中信证券:光模块加速放量,模拟芯片龙头业绩高增

智通财经
Aug 24
【中信证券:光模块加速放量,模拟芯片龙头业绩高增】中信证券研报指出,在AI算力旺盛需求推动下,光模块终端持续放量、速率升级推动相关模拟芯片料号需求快速增长,海内外头部厂商光模块相关业务指引积极,如全球模拟龙头ADI预计OCS 2026-27年保持翻倍增长。2026年以来国内龙头模拟公司光模块相关业务同样迎来快速放量,进而带动业绩快速增长。

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