汇聚科技(1729.HK):全球定制电线互连龙头 数通、汽车与医疗三线并进

中信建投证券
Feb 06

核心观点汇聚科技在电线互连领域深耕超过三十年,是立讯系重要成员,公司电线组件、数字电线与服务器三大业务全面开花,业绩快速增长。在数通领域,随着光模块速率向800G/1.6T 演进及CPO 技术的推进,MPO 作为光通信中的核心连接元件,其市场规模快速增长,公司卡位谷歌等海外头部CSP 供应链,未来几年有望持续扩大业务规模,同时公司以JDM/ODM 模式切入AI 服务器、存储服务器及整机柜领域,打造...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10