银河证券：光通信景气上行
2026-07-22 01:33:08
银河证券研报称，AI算力需求爆发正推动光通信行业经历结构性变革，行业景气度由传统周期波动转向长期扩张通道。研报认为，全球主要云厂商和AI企业持续上调算力基础设施投资预算，拉动高速光模块需求非线性增长；2026年起，数通领域高速产品渗透率将加速提升，1.6T产品已进入批量交付周期。
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