【国盛证券：光交换有望引领下一个光子通信时代】金十数据2月7日讯，国盛证券表示，光交换对于光通信行业具有很重要的意义，也是实现全光网的有效路径，有望引领下一个光子通信时代。在带宽大幅提升，算力成本下降的背景下，光交换有望在AI数据互联的市场迎来良机。在干线光通信及WSS等相关的厂商在光交换技术或有更深的技术积累，比如德科立、光迅科技等。建议优先关注在光交换OCS有深度布局的核心厂商。
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