---
title: "[AI] AI 基建需求涨，助力长飞 2 月逆市升逾 6 成，好仓可留意购 26155"
description: "阿里巴巴旗下阿里云推出低价人工智慧编程计划，旨在提升活跃度与付费转化。阿里股价跌幅扩大至 3%，可关注认沽证。长飞光纤光缆因 AI 基建需求上涨，2 月份股价创新高，建议关注认购证。"
type: "news"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/276999535.md"
published_at: "2026-02-26T07:37:16.000Z"
---

# [AI] AI 基建需求涨，助力长飞 2 月逆市升逾 6 成，好仓可留意购 26155

> 阿里巴巴旗下阿里云推出低价人工智慧编程计划，旨在提升活跃度与付费转化。阿里股价跌幅扩大至 3%，可关注认沽证。长飞光纤光缆因 AI 基建需求上涨，2 月份股价创新高，建议关注认购证。

阿里巴巴（9988）旗下的阿里云面向开发者推出低价人工智能编程计划：轻量版首月 7.9 元、次月起 40 元；专业版首月 39.9 元、次月起 200 元。如认为此举有望提升活跃度与付费转化，强化模型能力与云资源绑定，看好可留意阿里认购证 (25778)，行使价 188.98 元，2026 年 8 月到期，实际杠杆 6 倍。不过，阿里股价失守 150 元关后跌幅扩大至 3%，如料阿里持续弱势可关注价外认沽证 (26071)，行使价 127.28 元，2026 年 7 月到期，实际杠杆 5 倍。

长飞光纤光缆（6869）受 AI 基建需求与价格回暖，个股 2 月份已上逾 6 成创新高。作为国内龙头，长飞超低损耗光纤服务多家头部云商，多家企业预期 2026 年光纤价格续涨，如看好带动公司销售，可留意长飞价外认购证 (26155)，行使价 208.69 元，2026 年 8 月到期，实际杠杆 2.3 倍。

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