【研报行业】无光不AI！硅光产业投资全梳理：从Fab厂到光模块，这些公司卡位算力新基建
第一财经·2026-01-05 11:27
Group 1 - The article emphasizes the significance of AI and the new computing power revolution, highlighting a potential 10x market expansion with profits concentrating in specific segments of the supply chain [1] - A forecast suggests that 2026 may mark the year for China's commercial rocket reusable launch, urging attention to core "shovel stocks" and new 3D printing technology routes in commercial aerospace investments [1] - The low-altitude economy in Shanghai is undergoing an upgrade, indicating that the eVTOL (electric Vertical Take-Off and Landing) industry chain is at a critical juncture [1] - Elon Musk has accelerated production in the brain-computer interface industry, signaling a pivotal turning point for this sector [1]