤需求急剧增长据央视财经消息，随着全球AI数据中心建设加速，市场关注的焦点已经不只是芯片。支撑大量服务器高速连接的光纤，正在成为新的供应紧张环节。科技媒体DigiTimes报道称，在AI数据中心建设的推动下，全球光纤需求激增。中国主要光纤制造商的订单已经排到了2027年初。据悉，行业龙头企业亨通光电和烽火通信向媒体表示，目前生产线已经满负荷运转，部分产品的交付...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1444247.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"601869":"长飞光纤","LU2394011477.USD":"JPMORGAN CLIMATE CHANGE SOLUTIONS \"A\" (USD) ACC","LU2462591277.SGD":"TRP GLOBAL FOCUSED GROWTH EQUITY \"AN\" (SGDHDG) ACC","LU1571399168.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"IP\" (USD) ACC","LU2487616109.SGD":"JPM AMERICA EQUITY \"A\" (SGD) ACC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU2954938101.SGD":"T ROWE PRICE GLOBAL FOCUSED GROWTH EQUITY \"A8P\" (SGD) INC","SG9999018865.SGD":"United 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光纤需求急剧增长据央视财经消息，随着全球AI数据中心建设加速，市场关注的焦点已经不只是芯片。支撑大量服务器高速连接的光纤，正在成为新的供应紧张环节。科技媒体DigiTimes报道称，在AI数据中心建设的推动下，全球光纤需求激增。中国主要光纤制造商的订单已经排到了2027年初。据悉，行业龙头企业亨通光电和烽火通信向媒体表示，目前生产线已经满负荷运转，部分产品的交付周期已经从过去的几周延长至了数月。有业内人士估计，AI数据中心所需光纤用量，大约是传统CPU服务器机架的36倍。英国大宗商品咨询公司CRU的数据显示，2024年，数据中心在全球光纤需求中的占比还不到5%。但随着相关需求激增，到2027年，这一比例预计将升至30%。本月初，康宁与英伟达宣布建立长期合作伙伴关系。英伟达将斥资5亿美元获得康宁股权认购权，康宁则计划新建三座专供英伟达的先进制造工厂，并计划将其在美国的光学连接制造能力提升10倍，光纤产量提升50%以上。两家公司均表示，现代AI工作负载需要数千颗英伟达GPU，进而对高性能光纤、连接器和光子学组件提出了前所未有的需求规模。光通信产业链涉及相关港股：长飞光纤光缆(06869)、剑桥科技(06166)、鸿腾精密(06088)、汇聚科技(01729)、俊知集团(01300)、南方通信(01617)等。【大势展望】WTI原油期货收于每桶99.08美元，跌幅为4.87%隔夜美股截至收盘道琼斯工业平均指数比前一交易日上涨645.47点，收于50009.35点，涨幅为1.31%；标准普尔500种股票指数上涨79.36点，收于7432.97点，涨幅为1.08%；纳斯达克综合指数上涨399.65点，收于26270.36点，涨幅为1.54%。大型科技股普涨，美股CPU概念股表现强势，ARM大涨超15%，AMD涨超8%，英特尔涨超7%。美股银行股走高，德意志银行涨超6%，高盛、巴克莱银行涨超5%，摩根士丹利、花旗集团涨超4%。太空概念股普涨，卫讯公司涨超6%，Rocket Lab涨超5%，回升星通信涨近4%，Planet Labs PBC涨超2%。热门中概股多数下跌，纳斯达克中国金龙指数跌0.44%。恒生指数ADR上涨，按比例计算，收报25941.45点，较香港收市涨290.33或1.13%。纽约商品交易所WTI原油期货当月连续合约下跌5.07美元，收于每桶99.08美元，跌幅为4.87%。COMEX黄金期货当月连续合约上涨35.00美元，涨幅0.78%，报4546.2美元/盎司。【热点前瞻】英伟达2027财年Q1营收同比增长85%至816亿美元 公司宣布新增800亿美元的股票回购授权英伟达2027财年Q1营收816亿美元，同比增长85%；市场预期为786.72亿美元，上年同期为440.62亿美元(英伟达财年采用每年2月至次年1月口径，2027财年Q1对应自然年2026年2—4月)。SpaceX申请美国IPO 代码SPCXSpaceX向美国证券交易委员会(SEC)提交S-1注册声明，代码SPCX。SEC文件显示，SpaceX第一季度收入46.94亿美元，运营亏损19.43亿美元；第一季度人工智能部门收入为8.18亿美元。据称OpenAI正秘密筹备IPO 华尔街或迎史诗级上市潮最新消息显示，OpenAI准备最早于本周五(5月22日)秘密递交IPO招股书草案，为这宗有望成为史上最大规模之一的上市交易做准备。知情人士透露，目前OpenAI正与包括高盛和摩根士丹利在内的多家投行合作，计划在未来数天或数周内提交文件。