看多吧，云厂商202_老虎社区_美港股上老虎

看多吧，云厂商2026年AI资本支出超6000亿美元；Blackwell/Rubin订单能见度超5000亿美元。 @NextGen Digital Ventures

下周的英伟达GTC大会（2026年3月16日至19日）以及美国光纤通信展览会及研讨会（OFC）（2026年3月15日至19日），成为投资者们关注热点。【黄仁勋将于当地时间3月16日上午11时发表主题演讲，芯片、存储、光纤板块……大家看好哪些板块的部署机会？英伟达能否大涨？】

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NathanEsther
02-24
NathanEsther
AI资本支出爆炸，云厂商订单爆棚，冲啊！

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