{"id":824251,"date":"2026-08-07T06:25:15","date_gmt":"2026-08-06T22:25:15","guid":{"rendered":"https:\/\/www.alphaseek.cn\/?p=824251"},"modified":"2026-08-07T06:25:15","modified_gmt":"2026-08-06T22:25:15","slug":"%e8%85%be%e8%ae%af%e9%98%bf%e9%87%8c%e6%98%93%e4%b8%ad%e5%a4%a9%e6%8a%bc%e6%b3%a8-npo%e6%98%8e%e5%b9%b4%e8%bf%88%e5%90%91%e5%95%86%e7%94%a8-%e5%85%88%e8%bf%9b%e5%85%89%e4%ba%92","status":"publish","type":"post","link":"https:\/\/www.alphaseek.cn\/?p=824251","title":{"rendered":"\u817e\u8baf\u963f\u91cc\u201c\u6613\u4e2d\u5929\u201d\u62bc\u6ce8 NPO\u660e\u5e74\u8fc8\u5411\u5546\u7528 \u5148\u8fdb\u5149\u4e92\u8054\u201c\u591a\u8def\u7ebf\u7ade\u901f\u201d"},"content":{"rendered":"

<\/p>\n

\"\u817e\u8baf\u963f\u91cc\u201c\u6613\u4e2d\u5929\u201d\u62bc\u6ce8<\/a><\/p>\n

<\/p>\n

\"\u817e\u8baf\u963f\u91cc\u201c\u6613\u4e2d\u5929\u201d\u62bc\u6ce8<\/a><\/p>\n

<\/p>\n

\"\u817e\u8baf\u963f\u91cc\u201c\u6613\u4e2d\u5929\u201d\u62bc\u6ce8<\/a><\/p>\n

AI\u7b97\u529b\u6301\u7eed\u5411\u66f4\u5927\u89c4\u6a21\u96c6\u7fa4\u6f14\u8fdb\uff0c\u4e00\u573a\u56f4\u7ed5\u201c\u5982\u4f55\u8ba9\u6570\u636e\u8dd1\u5f97\u66f4\u5feb\u3001\u66f4\u7701\u7535\u201d\u7684\u5149\u4e92\u8054\u6280\u672f\u8fed\u4ee3\u4e5f\u5728\u52a0\u901f\u3002<\/p>\n

\u8fd1\u671f\uff0cNPO\uff08\u8fd1\u5c01\u88c5\u5149\u5b66\uff09\u7684\u4ea7\u4e1a\u5316\u65f6\u95f4\u8868\u6b63\u9010\u6e10\u6e05\u6670\uff1a\u5149\u6a21\u5757\u9f99\u5934\u4e2d\u9645\u65ed\u521b<\/a><\/span>\uff08300308.SZ\uff09\u8fd1\u671f\u62ab\u9732\u8c03\u7814\u7eaa\u8981\u79f0\uff0c2027\u5e74\u4e0b\u534a\u5e74\u5f00\u59cb\uff0c\u9884\u8ba1\u884c\u4e1a\u5185\u6709\u4e24\u4e2a\u6709\u5f71\u54cd\u529b\u7684\u91cd\u70b9\u5ba2\u6237\u5f00\u59cb\u6279\u91cf\u91c7\u8d2dNPO\u4ea7\u54c1\uff0c\u66f4\u5927\u4e0a\u91cf\u9884\u8ba1\u4f1a\u57282028\u5e74\uff1b\u65b0\u6613\u76db<\/a><\/span><\/span>\uff08300502.SZ\uff09\u5219\u900f\u9732\uff0c\u516c\u53f8\u5df2\u6709\u76f8\u5173\u56e2\u961f\u6301\u7eed\u8ddf\u8fdbNPO\u4ea7\u54c1\u7684\u7814\u53d1\uff0c\u9884\u8ba12027\u5e74\u4e0b\u534a\u5e74\u6709\u8ba2\u5355\u4ea4\u4ed8\u9700\u6c42\uff0c2028\u5e74\u51fa\u8d27\u91cf\u7ea7\u5c06\u9010\u6b65\u63d0\u5347\u3002<\/p>\n

\u800c\u5728\u5e94\u7528\u4fa7\uff0c\u963f\u91cc\u5df4\u5df4<\/a><\/span><\/span>3.2T NPO\u5df2\u5b8c\u6210Beta\u7248\u672c\u6d4b\u8bd5\uff0c\u9884\u8ba1\u4eca\u5e74Q3\u5f00\u5c55\u8bd5\u70b9\u843d\u5730\uff1b\u817e\u8baf<\/a>\u57283.2T VCSEL NPO\u3001SiPh NPO\u9886\u57df\u53d6\u5f97\u5173\u952e\u6027\u6280\u672f\u7a81\u7834\uff0c\u76f8\u5173\u4ea7\u54c1\u5df2\u901a\u8fc7\u9a8c\u8bc1\uff0c\u8ba1\u5212\u4eca\u5e74Q4\u542f\u52a8\u8bd5\u70b9\u90e8\u7f72\u3002\u817e\u8baf\u4e91<\/a><\/span><\/span>\u526f\u603b\u88c1\u3001\u817e\u8baf\u7f51\u7edc\u603b\u7ecf\u7406\u738b\u4e9a\u6668\u5728WAIC 2026\u4e0a\u8868\u793a\uff0c\u968f\u7740\u8d85\u8282\u70b9\u89c4\u6a21\u6269\u5927\uff0c\u5149\u4e92\u8fde\u5df2\u6210\u4e3a\u7a81\u7834\u5e26\u5bbd\u548c\u529f\u8017\u74f6\u9888\u7684\u5173\u952e\uff0cNPO\u662f\u5f53\u524d\u56fd\u4ea7GPU\u6784\u5efa\u8d85\u8282\u70b9\u66f4\u52a1\u5b9e\u7684\u6280\u672f\u8def\u7ebf\u3002<\/p>\n

