电力、存储之前已经涨_老虎社区_美港股上老虎 - 老虎社区

电力、存储之前已经涨过了，现在应该轮到光了。最简单的道理，阿斯麦一直是香饽饽，我感觉这次可以投资博通，着也是可以和英伟达分一杯的

英伟达斥资布局光模块！还有上车机会吗？

本周二英伟达涨3%，收复部分绩后下跌失地。近期英伟达给光通信激光器供应商Lumentum投资了20亿美元，同时也给COHR投了20亿，光模块板块逻辑强化。【大家看好英伟达的布局吗？现在你的操作策略是？】

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

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BillyWilliams
03-03
BillyWilliams
博通这波稳了，硬刚英伟达有戏！

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1

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