通信行业周报:光通信-拾级而上

国盛证券
Nov 02

光通信行业正处于800G 向1.6T 技术迭代的过渡期,三季度虽稍显平淡但只是技术升级、产品放量过程中的正常切换。随着四季度行业景气度向好,行业将步入新一轮增长周期。【三季度表现平淡为技术过渡与预期消化】三季度行业整体表现相对平淡,光通信行业处于800G 至1.6T 的过渡期,技术代际切换过程中行业短期业绩波动。从环比数据看,龙头企业的增长势头显现出短暂疲态:新易盛、天孚通信Q3 营业收入环比均...

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