文｜阎贵成 刘永旭 汪洁在海外算力公司强劲走势带动下，算力板块情绪修复。博通对ASIC展望乐观，预计FY25的AI半导体营收增速将持续到FY26。本周博通发布TH6交换机芯片，支持100G/200G SerDes接口及CPO。北美AI算力公司财报强劲，印证AI行业持续的景气度。中国移动普通光缆招标结果出炉，中天、亨通、长飞、烽火斩获份额前四，合计份额60%，但报价不高，普遍为最高限价的83%左右。...
Source Link文｜阎贵成 刘永旭 汪洁在海外算力公司强劲走势带动下，算力板块情绪修复。博通对ASIC展望乐观，预计FY25的AI半导体营收增速将持续到FY26。本周博通发布TH6交换机芯片，支持100G/200G SerDes接口及CPO。北美AI算力公司财报强劲，印证AI行业持续的景气度。中国移动普通光缆招标结果出炉，中天、亨通、长飞、烽火斩获份额前四，合计份额60%，但报价不高，普遍为最高限价的83%左右。...
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