\u5728\u770b\u4f3c\u6e05\u6670\u7684\u6280\u672f\u6f14\u8fdb\u65b9\u5411\u80cc\u540e\uff0c\u4ea7\u4e1a\u9009\u62e9\u5e76\u975e\u7b80\u5355\u7684\u201c\u65b0\u6280\u672f\u66ff\u4ee3\u65e7\u6280\u672f\u201d\u3002\u201c\u4eca\u5e74\u6211\u4eec\u770b\u5230\u6574\u4e2a\u4ea7\u4e1a\u94fe\uff0cNPO\u662f\u5feb\u901f\u5d1b\u8d77\u7684\u72b6\u6001\uff0c\u8fd9\u4e2a\u6280\u672f\u8def\u5f84\u662f\u5b8c\u5168\u6ca1\u95ee\u9898\u7684\u3002\u4f20\u7edf\u53ef\u62d4\u63d2\u3001CPO\uff08\u5149\u7535\u5171\u5c01\u88c5\uff09\u3001NPO\u3001\u6700\u65b0\u7684XPO<\/a><\/span><\/span>\uff08\u8d85\u9ad8\u5bc6\u5ea6\u53ef\u63d2\u62d4\u5149\u5b66\uff09\uff0c\u53ef\u4ee5\u8bf4\u6ca1\u6709\u7edd\u5bf9\u7684\u8c01\u4f18\u8c01\u52a3\uff0c\u53ea\u6709\u6700\u9002\u5408\u81ea\u5df1\u7684\u5e94\u7528\u573a\u666f\u3002\u201d\u4e00\u4f4dA\u80a1\u5149\u6a21\u5757\u516c\u53f8\u6280\u672f\u8d1f\u8d23\u4eba\u544a\u8bc9\u8bb0\u8005\u3002<\/p>\n

NPO\u660e\u5e74\u63a8\u5411\u5546\u7528\u90e8\u7f72\u884c\u4e1a\u6280\u672f\u66f2\u7ebf\u6216\u66f4\u9661\u5ced<\/strong><\/p>\n

\u5f53\u524d\uff0c\u4e1a\u754c\u91ca\u653e\u51fa\u7edf\u4e00\u4fe1\u53f7\uff1a2027\u5e74NPO\u5c06\u8d70\u5411\u5546\u7528\u90e8\u7f72\u3002<\/p>\n

\u4ece\u5934\u90e8\u5382\u5546\u5bf9\u4e8eNPO\u65b9\u6848\u7684\u63a5\u53d7\u548c\u90e8\u7f72\u8fdb\u5c55\u770b\uff0cICC\u8baf\u77f3\u5206\u6790\u5e08\u96f7\u4ed5\u6770\u89c2\u5bdf\u5230\uff0c\u4e3a\u63a8\u8fdb3.2T\u4e0b\u4e00\u4ee3\u901f\u7387\u6280\u672f\u8fed\u4ee3\uff0c\u56fd\u5185\u5149\u6a21\u5757\u5382\u5546\u6b63\u8054\u5408\u4ea4\u6362\u673a\u5ba2\u6237\u548cAI\u6570\u636e\u4e2d\u5fc3<\/a><\/span><\/span>\u7ec8\u7aef\u5ba2\u6237\uff0c\u5c06\u57282026\u5e74\u4e0b\u534a\u5e74\u5f00\u5c55NPO\u5149\u5f15\u64ce\u7070\u5ea6\u6d4b\u8bd5\uff0c\u529b\u4e89\u5728OFC 2027\uff08\u5168\u7403\u5149\u7ea4\u901a\u4fe1<\/a><\/span><\/span>\u5927\u4f1a\uff09\u4e0a\u516c\u5e03\u6838\u5fc3\u6210\u679c\uff0c\u5168\u9762\u9a8c\u8bc1NPO\u5927\u89c4\u6a21\u5546\u7528\u90e8\u7f72\u7684\u53ef\u884c\u6027\u3002<\/p>\n

\u5149\u6a21\u5757\u516c\u53f8\u65b9\u9762<\/strong>\uff0c\u4e2d\u9645\u65ed\u521b<\/span>\u8868\u793a\uff0cNPO\u4eca\u5e743\u6708\u5f00\u59cb\u660e\u663e\u52a0\u901f\uff0c\u76ee\u524d\u6709\u591a\u5bb6CSP\u5382\u5546\u3001\u5927\u6a21\u578b\u4f01\u4e1a\u3001Neocloud\u5ba2\u6237\u5bf9NPO\u4ea7\u54c1\u611f\u5174\u8da3\uff0c2027\u5e74\u6709\u671b\u9646\u7eed\u5b8c\u6210\u4ea7\u54c1\u5bfc\u5165\u3002\u516c\u53f8\u8bc1\u5238\u90e8\u4eba\u58eb\u544a\u8bc9\u8bb0\u8005\uff0c\u201c\u76ee\u524d\u6211\u4eec\u8fd8\u662f\u4ee5800G\u30011.6T\u4ea7\u54c1\u4e3a\u4e3b\uff0cNPO\u5728\u7814\u53d1\u9636\u6bb5\uff0c\u5f85\u6280\u672f\u5b8c\u5584\u3001\u5ba2\u6237\u9a8c\u8bc1\u540e\u91cf\u4ea7\u3002\u201d<\/p>\n

