鋭捷網絡(301165.SZ):推出了應用於新一代高性能VDI雲桌面解決方案的GPU雲服務器產品;目前未涉及機器人業務
格隆匯6月30日丨有投資者向鋭捷網絡(301165.SZ)提問,“公司彩光光模塊與中際旭創的800G光模塊有什麼區別?目前市場前景如何,現在有應用嗎,市佔率短期會激增嗎,公司有市場調研嗎?另公司GPU雲服務產品是與AMD聯合開發的,請問該方案市場應用前景在哪?公司有機器人技術或應用方面佈局嗎?”
鋭捷網絡回覆稱,公司主營業務為網絡設備、網絡安全產品及雲桌面解決方案的研發、設計和銷售,其中網絡設備產品以交換機、路由器、無線產品為主。公司彩光解決方案主要用於園區接入網場景,800G光模塊一般用在數據中心場景。受益於數字經濟發展和產業數字化轉型的推進,各行業在信息化建設和網絡升級方面的需求預計將持續增長。根據IDC數據統計的公司網絡設備主要產品、雲桌面解決方案等相關產品的市場佔有率請參閲公司定期報吿中的相關內容。公司於今年3月份推出了應用於新一代高性能VDI雲桌面解決方案的GPU雲服務器產品,將推動高性能GPU雲桌面的普及,幫助雲課堂、雲辦公等不同場景的用户提高數字生產力。公司目前未涉及機器人業務。
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