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"content": "<p><strong>想像一下:你家里的 Wi-Fi 已经够快了,但资料中心里的 AI 训练却像上亿辆车同时挤在单线道高速公路上,传统铜线互连早就喘不过气,功耗爆表、延迟拉高、散热成灾。</strong></p>\n<p style=\"text-align:center;\"><img src=\"https://cimg.cnyes.cool/prod/news/6544508/l/1693e5eeaea9950ec3bce241e99b758a.jpg\" alt=\"联亚涨停只是第一枪? 辉达全面导入CPO,8大供应链迎黄金爆发期!\" style=\"width:50%;height:auto;border-radius:6px;margin:15px auto;display:block;\"></p>\n\n\n<p><strong>辉达(NVDA-US)、博通(AVGO-US)等巨头早就看准这点,全面转向 CPO 与矽光子技术,把光引擎直接封装在交换晶片旁边,像把「光纤高速公路」直接开进晶片心脏。</strong></p>\n\n<p><strong>2026 </strong><strong>年下半年,这场转型将从验证期进入实质放量。台积电(2330-TW)的 COUPE 平台已获博通与辉达采用,Spectrum-X 等 CPO 交换器开始出货,CSP 资本支出持续上修。市场预期 2027 年光引擎出货量可达数百万至千万级,台湾供应链从上游磊晶、雷射,到中下游封装、光纤阵列,都将吃到这波结构性红利。法人估计,2026 下半年至 2027 年将是关键爬坡期,供应链获利能见度正快速拉长。</strong></p>\n\n<p><strong>为什么下半年这么被看好?</strong></p>\n\n<ul>\n<li><strong>技术瓶颈突破:800G 仍是主流,但 1.6T/3.2T 加速准备,CPO 解决高功耗与延迟痛点。辉达 Vera Rubin 平台等新架构已明确导入矽光子。</strong></li>\n<li><strong>实单拉货启动:不再只是概念,资料中心升级需求已反映在供应链订单上。台积电 COUPE 平台领先,博通 Tomahawk 系列 CPO 交换器进入商用部署。</strong></li>\n<li><strong>供应链成熟:封装、测试、雷射等环节逐步到位,2026 下半年量产节奏倾斜,2027 年放量更明显。</strong></li>\n</ul>\n\n<p><strong>对投资人而言,下半年值得留意的不只是 CPO 概念,而是整条供应链开始进入接单、验证到放量的节奏。下半年的 AI 股市大戏,话题将从「纯粹作梦」转向「实质营收与获利兑现」。当先进封装与光学整合的趋势不可逆时,这些掌握关键技术与专利护城河的台厂,就是未来数年成长最为坚实的航道。</strong></p>\n\n<p><strong>联亚 (3081-TW):磷化铟(InP)磊晶龙头,矽光关键光源供应商。2025 年已成功转盈,全年 EPS 4.66 元,受惠矽光产品出货大增。2026 年矽光需求续强,新增美系 CSP 客户,法人预估 EPS 有望大幅跳升至近 20 元水准,成长动能来自 CW Laser 等高阶产品。利基在 InP 材料与磊晶技术,护城河来自产能扩充(MOCVD 产能倍增)与客户长期绑定,是 CPO 上游光源的核心卡位者。</strong></p>\n\n<p><strong>环宇 - KY(4991-TW) 是国内少数具备 III-V 族化合物半导体磊晶能力的厂商,产品涵盖高速雷射、VCSEL 及光通讯元件。随 AI 高速光模组需求增加,高阶磊晶制程形成技术门槛,也让公司具备高度护城河,今年获利成长爆发。</strong></p>\n\n<p><strong>IET-KY(4971-TW) </strong><strong>同样深耕磷化铟磊晶,是高速光通讯雷射的重要供应商。由于全球高阶磊晶产能有限,加上 1.6T 时代对高速雷射需求快速增加,长期受惠程度相当高。</strong></p>\n\n<p><strong>波若威 (3163-TW) 深耕被动光元件多年,拥有 PLC 分光器、光纤阵列等技术优势,是高速光通讯的重要零组件供应商。未来随 CPO 渗透率提升,可望持续受惠。</strong></p>\n\n<p><strong>上诠 (3363-TW) 最大特色在于光纤连接与 FAU(Fiber Array Unit)技术,是矽光子封装不可或缺的重要元件。由于产品良率与精密组装门槛高,形成不易取代的竞争优势。</strong></p>\n\n<p><strong>联钧 (3450-TW) 获利成长性:高速雷射晶粒封装产能较去年翻倍扩增,高阶产品占光电业务六成以上,带动全年获利与 EPS 展现强劲成长力道。