市场近期关于CPO(共封装光学)技术将快速取代可插拔光模块的过度担忧,背离了产业发展的基本面,在未来两至三年,乃至更长时间内,可插拔光模块仍将是数据中心光互连的主流解决方案。市场担忧和筹码结构集中需时间消化,长期来看市场终将回归业绩基本面主导的共识。【预期差纠偏:市场“焦虑”的起源与误读】英伟达宣布将于今年规模部署CPO 技术,市场普遍担忧CPO 技术将快速全面地取代可插拔光模块。这种过度担忧脱离...
Source Link市场近期关于CPO(共封装光学)技术将快速取代可插拔光模块的过度担忧,背离了产业发展的基本面,在未来两至三年,乃至更长时间内,可插拔光模块仍将是数据中心光互连的主流解决方案。市场担忧和筹码结构集中需时间消化,长期来看市场终将回归业绩基本面主导的共识。【预期差纠偏:市场“焦虑”的起源与误读】英伟达宣布将于今年规模部署CPO 技术,市场普遍担忧CPO 技术将快速全面地取代可插拔光模块。这种过度担忧脱离...
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