AI浪潮起來後,超算對光模塊的需求以及雲廠商對光模塊的採購情況,新易盛(300502.SZ)表示目前還沒有看到爆發性的增長會在短期內發生
格隆匯3月28日丨新易盛(300502.SZ)於2023年3月23日上午9:30-11:30參與了深交所"走進上市公司"投教活動,“AI浪潮起來後,超算是否會對光模塊的需求有很大的增量,雲廠商是否可能會加大對光模塊的採購,現在是否有這個跡象?”,公司表示,客户的規劃通常不會短期內出現巨大的變化,按照既往的情況,一般提前半年瞭解客户未來的需求,目前還沒有看到爆發性的增長會在短期內發生。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.