对AI新宠CPO颠覆担忧过度,摩根大通上调Coherent和Lumentum目标价

华尔街见闻
13 Jun

在经历了长达半年的产业阴云后,光学组件行业的投资者似乎终于可以松一口气。 据追风交易台消息,6月12日摩根大通连发两篇研报,指出CPO(共封装光学)产业链接近爆发临界点,看好光学组件龙头Coherent与Lumentum的基本面。摩根大通表示CPO在2025年下半年即将量产,2027年进入规模化转折期,成长路径较过去任何光通信产业新技术转型都明显加速。 此前,光模块产业面临从800G产品的价格战,...

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