金吾财讯 | 招银国际表示，2026年光纤通信展会（OFC）印证了行业结构性变革：AI算力扩张，推动数据中心互联架构在光、电领域全面重构。会议聚焦共封装光学（CPO）与可插拔光模块的技术路线争议、LPO/NPO等中间架构崛起、XPO全新形态面世、光电路交换机（OCS）作为配套方案关注度持续提升。行业并未走向单一技术路线，而是持续丰富互联方案，以满足算力扩容、横向扩展及系统效率的多元需求。在此背景下，可插拔光模块仍为核心主流方案，单通道400G持续迭代、供应链明朗化、模块设计与散热方案不断升级，均支撑其核心地位。
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