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AI光算力：光速算力战争 episode artwork

EPISODE · Apr 29, 2026 · 12 MIN

AI光算力：光速算力战争

from AI 费电讯， 一份报告不同模型解读，用爱发电

大模型狂飙时代，真正决定AI上限的从来不是算法，而是藏在底层传输里的光算力。一家上市半年暴涨370%的AI光算力第一股，凭什么逆势领跑？长飞光纤、中际旭创等产业巨头密集重仓布局，背后到底藏着怎样不为人知的赛道卡位逻辑？AI投资风口早已彻底变天，行情从炒大模型、炒应用，全面下沉到光通信、算力基建、硬件底座这些核心“卖水人”赛道。本期播客深度拆解AI光算力爆发底层逻辑，看懂电传输淘汰、光传输接班的产业大变局，不管是炒股投资者、行业从业者，还是想看懂AI下一轮财富风口的人，这一期，带你看透算力战争背后的真正胜负手。

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AI光算力：光速算力战争

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How long is this episode of AI 费电讯， 一份报告不同模型解读，用爱发电?

This episode is 12 minutes long.

When was this AI 费电讯， 一份报告不同模型解读，用爱发电 episode published?

This episode was published on April 29, 2026.

What is this episode about?

大模型狂飙时代，真正决定AI上限的从来不是算法，而是藏在底层传输里的光算力。一家上市半年暴涨370%的AI光算力第一股，凭什么逆势领跑？长飞光纤、中际旭创等产业巨头密集重仓布局，背后到底藏着怎样不为人知的赛道卡位逻辑？AI投资风口早已彻底变天，行情从炒大模型、炒应用，全面下沉到光通信、算力基建、硬件底座这些核心“卖水人”赛道。本期播客深度拆解AI光算力爆发底层逻辑，看懂电传输淘汰、光传输接班的产业大变局，不管是炒股投资者、行业从业者，还是想看懂AI下一轮财富风口的人，这一期，带你看透算力战争背后...

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