在2025年欧洲光纤通信展上,英伟达的表态掷地有声:“随着AI系统持续扩容,CPO将逐步取代可插拔光模块,并变得愈发关键。”这一技术路线定调,让光模块赛道成为资本市场焦点,叠加800G需求爆发与供应链重构,股票投资机会正逐步清晰。01技术拐点:CPO从概念落地,巨头用数据背书共封装光学(CPO)正打破技术瓶颈,其核心优势在于将光学引擎集成于交换机芯片附近,大幅缩短电光距离,实现功耗与效率的双重突破...
Source Link在2025年欧洲光纤通信展上,英伟达的表态掷地有声:“随着AI系统持续扩容,CPO将逐步取代可插拔光模块,并变得愈发关键。”这一技术路线定调,让光模块赛道成为资本市场焦点,叠加800G需求爆发与供应链重构,股票投资机会正逐步清晰。01技术拐点:CPO从概念落地,巨头用数据背书共封装光学(CPO)正打破技术瓶颈,其核心优势在于将光学引擎集成于交换机芯片附近,大幅缩短电光距离,实现功耗与效率的双重突破...
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