亚马逊股价上涨，连带_老虎社区_美港股上老虎

亚马逊股价上涨，连带光模块等产业链相关公司也出现联动。这个逻辑与年初谷歌的情况类似：市场对自研芯片配合大模型的模式给出了估值。不同之处在于，谷歌的方案已得到验证，而亚马逊还在推进过程中。后续走势仍需观察实际落地进展。

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