$英伟达(NVDA)_老虎社区_美港股上老虎

草凡借箭

02-25

$英伟达(NVDA)$去年，英伟达与SK海力士合作打造全新的AI SSD。未来AI硬件上，英伟达只有在光和存储上进行突破了

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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云影忍者
02-25
云影忍者
可考虑直接收购海力士才5000亿零头。

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