说说你对这篇新闻的看_老虎社区_美港股上老虎 - 老虎社区

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千江有水千江月69
06-22 09:59

说说你对这篇新闻的看法...

港股直击 | 光通信股造好，长飞光纤光缆大升21%、汇聚科技升10%，光纤供应商藤仓上调业绩指引，光纤涨价或成行业共识

光通信股造好，长飞光纤光缆大升21%，汇聚科技升10%，剑桥科技升6%，鸿腾精密升3%。消息面上，据报道，受北美 AI 数据中心需求激增影响，光纤供应商藤仓因产能扩张缓慢，决定对 DCI 互联光缆涨价 30%，并大幅上调业绩指引，股价随之大涨。康宁同样面临交付压力，计划扩产专供英伟达的光纤产能。开源证券认为，光纤供应短缺的局面或将持续，光纤涨价或将成为行业共识。华鑫证券此前指出，自今年1月以来光纤预制棒持续供不应求，全球产能已逼近满负荷状态，而长飞光纤在光纤预制棒、光纤、光缆的市场份额从2016年至今连续九年排名世界第一，有望深度受益于供需反转的上行周期。

港股直击 | 光通信股造好，长飞光纤光缆大升21%、汇聚科技升10%，光纤供应商藤仓上调业绩指引，光纤涨价或成行业共识

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