剑桥科技1.6T光模块预计2026年一季度发货,2025年业绩预增但四季度承压

经济观察网
Feb 11

经济观察网剑桥科技近期在业务、市场及战略方面均有重要动态。公司1.6T光模块预计于2026年一季度实现大量发货,同时800G光模块仍将是2026年出货主力,公司正通过多地基地扩张产能以支持需求增长。机构观点根据华鑫证券研报分析,公司1.6T光模块预计于2026年一季度实现大量发货,这可能会对未来业绩产生影响。同时,800G光模块仍将是2026年的出货主力,公司通过嘉善、马来西亚和墨西哥基地的产能...

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