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"content": "<p>AI大厂辉达(NVDA-US)Spectrum-X Ethernet Photonics矽光交换器进入量产阶段,市场聚焦光耦合,光通讯供应链商机有望逐步发酵,近期配合业绩增长,持续拥题材低档反攻,今(25)日包括光圣(6442-TW)、华星光(4979-TW)、光环(3234-TW)、前鼎(4908-TW)、东典光电(6588-TW)、上诠(3363-TW)开低走高,盘中由黑翻红,纷纷亮灯攻上涨停板。</p>\n<p style=\"text-align:center;\"><img src=\"https://cimg.cnyes.cool/prod/news/6586155/l/589b1089d0c677c4b52729fc332deca9.jpg\" alt=\"〈焦点股〉辉达CPO交换器量产激励 光通讯点火上扬、华星光6档亮灯涨停\" style=\"width:50%;height:auto;border-radius:6px;margin:15px auto;display:block;\"></p>\n\n\n<p>法人指出,随着AI资料中心丛集规模持续扩大,交换器传输频宽与功耗要求同步提升,辉达以CPO技术打造的Spectrum-X乙太网路矽光子交换器,目前进入全面量产的出货阶段,也带动光纤、共同封装光学等相关零组件厂需求加温。</p>\n\n<p>盘面上,除了光圣等6档亮灯涨停板,包括众达-KY(4977-TW)、联亚(3081-TW)、联钧(4977-TW)、统新(6426-TW)、波若威(3163-TW)也飙涨超过7%以上。</p>\n\n<p>法人指出,今年第2季光通讯产业表现优于预期,主因AI及通用型伺服器需求强劲,预估第3、4季营收将季增9%、22%,在持续增加资本支出及扩产下,以因应今、明(2027)2年的强劲需求。</p>\n\n<p>分析师表示,台股光通讯历经2-3个月低迷,近期表现又满血复活,今日更成为盘面资金焦点,而光通讯从上游磷化铟(InP)基板到晶片出货目前仍供不应求下,目前成为电子股的资金避风港,但空手者不宜追高,可待拉回后逢低布局。</p>\n\n<p>法人指出,今年第2季光通讯产业表现优于预期,主因AI及通用型伺服器需求强劲,预估第3、4季营收将季增9%、22%,在持续增加资本支出及扩产下,以因应今、明(2027)2年的强劲需求。</p><div class=\"related-articles seo-links\">\n <h4>相关阅读</h4>\n <ul>\n <li><a href=\"/new/tw/article-10444.html\" title=\"巨亨速报 - Factset 最新调查:致茂(2360-TW)EPS预估上修至44.85元,预估目标价为2725元\">巨亨速报 - Factset 最新调查:致茂(2360-TW)EPS预估上修至44.85元,预估目标价为2725元</a></li>\n <li><a href=\"/new/tw/article-9448.html\" title=\"营收速报 - 2026年8月4日台股大型公司7月营收一览(新增1家)\">营收速报 - 2026年8月4日台股大型公司7月营收一览(新增1家)</a></li>\n <li><a href=\"/new/tw/article-3394.html\" title=\"三大未来营运量能扩大且屏东新厂效益发挥 去年转盈每股配息0.25元\">三大未来营运量能扩大且屏东新厂效益发挥 去年转盈每股配息0.25元</a></li>\n <li><a href=\"/new/tw/article-427.html\" title=\"中石化股东会才开完 陈瑞隆请辞董座6/1生效 公司:已有适当人选接任\">中石化股东会才开完 陈瑞隆请辞董座6/1生效 公司:已有适当人选接任</a></li>\n <li><a href=\"/new/tw/article-5422.html\" title=\"营收速报 - 益登(3048)6月营收125.73亿元年增率高达60.1%\">营收速报 - 益登(3048)6月营收125.73亿元年增率高达60.1%</a></li>\n <li><a href=\"/new/tw/article-8552.html\" title=\"大丰电上半年EPS 1.51元 旗下大大宽频本季递件申请上市\">大丰电上半年EPS 1.51元 旗下大大宽频本季递件申请上市</a></li>\n </ul>\n</div>",
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"createdAt": "2026-08-25T05:47:42.000Z",
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