3\u6708\uff0c\u65b0\u6613\u76db<\/span>\u5728OFC 2026\u671f\u95f4\u53d1\u5e036.4T NPO\uff0c\u8be5\u4ea7\u54c1\u4e3b\u8981\u9762\u5411AI\u6570\u636e\u4e2d\u5fc3<\/span>\uff1b\u540c\u671f\uff0c\u5149\u8fc5\u79d1\u6280<\/a><\/span><\/span>\uff08002281.SZ\uff09\u63a8\u51fa\u4e86\u5168\u7403\u9996\u6b3e3.2T\u7845\u5149\u5355\u6a21NPO\u6a21\u5757\uff0c\u5e76\u5df2\u5728\u56fd\u5185\u5934\u90e8CSP\u5382\u5546\u5b8c\u6210\u7cfb\u7edf\u9a8c\u8bc1\u3002<\/p>\n

\u8bbe\u5907\u4fa7<\/strong>\uff0c\u96f7\u4ed5\u6770\u4ecb\u7ecd\uff0c\u4ea4\u6362\u673a\u5382\u5546\u540c\u6b65\u5b8c\u6210\u4ea7\u4e1a\u94fe\u9002\u914d\uff0c\u9510\u6377\u7f51\u7edc<\/a><\/span><\/span>\uff08301165.SZ\uff09\u65e9\u57282022 OCP\u5cf0\u4f1a\u5c55\u793a\u4e8625.6T\/1.2T\u7845\u5149NPO\u4ea4\u6362\u673a\uff1b\u70fd\u706b\u901a\u4fe1<\/a><\/span><\/span>\uff08600498.SH\uff09\u6700\u8fd1\u63a8\u51fa\u56fd\u4ea7\u5316Fengine 51.2T NPO\u4ea4\u6362\u673a\uff0c\u642d\u8f7d\u56fd\u4ea7\u81ea\u78143.2T NPO\u5149\u5f15\u64ce\uff1b\u963f\u91cc\u4e91\u53d1\u5e03102.4T NPO\u4ea4\u6362\u673a\uff0c\u91c7\u7528\u56fd\u4ea7\u4ea4\u6362\u82af\u7247<\/a>\u4e0e\u5185\u7f6eshufflebox\u67b6\u6784\u3002<\/p>\n

AI\u82af\u7247<\/a><\/span><\/span>\u5382\u5546<\/strong>\u4ea6\u7784\u51c6NPO\u5546\u7528\u7a97\u53e3\u3002\u71e7\u539f\u79d1\u6280\u65b9\u9762\u544a\u8bc9\u8d22\u8054\u793e\u8bb0\u8005\uff0c\u5176\u81ea\u7814NPO\u5149\u4e92\u8fde\u539f\u578b\u7cfb\u7edf\u65b9\u6848\u7a81\u7834\u4e86\u4f20\u7edf\u94dc<\/a><\/span><\/span>\u4e92\u8fde\u8ddd\u79bb\u9650\u5236\uff0c\u652f\u6301512\u5361\u4ee5\u4e0a\u8d85\u8282\u70b9\u90e8\u7f72\u53ca\u8d85\u5927\u89c4\u6a21\u96c6\u7fa4\u5f39\u6027\u6269\u5c55\u3002<\/p>\n

\u8bb0\u8005\u89c2\u5bdf\u5230\uff0c\u8fc7\u53bb\u51e0\u5e74\u884c\u4e1a\u66f4\u591a\u5173\u6ce8\u6a21\u578b\u89c4\u6a21\u3001\u7b97\u6cd5\u80fd\u529b\u4ee5\u53ca\u82af\u7247\u6027\u80fd\uff0c\u4f46\u968f\u7740\u5927\u6a21\u578b\u8bad\u7ec3\u548c\u63a8\u7406\u9700\u6c42\u6301\u7eed\u589e\u957f\uff0cAI\u57fa\u7840\u8bbe\u65bd\u9762\u4e34\u7684\u95ee\u9898\u6b63\u5728\u53d1\u751f\u53d8\u5316\uff1a\u5f53\u7b97\u529b\u96c6\u7fa4\u4ece\u5343\u5361\u8fc8\u5411\u4e07\u5361\uff0c\u751a\u81f3\u66f4\u5927\u89c4\u6a21\u65f6\uff0c\u51b3\u5b9a\u7cfb\u7edf\u6548\u7387\u7684\u4e0d\u518d\u53ea\u662f\u5355\u9897\u82af\u7247\u6027\u80fd\uff0c\u800c\u662f\u6d77\u91cf\u8ba1\u7b97\u5355\u5143\u4e4b\u95f4\u80fd\u5426\u9ad8\u6548\u534f\u540c\u3002\u5728\u8fd9\u4e00\u8fc7\u7a0b\u4e2d\uff0c\u201c\u5149\u201d\u6b63\u5728\u6210\u4e3a\u65b0\u7684\u5173\u952e\u53d8\u91cf\u3002<\/p>\n

\u201c\u672a\u6765\u5728\u667a\u7b97\u4e2d\u5fc3\u91cc\u80fd\u591f\u4f53\u73b0\u51fa\u7845\u5149\u4ef7\u503c\u7684\u4e3b\u8981\u5728\u4e09\u4e2a\u65b9\u9762\uff1a\u4e00\u662f\u5149\u4e92\u8fde\uff0c\u4e8c\u662f\u5149\u4ea4\u6362\uff0c\u4e09\u662f\u5149\u8ba1\u7b97\u3002\u76ee\u524d\uff0c\u4ea7\u4e1a\u6b63\u5728\u63a2\u7d22\u4ece\u5149\u6a21\u5757\u3001NPO\u5230CPO\u7684\u6280\u672f\u6f14\u8fdb\u8def\u5f84\uff0c\u5149\u8ba1\u7b97\u5219\u6b63\u5728\u8fdb\u5165\u5e02\u573a\u6e17\u900f\u671f\u3002\u201d\u66e6\u667a\u79d1\u6280\uff0801879.HK\uff09\u521b\u59cb\u4eba\u3001\u8463\u4e8b\u957f\u6c88\u4ea6\u6668\u6b64\u524d\u5728\u63a5\u53d7\u8d22\u8054\u793e\u7b49\u5a92\u4f53<\/a>\u91c7\u8bbf\u65f6\u8868\u793a\u3002<\/p>\n

