中金：Scale-up CPO趋势明确 NPO方案有望率先放量

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智通财经APP获悉，中金发布研报称，参加了于3月17日-19日在美国洛杉矶举行的OFC 2026大会。从本次OFC大会中，该行感受到在位厂商对AI大周期的信心，看好AI需求可持续性，同时scale up、scale across场景需求有望在未来带动网络建设成本占比的持续提升，为光通信各环节在位头部企业创造增量。建议关注Scale upCPO/NPO、Scale across、OCS等光通信行业...

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