截至6月1日发稿，“达链”成员蓝思科技（6613.HK）涨9.63%，鸿腾精密（6088.HK）涨3.48%。 万联证券指出，SW电子行业2025年及2026年Q1整体实现同比增长，主要系AI算力、存力产业链需求高增长，提振上游硬件需求。同时，AI算力、存力加速建设。 业内人士表示，光通信作为AI时代智能算力的核心底座，已迈入高景气的全新产业发展周期。AI算力需求高增，会带动光模块、液冷及...
Source Link截至6月1日发稿，“达链”成员蓝思科技（6613.HK）涨9.63%，鸿腾精密（6088.HK）涨3.48%。 万联证券指出，SW电子行业2025年及2026年Q1整体实现同比增长，主要系AI算力、存力产业链需求高增长，提振上游硬件需求。同时，AI算力、存力加速建设。 业内人士表示，光通信作为AI时代智能算力的核心底座，已迈入高景气的全新产业发展周期。AI算力需求高增，会带动光模块、液冷及...
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