光通信板块上扬长飞光纤光缆(06869)涨6.03% 机构料光互联在AI集群的价值量占比仍将继续抬升_老虎社区_美港股上老虎

光通信板块上扬长飞光纤光缆(06869)涨6.03% 机构料光互联在AI集群的价值量占比仍将继续抬升

金吾财讯04-16

金吾财讯 | 光通信板块上扬，汇聚科技(01729)涨6.62%，长飞光纤光缆(06869)涨6.03%，剑桥科技(06166)涨4.00%，鸿腾精密(06088)涨3.87%。国金证券表示，台积电旗下硅光整合平台COUPE预计今年进入量产，此次量产成为推动CPO落地的关键里程碑，持续看好今年CPO从0到1落地。工信部发布关于开展普惠算力赋能中小企业发展专项行动的通知。其中提出，推动全光交换等技术应用部署，降低算力应用终端到服务器的网络时延，提升应用交互体验。该机构预计光互联在AI集群的价值量占比仍将继续抬升。

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