随着全球AI 算力竞赛持续升级,光通信作为数据传输的基石,其投资逻辑正从一线龙头向具备高弹性、高壁垒或核心卡位的优质标的扩散。我们回顾此前发掘出的光通信“四小龙1.0”、“四小龙2.0”,并建议关注具有清晰的技术定位与业绩兑现能力的光通信“四小龙3.0”。【回望过去:光通信“四小龙”的增长逻辑】2019 年,我们推荐了光通信“四小龙1.0”太辰光、新易盛、天孚通信、石英股份;在2024 年年末,...
Source Link随着全球AI 算力竞赛持续升级,光通信作为数据传输的基石,其投资逻辑正从一线龙头向具备高弹性、高壁垒或核心卡位的优质标的扩散。我们回顾此前发掘出的光通信“四小龙1.0”、“四小龙2.0”,并建议关注具有清晰的技术定位与业绩兑现能力的光通信“四小龙3.0”。【回望过去:光通信“四小龙”的增长逻辑】2019 年,我们推荐了光通信“四小龙1.0”太辰光、新易盛、天孚通信、石英股份;在2024 年年末,...
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