消息面上，Meta此前宣布将在2030年前向康宁支付60亿美元，用于购置其AI数据中心用的光纤光缆。 此前据光电通信，2025年第四季，国内G.652.D光纤含税价平均约为25元/芯公里，较2025年第二季度的 20元/芯公里环比增长约25%。第一上海认为，公司是全球光纤光缆行业的龙头，光纤预制棒、光纤、 光缆份额常年保持全球第一。在AI算力需求驱动的背景下，公司充分受益光纤需求升级以及海外市场 高景气度，光纤光缆及光互联组件产品有望持续量价齐升，开始盈利上行周期。 长飞光纤（601869）光缆(06869)盘中涨超9%，高见92.1港元再创新高。截至发稿，涨7.05%，报89.6港 元，成交额19.64亿港元。 ...

智通财经APP获悉，长飞光纤光缆(06869)盘中涨超9%，高见92.1港元再创新高。截至发稿，涨7.05%， 报89.6港元，成交额19.64亿港元。 消息面上，Meta此前宣布将在2030年前向康宁支付60亿美元，用于购置其AI数据中心用的光纤光缆。 此前据光电通信，2025年第四季，国内G.652.D光纤含税价平均约为25元/芯公里，较2025年第二季度的 20元/芯公里环比增长约25%。第一上海认为，公司是全球光纤光缆行业的龙头，光纤预制棒、光纤、 光缆份额常年保持全球第一。在AI算力需求驱动的背景下，公司充分受益光纤需求升级以及海外市场 高景气度，光纤光缆及光互联组件产品有望持续量价齐升，开始盈利上行周期。 ...

每经AI快讯，2月2日，长飞光纤涨停走出2连板，2天累计涨幅达21.0%。 （文章来源：每日经济新闻） ...

长飞光纤涨停走出2连板，2天累计涨幅达21.0%。 ...

Global Research abc 2026 年 01 月 28 日 快评 长飞光纤 – A CRU双月报：电信光纤价格跃升 价格：2026年1月国内G652.D裸纤现货价格环比上涨79% CRU数据显示，2026年1月国内G652.D裸纤价格为31.50元/芯公里（约 合4.53美元/芯公里），同比上涨92%，较2025年11月上涨79%，而2025 年11月同比上涨8%/环比上涨2%，价格超预期大幅上涨。这标志着国 内G652.D裸纤价格自2025年5月以来持续上涨超过100%，表明传统电信市 场正出现周期更替。尽管国内电信需求持续疲软，但中国联通和中国移动招 标执行或缓解需求下滑。因为上游预制棒供应有限，而光纤厂商正重新分 配G652.D部分产能以满足不断增长的数据中心和无人机光纤需求，且海外 需求复苏有助于消化国内过剩产能——两者均有望支撑G652.D裸纤供应趋 紧。 2026年1月月欧洲G652.D裸纤价格为3.37欧元/芯公里（约合4.0美元/芯公 里），与2025年11月持平，同比下跌2%，主要因电信需求增长疲软。值得 注意的是，2026年1月，中国的G652.D裸纤价格超过欧洲市场，而上一 ...

3、港股通5日占比增持榜（前10名） | 公司名称 | 占比值变动 | 最新持股比例 | | --- | --- | --- | | 钧达股份(02865) | +12.94% | 62.00% | | 南华期货股份(02691) | +9.45% | 11.03% | | 山东墨龙(00568) | +3.83% | 61.06% | | 君实生物(01877) | +3.41% | 56.39% | | 百奥赛图-B(02315) | +3.25% | 23.55% | | 中伟新材(02579) | +2.87% | 16.58% | | 长飞光纤光缆(06869) | +2.50% | 57.18% | | 南方东西精选(03441) | +2.33% | 16.05% | | 新意网集团(01686) | +2.26% | 7.24% | | 方舟健客(06086) | +1.96% | 6.24% | 智通财经APP获悉，根据2026年1月30日披露数据，山东墨龙（00568）、钧达股份（02865）、京城机 电股份（00187）港股通持股占比增加值最大，分别增加2.80%、2.32%、1.51% ...

Group 1: Market Overview - The Hong Kong stock market saw a net inflow of 32.22 billion HKD from northbound trading, with 20.39 billion HKD from Shanghai and 11.83 billion HKD from Shenzhen [1] - The most bought stocks included CSPC Pharmaceutical Group (01093), Xiaomi Group-W (01810), and the Tracker Fund of Hong Kong (02800) [1] Group 2: Notable Stock Transactions - CSPC Pharmaceutical Group (01093) received a net inflow of 9.36 billion HKD, following a strategic cooperation agreement with AstraZeneca for the development of innovative long-acting peptide drugs, potentially worth up to 18.5 billion USD [4] - The Tracker Fund of Hong Kong (02800) saw a net inflow of 5.89 billion HKD, with positive market sentiment driven by earnings recovery, improved liquidity, low valuations, and policy support [5] - Alibaba Group-W (09988) had a net inflow of 3.29 billion HKD, as it launched a high-end AI chip, enhancing its position in the AI technology sector [5] - Longi Green Energy Technology (06869) experienced a net inflow of 2.41 billion HKD, driven by strong demand for AI infrastructure and optical communication upgrades [5] Group 3: Stocks with Significant Net Outflows - Shandong Gold (01787) and Zijin Mining (02899) faced net outflows of 2.06 billion HKD and 6.35 billion HKD respectively, amid significant volatility in the precious metals market [7] - Semiconductor manufacturer SMIC (00981) saw a net outflow of 545.8 million HKD, with limited impact expected from the approval of H200 chips for the domestic market [7] - Xiaomi Group-W (01810) had a net inflow of 9.14 billion HKD, while China Mobile (00941) and CNOOC (00883) faced net outflows of 5.41 billion HKD and 5.25 billion HKD respectively [7]

