中信证券研报称随着AI驱动数据中心互联需求的增加光纤产业加速演进微软等海外大厂加速布局空芯光纤看好其技术标准化带动规模化应用不断落地。此外结合康宁2025年二季度财报数据中心对光通信互联需求快速增长看好长期“光进铜退”趋势不改多模光纤有望加速放量。
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