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中信证券：光模块设备伴随下游资本开支与高效化、国产化趋势迎来高景气_蜘蛛资讯网

波器亟需国产化，AOI检测设备定制化要求高。看好光模块设备敞口较高、积极进行收并购补全短板且主业较为扎实的标的。     

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adoslaw Sikorski attends a joint press conference with Minister for Foreign Affairs of Ireland Helen McEntee (not pictured) after their meeting at the Polish Foreign Ministry headquarters in Warsaw, P

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