AI算力驱动1.6T_老虎社区_美港股上老虎

AI算力驱动1.6T/3.2T升级需求强劲，持续看好。两者中更看好LITE，因为他获英伟达20亿美元投资，目标季度营收运行率20亿美元，法巴目标价1040美元，短期爆发力更强。COHR虽稳健但弹性稍弱。

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