2026年我们看好海外+国产算力链共振,通信板块景气度向上。交换机有望成为最具潜力的AI主线之一。国内看,以太网渗透率提升给国产交换机放量提供先决条件,超节点方案打开scale-up域市场空间;海外看,伴随谷歌TPU出货量提升,OCS交换机有望加速放量,国内OCS供应链有望在2026年逐步兑现业绩。光通信板块围绕两条主线:1)光入柜内,光通信在scale-up域加速渗透,NPO方案的逐步落地有望...
Source Link2026年我们看好海外+国产算力链共振,通信板块景气度向上。交换机有望成为最具潜力的AI主线之一。国内看,以太网渗透率提升给国产交换机放量提供先决条件,超节点方案打开scale-up域市场空间;海外看,伴随谷歌TPU出货量提升,OCS交换机有望加速放量,国内OCS供应链有望在2026年逐步兑现业绩。光通信板块围绕两条主线:1)光入柜内,光通信在scale-up域加速渗透,NPO方案的逐步落地有望...
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