AI数据中心建设需求依然强劲 大摩看好以太网及光通信前景 股价回调之际青睐Lumentum(LITE.US)、Coherent(COHR.US)

智通财经
Oct 16
【AI数据中心建设需求依然强劲 大摩看好以太网及光通信前景 股价回调之际青睐Lumentum(LITE.US)、Coherent(COHR.US)】智通财经APP获悉,周五,摩根士丹利在最新发布的研报中指出,尽管人工智能(AI)数据中心扩张仍面临电力供应、网络连接及基础设施效率等多重挑战,超大规模云计算厂商对算力的需求依然强劲。随着AI集群规模持续扩大,以太网、光通信及相关测试设备的重要性进一步提升,该行看好Arista Networks(ANET.US)、思科(CSCO.US)、Lumentum(LITE.US)、Coherent(COHR.US)及Keysight Technologies(KEYS.US)等企业在AI基础设施升级过程中的发展机遇。

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