中国银河证券：AI光芯片扩产升级开启变革新周期

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智通财经APP获悉，中国银河证券发布研报称，近日，多家核心光芯片公司发布扩产、定增或投资建设新项目公告。光通信产业链为AI军备竞赛最具弹性赛道，高技术壁垒构筑护城河，部分上游物料仍紧缺，放大国产替代收益。建议重点关注光产业链相关标的。中国银河证券主要观点如下：光通信扩产已从规划阶段进入实质性资本支出，光产业景气度持续上行光通信产业链迎来新一轮密集资本开支周期，覆盖上游光芯片、光器件与光纤预制棒、...

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中国银河证券：AI光芯片扩产升级 开启变革新周期

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中国银河证券：AI光芯片扩产升级开启变革新周期