【山证通信】行业周跟踪:英伟达铜光共进趋势明朗,BIS新政或不影响国内算力建设

山西证券研究所
23 Jan

投资要点行业动向:英伟达台湾行指出短期铜长期光为互联趋势,我们建议积极把握光模块超跌、铜连接加单以及CPO赛道投资三类机会。根据《科创板日报》报道,英伟达在中国台湾访问供应链期间接受采访表示,“英伟达正在与台积电合作开发硅光技术,但仍需要几年时间落地,英伟达应该尽可能继续使用铜技术”。另据《工商时报》报道,英伟达将于今年3月的GTC大会推出CPO交换机新品,预计8月量产,其中光耦合成为CPO交换机...

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