国信证券：AI变革推动OCS新技术快速发展推荐关注OCS产业链公司

智通财经02-27

智通财经APP获悉，国信证券发布研报称，目前OCS技术仍在产业化的初期，随着谷歌使用渗透率、客户渗透率和场景渗透提升，OCS相关元器件/材料(准直器、钒酸钇镜头、透镜等)需求量上升，国内各类器件厂商(特别是已与海外头部厂商有深度合作的厂商)均有望受益该领域发展。推荐关注OCS产业链中际旭创(300308.SZ)、光迅科技(002281.SZ)等公司。国信证券主要观点如下：光交换机OCS(...

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国信证券：AI变革推动OCS新技术快速发展 推荐关注OCS产业链公司

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国信证券：AI变革推动OCS新技术快速发展推荐关注OCS产业链公司