亮亮史蒂夫
02-09
超过190才是卖压。英伟达的扩张受芯片电力等前端影响，前端产能满负荷仍不能它的满足发展需求，看着成长空间确实是指数级的，但是还要一个强大的可以持续的前端支持作为催化。
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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KittyBruno
02-09
KittyBruno
前端产能瓶颈真头疼，但成长空间诱人啊！
什么也没有了～
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