景气度“光”芒四射,基金经理把握光通信投资机会
中流击水,“光”芒四射。AI引领的科技浪潮汹涌,算力建设如火如荼,这也映射到A股市场中。从基金投资布局情况看,光通信依然是资金竞逐的方向,具体到细分方向,光模块依然闪耀,光纤乘势而起,光器件、光芯片迎风起舞。与光相关的标的,几乎都受到市场的高度关注。而在逐光前行的基金经理中,有人
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