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 ...

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（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。 ...

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。 ...

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].

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]

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]

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].

本文源自：金融界AI电报 港股光通讯概念股涨跌互现，长飞光纤光缆(06869.HK)涨超7%，华虹半导体(01347.HK)涨超1%；汇聚 科技(01729.HK)、剑桥科技(06166.HK)均跌超1%。 ...

| 中威电子 | 11.74 +4.73% +1.29% | | --- | --- | | 创 300270 | | | 华脉科技 | 19.55 +4.66% +14.80% | | 603042 融 | | | 凯旺科技 | 53.88 +3.86% +42.52% | | 创 301182 融 | | （文章来源：上海证券报） | | | 光纤概念股盘初上扬。杭电股份6天5板，长江通信、长飞光纤触及涨停，烽火通信、中威电子等多股跟涨。消息面上，根据华泰证券研报，2026年1月， 中国市场G.652.D单模光纤价格创下近七年来的新高，平均价格来到35元/芯公里以上。 ...