(以下内容从群益证券《康宁再接META大额订单,公司有望承接部分采购》研报附件原文摘录)太辰光(300570)事件:1月28日,Meta与康宁达成协议,将在2030年前采购60亿美元AI数据中心光通信相关订单,主要包括MPO、光缆等内容。太辰光作为康宁MPO连接器的主要供应商,有望得到康宁相关部件采购,对未来几年业绩有较大影响,给予“买进”建议。公司是康宁高端MPO主要供应商,未来产能扩张后有望...
Source Link(以下内容从群益证券《康宁再接META大额订单,公司有望承接部分采购》研报附件原文摘录)太辰光(300570)事件:1月28日,Meta与康宁达成协议,将在2030年前采购60亿美元AI数据中心光通信相关订单,主要包括MPO、光缆等内容。太辰光作为康宁MPO连接器的主要供应商,有望得到康宁相关部件采购,对未来几年业绩有较大影响,给予“买进”建议。公司是康宁高端MPO主要供应商,未来产能扩张后有望...
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