通信行业周报：光模块逻辑的背离与收敛

国盛证券02-08

市场近期关于CPO（共封装光学）技术将快速取代可插拔光模块的过度担忧，背离了产业发展的基本面，在未来两至三年，乃至更长时间内，可插拔光模块仍将是数据中心光互连的主流解决方案。市场担忧和筹码结构集中需时间消化，长期来看市场终将回归业绩基本面主导的共识。【预期差纠偏：市场“焦虑”的起源与误读】英伟达宣布将于今年规模部署CPO 技术，市场普遍担忧CPO 技术将快速全面地取代可插拔光模块。这种过度担忧脱离...

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