英伟达跟康宁合作，砸_老虎社区_美港股上老虎

英伟达跟康宁合作，砸钱扩产光纤。 $康宁(GLW)$ 股价直接涨飞了。英伟达这是在提前占坑，生怕以后光模块不够用。

英伟达今日逆大盘涨2.30%至$212.06，监管文件披露其持有AI云商Nebius约9.3%股权，强化"卖铲人"卡位AI基础设施的叙事。同期市场热议某中国AI模型因过热暂停新用户，卖方认为算力需求最终仍利好英伟达。在科技巨头财报密集披露、板块分化加剧之际，英伟达的相对强势能否延续？

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扒拉算盘珠子
05-07
扒拉算盘珠子
康宁涨是因为终于有人愿意为基础设施买单了

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