说说你对这篇新闻的看_老虎社区_美港股上老虎 - 老虎社区

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老司机炒美股
05-12

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【券商聚焦】国泰海通：看好供需错配物料涨价催化下的光芯片/光纤光缆

光通信方面，物料紧缺是核心预期锚，看好供需错配物料涨价催化下的光芯片/光纤光缆。随着高速光模块逐步进入规模化部署阶段，下游对磷化铟芯片的需求呈现快速增长态势。2025年全球磷化铟衬底供需缺口超70%，2026年全球需求飙升将加剧供给缺口。

【券商聚焦】国泰海通：看好供需错配物料涨价催化下的光芯片/光纤光缆

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