电力，能源，和光纤光_老虎社区_美港股上老虎 - 老虎社区

电力，能源，和光纤光缆，这个是前三层，基础大量需求

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？】

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。

精彩评论

MartinBrown
03-16
MartinBrown
基础需求爆棚，电力能源光纤稳赚！

发表看法

1

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":543155322343808,"tweetId":"543155322343808","gmtCreate":1773631774000,"gmtModify":1773631776590,"author":{"id":3459462368857793,"idStr":"3459462368857793","authorId":3459462368857793,"authorIdStr":"3459462368857793","name":"一路走来cd","avatar":"https://static.tigerbbs.com/be085af43e85927a88d1e952e6e9afec","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":2,"crmLevelSwitch":1,"currentWearingBadge":{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"明星虎友","description":"加入老虎社区2000天","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.12.01","individualDisplayEnabled":0},"individualDisplayBadges":[],"fanSize":81,"starInvestorFlag":false},"themes":[{"themeId":"d98164d9770540ec973bb78206f14852","categoryId":"d316d8bd4a714fab9ea15fd7157c45e7","name":"英伟达GTC大会来袭！哪些投资机会值得把握？","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":d98164d9770540ec973bb78206f14852}&rnconfig={\"headerBarHidden\": true}","description":"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？】","image":"https://static.tigerbbs.com/5653e73ec4fa402720012859a146719e"}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><p>电力，能源，和光纤光缆，这个是前三层，基础大量需求</p></body></html>","htmlText":"<html><head></head><body><p>电力，能源，和光纤光缆，这个是前三层，基础大量需求</p></body></html>","text":"电力，能源，和光纤光缆，这个是前三层，基础大量需求","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/543155322343808","repostId":0,"isVote":1,"tweetType":1,"viewCount":207,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":46,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":543162362794016,"commentId":"543162362794016","gmtCreate":1773633488406,"gmtModify":1773681939626,"authorId":9000000000000171,"author":{"id":9000000000000171,"idStr":"9000000000000171","authorId":9000000000000171,"name":"MartinBrown","avatar":"https://static.tigerbbs.com/0a22e6ef29a65a63cc71ce99b7d23b55","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":543155322343808,"objectIdStr":"543155322343808","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"基础需求爆棚，电力能源光纤稳赚！","text":"基础需求爆棚，电力能源光纤稳赚！","html":"基础需求爆棚，电力能源光纤稳赚！","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/543155322343808"}