美股光通信太疯狂了。_老虎社区_美港股上老虎

月下美人还是没人

03-25

美股光通信太疯狂了。 $Lumentum Holdings Inc.(LITE)$ 涨这么疯肯定不是当期业绩的事，就是未来高增长太确定了。国内相关公司很快会跟上，快慢无所谓，方向对就行。

光通信板块延续强势！LITE、COHR…你看好哪一只？

GTC大会后，光通信板块延续强势，作为AI算力瓶颈之一，网络与光模块备受市场关注。【近期相关产业链大涨，其中LITE年内+110%，COHR+47.5%。大家会选哪一只？光通信板块后市你还看好吗？】

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

cc爱中分
03-25
cc爱中分
国内跟上是迟早的事，但跟上去的是哪家，不好说

发表看法

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":546341500695008,"tweetId":"546341500695008","gmtCreate":1774421889692,"gmtModify":1774421892185,"author":{"id":10000000000010336,"idStr":"10000000000010336","authorId":10000000000010336,"authorIdStr":"10000000000010336","name":"月下美人还是没人","avatar":"https://static.tigerbbs.com/4b51002b6d682b7196fce71fa3264623","vip":8,"userType":8,"introduction":"1","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":28,"starInvestorFlag":false},"themes":[{"themeId":"29fb15e9f54f45f980545c523e191b7b","categoryId":"d316d8bd4a714fab9ea15fd7157c45e7","name":"光通信板块延续强势！LITE、COHR…你看好哪一只？","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":29fb15e9f54f45f980545c523e191b7b}&rnconfig={\"headerBarHidden\": true}","description":"GTC大会后，光通信板块延续强势，作为AI算力瓶颈之一，网络与光模块备受市场关注。【近期相关产业链大涨，其中LITE年内+110%，COHR+47.5%。大家会选哪一只？光通信板块后市你还看好吗？】","image":"https://static.tigerbbs.com/3ea3c1f13bb50f0c044b1363d2613c34"}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><p>美股光通信太疯狂了。 <a data-mention-id=\"LITE\" class=\"teditor-mention\" data-mention-name=\"Lumentum Holdings Inc.\" href=\"https://laohu8.com/S/LITE\">$Lumentum Holdings Inc.(LITE)$</a> 涨这么疯肯定不是当期业绩的事，就是未来高增长太确定了。国内相关公司很快会跟上，快慢无所谓，方向对就行。</p></body></html>","htmlText":"<html><head></head><body><p>美股光通信太疯狂了。 <a data-mention-id=\"LITE\" class=\"teditor-mention\" data-mention-name=\"Lumentum Holdings Inc.\" href=\"https://laohu8.com/S/LITE\">$Lumentum Holdings Inc.(LITE)$</a> 涨这么疯肯定不是当期业绩的事，就是未来高增长太确定了。国内相关公司很快会跟上，快慢无所谓，方向对就行。</p></body></html>","text":"美股光通信太疯狂了。 $Lumentum Holdings Inc.(LITE)$ 涨这么疯肯定不是当期业绩的事，就是未来高增长太确定了。国内相关公司很快会跟上，快慢无所谓，方向对就行。","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/546341500695008","repostId":0,"isVote":1,"tweetType":1,"viewCount":1756,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["LITE"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":true,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":144,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":546343684882912,"commentId":"546343684882912","gmtCreate":1774422422960,"gmtModify":1774422428572,"authorId":10000000000010336,"author":{"id":10000000000010336,"idStr":"10000000000010335","authorId":10000000000010336,"name":"cc爱中分","avatar":"https://static.tigerbbs.com/724960a405e3f3639cbc483ae4560891","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":546341500695008,"objectIdStr":"546341500695008","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"国内跟上是迟早的事，但跟上去的是哪家，不好说","text":"国内跟上是迟早的事，但跟上去的是哪家，不好说","html":"国内跟上是迟早的事，但跟上去的是哪家，不好说","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/546341500695008"}