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華泰證券: MPO有望迎來量價齊升的高景氣機遇 建議關注MT插芯、MPO子行業投資機會
華泰證券表示,MPO(高密度光纖連接器)作為高密度光網絡中必備的無源器件,具備一定的光模塊市場後周期屬性,有望在全球800G/1.6T光模塊需求高增背景下迎來量價齊升的高景氣機遇。我們測算全球MPO市場規模有望由2023年的18億美金增長至2029年的61億美金,對應期間CAGR為22%。通過梳理MPO產業鏈,我們建議關注MT插芯、MPO子行業投資機會。
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