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：主页 > 国内 > AI光模块市场年增57%！260亿美元机遇爆发！含光量超45%的创业板人工智能ETF华宝159363上探逾2%冲击前高！_蜘蛛资讯网

作者：通王辛来源：原创时间：2026-05-23 阅读：1433308 次

马拉松冠军冲刺时被强行带离赛道

AI光模块市场年增57%！260亿美元机遇爆发！含光量超45%的创业板人工智能ETF华宝159363上探逾2%冲击前高！_蜘蛛资讯网

伊媒：美军一战机在阿曼湾遇紧急情况

幅高达260%。　　同时，AI推理需求的爆发式增长正推动算力架构向专用ASIC转移，带来更多算力节点互联需求，为光模块产业链注入长期增长动力。全球科技巨头持续加大资本支出，3Q25微软、谷歌、Meta、亚马逊资本支出同比分别增长53%、83%、133%和55%，彰显了AI基础设施建设的强劲势头。光模块设备市场规模快速扩张，全球光模块封测设备市场年复合增长率达71.8%，800G光模块设备市场呈现爆

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