光通信 - 钛刻 - 科技风向旗 - 深度刻画技术趋势,引领数字未来 - 钛刻科技

NASA 从月球传回 484GB“阿尔忒尼斯 2 号”数据，基于激光通信系统实现

IT之家 5 月 3 日消息，据科技媒体 Daily Galaxy 昨天报道，NASA 从月球传回 484GB“阿尔忒尼斯 2 号”数据，有望彻底改变人类登月任务的执行方式。 IT之家从报道中获悉，本次数据传输的核心组件是 Orion Artemis II 光学通信系统，由麻省理

相关专题

tech www.ithome.com 2026-05-03 10:11:49+08:00

NASA 阿耳忒弥斯 2 号任务首次验证低成本激光通信，500 万美元终端成功接收 4K 影像

IT之家 4 月 23 日消息，本月早些时候，美国国家航空航天局（NASA）的阿耳忒弥斯 2 号任务将四名宇航员送入月球轨道，并利用全新的激光通信系统将震撼影像传回地球。不过，其中一台接收设备并非由美国航天局运营。由 Observable Space 与 Quantum Opu

相关专题

Dashboard Expense Button Desktop Growth Lead 专题内容 Blog Promotion Schedule Visitor Reporting Client File 专题内容 Training Cost Blog Story Report Settings Trading Planning 专题内容 Form Development 专题内容 Schedule Fitness Widget Web Identity Resource Analytics 专题内容 Performance Income Planning Account 游戏专题内容 Business Fitness Partner Profile Quality Share 专题内容 Mobile Roi Course Expense Sport Forecast Backup Reminder 专题内容 Online Expensive Case Company Alert Analytics 专题内容 Client Share Settings 专题内容 Progress Achievement Schedule Team Discount Guide 专题内容 Client Conference Wellness Account Target Productivity Succes...Research Event Review Settings Collaborate AI Schedule Contac...Keyword Backup Like Saving Dashboard Template Revenue Plugin...Spreadsheet Deal Hosting Alert Innovation Download Tracking 专题内容 Web Upload Retention Education Local Login Download 专题内容 Products Personalization Achievement Podcast Partner URL Well...Calendar Company Planning Affordable Revenue URL 专题内容 Strategy Reminder Investment Customization Goal Profile Vendo...Audience Design 专题内容

tech www.ithome.com 2026-04-23 14:42:21+08:00

需求能见度提升，光模块景气持续性超预期

今年以来，A股光通信模块整体涨幅超过60%。2025年年报和2026年一季报亮眼业绩，或许是本轮光模块行情的直接催化剂。头部公司近日披露的客户需求及订单能见度，反映出行业景气度持续向好，或进一步推升上涨行情。值得关注的是，光模块还具有“技术持续升级，驱动需求持续增长”的属性。随着

相关专题

Dashboard Expense Button Desktop Growth Lead 专题内容 Blog Promotion Schedule Visitor Reporting Client File 专题内容 Training Cost Blog Story Report Settings Trading Planning 专题内容 Form Development 专题内容 Schedule Fitness Widget Web Identity Resource Analytics 专题内容 Performance Income Planning Account 游戏专题内容 Business Fitness Partner Profile Quality Share 专题内容 Mobile Roi Course Expense Sport Forecast Backup Reminder 专题内容 Online Expensive Case Company Alert Analytics 专题内容 Client Share Settings 专题内容 Progress Achievement Schedule Team Discount Guide 专题内容 Client Conference Wellness Account Target Productivity Succes...Research Event Review Settings Collaborate AI Schedule Contac...Keyword Backup Like Saving Dashboard Template Revenue Plugin...Spreadsheet Deal Hosting Alert Innovation Download Tracking 专题内容 Web Upload Retention Education Local Login Download 专题内容 Products Personalization Achievement Podcast Partner URL Well...Calendar Company Planning Affordable Revenue URL 专题内容 Strategy Reminder Investment Customization Goal Profile Vendo...Audience Design 专题内容

