很多人把“1000 _老虎社区_美港股上老虎

小冉冉

02-03

很多人把“1000 亿美元不是承诺”理解成英伟达撤退，其实更像是纠正市场过度解读。

对英伟达来说，算力需求不是来自某一家，而是来自整个 AI 基础设施周期。

降的是情绪和预期，不是方向。

英伟达斥资布局光模块！还有上车机会吗？

本周二英伟达涨3%，收复部分绩后下跌失地。近期英伟达给光通信激光器供应商Lumentum投资了20亿美元，同时也给COHR投了20亿，光模块板块逻辑强化。【大家看好英伟达的布局吗？现在你的操作策略是？】

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