EPISODE · Jun 22, 2025 · 11 MIN
每天解读一家上市公司：中际旭创
from 每天解读一家上市公司（视频合集）
中际旭创在全球光模块市场占领先地位，业务涵盖数据中心、5G通信等。AI算力需求爆发和产业链技术迭代是其发展的双引擎。800G光模块量产、硅光技术研发领先，客户包括英伟达、谷歌等大厂。但价格战风险、供应链问题也需警惕。这家公司未来如何？你好奇吗？02:02 AI巨头投资光模块厂商，未来净利润或达97亿元！04:04 光模块行业领头羊，功耗降低百分之四十，新技术带来的变革！06:05 光模块市场占有率超百分之四十，华工正源以技术实力和成本优化占据领先地位！08:09 领先技术布局，硅光模块渗透率提升，展望2025年营收与利润空间10:10 CPOLPO技术商业化进度不及预期，对传统可插拔光模块优势产生影响
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每天解读一家上市公司：中际旭创
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