文章浏览阅读176次。尽管CPO光模块指数年初至今下跌32%，但产业端持续向好：英伟达硅光交换机量产，华为、博通等密集发布新品，龙头订单排至2029年；中际旭创、新易盛等2026半年报净利大幅增长，市盈率回落至20–30倍。中国光通信市场规模预计从2 ...
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