法巴银行重申铜线互连价值，看好Astera Labs(ALAB.US)和Credo(CRDO.US)核心地位

智通财经03-03

智通财经APP获悉，尽管市场近期对联合包装光学(CPO)技术的崛起及其对传统互连方案的潜在威胁感到担忧，但法国巴黎银行在最新发布的行业研究报告中明确表示，这种由于技术迭代引发的恐慌情绪被过度夸大。在这一技术背景下，该银行持续看好在该赛道占据核心地位的Astera Labs(ALAB.US)和Credo Technology(CRDO.US)。该行分析师Karl Ackerman在深入调研...

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