挪威主权基金重押光通讯 显示看旺产业前景

Group 1 - Norway's sovereign fund has significantly increased its investments in Taiwan's optical communication sector, particularly in companies like Guangsheng (光圣) and Lianya (联亚), with shareholding ratios growing by over 50% [1] - Guangsheng's shareholding ratio rose from 1.17% to 3.27%, while Lianya's increased from 3.16% to 4.86%, making Lianya one of the top two holdings in Taiwan stocks for the fund [1] - The fund has also newly added positions in three other optical communication stocks: Borowei (波若威), Shangquan (上诠), and Huaxingguang (华星光), with respective shareholding ratios of 0.59%, 1.41%, and 1.29% [1] Group 2 - The transition from NVIDIA's H100 to GB300 AI server platforms is expected to drive a new data transmission revolution, leading to increased demand for optical communication as traditional copper wires become obsolete [2] - Silicon photonics is anticipated to become mainstream in the AI era, attracting significant investments from global sovereign funds [2]