高盛：中际旭创-TechNet China 2025_800G 继续成为主要增长驱动力；推荐买入

26 May 2025 | 8:02AM CST Innolight (300308.SZ): TechNet China 2025; 800G continues to be the primary growth driver; Buy We hosted Innolight's management at GS TechNet China 2025 conference. Demand and shipment outlook remain the key investor focus at the meeting. To address investors' key concerns on demand, shipment/supply constraints, and profitability, Innolight noted: 1) demand outlook for 2025 remains unchanged; looking into 2026, the company expects ongoing AI inferencing demand and upgrade from 400G ...