机构：重视光模块投资机会，5GETF（515050）近20日吸金1.25亿元

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炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！　　近日，台积电等算力大厂披露最新业绩，显示出AI算力需求依然旺盛，业绩加速释放，驱动美股科技公司股价持续快速上涨。天风证券分析指出，目前海外巨头仍在大规模投入AI持续展开军备竞赛；光模块方向是少数出海真正受益全球AI建设浪潮的，业绩释放能力强劲，预计短期也将迎来加速（天孚通信业绩预告印证产业趋势和受益逻辑），当前建议重视光...

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