华福证券：受益AR眼镜和光通信产业趋势薄膜铌酸锂行业有望持续增长

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智通财经APP获悉，华福证券发布研报称，铌酸锂被集成/导波光学长期视为“基础功能材料平台”。伴随5G/6G、AI算力增长、数据中心升级及AR智能眼镜兴起，铌酸锂晶体凭借优异的压电、铁电与电光性能，成为新一代光子芯片的核心基础材料。AR眼镜和光通信是潜在增量市场。该行看好薄膜铌酸锂行业受益于AR眼镜和光通信的产业趋势持续增长，建议关注行业相关公司投资机会。华福证券主要观点如下：铌酸锂和薄膜铌酸锂铌酸...

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华福证券：受益AR眼镜和光通信产业趋势 薄膜铌酸锂行业有望持续增长

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华福证券：受益AR眼镜和光通信产业趋势薄膜铌酸锂行业有望持续增长