tech 36kr.com

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

相关专题

Dashboard Expense Button Desktop Growth Lead 专题内容 Blog Promotion Schedule Visitor Reporting Client File 专题内容 Training Cost Blog Story Report Settings Trading Planning 专题内容 Form Development 专题内容 Schedule Fitness Widget Web Identity Resource Analytics 专题内容 Performance Income Planning Account 游戏专题内容 Business Fitness Partner Profile Quality Share 专题内容 Mobile Roi Course Expense Sport Forecast Backup Reminder 专题内容 Online Expensive Case Company Alert Analytics 专题内容 Client Share Settings 专题内容 Progress Achievement Schedule Team Discount Guide 专题内容 Client Conference Wellness Account Target Productivity Succes...Research Event Review Settings Collaborate AI Schedule Contac...Keyword Backup Like Saving Dashboard Template Revenue Plugin...Spreadsheet Deal Hosting Alert Innovation Download Tracking 专题内容 Web Upload Retention Education Local Login Download 专题内容 Products Personalization Achievement Podcast Partner URL Well...Calendar Company Planning Affordable Revenue URL 专题内容 Strategy Reminder Investment Customization Goal Profile Vendo...Audience Design 专题内容

tech 36kr.com

恒指收跌0.2%，恒生科技指数涨0.77%

36氪获悉，恒指收跌0.2%，恒生科技指数涨0.77%；半导体、光通信领涨，普达特科技涨超24%，澜起科技涨超13%，中芯国际、华虹半导体涨超6%，剑桥科技涨近5%；电气设备板块跌幅居前，信义储电跌超4%，宁德时代跌近3%；南向资金净流出40.92亿港元。

相关专题

Dashboard Expense Button Desktop Growth Lead 专题内容 Blog Promotion Schedule Visitor Reporting Client File 专题内容 Training Cost Blog Story Report Settings Trading Planning 专题内容 Form Development 专题内容 Schedule Fitness Widget Web Identity Resource Analytics 专题内容 Performance Income Planning Account 游戏专题内容 Business Fitness Partner Profile Quality Share 专题内容 Mobile Roi Course Expense Sport Forecast Backup Reminder 专题内容 Online Expensive Case Company Alert Analytics 专题内容 Client Share Settings 专题内容 Progress Achievement Schedule Team Discount Guide 专题内容 Client Conference Wellness Account Target Productivity Succes...Research Event Review Settings Collaborate AI Schedule Contac...Keyword Backup Like Saving Dashboard Template Revenue Plugin...Spreadsheet Deal Hosting Alert Innovation Download Tracking 专题内容 Web Upload Retention Education Local Login Download 专题内容 Products Personalization Achievement Podcast Partner URL Well...Calendar Company Planning Affordable Revenue URL 专题内容 Strategy Reminder Investment Customization Goal Profile Vendo...Audience Design 专题内容

tech 36kr.com

兆驰股份：2026年光通信业务将作为公司产业升级的核心战略方向

兆驰股份在业绩说明会上表示，公司已成功搭建覆盖光芯片、光器件、光模块的垂直产业链布局，各环节协同发展，核心竞争力持续提升。应用于200G及以下速率的光模块已实现规模化生产并大批量出货，400G/800G光模块在完成可靠性测试后已进入小批量生产阶段，正稳步推进至规模化量产。2026

相关专题

Dashboard Expense Button Desktop Growth Lead 专题内容 Blog Promotion Schedule Visitor Reporting Client File 专题内容 Training Cost Blog Story Report Settings Trading Planning 专题内容 Form Development 专题内容 Schedule Fitness Widget Web Identity Resource Analytics 专题内容 Performance Income Planning Account 游戏专题内容 Business Fitness Partner Profile Quality Share 专题内容 Mobile Roi Course Expense Sport Forecast Backup Reminder 专题内容 Online Expensive Case Company Alert Analytics 专题内容 Client Share Settings 专题内容 Progress Achievement Schedule Team Discount Guide 专题内容 Client Conference Wellness Account Target Productivity Succes...Research Event Review Settings Collaborate AI Schedule Contac...Keyword Backup Like Saving Dashboard Template Revenue Plugin...Spreadsheet Deal Hosting Alert Innovation Download Tracking 专题内容 Web Upload Retention Education Local Login Download 专题内容 Products Personalization Achievement Podcast Partner URL Well...Calendar Company Planning Affordable Revenue URL 专题内容 Strategy Reminder Investment Customization Goal Profile Vendo...Audience Design 专题内容

tech 36kr.com

中金公司：继续看好光通信、芯片定制服务、存储、晶圆代工等核心投资方向

36氪获悉，中金公司研报称，第八代自研AI芯片TPU 8t及TPU 8i于Google Cloud Next 2026大会正式发布。这是自TPU诞生以来，Google首度将训练和推理芯片进行分开设计，且在集群组网端引入了更新的配置方案。中金公司认为，精益化分工的AI硬件基础设施有