</strong></p>\n\n<p><strong>智邦 (2345-TW) 已成全球 AI 交换器重要供应商,800G 产品快速放量,同时积极布局 1.6T 交换器。随大型云端业者持续扩建 AI 资料中心,高速交换器需求仍将维持高成长,公司具备规模、客户与研发三大护城河。</strong></p>\n\n<p><strong>华星光 (4979-TW) 聚焦高速光收发元件与光主动元件,受惠 AI 资料中心升级,高速产品出货持续提升。随全球光模组需求快速增加,公司营运逐步走出谷底,成长动能持续改善。</strong></p>\n\n<p><strong>更多产业趋势报告 + 盘中讯息→请加入江江 Line@:</strong></p>\n\n<p><a href=\"https://lin.ee/vTaRqlQ\"><strong>https://lin.ee/vTaRqlQ</strong></a></p>\n\n<p><strong>江江每日解盘影片→含金量满满,节目内容太精彩 + 太权威惹!</strong></p>\n\n<div class=\"youtube-embed-wrapper\" style=\"position:relative;padding-bottom:56.25%;padding-top:30px;height:0;overflow:hidden;\"><iframe allowfullscreen=\"\" frameborder=\"0\" height=\"360\" src=\"//www.youtube.com/embed/g7Pf_ZB1VuI\" style=\"position: absolute;top: 0;left: 0;width: 100%;height: 100%;\" width=\"640\"></iframe></div>\n\n<p><strong>坚持用心制作优质好节目,一定要看到最后!<br>\n并且【订阅 + 按赞 + 分享帮助好友】</strong></p>\n\n<p><strong>文章来源:摩尔投顾-江国中分析师</strong></p>\n\n<p class=\"warning\"><strong>本公司所推荐分析之个别有价证券无不当之财务利益关系以往之绩效不保证未来获利投资人应独立判断审慎评估并自负投资风险</strong></p>\n<div class=\"related-articles seo-links\">\n <h4>相关阅读</h4>\n <ul>\n <li><a href=\"/new/tw/article-17125.html\" title=\"vivo V80 Lite 10/1 在台开卖 搭载联发科技天玑 7300e处理器主打超大电池容量\">vivo V80 Lite 10/1 在台开卖 搭载联发科技天玑 7300e处理器主打超大电池容量</a></li>\n <li><a href=\"/new/tw/article-10987.html\" title=\"【量大强涨股整理】AI算力黑马【丽台】⊕【宏致】⊕【英业达】+16% 辉达联手华尔街砸5000亿!AI基建最强黑马股名单大公开?!\">【量大强涨股整理】AI算力黑马【丽台】⊕【宏致】⊕【英业达】+16% 辉达联手华尔街砸5000亿!AI基建最强黑马股名单大公开?!</a></li>\n <li><a href=\"/new/tw/article-2506.html\" title=\"爱尔达:2026FIFA世足赛转播开红盘 首周收视较上届同期增40%\">爱尔达:2026FIFA世足赛转播开红盘 首周收视较上届同期增40%</a></li>\n <li><a href=\"/new/tw/article-18995.html\" title=\"【AI补涨股大点名】华新科、南电、环球晶领军!3大族群爆发 下一波低基期飙股提前看\">【AI补涨股大点名】华新科、南电、环球晶领军!3大族群爆发 下一波低基期飙股提前看</a></li>\n <li><a href=\"/new/tw/article-20421.html\" title=\"野村投信最新台股看法--【台股操盘人笔记】AI平台放量,营收成长动能延续\">野村投信最新台股看法--【台股操盘人笔记】AI平台放量,营收成长动能延续</a></li>\n <li><a href=\"/new/tw/article-10985.html\" title=\"〈和硕法说〉上半年EPS 2.26元 「非常有把握」今年伺服器营收10倍速成长\">〈和硕法说〉上半年EPS 2.26元 「非常有把握」今年伺服器营收10倍速成长</a></li>\n </ul>\n</div>",
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