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SemiAnalysis report says delays in two key technologies trigger a sharp decline in "optoelectronic" stocks, netizens fiercely debate CPO

SemiAnalysis report says delays in two key technologies trigger a sharp decline in "optoelectronic" stocks, netizens fiercely debate CPO

A report by AI industry chain star analysis agency SemiAnalysis, which directly points to delays in two core technological paths for AI data centers, triggered severe volatility in the optical communications sector on June 10, and sparked intense debate about future technological routes and investment opportunities among investors and industry
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