香港中旅(00308)拟以实物分派方式分拆港澳文旅及以介绍方式将其于联交所主板独立上市香港中旅(00308)公布，公司计划以实物分派方式分拆港澳文旅及以介绍方式将港澳文旅股份于联交所主板独立上市。公司已根据应用指引第15项就建议分拆向联交所提交分拆建议，而联交所已确认公司可进行建议分拆。于2026年5月20日，港澳文旅向联交所提交上市申请，以申请批准港澳文旅股份以介绍式于联交所主板上市及买卖。希玛医疗(03309)拟斥资约 1.13 亿元入股中因科技 布局眼科基因疗法赛道希玛医疗(03309)公布，于2026年5月20日，公司间接全资附属公司香港(国际)眼科医疗与目标公司北京中因科技股份有限公司订立投资及股份转让协议，拟通过认购新股及收购老股，合计出资1.12625亿元，取得中因科技约10.23%经扩大已发行股本。目标公司于2016年根据中国法律成立，创始人是著名眼科遗传学专家杨教授，主要于中国从事眼科创新基因治疗研发，适应症覆盖遗传性视网膜变性和老年性黄斑部病变(Age-related Macular Degeneration)等重大致盲眼病。BOSS直聘-W(02076)一季度普通股股东应占净利润11.57亿元 同比增加123.24%BOSS直聘-W(02076)发布2026年第一季度财务业绩，收入为20.69亿元(人民币，下同)，同比增加7.57%；归属于看准科技有限公司普通股股东的净利润为11.57亿元，同比增加123.24%；每股普通股基本净利润1.25元。小摩增持阿里健康(00241)约5704.01万股 每股作价约4.30港元香港联交所最新资料显示，5月15日，小摩增持阿里健康(00241)5704.0057万股，每股作价4.3049港元，总金额约为2.46亿港元。增持后最新持股数目约为13.26亿股，最新持股比例为8.20%。中国平安保险(集团)股份有限公司增持中国人寿(02628)5675万股 每股作价约29.6港元香港联交所最新资料显示，5月18日，中国平安保险(集团)股份有限公司增持中国人寿(02628)5675万股，每股作价29.5956港元，总金额约为16.8亿港元。增持后最新持股数目约为11.26亿股，最新持股比例为15.13%。三一国际(00631)第一季度股东应占溢利5.09亿元 同比减少19.8%三一国际(00631)发布截至2026年3月31日止三个月第一季度业绩，该集团取得收入66.51亿元，同比增加13.2%；母公司拥有人应占溢利5.09亿元，同比减少19.8%。万国数据-SW(09698)发布第一季度业绩，净利润26.52亿元 同比增加247.1%万国数据-SW(09698)发布2026年第一季度业绩，该集团取得净收入人民币33.67亿元，同比增加23.6%； 净利润人民币26.52亿元，同比增加247.1%；每股普通股基本收益为人民币1.67元。公司确认，就2026年全年，先前公布的总收入指引将介乎人民币124亿元至人民币 129亿元，经调整EBITDA将介乎人民币57.5亿元至人民币60亿元，资本支出将约为人民币90亿元，维持不变。【个股点晴】重庆机电(02722)：康明斯上调全年收入指引康明斯此前发布第一季度业绩，期内总营收为84亿美元，略高于市场预期，净利润为6.54亿美元，合每股收益4.71美元。公司上调2026年全年收入指引至363.6亿至373.7亿美元，意味着同比增长8%至11%，主要得益于数据中心发电等关键市场需求超出预期。公开资料显示，重庆机电拥有重庆康明斯50%股权，后者是美国康明斯在华唯一的大马力发动机生产基地。国元国际指出，重庆康明斯2026年Q60发动机出货量有望翻倍。投资收益有望在2025年约6.35亿的基础上进一步提升。","news_type":1,"symbols_score_info":{"601869":1.88,"SNVD.UK":0.6,"NVD":0.6,"06869":1.88,"NVDY":0.6,"MSFT":0.6,"GOOG":0.6,"NVDW":0.6,"NVDD":0.6,"NVDL":0.6,"NVD2.UK":0.6,"NVDO":0.6,"ANV":0.6,"NVDU":0.6,"NVD3.UK":0.6,"07788":0.6,"NVDG":0.6,"NVYY":0.6,"META":0.6,"NVDX":0.6,"NVDS.UK":0.6,"NVDQ":0.6,"NVDB":0.6,"NVII":0.6,"2NVD.UK":0.6,"TSLA":0.6,"3NVD.UK":0.6,"AAPL":0.6,"NVIW.SI":0.6,"NVDS":0.6,"NVDA":1.93,"AMZN":0.6,"07388":0.6,"DIPS":0.6}},"isVote":1,"tweetType":1,"viewCount":289,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":27,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/566950742303112"}
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