Group 1 - Southbound funds net bought Hong Kong stocks worth 32.22 billion HKD today [1] - The top net purchases included: CSPC Pharmaceutical Group at 9.34 billion HKD, Xiaomi Group-W at 9.14 billion HKD, and the Tracker Fund of Hong Kong at 5.89 billion HKD [1] - Notable net sales included: Zijin Mining at 6.35 billion HKD, China Mobile at 5.41 billion HKD, and CNOOC at 5.25 billion HKD [1] Group 2 - Southbound funds have recorded a continuous net sell of China Mobile for 20 days, totaling 159.752 billion HKD [1] - Zijin Mining has seen a net sell for 5 consecutive days, amounting to 37.8638 billion HKD [1] - Semiconductor Manufacturing International Corporation (SMIC) has also experienced a net sell for 5 consecutive days, totaling 12.2751 billion HKD [1]

Group 1: Market Overview - The Hong Kong stock market saw a net inflow of 32.22 billion HKD from northbound trading, with 20.39 billion HKD from Shanghai and 11.83 billion HKD from Shenzhen [1] - The most bought stocks included CSPC Pharmaceutical Group (01093), Xiaomi Group-W (01810), and the Tracker Fund of Hong Kong (02800) [1] - The most sold stocks were Zijin Mining (02899), China Mobile (00941), and CNOOC (00883) [1] Group 2: Notable Stock Performances - CSPC Pharmaceutical Group (01093) received a net inflow of 9.36 billion HKD, following a strategic cooperation agreement with AstraZeneca for the development of innovative long-acting peptide drugs, potentially worth up to 18.5 billion USD [4] - The Tracker Fund of Hong Kong (02800) saw a net inflow of 5.89 billion HKD, with positive market sentiment driven by earnings recovery, improved liquidity, and policy support [5] - Alibaba Group-W (09988) had a net inflow of 3.29 billion HKD, as it launched a high-end AI chip, enhancing its position in the AI sector [5] Group 3: Sector-Specific Insights - Long Fiber Optic Cable (06869) received a net inflow of 2.41 billion HKD, driven by strong demand for AI infrastructure and high-speed optical modules [5] - China Spring (01969) had a net inflow of 46.22 million HKD, with growth potential in student enrollment and tuition fee increases [6] - Gold stocks faced significant sell-offs, with Shandong Gold (01787) and Zijin Mining (02899) experiencing net outflows of 2.06 billion HKD and 6.35 billion HKD, respectively, amid volatility in the precious metals market [7]

Market Performance - The Hong Kong stock market indices collectively rose this month, with the Hang Seng Index increasing by 6.85% to close at 27,387.11 points, the Hang Seng Tech Index rising by 3.67% to 5,718.18 points, and the China Enterprises Index up by 4.53% to 9,317.09 points [2] - The Hang Seng Index showed resilience, climbing from a low of 26,498.35 points at the beginning of the month to a recent high of 28,056.10 points before a slight pullback [3] Sector Performance - High-performing sectors this month included AI, consumer goods, and real estate, driven by favorable policies and strong earnings [4] - Notable stock performances included: - Zhizhu (02513.HK) surged by 94.66%, recognized as the "first global large model stock" with strong market confidence in its AGI technology [4] - Woan Robotics (06600.HK) also rose by 94.67%, benefiting from AI and smart manufacturing policies [4] - Mingming Hen Mang (01768.HK) increased by 73.71%, supported by impressive revenue growth of 75.2% year-on-year [4][5] - Changfei Optical Fiber (06869.HK) saw a 61.90% increase, driven by rising demand for optical fiber due to AI computing infrastructure [5] Declining Stocks - Declining stocks included: - Zhu Feng Gold (01815.HK), which fell by 22.13% due to fluctuations in international gold prices [8] - Ganfeng Lithium (01772.HK) decreased by 16.46% as lithium carbonate futures prices dropped significantly [9] Institutional Insights - Institutional perspectives suggest a continuation of the spring market rally, focusing on dual drivers of policy and earnings [10] - Everbright Securities noted that the Hong Kong market is transitioning from being driven by funds to being driven by earnings, with a structural rebound expected in Q1 [10] - CITIC Securities highlighted three key investment directions: "14th Five-Year Plan" policies, sectors benefiting from policy reversals, and areas likely to gain from the spring rally [10] Education and Technology Sector - The education sector saw significant gains, with China Spring (01969.HK) rising by 22.76% due to AI integration in educational applications [11] - Longfei Optical Fiber (06889.HK) also experienced a slight increase, reflecting ongoing high demand for computing power [13] Commodity Market Impact - The commodity market faced volatility, with gold and other precious metals experiencing significant price fluctuations, impacting related stocks negatively [15][18] - The Chicago Mercantile Exchange announced margin adjustments to curb excessive speculation, which may further influence market stability [17]