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borneo9fans
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borneo9fans
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市场须求爆发； 1.6T 与800G 光模组须求遭外资大幅上修。AI 传输正式升级为资料中心核心
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borneo9fans
Morgan Stanley 上调1.6T 光模块须求2027-2028逾兩倍
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borneo9fans
800G 因中小企业须求预计2026年为1600万只，而2027年上看4800万支
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