长飞光纤光缆(06869)今日盘中大涨5.72%，引起了市场的广泛关注。
消息面上，英伟达与康宁近日达成了一项多年期商业与技术合作，康宁计划在美国新建三座先进制造工厂，专门为英伟达生产光学连接解决方案，并计划将其在美国的光纤产量提升50%以上。这一扩张直接响应AI工厂建设加速带动的需求增长，市场预期高性能光纤、连接器和光子学组件的需求将大幅增加，从而利好光纤光缆行业，长飞光纤光缆作为行业重要参与者可能受益。
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异动解读 | 英伟达康宁签长期协议提振光纤需求，长飞光纤光缆盘中大涨5.72%
异动解读05-07
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