行业景气度高位运行，光模块企业扩产忙
伴随2026年一季度业绩（含一季报、预告）密集发布，以光模块为主的光通信产业链公司业绩倍增势头喜人。从相关上市公司采访了解到，从高速光模块到核心光芯片，产业链呈现供需两旺的火热态势：800G与1.6T高速光模块持续放量，带动多种技术路线的光芯片并行受益。业内人士预计，行业景气度将
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