CPO板块“光”速狂飙背后的逻辑

证券日报
Apr 13

炒股就看金麒麟分析师研报,权威,专业,及时,全面,助您挖掘潜力主题机会!   ■苏诗钰   今年以来,A股CPO(共封装光学)板块持续上演“光”速行情。截至4月10日,板块年内涨幅达47.37%,龙头股中际旭创、新易盛、天孚通信近一年股价平均涨幅超8倍,成为市场中最亮眼的主线之一。   CPO是一种新型的光电集成技术。简单来说,就是把光模块和交换芯片“打包”封装在一起。笔者认为,CPO板块的强势...

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