· 个股论点

中际旭创称1.6T需求未缩,800G需求超预期增长。

涉及标的:

中文翻译

中际旭创(Innolight)投资者关系会议纪要摘要: 1. “总体而言,1.6T市场需求并未萎缩;相反,800G需求较此前预期显著增加” 整体最重要的收获是800G需求的修正(以及更长的尾部需求)。

英文原文

TLDR of Innolight investor relations takeaways: 1. "Overall, 1.6T market demand has not contracted; instead, 800G demand has increased significantly compared with previous expectations" Prob most important takeaway as a whole was 800G demand revision (also longer tail demand).

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