光纤板块刚刚发动。广_老虎社区_美港股上老虎 - 老虎社区

光纤板块刚刚发动。广东电信的集采价格突破100元/芯公里了。这个先看一年的趋势

英伟达GTC大会来袭！哪些投资机会值得把握？

本周英伟达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。此外，英伟达发力智能体，开源模型Nemotron 3 Super参数1200亿，吞吐量提升五倍。黄仁勋罕见发文：AI是这个重塑世界的重要力量，是电力、互联网一样的基础设施。【芯片、存储、光纤板块……大家看好哪些板块的部署机会？英伟达能否借势大涨？】

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SiongZ
03-12
SiongZ
光纤起飞！集采价破百，持一年稳赚。

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