算力瓶颈倒逼：传统铜_老虎社区_美港股上老虎 - 老虎社区

算力瓶颈倒逼：传统铜缆/电互联在800G+速率下功耗爆炸、带宽见顶、延迟高，GPU再强也跑不动。
光互连的硬优势：CPO/硅光可带宽×3、功耗降50%+、延迟减半，是“吉瓦级AI工厂”的唯一解。最近一直在做光通信

英伟达股价突破震荡区间！能否引领新一轮行情？

4月24日周五，英伟达股价收涨4.32%，收报208.27美元，刷新此前10月29日创下的历史收盘纪录。英伟达市值站稳5万亿美元关口，稳居全球最高估值公司之位，短短四周前，英伟达较峰值一度回落20%，【大家觉得突破震荡区间的英伟达，能否带领新一轮芯片行情？现在还能加仓英伟达吗？】

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ElsieDewey
03-03
ElsieDewey
光通信太关键了，CPO潜力无限！

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