\u738b\u4e9a\u6668\u5f3a\u8c03\uff0c\u968f\u7740\u8d85\u8282\u70b9\u89c4\u6a21\u6269\u5927\uff0c\u5149\u4e92\u8fde\u5df2\u6210\u4e3a\u7a81\u7834\u5e26\u5bbd\u548c\u529f\u8017\u74f6\u9888\u7684\u5173\u952e\uff0cNPO\u662f\u5f53\u524d\u56fd\u4ea7GPU\u6784\u5efa\u8d85\u8282\u70b9\u66f4\u52a1\u5b9e\u7684\u6280\u672f\u8def\u7ebf\u3002\u6c88\u4ea6\u6668\u4ea6\u8ba4\u4e3a\uff0c\u76f8\u8f83\u4e8eCPO\uff0cNPO\u662f\u76ee\u524d\u6700\u5bb9\u6613\u6210\u719f\uff0c\u4e14\u5bf9\u6574\u4e2a\u4ea7\u4e1a\u94fe\u751f\u6001\u6270\u52a8\u6700\u5c0f\u7684\u4e00\u79cd\u4ea7\u54c1\u5f62\u6001\u3002<\/p>\n

\u4e0e\u4f20\u7edf\u53ef\u63d2\u62d4\u5149\u6a21\u5757\u76f8\u6bd4\uff0cNPO\u6700\u76f4\u89c2\u7684\u53d8\u5316\u662f\u201c\u5149\u201d\u79bb\u82af\u7247\u66f4\u8fd1\u4e86\u3002\u6c88\u4ea6\u6668\u544a\u8bc9\u8bb0\u8005\uff0cNPO\u7684\u7279\u70b9\u662f\u628a\u5149\u7535\u8f6c\u6362\u82af\u7247\u4e0d\u518d\u901a\u8fc7\u53ef\u63d2\u62d4\u7684\u65b9\u5f0f\u63d2\u5728\u670d\u52a1\u5668\u8fb9\u7f18\uff0c\u800c\u662f\u76f4\u63a5\u548c\u8ba1\u7b97\u82af\u7247\u653e\u5728\u540c\u4e00\u4e2a\u677f\u5361\u4e0a\u3002<\/p>\n

\u201c\u5b83\u628a\u5149\u7535\u8f6c\u6362\u7684\u82af\u7247\u548c\u4e3b\u82af\u7247\u7684\u8ddd\u79bb\u62c9\u5f97\u66f4\u8fd1\u4e86\uff0c\u4ece\u800c\u53bb\u6389\u4e86\u5149\u6a21\u5757\u91cc\u9762\u6700\u8d35\u7684\u90a3\u9897\u82af\u7247\uff0c\u4e5f\u5c31\u662fDSP\u82af\u7247\u3002\u201d\u6c88\u4ea6\u6668\u8fdb\u4e00\u6b65\u89e3\u91ca\u3002\u96f7\u4ed5\u6770\u544a\u8bc9\u8bb0\u8005\uff0c\u5149\u901a\u4fe1<\/span>\u4ea7\u4e1a\u5347\u7ea7\u8fc7\u7a0b\u4e2d\uff0c\u964d\u672c\u4e00\u76f4\u662f\u4e3b\u6d41\u8bc9\u6c42\u3002<\/p>\n

\u8bb0\u8005\u89c2\u5bdf\u5230\uff0cNPO\u4f5c\u4e3a\u76ee\u524d\u5149\u6a21\u5757\u4ea7\u4e1a\u94fe\u7684\u63a8\u8350\u65b9\u6848\uff0c\u6b63\u88ab\u56fd\u5185\u591a\u4e2a\u4ea7\u4e1a\u8054\u76df\u79ef\u6781\u63a8\u8fdb\u3002\u5bf9\u6b64\uff0c\u96f7\u4ed5\u6770\u8868\u793a\uff0c\u201c\u591a\u4e2aNPO\u6807\u51c6\u540c\u65f6\u63a8\u8fdb\u4f1a\u7ed9\u4ea7\u4e1a\u5e26\u6765\u4e00\u5b9a\u7a0b\u5ea6\u7684\u6df7\u4e71\uff0c\u4f46\u8fd9\u662f\u4ea7\u4e1a\u6807\u51c6\u8fc7\u6e21\u5230\u6210\u719f\u72b6\u6001\u524d\u7684\u5fc5\u7136\u73b0\u8c61\u3002\u201d<\/p>\n

WAIC\u671f\u95f4\uff0c\u738b\u4e9a\u6668\u547c\u5401\u56fd\u5185\u5916\u7edf\u4e00NPO\u884c\u4e1a\u6807\u51c6\uff0c\u201c\u6211\u4eec\u5e0c\u671b\u9664\u4e86\u56fd\u5185\u7edf\u4e00\u6280\u672f\u6807\u51c6\uff0c\u80fd\u591f\u5728OIF\uff08Optical Internetworking Forum\uff0c\u5149\u901a\u4fe1<\/span>\u9886\u57df\u56fd\u9645\u975e\u8425\u5229\u4ea7\u4e1a\u8054\u76df\uff09\u66f4\u5927\u7684\u821e\u53f0\u4e0a\u628a\u6807\u51c6\u7edf\u4e00\u4e0b\u6765\u3002\u201d<\/p>\n

