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电子行业深度报告：AI浪潮奔涌，CPO等光技术持续演进-20230530-东方证券

事件：ChatGPT风靡全球，英伟达创始人兼CEO 黄仁勋提出AI 迎来“iPhone 时刻”，算力、网络设备和光模块等领域有望迎来快速发展。受益于此，英伟达、博通和Marvel等厂商股价大涨。Marvel近期预计2024财年AI相关产品营收同比至少倍增，并在未来几年持续迅速成长。光芯片前景广阔，集成趋势下硅光芯片有望异军突起。在AI算力高弹性、国产化进程持续推进、下游模块厂商海外业务拓展等的共

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