AI“要有光”!LITE和COHR二季度说了一件事:供不应求

华尔街见闻
Aug 15, 2025

据追风交易台消息,根据野村证券最新研报,光通信巨头Lumentum(LITE)和Coherent(COHR)二季度业绩强劲揭示了一个关键信号:在全球AI基础设施建设热潮推动下,光通信产业链正面临严重的供需失衡。 野村表示,这一轮由AI驱动的光通信产业景气周期,其持续性和成长性都远超市场此前预期。供应链的结构性短缺正在为整个产业链创造前所未有的盈利机会。 上游芯片制造商迎来黄金时期,EML芯片和硅光...

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