英伟达算力架构持续迭代升级,行业高景气度不断夯实,高速光模块需求确定性极强,CPO步入实质落地阶段

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Feb 26

(来源:淘金ETF)1.中际旭创(300308)作为全球高速光模块领域的绝对龙头企业,中际旭创深度绑定英伟达、微软、谷歌等北美头部云厂商,是AI算力爆发周期内最具确定性的核心受益标的。800G与1.6T高速光模块出货量稳居全球前列,产品结构持续向高端迭代,毛利率与盈利水平稳步抬升。随着英伟达GB300与Rubin新一代算力平台规模化落地,单机光模块用量大幅提升,直接推动公司订单持续高增。在CPO共...

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