英伟达投资Lumen_老虎社区_美港股上老虎

阿弥陀佛2025
04:52

英伟达投资Lumentum和COHR，强化光模块布局，意在巩固AI算力生态。光模块作为AI算力的“高速路”，需求将持续爆发。短期看，相关板块或有情绪催化；长期则需关注技术迭代与订单落地。操作上，可逢低布局国内光模块龙头，警惕估值过高风险。

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Tracccy
·05:28
需求爆发在即，逢低上车稳赚！
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