长沙晚报掌上长沙2月11日讯（全媒体记者 周丛笑 通讯员 张昊轩）11日，三大指数集体低开，上证指 数低开0.1%，深证成指低开0.17%，创业板指低开0.24%，三大指数低开后窄幅震荡，两市成交额较昨 日明显缩量。AI应用、影视传媒、短剧游戏等板块局部活跃，CPO、算力、半导体、消费电子等科技板 块则出现调整。 板块上，近期光纤板块景气度持续走高，AI算力基建与国内通信政策双轮驱动，行业迎来量价齐升的 强景气周期。政策层面，工信部大力推进算力互联互通、万兆光网与东数西算工程落地，加大高速光 纤、超低损耗光纤与算力底座建设力度，推动光通信产业链国产化升级，打开长期成长空间。行业端， 全球AI算力集群扩容带动光纤需求爆发，北美云厂商资本开支高增，国内运营商集采持续放量，光纤 光缆供需格局持续优化，价格与销量同步上行；技术上，高速光模块迭代加速，LPO/CPO与硅光技术 推进，带动产业链高端化与集中度提升，头部企业订单饱满、盈利弹性显著增强。当前光纤板块兼具政 策支持、需求爆发、供需改善与技术升级四重红利，成长确定性与板块爆发力持续凸显，成为光通信领 域核心主线。 行情上，节前观望情绪浓厚，个股涨跌分化，上涨家数 ...

光纤0210——不是所有牛奶都叫特仑苏 1、tmt很多逻辑是相通的，光纤价格的涨价逻辑类似存储——高端产能挤占，低端产品涨价幅度同样可观，MPO 和模组厂先受益后受损；龙头公司的突围历程甚至一模一样，长飞=旭创、亨通=新易盛、特发运气好点能成天 孚，差点就是汇绿/钧恒。 2、很多厂商在蹭，动辄多少吨产能，不点名了，我觉得可以看下在建工程/折旧摊销对不对的上，百吨级的光棒 资本开支是大几个亿的。 3、希望光纤有板块效应，但我们希望给领导们推的是光纤里面的易中天，而不是23年的xx科技和xx科技，尽管他 们也没少涨。 不是所有牛奶都叫特仑苏，不是所有A2光纤都能进北美。 光纤0210——不是所有牛奶都叫特仑苏 1、tmt很多逻辑是相通的，光纤价格的涨价逻辑类似存储——高端产能挤占，低端产品涨价幅度同样可观，MPO 和模组厂先受益后受损；龙头公司的突围历程甚至一模一样，长飞=旭创、亨通=新易盛、特发运气好点能成天 孚，差点就是汇绿/钧恒。 2、很多厂商在蹭，动辄多少吨产能，不点名了，我觉得可以看下在建工程/折旧摊销对不对的上，百吨级的光棒 资本开支是大几个亿的。< ...

February 6, 2026 09:34 AM GMT Jiangsu Zhongtian Technology | Asia Pacific Three Pillars Of Structural Growth | What's Changed | | | | --- | --- | --- | | Jiangsu Zhongtian Technology Co. Ltd. (600522.SS) | From | To | | Price Target | Rmb24.27 | Rmb29.45 | We highlight structural tailwinds across segments, including an emerging optical fiber upcycle, accelerated domestic and European offshore wind development, and a strong global power grid capex upcycle. PT raised by 21.3% to Rmb29.45, OW. ZTT is a direct ...

