For roughly the first decade of the "cash machine," they were offline devices
产业层面，AI算力基建进入加速落地期，全球云厂商大幅上调资本开支，800G/1.6T光模块需求爆发，光纤光缆因供需错配迎来涨价周期，上游光芯片、光器件供给偏紧，行业景气度从硬件制造向全产业链传导，通信设备行业业绩兑现能力持续增强，龙头企业订单饱满、产能利用率维持高位，为板块上涨提供坚实基本面支撑。
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17.王计兵 江苏省徐州市全民阅读促进会副会长、兼职外卖员
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“AI will fundamentally change our mobile experiences,” Qualcomm chief executive, Cristiano Amon says. “It’s going to change how we think about our smartphones. Think about our personal computing. Think about and interact with a car. The car is now a computing surface.”