Demand for AI data center construction remains robust. Morgan Stanley is bullish on the prospects for Ethernet and optical communications, favoring Lumentum (LITE.US) and Coherent (COHR.US) amid stock price pullbacks. - Moomoo
Source: Moomoo ·
Demand for AI data center construction remains robust. Morgan Stanley is bullish on the prospects for Ethernet and optical communications, favoring Lumentum (LITE.US) and Coherent (COHR.US) amid stock price pullbacks. Moomoo
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