超预期营收在预期内=_老虎社区_美港股上老虎

大小摩

02-23

超预期营收在预期内=跌，新产品算力加10倍=算力过剩=跌，AI超强可能取代硬件=跌。 $英伟达(NVDA)$

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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