通信行业周报(第二十三周):博通启示 看好光模块/CPO投资机会

华泰证券股份有...
10 Jun

本周观点市场方面,上周通信(申万)指数上涨5.27%,同期上证综指上涨1.13%,深证成指上涨1.42%。上周,博通发布TH6 芯片,加速推进CPO 技术落地;2QFY25 博通业绩强劲,业绩会中披露2QFY25 AI 业务收入中,网络产品(以太网交换芯片、网卡等)贡献40%,同时公司预计至少三家客户将在2027 年部署百万卡集群。我们看好光模块板块投资机会,建议关注:业绩持续高增长&PE 估值...

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