以下部分引用 AI 总结，现阶段 AI 仍然有幻觉。请以内容的原文为准。
数据新鲜度群聊 断档13天 ✕卖方 07-01 ✓Wrap 06-30 ✓X 06-30 ✓页面生成 07-03
光模块
10 atoms · 跨 8 天 · 首见 2026-05-18 · 最近 2026-06-22
三色: 🟦 fact 0 · 🟥 take 10 · stance ▲5/▼5/◆0
来源: 群 3
时态: fresh:10
标签: 好观点:8 · 好问题:1 · 好数字:1
别名 (合并): 光模块 PCB
叙事 (narrative) (10)
- 2026-06-22 · 行业技术方向
FundAI: industry is rapidly moving from 200G EMLs toward 400G EMLs, UHP lasers, InP PICs, coherent-lite, and CPO/NPO platforms; Chinese capacity expansion doesn't threaten high end optics thesis
tags: 好观点 · → daily
- 2026-06-17 · Mizuho 分析：InP 产能过多导致供应风险
Klein at Mizuho was out today trying to explain the underperformance by saying increasing talk of too much InP capacity being added globally, which raises supply risks (eventually effecting pricing).
tags: 好观点 · → daily
- 2026-06-13 · 技术升级与价值量增长
从 400G 向 800G/1.6T 演进，层数从 10–12L 增至 14–16L，ASP 有望从 $10 升至 $25，毛利率改善至 40–50%+
tags: 好数字 · → daily
- 2026-06-11 · AI集群光学内容长期机会
JPM believes investors are underappreciating long-term opportunity for optical content in AI clusters
tags: 好观点 · → daily
- 2026-06-11 · DoD限制中国供应商带来的份额机会
Potential DoD restrictions on Chinese optical suppliers could create share-gain opportunities for US-based vendors
tags: 好观点 · → daily
- 2026-06-09 · 股价表现原因
TMTB argues optical underperformance is because stocks priced in smooth sailing without hiccups through 2030 and technology is still early
tags: 好观点 · → daily
- 2026-06-08 · CPO部署进展
UBS notes CPO beginning to move from concept to deployment, highlighting early traction for pluggable optics vendors and growing engagement around CPO components, fiber arrays, and optical packaging as AI clusters scale.
tags: 好观点 · → daily
- 2026-06-01 · 表现滞后
Opticals continue to lag
tags: 好观点 · → daily
- 2026-05-18 · 面临产能过剩和商品化风险，大量供应来自中国
光模块面临产能过剩和商品化风险；大量收发器供应来自中国
tags: 好观点 · → daily
- 2026-05-18 · 超大厂是否继续容忍高毛利存疑
tags: 好问题 · → daily
时间轴 (近 20)
- 2026-06-22 ·
narrative · 行业技术方向 · → daily
- 2026-06-17 ·
narrative · Mizuho 分析：InP 产能过多导致供应风险 · → daily
- 2026-06-13 ·
narrative · 技术升级与价值量增长 · → daily
- 2026-06-11 ·
narrative · AI集群光学内容长期机会 · → daily
- 2026-06-11 ·
narrative · DoD限制中国供应商带来的份额机会 · → daily
- 2026-06-09 ·
narrative · 股价表现原因 · → daily
- 2026-06-08 ·
narrative · CPO部署进展 · → daily
- 2026-06-01 ·
narrative · 表现滞后 · → daily
- 2026-05-18 ·
narrative · 面临产能过剩和商品化风险，大量供应来自中国 · → daily
- 2026-05-18 ·
narrative · 超大厂是否继续容忍高毛利存疑 · → daily
← 实体目录 · 系统日志