光学互连公司股价年内涨幅逾50%，而铜连接器公司标的却遭遇显著抛售。这一估值差，正成为OFC（光纤通信大会）召开节点投资者最关注的结构性矛盾。 据摩根大通最新研究报告，英伟达将在会上强调规模扩展光学对计算系统性能的关键作用，光学供应商对需求能见度的信心也将进一步提升。 与此同时，光学电路交换（OCS）的市场规模预测大幅上调，电信侧产品亦有望在数据中心互连（DCI）需求加速的背景下重回高增长轨道。 ...
Source Link光学互连公司股价年内涨幅逾50%，而铜连接器公司标的却遭遇显著抛售。这一估值差，正成为OFC（光纤通信大会）召开节点投资者最关注的结构性矛盾。 据摩根大通最新研究报告，英伟达将在会上强调规模扩展光学对计算系统性能的关键作用，光学供应商对需求能见度的信心也将进一步提升。 与此同时，光学电路交换（OCS）的市场规模预测大幅上调，电信侧产品亦有望在数据中心互连（DCI）需求加速的背景下重回高增长轨道。 ...
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