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中信证券：AI 驱动新技术加速，看好光通信龙头
source link: https://www.8btc.com/article/6812014
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2023-04-04 02:14
中信证券：AI 驱动新技术加速，看好光通信龙头
据财联社 4 月 4 日报道，中信证券研报指出，AI 大模型和应用的快速发展，正在对光模块的速率和功耗提出更高要求，高速率（800 G/1.6 T）与低功耗（光电共封/线性直驱）等先进方案有望加速发展与放量，驱动光模块产品价值量与需求不断提升。我国光模块厂商全球竞争力和份额领先，龙头厂商在上述先进方案上布局靠前，有望在未来 AI 驱动下的高端产品竞争中持续胜出。
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