【券商聚焦】中信建投:电信分公司光缆集采限价大幅提升,关注OFC与GTC大会投资机会

金吾财讯
Mar 17

金吾财讯 | 中信建投发研报指,英伟达CEO黄仁勋表示,AI基础设施建设才刚刚开始,目前已投入数千亿美元,但仍需建设价值数万亿美元的基础设施。OFC和GTC大会的开幕,有望进一步明确AI产业链的技术路线,提升相关厂商的订单能见度;阿里巴巴腾讯也将发布业绩,建议关注其2026年及长期资本开支指引。我们持续推荐AI板块。Arista牵头组建XPO MSA,定义了全新12.8Tbps液冷光学模块,建议关注光模块液冷相关板块。广东电信室外光缆的“GYTA-单模G.652D-24芯”光缆成缆单价最高限价从2026年1月的1245元/皮长公里升至2500元/皮长公里。目前,光纤光缆行业已从复苏转向“供给偏紧、量价齐升”阶段,该机构持续推荐光纤光缆板块。

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10