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高盛 中际旭创： 硅光子提升毛利率 - 800G 1.6T to Drive Growth Ahead; Rising SiPh to Support GM; Buy by jefferyleng276 is a document available to read on EtoBox.

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Innolight (300308.SZ) is expected to experience strong growth driven by the upgrade to 800G/1.6T specifications, increased demand for AI servers, and the transition from EML to SiPh optical modules. The company maintains a Buy rating with a target price of Rmb762, supported by positive end market demand and improved supply conditions. Additionally, Innolight

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jefferyleng276

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