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长飞光纤光缆午前涨逾16% 机构看好公司业绩随光纤价格上涨改善
Xin Lang Cai Jing· 2026-02-09 03:39
来源:新浪港股 此外,长飞光纤光缆旗下子公司在2月6日宣布,正式完成超10亿元A+轮股权融资。本轮融资由江城基 金、长江产业集团领投,光谷金控、奇瑞旗下芯车智联基金等机构参投,融资资金将主要用于碳化硅功 率半导体全产业链技术布局,加速抢占新兴领域全球市场。 长飞光纤光缆(06869)盘中涨超16%,盘中高见106.20港元,刷新上市新高。截至发稿,股价上涨 15.75%,现报105.10港元,成交额20.95亿港元。 华源证券指出,光纤价格已经温和上涨了约半年时间,其中G.652.D裸光纤价格从不到20元/芯公里一路 上涨,进入2026年后开始加速上涨。核心原因在于光纤供需的反转:供应端产能在不断出清,而需求端 AI数据中心建设加速驱动,导致各类光纤出现供不应求的情况。该行认为,光纤光缆景气度有望持续 向上,看好相关公司业绩随光纤价格上涨改善。 ...
CPO概念涨势扩大 天孚通信、光库科技20%涨停
Mei Ri Jing Ji Xin Wen· 2026-02-09 03:07
每经AI快讯,2月9日,CPO概念盘中涨势扩大,天孚通信(300394)、光库科技(300620)20%涨停, 此前杰普特、安孚科技、长飞光纤(601869)涨停,炬光科技、蘅东光、太辰光(300570)、腾景科 技、长芯博创(300548)等多股涨超10%。 ...
盘中线索丨光纤光缆行业2025年下半年已开启涨价,长飞光纤再创新高
2 1 Shi Ji Jing Ji Bao Dao· 2026-02-09 02:54
消息面上,在AI浪潮下,数据中心建设如火如荼,光纤作为数据中心之间连接的重要器件,也正迎来 价格上涨以及供应紧张的趋势。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%。此前21世纪经济报道记者致电产业龙头烽火 通信得知,受原材料成本变化影响,光纤光缆行业从2025年下半年已开启小幅涨价,2026年1月涨价幅 度与速度均明显提升。 南方财经2月9日电,光纤等算力硬件股进一步走强,长飞光纤、天孚通信、蘅东光、杰普特、长盈通、 炬光科技盘中创新高。 甬兴证券:随着AI算力网络、6G预研、全球数字基建等需求的持续释放,全球光纤光缆市场有望进入2 ~3年的高景气周期。建议关注光纤光缆相关投资机会。建议关注:长飞光纤、烽火通信、亨通光电、 中天科技等。查看原文:AI需求持续释放,光纤光缆涨价来袭,龙头股价新高!行业高景气周期将 至?丨行业风口2026-02-03 ...
港股长飞光纤光缆(06869.HK)早盘涨超9%

Mei Ri Jing Ji Xin Wen· 2026-02-09 02:08
每经AI快讯,2月9日,长飞光纤光缆(06869.HK)涨超9%,盘中高见99.9港元,刷新上市新高。截至发 稿,长飞光纤光缆涨8.48%,报98.5港元,成交额7.42亿港元。 (文章来源:每日经济新闻) ...
长飞光纤光缆早盘涨超9%创新高 AI算力需求驱动光纤行业景气上行
Zhi Tong Cai Jing· 2026-02-09 02:03
长飞光纤(601869)光缆(06869)涨超9%,盘中高见99.9港元刷新上市新高。截至发稿,涨8.48%,报 98.5港元,成交额7.42亿港元。 消息面上,华源证券指出,光纤价格已经温和上涨了约半年时间,其中G.652.D裸光纤价格从不到20元/ 芯公里一路上涨,进入2026年后开始加速上涨。核心原因在于光纤供需的反转:供应端产能在不断出 清,而需求端AI数据中心建设加速驱动,导致各类光纤出现供不应求的情况。该行认为,光纤光缆景 气度有望持续向上,看好相关公司业绩随光纤价格上涨改善。 此外,长飞光纤光缆旗下子公司在2月6日宣布,正式完成超10亿元A+轮股权融资。本轮融资由江城基 金、长江产业集团领投,光谷金控、奇瑞旗下芯车智联基金等机构参投,融资资金将主要用于碳化硅功 率半导体全产业链技术布局,加速抢占新兴领域全球市场。 ...
港股异动 | 长飞光纤光缆(06869)早盘涨超9%创新高 AI算力需求驱动光纤行业景气上行
智通财经网· 2026-02-09 01:59
消息面上,华源证券指出,光纤价格已经温和上涨了约半年时间,其中G.652.D裸光纤价格从不到20元/ 芯公里一路上涨,进入2026年后开始加速上涨。核心原因在于光纤供需的反转:供应端产能在不断出 清,而需求端AI数据中心建设加速驱动,导致各类光纤出现供不应求的情况。该行认为,光纤光缆景 气度有望持续向上,看好相关公司业绩随光纤价格上涨改善。 此外,长飞光纤光缆旗下子公司在2月6日宣布,正式完成超10亿元A+轮股权融资。本轮融资由江城基 金、长江产业集团领投,光谷金控、奇瑞旗下芯车智联基金等机构参投,融资资金将主要用于碳化硅功 率半导体全产业链技术布局,加速抢占新兴领域全球市场。 智通财经APP获悉,长飞光纤光缆(06869)涨超9%,盘中高见99.9港元刷新上市新高。截至发稿,涨 8.48%,报98.5港元,成交额7.42亿港元。 ...
