华西证券：光模块业绩高速增长板块估值性价比显现

智通财经2025-04-28

智通财经APP获悉，华西证券发布研报称，在全球生成式人工智能高速发展驱动下，数据量与算力需求激增推动光模块加速向800G/1.6T升级。国内头部光模块厂商2024年及2025Q1财报显示收入及净利润持续高增，印证行业高景气。尽管市场担忧DeepSeek等技术降低算力成本可能抑制需求，但短期算力芯片升级、大模型竞赛加剧供需紧张，中长期AI应用(如具身智能)仍处爆发初期，支撑光模块长期增长逻辑。叠加...

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华西证券：光模块业绩高速增长 板块估值性价比显现

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华西证券：光模块业绩高速增长板块估值性价比显现