$谷歌(GOOG)$_老虎社区_美港股上老虎

五年一个周期

02-19

$谷歌(GOOG)$问一下，gemini这么强，是否对英伟达的生态护城河有构成实际挑战？

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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