Just be clear, I am mainly looking for CPO opportunity here

来源: 三心三意 于 2026-05-10 10:24:18 [] [博客] [旧帖] [给我悄悄话] 阅读数 : (293 bytes)
回答: 分析的核心是BOM占比 由 万斯 于 2026-05-10 10:20:17

The existing optical transciver market, while it will no doubt see big demand and stocks will also benefit from that demand, is a slightly different investment thesis.

For this discussion, i am trying to focus on "what if CPO become mainstream in 2030" thesis

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• AVGO，NVDA，COHR，INTC，TSM -万斯- ♂ 给 万斯 发送悄悄话 (69 bytes) () 05/10/2026 postreply 10:31:57

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