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中信证券:AI驱动光纤需求爆发,关注空芯光纤机遇
Xin Lang Cai Jing·2025-08-11 00:41

Group 1 - The core viewpoint of the article highlights the increasing demand for data center interconnectivity driven by AI, leading to accelerated evolution in the optical fiber industry [1] - Major overseas companies are rapidly deploying hollow-core optical fibers, which is expected to standardize technology and promote large-scale applications [1] - Corning's Q2 2025 financial report indicates a rapid growth in demand for optical communication interconnects from data centers, reinforcing the long-term trend of "optical fiber replacing copper" [1] Group 2 - The multi-mode optical fiber is anticipated to see accelerated volume growth due to the rising demand [1]