天风证券3月11日发布研报称，给予盛科通信（688702.SH）增持评级。评级理由主要包括：1）国内交换芯片领军企业，丰富产品矩阵赋能高速增长；

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天风证券3月11日发布研报称，给予盛科通信（688702.SH）增持评级。评级理由主要包括：1）国内交换芯片领军企业，丰富产品矩阵赋能高速增长；2）AI浪潮驱动以太网交换芯片升级迭代，国产替代迫在眉睫；3）AI带来基础设施迭代需求，交换机速率升级；4）国产网络设备芯片自给率低，国产交换芯片替代趋势；5）加码研发苦修内功，产品持续迭代对标国际领先水平；6）公司卡位优质，是国内交换芯片龙头厂商，不断...

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