强烈推荐烽火通信：光纤扩产+星间激光核心龙头20260209 光纤：最新消息，公司已启动扩产，内生+外部收购产能，预计光棒产能从目前2200吨，扩充至3500吨（预计1年 左右或1年多），扩产后预计一跃成为国内光棒产能第二的厂商（长飞4000吨，亨通和中天预计2500-2800吨）。 当前散纤价格维持高位，预计后续烽火光纤产品利润弹性极大。 此外，烽火的空芯光纤能力仅次于长飞，在此前国内空 强烈推荐烽火通信：光纤扩产+星间激光核心龙头20260209 光纤：最新消息，公司已启动扩产，内生+外部收购产能，预计光棒产能从目前2200吨，扩充至3500吨（预计1年 左右或1年多），扩产后预计一跃成为国内光棒产能第二的厂商（长飞4000吨，亨通和中天预计2500-2800吨）。 当前散纤价格维持高位，预计后续烽火光纤产品利润弹性极大。 此外，烽火的空芯光纤能力仅次于长飞，在此前国内空芯光纤累计中标金额仅次于长飞。 预计单模扩产+多模+空芯，加速打开公司利润天花板。 星间激光：公司激光通信载荷是当前唯二能达到100G速率的自主可控方案。 主力星座后续将采用100G方案，公司具备强卡位优势，唯二地位下有望取得较大份额，很 ...

Core Insights - The overall performance expectations for the optical interconnect industry are strong, with differentiation providing insights for 2026 [2] - The trend of price increases in the fiber optic industry is clear, driven by rising demand and new technologies [2] Group 1: Industry Performance and Trends - The optical interconnect sector is expected to benefit from the AI industry chain, leading to upward revisions in market expectations [1] - The appreciation of the RMB impacts the optical interconnect sector, which primarily focuses on overseas exports, with implications for accounting and exchange rates [2] - The market for pluggable modules is anticipated to continue improving in 2026-2027, with new packaging and material technology changes emerging [2] Group 2: Technological Developments - Attention is drawn to the opportunities arising from the transition of CPO/OIO technologies from 0 to 1, with significant growth expected in the coming years [2] - LightCounting forecasts that CPO technology shipments will begin scaling up from 800G and 1.6T ports starting in 2026-2027, primarily for large cloud service providers [2] - By 2029, the penetration rates for CPO technologies are projected to reach 2.9% for 800G, 9.5% for 1.6T, and 50.6% for 3.2T [2] Group 3: Market Dynamics - Recent price increases in fiber optic cables are attributed to heightened demand from telecom operators and pre-holiday inventory buildup, suggesting continued price strength [2] - Major domestic clients are expected to accept price increases, confirming the sector's volatility and pricing power [2] Group 4: Key Industry News - Corning has established a long-term supply agreement worth $6 billion with Meta [3] - NVIDIA has made an additional $2 billion investment in CoreWeave [3] - Microsoft has released its second-generation self-developed AI chip, Maia 200 [3] - The personal AI assistant ClawdBot is gaining global traction [3] - Microsoft and Meta have released their latest financial reports [3]

Key Takeaways Corning signs deal with Meta to provide optical fiber and connectivity for AI data centers.Investment includes major expansion at the Hickory, NC, plant and workforce growth.Partnerships with Ensurge and GlobalFoundries boost tech innovation and U.S. manufacturing.Corning Incorporated (GLW) has signed a long-term deal worth up to $6 billion with Meta Platforms (META) to support U.S. data center expansion, creating high-quality jobs, boosting local economies, and reinforcing the U.S. position i ...

Core Insights - The Hubei Science and Technology Innovation Conference held on January 4, 2026, focused on technological innovation, showcasing 36 achievements from the "61020" innovation system for 2025 [1][2] - Hubei aims to have 35,000 high-tech enterprises and 50,000 technology-based SMEs by 2025, representing increases of 2.4 times and 5.7 times respectively compared to the end of the 13th Five-Year Plan [1][5] - The total value of technology contracts is expected to exceed 600 billion yuan, marking a continuous annual increase of over 100 billion yuan for five consecutive years [1][5] Technological Achievements - Hubei has established a "61020" innovation system, aiming to produce 6 major basic research results, break through 10 key technologies, and create 20 landmark products annually [2] - Significant breakthroughs include the discovery of a key gene for rice heat resistance, which increased yield by up to 78%, and the development of a continuous stable operation technology for CO2 electro-catalytic formic acid production [2][3] - The first domestic 100nm silicon-based gallium nitride RF PDK was developed, and a new adaptive control technology for intelligent shield tunneling was achieved [3] Industry Impact - The proportion of application research projects led or participated in by enterprises reached 87.71%, highlighting the increasing role of companies in innovation [4] - Hubei's industrial enterprises' R&D institution coverage rose from 12.96% in 2020 to 31.8% currently, indicating a significant enhancement in innovation capabilities [4] - The cumulative loan issuance for various innovation-related financial services reached 103.3 billion yuan, supporting over 10,000 enterprises [5]

