长飞光纤光缆今日盘中大涨5.41%，成为市场焦点。
消息面上，此次股价异动主要受到英伟达首席执行官黄仁勋最新言论的提振。黄仁勋指出，随着AI计算进入“整个数据中心协同计算”时代，数据中心连接（Connectivity）正成为AI增长的下一个主要瓶颈，高速互联、交换芯片、光通信等连接基础设施的重要性正在快速上升。这一表态引发了市场对光通信行业前景的强烈乐观预期，带动了全球光通信概念股的集体上涨。
机构观点认为，在AI算力建设持续加速的背景下，光通信作为算力网络的核心枢纽，其产业地位与成长确定性持续提升，行业正进入由AI驱动的新一轮景气周期。
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