智通财经05-07
智通财经APP获悉，长飞光纤光缆(06869)高开近6%，截至发稿，涨5.72%，报229港元，成交额7923.4万港元。
消息面上，5月6日，英伟达与康宁达成了一项多年期商业与技术合作。根据协议，康宁将在北卡罗来纳州和得克萨斯州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。英伟达斥资5亿美元获得康宁公司股权认购权，获得两份可立即行使的认股权证。
据悉，康宁计划将其在美国的光学连接制造能力提升10倍，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。两家公司表示，现代AI工作负载需要数千颗英伟达GPU，进而对高性能光纤、连接器和光子学组件提出了前所未有的需求规模。
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