EPISODE · Jun 30, 2026 · 4 MIN
CPO全面量产 “站在光里”的行情还能延续多久？
from 华夏早播间
最近科技行情里，有一个很形象的说法，叫“站在光里”。这里的光，不是抽象的光，而是实实在在的光通信、光模块和光互联。AI算力越往前走，市场越发现，真正限制效率的，可能不只是芯片本身，还有芯片之间、机柜之间、数据中心之间，怎么把数据更快传出去。所以今天我们就来聊聊，“站在光里”的行情还能维持多久？
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CPO全面量产 “站在光里”的行情还能延续多久？
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