高盛:中国光模块第三季度预览;持续的需求强劲;供应动态值得关注
高盛证券·2024-10-10 13:39
9 October 2024 | 7:42AM CST _ China Optical Transceivers: 3Q Preview; ongoing demand strength; supply dynamics a key to watch Optical Transceiver makers (Innolight, Eoptolink, HG Tech, TFC Optical) in our expect the sector will continue to enjoy strong growth driven by robust demand from AI networking. Source of surprise would center on the component supply situation in 3Q24. Recall that post 2Q results, most transceiver makers made the comment about tight component supplies. For 3Q24, we expect an improvin ...