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港股异动 | 长飞光纤光缆(06869)再涨近5% 英伟达发布多款算力新品 市场关注铜互联潜力

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长飞光纤光缆(06869)再涨近5%,截至发稿,涨4.63%,报9.71港元,成交额3723.28万港元。

消息面上,英伟达面向企业提供的GB200 NVL72服务器,内部使用的电缆长度累计接近2英里,共有5000条独立铜缆。因速率更快且价格更低,采用铜缆连接未来将是数据中心发展的方向。

据悉,长飞光纤光缆子公司博创科技10G PON OLT光模块出货量国内领先;其开发的用于5G前传的25GLR硅光模块和用于5G中回传的50GPAM4光模块已实现规模销售;在数通市场,该公司已向多家国内外互联网客户批量供货25G至400G速率的中短距光模块、有源光缆和高速铜缆。此外,博创科技近期表示,在沙特通信展览上发布的800G产品为应用于数据中心互联的800G高速有源铜缆。

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