博通发布400G DSP，MicroLED概念持续走高丨盘中线索_老虎社区_美港股上老虎

博通发布400G DSP，MicroLED概念持续走高丨盘中线索

21世纪经济报道03-12

3月12日，MicroLED概念持续走高，华灿光电涨超10%，天通股份涨停，三安光电、美迪凯、雷曼光电等跟涨。据财联社，美国银行在本周一发布的研报中指出，随着人工智能工作负载对传统铜导体的性能提出更高要求，光互连市场规模到2030年有望增长四倍至730亿美元。美银分析师Vivek Arya预计，英伟达将引领这场变革，可能成为首家将传统铜基服务器背板更换为CPO(共封装光学)的集成系统供应商。...

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