光通信板块核心个股快速拉升,我们认为主要原因有:1)消息侧,有传言G客户面向26-27年的1.6T需求加单;2)基本面侧,Meta与谷歌合作受到关注,谷歌链逻辑发酵多日、但中小市值标的表现靠前,而大市值白马估值仍盘踞低位,在对谷歌链逻辑的演绎下,不应忽视Gemini表现突破对AI硬件需求长逻辑的支撑。3)资金侧,10月底以来的回调/震荡推动筹码结构优化,期间对1.6T短单涨价、NV指引超预期、...
Source Link光通信板块核心个股快速拉升,我们认为主要原因有:1)消息侧,有传言G客户面向26-27年的1.6T需求加单;2)基本面侧,Meta与谷歌合作受到关注,谷歌链逻辑发酵多日、但中小市值标的表现靠前,而大市值白马估值仍盘踞低位,在对谷歌链逻辑的演绎下,不应忽视Gemini表现突破对AI硬件需求长逻辑的支撑。3)资金侧,10月底以来的回调/震荡推动筹码结构优化,期间对1.6T短单涨价、NV指引超预期、...
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