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【研选行业+公司】光模块行业新锐,分析师看好公司享AI时代发展机遇
第一财经· 2025-10-24 12:09
Group 1 - The core viewpoint of the article emphasizes the importance of selecting valuable research reports and understanding market trends to seize investment opportunities [1] - The optical module industry is highlighted as a new rising sector, focusing on telecom and data communication optical module business, with the capability of mass production of high-speed optical devices ranging from 100G to 800G. Analysts are optimistic about the company's potential to benefit from the AI era, projecting a net profit growth of 330% over three years [1] - FRC technology is noted for its revolutionary impact on the nuclear fusion landscape, with costs reduced to only 1/10 and power output increased by 100 times. This presents significant investment opportunities in the power supply and capacitor sectors [1]