异动解读 | 芯片股强势及光芯片产业前景获看好,傅里叶盘中大涨7.63%

异动解读
May 04

傅里叶(03625)今日盘中大涨7.63%,引起了市场的关注。

消息面上,芯片股今日盘初表现强势。根据东兴证券的研究观点,受益于中国政府及头部企业积极投资光芯片领域以及全球市场的高增长红利,中国光芯片产业正迎来加速发展。研究指出,国内外企业在高功率激光器芯片研发上同步推进,产品性能不存在代际差距,而硅光架构为国内激光器芯片厂商提供了弯道超车的机会。

该机构分析认为,国内光芯片企业有望受益于光互联市场总量增长、硅光架构带来的结构性机会以及国产份额提升这三重机遇。这一行业前景的积极展望,可能是推动包括傅里叶在内的相关芯片股股价走强的重要因素。

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