利好来了!刚刚,工信部重磅发布!
券商中国· 2026-02-06 11:49
Core Viewpoint - The Ministry of Industry and Information Technology (MIIT) has announced the construction of a national computing power interconnection node system, which is expected to enhance the efficiency and service level of public computing resources and promote high-quality development in the computing power industry [2][3]. Group 1: National Computing Power Interconnection Node System - The MIIT's notification outlines a "1+M+N" system for national computing power interconnection nodes, aiming to standardize and facilitate the efficient flow of computing resources across different regions and sectors [2][3]. - The construction goals include establishing a supply-demand matching system for computing power in regions and key industries, enhancing overall computing power levels [2][3]. - Regional nodes will provide a unified service platform for interconnection, including services such as resource aggregation, selection, and monitoring [2][3]. Group 2: Industry Trends and Demand - The domestic computing power demand is expected to accelerate, driven by rapid iterations of domestic AI models and the evolving interaction methods that are shaping the demand for inference-side computing power [4][5]. - Major AI models from companies like Alibaba and Baidu are being released, which will further drive the commercialization of these models and increase the demand for computing power [5][6]. - The infrastructure for AI computing power is undergoing systematic upgrades to support the explosive demand for training and inference, transitioning from vertical scaling to distributed cluster expansion and cross-domain collaboration [6][7]. Group 3: Hardware Innovations - Key hardware components such as optical modules and switches are innovating around high speed, low power consumption, and low cost, with a focus on co-packaged optics (CPO) and linear drive pluggable optics (LPO) [7]. - Domestic optical module manufacturers are gaining a leading position in the global market, which positions them to benefit significantly from the expansion of AI computing infrastructure [7].
南向资金今日净买入148.59亿港元 腾讯控股获净买入居前
Xin Lang Cai Jing· 2026-02-06 10:00
Group 1 - Southbound funds recorded a net purchase of HKD 14.859 billion today [1] - Tencent Holdings received a net inflow of approximately HKD 4.324 billion [1] - Alibaba-W saw a net inflow of around HKD 1.656 billion [1] Group 2 - Kangfang Biopharmaceutical experienced a net outflow of HKD 306 million [1] - Changfei Optical Fiber (601869) faced a net outflow of HKD 79 million [1]
午后异动!600759,“地天板”
Shang Hai Zheng Quan Bao· 2026-02-06 06:43
Group 1 - Intercontinental Oil and Gas (600759) experienced a significant price surge, closing at the daily limit after opening with a drop limit, with a trading volume exceeding 4 billion yuan [2] - The CPO concept stocks continued to rise, with Zhilifang hitting a historical high with a 20% limit increase; Keri Technology and Huanxu Electronics also reached their daily limit [2] - Other stocks such as Yitian Co. and Aotwei increased by over 10%, while Changyingtong and Zhongfu Circuit also saw notable gains [2] Group 2 - Changyingtong rose by 7.26% to 58.53, with an increase of 11.12% [4] - Zhongfu Circuit increased by 7.16% to 78.40, with a rise of 5.67% [4] - Fenghuo Communication saw a rise of 7.14% to 41.86, with an increase of 5.63% [4]
盘中,大幅拉升!重大突破!量子科技,突传利好!
券商中国· 2026-02-06 06:34
Core Viewpoint - The article highlights a significant breakthrough in scalable quantum network research by the team led by Academician Pan Jianwei from the University of Science and Technology of China, marking a transition from theoretical concepts to practical possibilities in quantum communication and expanding China's international leadership in this field [1][2]. Group 1: Breakthroughs in Quantum Technology - The research team has constructed the basic module for a scalable quantum relay, enabling long-distance quantum networks to become a reality [2][3]. - The team achieved high-fidelity entanglement between single-atom nodes over long distances and successfully extended the transmission distance of device-independent quantum key distribution (DI-QKD) beyond 100 kilometers [2][4]. - These advancements are seen as a milestone following the "Mozi" quantum satellite, further solidifying China's position in quantum communication and networking [2][3]. Group 2: Market Response and Investment Opportunities - Following the announcement, several quantum technology stocks surged in the A-share market, with notable increases in companies like Longfly Fiber, Geer Software, and Hengtong Optic-Electric [1][5]. - The quantum computing market is projected to grow from $800 million in 2021 to $50.37 billion by 2024, with an expected CAGR of 87.64% reaching approximately $219.98 billion by 2030 [5]. - The article emphasizes that quantum computing could address the increasing demand for computational power in the AI era, providing a new paradigm for computational supply [5]. Group 3: Quantum Computing Industry Chain - The upstream of the quantum computing industry chain includes dilution refrigerators, measurement and control systems, and quantum chips, which collectively account for about 86% of the core segments [6]. - Domestic companies are accelerating innovation and domestic substitution in response to strict regulations on high-end measurement and control equipment in Europe and the U.S. [6]. - The article notes that the application market for quantum computing in fields such as financial risk control, biomedicine, and chemical material design is expected to exceed $100 billion in the next decade [6].