通信行业研究:海外CSP资本开支上修,CPO产业趋势加速

国金证券
Feb 08

(以下内容从国金证券《通信行业研究:海外CSP资本开支上修,CPO产业趋势加速》研报附件原文摘录)1)海外大厂公布业绩:A)Lumentum:2Q营业收入达6.66亿美元,同比增长65.5%,OCS订单超4亿美元,业务扩张迅速,新获CPO数亿美元增量订单,预计于27年上半年交付。三季度指引营收7.8-8.3亿美元,同比增长超85%。目前,公司客户正加速从800G向1.6T过渡。目前光芯片仍然...

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