[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcio615abe83":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":80},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"useContentVideo":5,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dcio615abe83","AI潮引发“光纤荒”！供应紧张或延续至2028年-康宁、Verizon、Coherent获市场聚焦","\u002Fdoc\u002Fdcio615abe83","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>\n\u003C\u002Fp>\u003Cp>\u003Cspan>美股投资网获悉，康宁公司(GLW)与Verizon Communications Inc.(VZ)股价周一受到市场关注。此前，研究机构TrendForce预测，人工智能基础设施需求上升将导致2026年全球光纤市场出现1.8亿光纤公里的供应缺口。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>该机构预计，供应短缺至少将持续至2028年。另外，TrendForce预计，2026年成品光纤产品现货价格将达到2025年水平的2.8倍至5倍以上，具体取决于光纤类型。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>其他光纤相关股票也受到关注，包括Coherent(COHR)、Ciena(CIEN)和Amphenol(APH)，这些公司均涉及光纤连接、光学组件及高容量网络基础设施业务。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>AI光纤需求将超过供应\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>TrendForce表示，今年全球光纤需求预计将达到5.77亿光纤公里，其中数据中心约占消费量的18%至20%。该占比预计将在2027年升至30%至35%。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>TrendForce称，自2025年末以来，AI数据中心需求已使全球供应趋紧，芯片制造商和电信运营商也加入超大规模云服务商的行列，投资相关基础设施。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>该机构表示，与此前电信基础设施周期不同，当前短缺反映的是AI数据中心带来的持续增量需求，推动了对互连和高容量骨干网络的需求。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>全球光纤产能利用率已升至92%，库存则从2024年的四个月降至仅一个月。部分领先供应商的订单已排至2027年第一季度，而扩建预制棒产能通常需要18至24个月。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>价格影响因应用领域而异。用于数据中心内部的抗弯曲光纤预计平均价格将达到2025年的5倍以上，而AI骨干光纤价格预计将达到2025年水平的约2.8倍。主流通信光纤报价可能升至此前水平的约3.7倍。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>康宁、Verizon锁定长期光纤供应\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>TrendForce表示，电信运营商已从短期采购转向长期供应协议，以锁定未来光纤需求。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>该机构重点提到康宁与Verizon于9月达成的一项协议，涉及约1.29亿光纤公里(即8000万光纤英里)的高密度光纤及连接解决方案。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>康宁还在9月与AT&T(T)签署了另一项价值超过30亿美元的协议，为其美国网络扩张供应光纤和光缆。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>TrendForce预计，随着AI相关需求持续增长、制造商面临漫长的产能扩张周期，此类协议将变得越来越普遍。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>最专业的美股资讯,推荐美股大数据 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每天处理千万级股票数据：捕捉期权大单，实时主力资金流向、机构持仓变化、川普突发新闻，精准交易信号第一时间发到您手机APP！\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003C\u002Fp>","https:\u002F\u002Fwww.tradesmax.com\u002Fimages\u002Fa_Stock\u002FA\u002FAI\u002FAI9.jpg","2026-10-20T14:06:10","2026.10.20","2026\u002F10\u002F20",36894,[22],"AI","Article",0,"免费","success",{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":28,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"useContentVideo":5,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},[22],"\u002Fcol\u002Fstocknews",{"visible":5,"marketingHtml":31,"services":32,"recentDocuments":41},"\u003Cfigure class=\"image\">\u003Ca 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href=\"https:\u002F\u002Fstockwe.com\u002Fdoc\u002Fdcio537efad5\">案例介绍：英伟达深度研究报告\u003C\u002Fa>\u003C\u002Fh2>\u003C\u002Fdiv>",[33,37],{"productId":34,"serviceName":35,"priceText":36},"prod_PPxdDdK87QaiLv","月付","$12.95美元",{"productId":38,"serviceName":39,"priceText":40},"prod_PPxeMs3bix1da5","年付","$149.00美元",[],{"links":43,"images":71,"summaryHtml":76,"aboutTitle":77,"aboutHtml":78,"copyrightHtml":79},[44,47,50,53,56,59,62,65,68],{"label":45,"url":46},"深度报告","\u002Fcol\u002FdepthReport",{"label":48,"url":49},"VIP会员","\u002Fvip",{"label":51,"url":52},"期权推荐","\u002FOption",{"label":54,"url":55},"低价暴涨股","\u002FPenny",{"label":57,"url":58},"AI智能体","\u002FAiAgent",{"label":60,"url":61},"常见问题","https:\u002F\u002Fstockwe.com\u002FFAQ",{"label":63,"url":64},"美股课程","\u002Fcol\u002Fvideos",{"label":66,"url":67},"免责声明","\u002Fdisclaimer",{"label":69,"url":70},"联系我们","\u002FContactUs",[72,73,74,75],"\u002Fimages\u002Ffooter\u002Ffooter-1-wechat.gif?v=20260930c","\u002Fimages\u002Ffooter\u002Ffooter-2-telegram.png?v=20260930c","\u002Fimages\u002Ffooter\u002Ffooter-3-whatsapp.png?v=20260930c","\u002Fimages\u002Ffooter\u002Ffooter-4-line.png?v=20260930c","邮箱: buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 \u003Ca href=\"https:\u002F\u002Fstockwe.com\" rel=\"noopener\">StockWe.com\u003C\u002Fa> 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理海量股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，美股买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":81,"search":82,"searchPlaceholder":82,"hotContent":83,"draft":84,"noData":85,"searchNoData":86,"courseContent":87,"more":88,"buyNow":89,"subscribeNow":90,"encoding":91,"paidContent":92},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]