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Every customer who buys directly from Apple Retail gets access to Personal Setup. In these guided online sessions, a Specialist can walk them through setup, or focus on features that will help them make the most of their new device. Customers can also learn more about getting started and going further with their new device with a Today at Apple session at their nearest Apple Store.
中信证券表示，AI算力需求爆发推动光通信产业升级，海外云厂商及台积电资本开支持续扩张，印证AI基础设施需求强劲，带来旺盛的高速率光模块需求。尽管高速光芯片等物料短期供给存在缺口，但上游厂商积极扩产，叠加硅光方案渗透率提升，供应链瓶颈有望缓解。