广发证券：CPO产业趋势进一步被加强有望重构高效算力互连架构

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智通财经APP获悉，广发证券发布研报称，CPO作为光模块的下一代技术，随着AI服务器互联对数据传输效率的要求越来越高，产业趋势正进一步被加强，全球头部厂商均积极探索相关技术路径和应用。该行建议关注布局CPO封装、检测等关键设备的公司。广发证券主要观点如下：CPO是光互联的下一代互联架构目前，机柜间数据传输主要采用光模块进行光电转换信号传输，机柜内数据传输主要采用铜缆进行信号传输，但随着传输效率要求...

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广发证券：CPO产业趋势进一步被加强 有望重构高效算力互连架构

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广发证券：CPO产业趋势进一步被加强有望重构高效算力互连架构