高盛：日本科技_光学时代_技术变革受益者；SEI 评级上调至买入，古河电工评级上调至中性
Goldman Sachs·2025-07-09 02:40
7 July 2025 | 11:50PM JST Japan Technology: Hardware - Industrial Electronics Era of Optics: Beneficiaries of technological changes; SEI up to Buy, Furukawa Electric up to Neutral In the industrial electronics sector, increasing demand for optical products for generative AI and data centers (DCs) is attracting attention. In this report, we summarize the latest industry trends and technological developments. We also revise our ratings and target prices for the four optical product manufacturers in our covera ...