摘要【康宁财报与安费诺并购共塑产业格局】本周全球光通信行业迎来两大标志性事件:康宁发布超预期Q2财报,光通信业务同比大增42%;安费诺宣布以105亿美元收购康普CCS业务,创下公司史上最大并购纪录。这两大事件共同指向一个核心趋势——AI算力需求驱动下的"Scale-up"战略正在重塑光通信产业格局。康宁Q2光通信业务高增,重点提及“Scale-up”战略:康宁2025年公布2025年Q2财报,...
Source Link摘要【康宁财报与安费诺并购共塑产业格局】本周全球光通信行业迎来两大标志性事件:康宁发布超预期Q2财报,光通信业务同比大增42%;安费诺宣布以105亿美元收购康普CCS业务,创下公司史上最大并购纪录。这两大事件共同指向一个核心趋势——AI算力需求驱动下的"Scale-up"战略正在重塑光通信产业格局。康宁Q2光通信业务高增,重点提及“Scale-up”战略:康宁2025年公布2025年Q2财报,...
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