西部证券：头部厂商积极推进CPO应用建议率先关注有弹性的增量环节

智通财经04-07

智通财经APP获悉，西部证券发布研报称，行业层面，CPO在行业龙头等推动下加速商用，同时业界进行LPO、NPO、XPO等多种技术路线的创新。CPO在Scale out的商用突破0到1，渗透率有望逐步提升;在Scale up的商用节奏受供给端影响更大，推进效率及推进需求的迫切性更高。CPO现在处于产业加速初期，未来三年是CPO行业渗透率快速提升、供应链格局和产业链价值分工逐步构建的核心观察窗口期。从...

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西部证券：头部厂商积极推进CPO应用 建议率先关注有弹性的增量环节

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西部证券：头部厂商积极推进CPO应用建议率先关注有弹性的增量环节