7\u6708\u521d\uff0c\u534e\u4e3a<\/a>\u5df2\u8054\u5408\u4e2d\u56fd\u79fb\u52a8<\/a><\/span>\u7814\u7a76\u9662\u3001\u4eac\u4e1c<\/a><\/span><\/span>\u4e91\u3001\u767e\u5ea6<\/a><\/span><\/span>\u3001\u4e2d\u56fd\u7535\u5b50<\/a><\/span><\/span>\u6280\u672f\u6807\u51c6\u5316\u7814\u7a76\u9662\u7b4920\u4f59\u5bb6\u4ea7\u4e1a\u94fe\u4f19\u4f34\uff0c\u5171\u540c\u542f\u52a8OPEN NPO\u9879\u76ee\uff0c\u5e76\u53d1\u8d77\u56fd\u5185\u9996\u4e2aNPO\u5149\u4e92\u8fdeMSA\uff08Multi-Source Agreement\uff0c\u591a\u6e90\u534f\u8bae\uff09\uff0c\u63a8\u52a8\u6784\u5efa\u5f00\u653e\u7edf\u4e00\u7684\u8fd1\u5c01\u88c5\u5149\u5b66\u6807\u51c6\u4f53\u7cfb\u3002<\/p>\n

\u4e2d\u9645\u65ed\u521b<\/span>\u65b9\u9762\u5766\u8a00\uff0c\u201cNPO\u5bf9\u7845\u5149\u3001\u7535\u82af\u7247\u3001\u5c01\u88c5\u7b49\u65b9\u9762\u90fd\u63d0\u51fa\u4e86\u4e25\u683c\u8981\u6c42\uff0c\u53ea\u6709\u5c11\u6570\u5382\u5546\u624d\u80fd\u6ee1\u8db3\u5ba2\u6237\u7684\u6280\u672f\u8981\u6c42\u3002\u968f\u7740\u884c\u4e1a\u4ea7\u54c1\u8fed\u4ee3\u901f\u5ea6\u6301\u7eed\u52a0\u5feb\uff0cscale-up\u3001scale-out\u3001scale-across\u7b49\u573a\u666f\u4e0b\u7684\u9ad8\u7aef\u4ea7\u54c1\u9700\u6c42\u6301\u7eed\u91ca\u653e\uff0c\u5ba2\u6237\u9700\u6c42\u9ad8\u5ea6\u5b9a\u5236\u5316\uff0c\u4ea7\u54c1\u6027\u80fd\u8981\u6c42\u4e0d\u65ad\u63d0\u5347\uff0c\u884c\u4e1a\u7684\u6280\u672f\u66f2\u7ebf\u5b9e\u9645\u4e0a\u66f4\u52a0\u9661\u5ced\u3002\u201d<\/p>\n

\u65b0\u6613\u76db<\/span>\u65b9\u9762\u5219\u8868\u793a\uff0cNPO\u7684\u7ade\u4e89\u903b\u8f91\u548c\u5176\u4ed6\u5149\u6a21\u5757\u4ea7\u54c1\u4e00\u81f4\uff0c\u6838\u5fc3\u6bd4\u62fc\u7814\u53d1\u8bbe\u8ba1\u3001\u5de5\u827a\u6d41\u7a0b\u3001\u6279\u91cf\u751f\u4ea7\u80fd\u529b\u3001\u826f\u7387\u7b49\u7efc\u5408<\/a><\/span><\/span>\u7ade\u4e89\u529b\u3002<\/p>\n

\u4e0b\u4e00\u4ee3\u6280\u672f\u8def\u7ebf\u672a\u6536\u655b\u5148\u8fdb\u4e92\u8054\u8fdb\u5165\u6280\u672f\u201c\u62c9\u952f\u6218\u201d<\/strong><\/p>\n

NPO\u5546\u4e1a\u5316\u65f6\u95f4\u8868\u660e\u786e\uff0c\u5e76\u4e0d\u610f\u5473\u7740AI\u6570\u636e\u4e2d\u5fc3<\/span>\u7684\u4e0b\u4e00\u4ee3\u5149\u4e92\u8054\u8def\u7ebf\u5df2\u7ecf\u6536\u655b\u3002<\/p>\n

\u4ece\u76ee\u524d\u4e3b\u8981\u5382\u5546\u7684\u4ea7\u54c1\u5e03\u5c40\u6765\u770b\uff0c\u53ef\u63d2\u62d4\u3001LPO\/LRO\u3001NPO\u3001CPO\u4e43\u81f3\u66f4\u9ad8\u5bc6\u5ea6\u7684XPO<\/span>\u4ecd\u5904\u4e8e\u5e76\u884c\u6f14\u8fdb\u72b6\u6001\u3002<\/p>\n

\u5149\u8fc5\u79d1\u6280<\/span>\u5e02\u573a\u8425\u9500\u526f\u603b\u848b\u6ce2\u6b64\u524d\u8868\u793a\uff0c\u201c\u4e0b\u4e00\u4ee3\u6280\u672f\u8def\u7ebf\u5c1a\u672a\u6536\u655b\uff0c\u591a\u65b9\u6848\u5e76\u884c\u683c\u5c40\u660e\u663e\uff0c\u4ea7\u4e1a\u94fe\u6b63\u4ece\u975e\u6b64\u5373\u5f7c\u7684\u6280\u672f\u8def\u7ebf\u4e4b\u4e89\uff0c\u9010\u6e10\u6b65\u5165\u591a\u8f68\u5e76\u884c\u7684\u65b0\u9636\u6bb5\uff0c\u672a\u67653-5\u5e74\uff0cCPO\u3001NPO\u548c\u53ef\u63d2\u62d4\u5149\u6a21\u5757\u5c06\u5448\u5206\u5c42\u6f14\u8fdb\u3001\u591a\u6280\u672f\u8def\u5f84\u5e76\u5b58\u7684\u53d1\u5c55\u683c\u5c40\u3002\u201d<\/p>\n

