大盘震荡整固，算力硬件化身领涨主线，锂电产业蓄势待发

中金财经04-10

导读：①算力硬件为主线，CPO 向全产业链扩散，板块内呈现高低位切换；②腾讯云短期内再度上调 AI 算力相关产品价格，云服务、算力租赁逻辑持续强化；③锂矿供应或于 5 月收紧叠加 Q2 旺季涨价预期，锂电产业链具备中长期配置价值。　　昨日市场缩量整理，三大指数集体收跌。不过可视为前日放量普涨后合理休整。在筹码充分沉淀与换手后，仍有望延续震荡向上走势。　　从盘面上，光通信为核心的算力硬件...

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