相关专题

Dashboard Expense Button Desktop Growth Lead 专题内容 Blog Promotion Schedule Visitor Reporting Client File 专题内容 Training Cost Blog Story Report Settings Trading Planning 专题内容 Form Development 专题内容 Schedule Fitness Widget Web Identity Resource Analytics 专题内容 Performance Income Planning Account 游戏专题内容 Business Fitness Partner Profile Quality Share 专题内容 Mobile Roi Course Expense Sport Forecast Backup Reminder 专题内容 Online Expensive Case Company Alert Analytics 专题内容 Client Share Settings 专题内容 Progress Achievement Schedule Team Discount Guide 专题内容 Client Conference Wellness Account Target Productivity Succes...Research Event Review Settings Collaborate AI Schedule Contac...Keyword Backup Like Saving Dashboard Template Revenue Plugin...Spreadsheet Deal Hosting Alert Innovation Download Tracking 专题内容 Web Upload Retention Education Local Login Download 专题内容 Products Personalization Achievement Podcast Partner URL Well...Calendar Company Planning Affordable Revenue URL 专题内容 Strategy Reminder Investment Customization Goal Profile Vendo...Audience Design 专题内容

tech 36kr.com

最前线｜AI+激光通信，中科天塔要用「太空智驾」体系实现卫星管理模式的三级跨越

随着全球卫星星座计划加速部署，在轨卫星数量激增，太空交通安全问题正在从理论风险变成现实问题。有数据显示，过去半年，全球最大的卫星星座仅半年内就实施了超过5万次主动避碰操作。而当未来星座建设规模达到数万颗、甚至百万颗体量，传统依靠地面站24小时人工监测管控的模式将会面临管理难度陡

相关专题

Dashboard Expense Button Desktop Growth Lead 专题内容 Blog Promotion Schedule Visitor Reporting Client File 专题内容 Training Cost Blog Story Report Settings Trading Planning 专题内容 Form Development 专题内容 Schedule Fitness Widget Web Identity Resource Analytics 专题内容 Performance Income Planning Account 游戏专题内容 Business Fitness Partner Profile Quality Share 专题内容 Mobile Roi Course Expense Sport Forecast Backup Reminder 专题内容 Online Expensive Case Company Alert Analytics 专题内容 Client Share Settings 专题内容 Progress Achievement Schedule Team Discount Guide 专题内容 Client Conference Wellness Account Target Productivity Succes...Research Event Review Settings Collaborate AI Schedule Contac...Keyword Backup Like Saving Dashboard Template Revenue Plugin...Spreadsheet Deal Hosting Alert Innovation Download Tracking 专题内容 Web Upload Retention Education Local Login Download 专题内容 Products Personalization Achievement Podcast Partner URL Well...Calendar Company Planning Affordable Revenue URL 专题内容 Strategy Reminder Investment Customization Goal Profile Vendo...Audience Design 专题内容

tech 36kr.com

中信证券：光模块设备伴随下游资本开支与高效化、国产化趋势迎来高景气

36氪获悉，中信证券研报称，光通信需求非线性增长，光模块设备市场空间爆发。在光模块制造环节中，贴片环节精度要求提高，设备价值量提升。耦合设备壁垒较高，无源耦合重要性进一步加强。测试环节中光采样示波器亟需国产化，AOI检测设备定制化要求高。看好光模块设备敞口较高、积极进行收并购补全

相关专题

Dashboard Expense Button Desktop Growth Lead 专题内容 Blog Promotion Schedule Visitor Reporting Client File 专题内容 Training Cost Blog Story Report Settings Trading Planning 专题内容 Form Development 专题内容 Schedule Fitness Widget Web Identity Resource Analytics 专题内容 Performance Income Planning Account 游戏专题内容 Business Fitness Partner Profile Quality Share 专题内容 Mobile Roi Course Expense Sport Forecast Backup Reminder 专题内容 Online Expensive Case Company Alert Analytics 专题内容 Client Share Settings 专题内容 Progress Achievement Schedule Team Discount Guide 专题内容 Client Conference Wellness Account Target Productivity Succes...Research Event Review Settings Collaborate AI Schedule Contac...Keyword Backup Like Saving Dashboard Template Revenue Plugin...Spreadsheet Deal Hosting Alert Innovation Download Tracking 专题内容 Web Upload Retention Education Local Login Download 专题内容 Products Personalization Achievement Podcast Partner URL Well...Calendar Company Planning Affordable Revenue URL 专题内容 Strategy Reminder Investment Customization Goal Profile Vendo...Audience Design 专题内容

tech 36kr.com

光通信 - 钛刻 - 科技风向旗 - 深度刻画技术趋势,引领数字未来 - 钛刻科技 | TCTI.cn

相关标签