\u8c08\u53ca\u51e0\u79cd\u8def\u7ebf\u7684\u6210\u719f\u5ea6\u65f6\uff0c\u96f7\u4ed5\u6770\u4ecb\u7ecd\uff0c\u53ef\u63d2\u62d4\u5149\u6a21\u5757\u6700\u4e3a\u6210\u719f\u3002\u201c\u4f46\u662f\uff0c\u4e00\u4e2a\u6709\u8da3\u7684\u95ee\u9898\u662f\uff0c\u4ea7\u4e1a\u754c\u5c06\u4ee5\u4f55\u79cd\u4ea7\u54c1\u5f62\u6001\u5b9e\u73b03.2T\/6.4T\uff1f\u5bf9\u4e8e3.2T\uff0c\u5149\u6a21\u5757\u5382\u5546\u4eca\u5e74\u96c6\u4e2d\u53d1\u5e03NPO\u4ea7\u54c1\uff0c\u4f46\u4e5f\u5728\u540c\u6b65\u5f00\u53d1\u57fa\u4e8e\u4f20\u7edf\u5916\u578b\u76843.2T\u5149\u6a21\u5757\uff0c\u9884\u8ba1\u660e\u5e74\u4f1a\u6709\u6837\u54c1\uff0c\u53ef\u4ee5\u5173\u6ce8OFC\u7684\u8fdb\u5c55\u3002\u201d<\/p>\n

\u9488\u5bf9LPO\uff0c\u96f7\u4ed5\u6770\u4ecb\u7ecd\uff0c\u201c\u4ece\u5149\u6a21\u5757\u7ec8\u7aef\u5ba2\u6237\u7efc\u5408<\/span>\u8bc4\u4f30\u6765\u770b\uff0cLPO\u8fd8\u5b58\u5728\u4e92\u901a\u8c03\u8bd5\u590d\u6742\u3001\u8fd0\u7ef4\u96be\u5ea6\u8f83\u9ad8\u7b49\u95ee\u9898\uff0c\u4e1a\u754c\u4ecd\u5728\u79ef\u6781\u89e3\u51b3\u3002\u4f46LPO\u8bf8\u591a\u4f18\u52bf\u4e5f\u6210\u529f\u5438\u5f15\u4e86\u56fd\u5185\u4e92\u8054\u7f51\u5ba2\u6237\u4f7f\u7528\uff0c\u5c24\u5176\u662f400G\/800G\u7845\u5149LPO\u6a21\u5757\u5df2\u53ef\u5546\u7528\uff0c\u4ea7\u4e1a\u754c\u6b63\u5728\u52a0\u901f\u653b\u51731.6T LPO\u3002\u201d<\/p>\n

\u800cXPO<\/span>\u8def\u7ebf\u53d1\u5c55\u5219\u76f8\u5bf9\u8f83\u6162\u3002\u201c\u4e00\u662fXPO MSA\u7b2c\u4e00\u7248\u89c4\u8303\u521a\u521a\u516c\u5e03\uff0c\u4e8c\u662fXPO\u66f4\u805a\u7126\u672a\u6765204.8T\u4ea4\u6362\u673a\u7684\u5546\u7528\u673a\u4f1a\uff0c\u8fd9\u9700\u8981\u7b49\u5f85\u4e0b\u4e00\u4ee3\u4ea4\u6362\u82af\u7247\u95ee\u4e16\u3002\u201d\u96f7\u4ed5\u6770\u8868\u793a\u3002<\/p>\n

\u4eca\u5e743\u6708\u7684OFC\u4e0a\uff0c\u56fd\u5185\u591a\u5bb6\u4f01\u4e1a\u53caTeraHop\uff08\u4e2d\u9645\u65ed\u521b<\/a><\/span><\/span>\u65d7\u4e0b\u6d77\u5916\u8fd0\u8425\u4e3b\u4f53\uff09\u3001Coherent\u7b49\u7eb7\u7eb7\u4eae\u51faXPO\u65b9\u6848\u30025\u6708\u7684\u5149\u535a\u4f1a\u671f\u95f4\uff0c\u534e\u5de5\u79d1\u6280<\/a><\/span><\/span>\uff08000988.SZ\uff09\u53d1\u5e03\u4e86\u4ee3\u8868\u7740\u5168\u7403\u6700\u9ad8\u901f\u7387\u768412.8T XPO\u5149\u6a21\u5757\u3002<\/p>\n

CPO\u7684\u5546\u4e1a\u5316\u8fdb\u7a0b\u76ee\u524d\u5219\u4ecd\u5728\u52a0\u901f\u63a8\u8fdb\u4e2d\u3002<\/p>\n

\u636e\u4e86\u89e3\uff0cCPO\u7684\u7279\u70b9\u662f\u628a\u5149\u82af\u7247\u548c\u7535\u82af\u7247\u653e\u5728\u4e00\u4e2a\u5c01\u88c5\u91cc\u9762\uff0c\u4e00\u65b9\u9762\u80fd\u8fdb\u4e00\u6b65\u7f29\u77ed\u94dc<\/a><\/span>\u5bfc\u7ebf\u7684\u8ddd\u79bb\uff0c\u4fe1\u53f7\u5b8c\u6574\u6027\u4f1a\u66f4\u597d\uff1b\u53e6\u4e00\u65b9\u9762\uff0c\u80fd\u5e26\u6765\u66f4\u8fdb\u4e00\u6b65\u7684\u5e26\u5bbd\u63d0\u5347\u3001\u5ef6\u8fdf\u7f29\u77ed\u3002\u4eca\u5e74WAIC\u671f\u95f4\uff0c\u66e6\u667a\u79d1\u6280\u4e0e\u76db\u79d1\u901a\u4fe1-U<\/a><\/span><\/span>\uff08688702.SH\uff09\u6b63\u5f0f\u7b7e\u7f72CPO\u6218\u7565\u5408\u4f5c\u534f\u8bae\uff0c\u5e76\u5728\u8bba\u575b\u73b0\u573a\u5c55\u793a\u4e8651.2T CPO\u5149\u7535\u5171\u5c01\u88c5\u539f\u578b\u3002<\/p>\n

