$博泰车联(0288_老虎社区_美港股上老虎

$博泰车联(02889)$成都明夷是国内极少数能量产100G TIA电芯片的厂商，射频前端也能对标国际头部。在国产替代+AI算力互联这个大风口下，这资产稀缺性挺强的，值得长期跟踪。

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