英伟达投资Lumen_老虎社区_美港股上老虎 - 老虎社区

阿弥陀佛2025

英伟达投资Lumentum和COHR，强化光模块布局，意在巩固AI算力生态。光模块作为AI算力的“高速路”，需求将持续爆发。短期看，相关板块或有情绪催化；长期则需关注技术迭代与订单落地。操作上，可逢低布局国内光模块龙头，警惕估值过高风险。

英伟达财报超预期！绩后下跌有上车机会吗？

美东时间20日周三，英伟达公布，截至2026年4月26日的公司2027财年第一财季（“一季度”），营收同比增长85%至816.2亿美元，较分析师预期高将近3.1%。核心业务数据中心的营收752亿美元，贡献公司九成以上营收，和总营收均继续刷新单季最高纪录。财报公布后，周三本已收涨1.3%的英伟达股价盘后震荡，【绩后英伟达股价下跌，是否是上车时机？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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Tracccy
03-04
Tracccy
需求爆发在即，逢低上车稳赚！

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