中信建投：持续推荐 AI 算力板块_虚拟币交易所平台,数字货币,NFT

据财联社 7 月 11 日报道，中信建投研报指出，近日，算力板块呈现震荡调整态势。网络带宽在算力中的作用实际上越来越重要，800G 之外，1.6 T 光模块的量产进程有望加速，或成为 2025 年的需求主力，将打消市场对 2025 年光模块市场需求的担忧。市场将光模块行业类比光伏逆变器行业，我们认为光模块行业的竞争格局更优，新技术更新迭代的速度更快，且在人工智能确定性的大时代背景下，有望长期受益。持续推荐 AI 算力板块。

According to the report of Cailian on March, CITIC Jiantou Research Report pointed out that the computing power sector has been fluctuating and adjusting recently, and the role of network bandwidth in computing power is actually becoming more and more important. In addition, the mass production process of optical modules is expected to accelerate or become the main demand in 2008, which will dispel the market's concern about the market demand of optical modules in 2008. The market will compare the optical module industry with the photovoltaic inverter industry. We believe that the competitive pattern of the optical module industry is better, the iterative speed of new technology update is faster, and it is expected to benefit for a long time in the background of artificial intelligence certainty. 比特币今日价格行情网_okx交易所app_永续合约_比特币怎么买卖交易_虚拟币交易所平台

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