东山精密:投资者电话会纪要:客户尚未就BOM相关传闻提出要求;激光器在物料成本中占比较低,美国业务布局提供灵活性
东山精密东山精密(SZ:002384)2026-10-21 18:37

Investor Call Takeaways | No Customer Requests on BOM Chatter, Low Laser BOM Share and U.S. Footprint Offer Flexibility CITI'S TAKE We dialed into DSBJ's investor call today. Key takeaways: (1) A potential 65% U.S.-content threshold for optical transceivers remains unconfirmed, and management says U.S. customers have not requested any changes. (2) Even if introduced, the threshold may be easier for DSBJ to meet: management estimates that its in-house laser chips account for just 1%– 2% of its optical-transc ...

东山精密:投资者电话会纪要:客户尚未就BOM相关传闻提出要求;激光器在物料成本中占比较低,美国业务布局提供灵活性 - Reportify