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AI的東風吹到了光纖,Lumen單日暴升93%
格隆匯 08-07 17:39

美股光纖公司Lumen Technologies單日暴升93%,盤前再度暴升超47%。自7月11日以來,股價已累計上升逾370%。

消息面上,公司第二季度營收32.68億美元,超過市場預期的32.46億美元。公司此前公吿稱,在人工智能連接需求推動下,公司已獲50億美元新業務。同時該公司正在與客户積極談判,有望獲得另外70億美元的訂單。這一消息直接引爆了Lumen股價。

國內市場,今日光纖板塊亦跟升,A股長飛光纖一字升停,港股長飛光纖光纜盤中升超18%。

光纖怎麼“蹭上了”AI?

資料顯示,Lumen Technologies創立於1930年,為僅次於AT&T和Verizon的美國第三大固網電信公司,全球範圍內擁有約450,000英里的路由光纜,並將其連接至城域光纖網絡,服務覆蓋60多個國家和地區。

Lumen Technologies的股票在週二大幅飆升,此前一天這家電信提供商宣佈,由於對AI連接產品的需求激增,公司獲得了50億美元的新業務訂單。此外,公司正在與客户進行積極討論,以確保再獲得70億美元的銷售機會。

Lumen解釋説,各行業的大型公司都在尋求快速獲得光纖容量,因為隨着AI需求的激增,光纖變得越來越有價值,而且可能受到限制。

7月份,Lumen還與微軟(MSFT)達成了一個交易協議,微軟將利用LUMN的傳輸服務來連接數據中心,而Lumen則將購買微軟的雲工具以幫助自動化業務並節省成本。

同時,Lumen已與光纖巨頭康寧(Corning)達成協議,成為其下一代高密度光纖電纜的首選合作伙伴,以應對AI所需的數據處理量增加,這將使Lumen在美國城際光纖里程增加一倍以上。

Lumen首席執行官Kate Johnson指出,AI經濟正在改變商業運作,“公司認識到他們需要強大的網絡基礎設施來管理當前和未來的前所未有的數據流量。”她稱目前的情況“只是Lumen顯著機遇的開始,這將導致互聯網的最大擴展之一。”

行業或迎良機

國盛證券對此表示,AI景氣趨勢仍在加速,大廠資本開支向算力側傾斜顯著。目前AI敍事正處於海外科技巨頭在算力軍備競賽、國內積極追趕走海外映射邏輯的階段,全球範圍內AI爆款應用尚未誕生,仍處於海外技術突破期。

分析人士指出,隨着AI和大數據應用的增加,全球對高性能數據中心的需求迅速增長。這些數據中心需要大量的高速網絡連接設施,以支持巨大的數據傳輸量和低延遲通信。與銅纜相比,光纖具有高速和超高密度的性能,是數據中心基礎設施的關鍵傳輸介質。

中泰通信團隊指出,AI數據中心的快速發展帶動數據中心之間(DCI)互聯互通需求,鑑於AI數據中心處理的數據大容量性及其他特性,如下一代光纖密集光纜等將充分受益;國內三大運營商傳統通信網絡建設較為成熟。但DCI,尤其是DCI直達仍需加大建設;對國內DCI互聯具備正向指引作用,或將指引運營商未來光纖光纜採購方向及採購量。

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