国泰海通：光纤行业涨价趋势明确关注CPO/OIO从0-1的变化机会

智通财经02-04

智通财经APP获悉，国泰海通发布研报称，光互联业绩预期整体强势，关注CPO/OIO从0-1的变化机会，光纤行业涨价趋势明确，空芯带来新的增量。行业持仓比例提升，估值来到历史中枢偏上位置，反映出AI产业链带动板块预期向上。AI驱动网络升级，海外需求强劲，国内核心企业充分受益全球基建浪潮。国内新一代算力基建开启，全国产化产业链迎来新的周期。新连接也有望于26年迎来行业发展奇点，涌现更多投资机会。驱动...

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国泰海通：光纤行业涨价趋势明确 关注CPO/OIO从0-1的变化机会

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国泰海通：光纤行业涨价趋势明确关注CPO/OIO从0-1的变化机会