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财通证券:铜缆在短距通信领域有相对优势

Caitong Securities: Copper cables have a comparative advantage in the field of short-range communication

Breakings ·  May 23 12:56
According to the Caitong Securities Research Report, copper cables have a comparative advantage in the field of short-range communication. Copper connectivity products have always played an important role in high-speed data center interconnection. In the context of rising energy consumption in data centers and high construction costs, copper interconnection has certain advantages in cooling efficiency, low power consumption, and low cost. Nvidia has widely adopted copper interconnection solutions for new products. It is recommended to focus on companies related to the industry chain: Lixun Precision, China Aviation Optoelectronics, Wall Nuclear Materials, etc. under the continuous trend of copper interconnection upgrading to a high rate.

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