【券商聚焦】中信证券：光散热成为光通信可靠性刚需多环节迎来价值提升

金吾财讯08-18 13:55

金吾财讯 | 中信证券表示，光散热的投资逻辑本质上是AI光通信高景气向可靠性约束环节扩散。短期看，1.6T放量将拉动VC/TIM/TEC、液冷cage等环节价值量提升；中期看，NPO/CPO推动热管理从模块级向封装级、交换机级和机柜级迁移；长期看，具备客户认证、精密制造、材料平台和液冷系统协同能力的公司，有望在AI光通信产业链发展中受益

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【券商聚焦】中信证券：光散热成为光通信可靠性刚需 多环节迎来价值提升

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【券商聚焦】中信证券：光散热成为光通信可靠性刚需多环节迎来价值提升