\u65b0\u6613\u76db\u65b9\u9762\u4e5f\u8868\u793a\uff0c\u4ece\u5e02\u573a\u60c5\u51b5\u6765\u770b\uff0c\u9884\u8ba1OCS\u4ea7\u54c1\u81ea2028\u5e74\u5f00\u59cb\u6709\u6279\u91cf\u7ea7\u5546\u4e1a\u9700\u6c42\uff0c\u516c\u53f8\u5df2\u53c2\u4e0eCPO\u76f8\u5173\u4ea7\u54c1\u5e03\u5c40\u3002<\/p>\n

\u6d77\u5916\u5e02\u573a\u7684CPO\u540c\u6837\u5728\u5feb\u901f\u63a8\u8fdb\u3002\u82f1\u4f1f\u8fbe<\/a><\/span><\/span>\u51fa\u8d27\u65b0\u4e00\u4ee3Spectrum-X CPO\u4ea4\u6362\u673a\u7ed9\u90e8\u5206\u5408\u4f5c\u4f19\u4f34\uff1b\u535a\u901a<\/a><\/span><\/span>\u768451.2TBaillyCPO\u4ea4\u6362\u673a\u6301\u7eed\u5c0f\u91cf\u51fa\u8d27\u3002<\/p>\n

\u4e0d\u8fc7\uff0c\u5f53\u524dCPO\u8fd8\u5b58\u5728\u70ed\u7ba1\u7406\u96be\u5ea6\u5927\u3001\u8fd0\u7ef4\u4f53\u7cfb\u590d\u6742\u3001\u4ea7\u4e1a\u751f\u6001\u5c01\u95ed\u7b49\u8bf8\u591a\u4ea7\u4e1a\u5316\u74f6\u9888\uff0c\u4e14\u7f3a\u4e4f\u5b8c\u5584\u7684\u6d4b\u8bd5\u3001\u4eff\u771f\u4e0e\u9a8c\u8bc1\u4f53\u7cfb\uff0c\u53e0\u52a0\u5236\u9020\u826f\u7387\u4e0d\u8db3\u3001\u8026\u5408\u5de5\u827a\u53d7\u9650\u7b49\u95ee\u9898\uff0c\u77ed\u671f\u96be\u4ee5\u89c4\u6a21\u5316\u843d\u5730\u3002<\/p>\n

\u5728\u6c88\u4ea6\u6668\u770b\u6765\uff0cCPO\u5bf9\u4fe1\u53f7\u7a33\u5b9a\u6027\u63d0\u51fa\u4e86\u66f4\u9ad8\u3001\u66f4\u4e25\u82db\u7684\u8981\u6c42\uff0c\u540c\u65f6\u6574\u4e2a\u4f9b\u5e94\u94fe\u7684\u6210\u672c\u4e5f\u9700\u8981\u8fdb\u4e00\u6b65\u964d\u4f4e\uff0c\u76ee\u524d\u884c\u4e1a\u6574\u4f53\u4ecd\u5728\u8fd9\u4e24\u4e2a\u73af\u8282\u4e0a\u9762\u4e34\u74f6\u9888\u3002\u4e0d\u8fc7\uff0c\u4ed6\u8ba4\u4e3a\u8fd9\u5df2\u5c5e\u4e8e\u5b9e\u73b0\u91cf\u4ea7\u6700\u540e\u9636\u6bb5\u7684\u5de5\u7a0b\u95ee\u9898\uff0c\u4e14\u4ece\u884c\u4e1a\u666e\u904d\u53cd\u9988\u6765\u770b\uff0c\u6700\u7ec8\u7684\u5149\u4e92\u8fde\u5f62\u6001\u5927\u6982\u7387\u5c06\u843d\u5728CPO\u65b9\u6848\u4e0a\u3002<\/p>\n

\u800c\u5149\u8ba1\u7b97\u9762\u4e34\u7684\u6311\u6218\u66f4\u52a0\u590d\u6742\u3002\u867d\u7136\u5149\u5177\u5907\u9ad8\u5e26\u5bbd\u3001\u4f4e\u529f\u8017\u7b49\u4f18\u52bf\uff0c\u4f46\u4ece\u5b9e\u9a8c\u5ba4\u6280\u672f\u5230\u5546\u4e1a\u5e94\u7528\uff0c\u8fd8\u9700\u8981\u8fdb\u4e00\u6b65\u89e3\u51b3\u6210\u672c\u3001\u53ef\u9760\u6027\u4ee5\u53ca\u5e94\u7528\u751f\u6001\u7b49\u95ee\u9898\u3002<\/p>\n

\u4ece\u516c\u5f00\u4fe1\u606f\u6765\u770b\uff0c\u5bf9\u4e0b\u4e00\u4ee3\u5149\u4e92\u8054\u7684\u5e03\u5c40\uff0c\u76ee\u524dA\u80a1\u4e0a\u5e02\u516c\u53f8<\/a>\u666e\u904d\u91c7\u53d6\u591a\u8def\u7ebf\u5e76\u884c\u7684\u7b56\u7565<\/a>\u3002<\/p>\n