创业板人工智能ETF国泰（159388）跟踪的是创业板人工智能指数（970070），单日涨跌幅达20%，该 指数从创业板市场中选取涉及人工智能技术及相关应用领域的上市公司证券作为指数样本，覆盖从硬件 制造到软件开发等多个环节，以反映创业板市场内人工智能相关上市公司证券的整体表现，具有突出的 科技创新和成长性特征。 （文章来源：每日经济新闻） 根据Wind数据，创业板人工智能ETF国泰（159388）盘中流入2300万份，盘中净流入400万份，资金抢 筹布局。 中信建投指出，今年Q3以来中国市场光纤价格持续上涨，反映需求向好、整体供应偏紧，海外需求旺 盛，出口表现强劲，尤其是北美市场受AI需求拉动显著。预计AI带来的光纤需求将持续高增，包括 2026年光模块需求增长带动的Scale out需求、2027年Scale up需求起量以及DCI需求。行业经历2019年供 需失衡后，厂商扩产趋于理性，且光棒扩产周期长、技术门槛高，龙头公司有望在此轮需求回暖与价格 上涨中实现盈利与估值双提升。此外，全球光纤光缆市场旺盛，2025年1~11月光棒及光纤出口量同比 大幅增长，印证海外AI及特种应用（如无人机）需求强劲。 ...

Core Viewpoint - The stock of Changfei Fiber Optics (06869) has seen significant price increases, with a recent rise of over 5% following a previous surge of over 21%, indicating strong market interest and potential growth in the fiber optics sector driven by AI demand [1] Group 1: Stock Performance - Changfei Fiber Optics' stock price reached 48.94 HKD with a trading volume of 1.163 billion HKD [1] - The stock has experienced a two-day consecutive increase, reflecting positive market sentiment [1] Group 2: Market Trends - There is a notable shift in the fiber optics market, with recent price increases of approximately 15% reported by major domestic and international manufacturers, including Corning and Fujikura [1] - Previously, the market was in a price decline phase due to reduced broadband investment from operators, but the current trend suggests a reversal [1] Group 3: Company Developments - Changfei's core product, G.654.E fiber, is gaining traction as a preferred choice for long-distance trunk network upgrades, particularly in the context of China's "East Data West Computing" initiative [1] - The company secured the largest share in a recent group-level procurement by China Telecom for G.654.E cables [1] - Changfei is leading in the research and industrialization of next-generation hollow-core fiber technology [1] - The company's subsidiary, Changxin Bochuang, is expanding into high-growth areas such as MPO, AOC, and high-speed copper cable components, benefiting from the construction of AI data centers in North America [1]

此次冲击IPO，长进光子拟募集资金约7.8亿元，扣除发行费用后，将用于高性能特种光纤生产基地及研 发中心、补充流动资金。 北京商报讯（记者 马换换 李佳雪）11月30晚间，上交所官网显示，武汉长进光子技术股份有限公司 （以下简称"长进光子"）科创板IPO对外披露了首轮审核问询函回复。 据悉，长进光子是特种光纤厂商，具备高性能、多品类特种光纤研发与产业化能力。公司科创板IPO于 2025年8月29日获得受理，并于当年9月11日进入问询阶段。 在首轮审核问询函中，长进光子产品与市场竞争、公司技术、收入确认等问题遭到追问。 ...