EPISODE · Jun 24, 2026 · 10 MIN
逆市暴涨！光纤三剑客疯涨最高 12 倍，AI 算力最强隐形赛道
from AI解研说
大盘全线走弱，唯独光纤板块逆势逆天狂飙！长飞光纤、亨通光电、中天科技年内最高暴涨数倍，走出独立超级行情。本轮行情并非普通周期反弹，而是AI 算力、军工、全球基建三重需求叠加，叠加全球预制棒产能锁死、扩产周期长达两年的极致供需失衡。海外大厂产能被 Meta、英伟达、亚马逊长期包圆，溢出订单全部涌向国内龙头。从光纤、预制棒到高纯原材料全链涨价，一日一价、订单锁至 2028 年。本期深度拆解光纤赛道史诗级行情逻辑、产业链利润分配与潜在风险！
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逆市暴涨！光纤三剑客疯涨最高 12 倍，AI 算力最强隐形赛道
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