\u9664\u4e86\u4e2d\u9645\u65ed\u521b<\/span>\u3001\u65b0\u6613\u76db\u540c\u65f6\u8986\u76d6\u591a\u79cd\u8def\u7ebf\u5916\uff0c\u5149\u8fc5\u79d1\u6280<\/span>\u8fd1\u5e74\u6765\u4e5f\u6301\u7eed\u63a8\u8fdbNPO\u3001CPO\u53caXPO\u4ea7\u54c1\u3002\u5149\u8fc5\u79d1\u6280\u4eca\u5e745\u6708\u62ab\u9732\uff0c\u516c\u53f8\u6b63\u6295\u5165CPO\u76f8\u5173\u5149\u5668\u4ef6\u53ca\u8fde\u63a5\u65b9\u6848\u7814\u53d1\uff0c\u5177\u4f53\u91cf\u4ea7\u91ca\u653e\u8fdb\u5ea6\u53d6\u51b3\u4e8e\u5ba2\u6237\u9700\u6c42\u3002<\/p>\n

\u5251\u6865\u79d1\u6280<\/a><\/span>\uff08603083.SH\uff09\u8868\u793a\uff0c\u5728NPO\/CPO\u9886\u57df\uff0c\u516c\u53f8\u8f83\u65e9\u524d\u5df2\u542f\u52a8NPO\/CPO\u76f8\u5173\u4e1a\u52a1\u7684\u7814\u53d1\u5de5\u4f5c\uff0c\u5e03\u5c40\u65b9\u5411\u4e3b\u8981\u5305\u62ecNPO\/CPO\u5149\u5f15\u64ce\u3001\u591a\u8def\u7845\u5149\u8c03\u5236\u89e3\u8c03\u5668\u3001\u5148\u8fdb\u5c01\u88c5<\/a><\/span><\/span>\u6280\u672f\u4ee5\u53ca\u5916\u63a5\u5149\u6e90\u7b49\u3002\u6b64\u5916\uff0c\u516c\u53f8\u8fd1\u671f\u52a0\u5feb\u572812.8T XPO\u7b49\u65b0\u6280\u672f\u65b9\u5411\u4e0a\u7684\u5e03\u5c40\uff0c\u5e76\u7814\u53d1\u57fa\u4e8e\u8584\u819c\u94cc\u9178\u9502<\/a><\/span><\/span>\u7684400G\/L\u7684\u5149\u6a21\u5757\u3002<\/p>\n

\u5929\u5b5a\u901a\u4fe1<\/a><\/span><\/span>\uff08300394.SZ\uff09\u4eca\u5e747\u6708\u62ab\u9732\uff0c\u516c\u53f8\u4e3aCPO\u914d\u5957\u7684FAU\u4ea7\u54c1\u5df2\u8bbe\u8ba1\u5b9a\u578b\uff0c\u5904\u4e8e\u8ba2\u5355\u4ea4\u4ed8\u72b6\u6001\uff0c\u76ee\u524d\u8fdb\u5c55\u987a\u5229\uff1bNPO\u65b9\u9762\uff0c\u516c\u53f8\u5177\u5907NPO\u5404\u76f8\u5173\u4ea7\u54c1\u7684\u6280\u672f\u548c\u80fd\u529b\uff0c\u76ee\u524d\u6b63\u5728\u914d\u5408\u591a\u4e2a\u5ba2\u6237\u8fdb\u884c\u914d\u5957\u4ea7\u54c1\u7814\u53d1\u3002\u540c\u65f6\uff0c\u516c\u53f8\u5177\u5907\u7845\u5149\u5f15\u64ce\u5e73\u53f0\u80fd\u529b\uff0c\u4f1a\u6839\u636e\u5ba2\u6237\u9700\u6c42\u8fdb\u884c\u5b9a\u5236\u5f00\u53d1\u3002<\/p>\n

\u4e00\u4f4d\u6d77\u5916\u82af\u7247\u5382\u5546\u4eba\u58eb\u544a\u8bc9\u8d22\u8054\u793e\u8bb0\u8005\uff0c\u7845\u3001\u57fa\u677f\u3001PCB<\/a><\/span><\/span>\u3001\u7ebf\u7f06\u3001\u5149\u4e92\u8054\u5747\u5904\u5728\u5148\u8fdb\u4e92\u8054\u7684\u6280\u672f\u201c\u62c9\u952f\u6218\u201d\u4e4b\u4e2d\uff0c\u672a\u6765\u4e0d\u662f\u5355\u4e00\u6280\u672f\u80dc\u51fa\uff0c\u800c\u662f\u591a\u79cd\u6280\u672f\u5728\u7cfb\u7edf\u4e2d\u534f\u540c\u5206\u5de5\u3002<\/p>\n

\"\u817e\u8baf\u963f\u91cc\u201c\u6613\u4e2d\u5929\u201d\u62bc\u6ce8<\/a><\/p>\n

(\u6765\u6e90:\u5929\u5929\u57fa\u91d1\u7f51)<\/p>\n","protected":false},"excerpt":{"rendered":"

AI\u7b97\u529b\u6301\u7eed\u5411\u66f4\u5927\u89c4\u6a21\u96c6\u7fa4\u6f14\u8fdb\uff0c\u4e00\u573a\u56f4\u7ed5\u201c\u5982\u4f55\u8ba9\u6570\u636e\u8dd1\u5f97\u66f4\u5feb\u3001\u66f4\u7701\u7535\u201d\u7684\u5149\u4e92\u8054\u6280\u672f\u8fed\u4ee3\u4e5f\u5728\u52a0\u901f\u3002 \u8fd1\u671f\uff0cNPO […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":[],"categories":[232],"tags":[195,264,124,23,280,120,88,119,339,53,121],"views":5,"_links":{"self":[{"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=\/wp\/v2\/posts\/824251"}],"collection":[{"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=824251"}],"version-history":[{"count":0,"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=\/wp\/v2\/posts\/824251\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=824251"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=824251"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=824251"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}