高速连接铜缆概念爆发，沃尔核材3连板，机构：但光模块仍将是主流

格隆汇03-22

3月22日，铜缆高速连接概念股直接不看指数态势，直接就开始修复，逆势大涨，截至发稿，胜蓝股份20cm涨停，沃尔核材涨停，鼎通科技涨超14%，兆龙互连、金信诺、得润电子等大幅跟涨。驱动上，仍旧是“英伟达首款Blackwell芯片GB200采用铜缆连接”的消息催化，叠加今日大盘表现不佳，市场资金重新回流关注，周二市场开始炒作时还叫做“铜背板连接”概念。铜连接“上位”近日，以铜缆为首的高速连接器概念有...

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NVL72确认了铜缆方案的可行性。此外，根据LightCounting分析显示，由于DAC高频高速线缆（通常译为直接电缆或直连铜缆）不耗电，是致力于提高能效的数据中心连接的默认解决方案，英伟达的策略是尽可能多地部署DAC，预计2024-2028年DAC高速铜缆年复合增速达到25%。对于市场担忧的新一代B系列GPU单位算力对于光通信带宽的匹配有所下降，华泰通信指出，更多原因在于GPU算力提升幅度短期内超出了光通信带宽的提升速度。光模块向更高速率的迈进仍为大势所趋，通信带宽依旧是制约大规模集群中GPU利用率的“短板”。光模块仍是行业主流技术上述消息的发酵，一度引发了市场对于“光退铜进”的担忧。不过，较多行业分析也并不以为然，认为光模块仍将是主流。广发通信表示，“光进铜退”是大势所趋，但不应秉持非此即彼的思维。光模块意味着高带宽&长距离，但是成本、能耗高；铜缆在成本和能耗上有优势，但应用场景有限。目前，在英伟达加速迭代GPU的大背景下，优先推出高速互联产品引导高端客户需求，但大部分应用场景的主要矛盾是带宽不足，而且能力需求远超铜缆的应用范围，那么自然而然会用光模块解决，少部分应用场景的主要矛盾是成本和能耗且铜缆能解决的就用铜方案。从长期趋势上看，光模块的机会远大于铜缆，如今台积电在HPC上力推的3D堆叠封装，就是用硅光CPO解决chip to 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