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@话题虎：Google TPU再传利好！MRVL股价拉涨，相关产业链布局机会来了？

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高速互联： <a data-mention-id=\"COHR\" class=\"teditor-mention\" data-mention-name=\"COHERENT\" href=\"https://laohu8.com/S/COHR\">$COHERENT(COHR)$</a> <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> <a data-mention-id=\"AAOI\" class=\"teditor-mention\" data-mention-name=\"Applied Optoelectronics Inc.\" href=\"https://laohu8.com/S/AAOI\">$Applied Optoelectronics Inc.(AAOI)$</a> <a data-mention-id=\"MRVL\" class=\"teditor-mention\" data-mention-name=\"迈威尔科技\" href=\"https://laohu8.com/S/MRVL\">$迈威尔科技(MRVL)$</a> 等；</p></li>\n <li>\n  <p>散热/电源： <a data-mention-id=\"VRT\" class=\"teditor-mention\" data-mention-name=\"Vertiv Holdings LLC\" href=\"https://laohu8.com/S/VRT\">$Vertiv Holdings LLC(VRT)$</a> <a data-mention-id=\"MOD\" class=\"teditor-mention\" data-mention-name=\"摩丁制造\" href=\"https://laohu8.com/S/MOD\">$摩丁制造(MOD)$</a> <a data-mention-id=\"MPWR\" class=\"teditor-mention\" data-mention-name=\"Monolithic Power Systems\" href=\"https://laohu8.com/S/MPWR\">$Monolithic Power Systems(MPWR)$</a> 等；</p></li>\n <li>\n  <p>中游环节，测试/封装/PCB等： <a data-mention-id=\"AMKR\" class=\"teditor-mention\" data-mention-name=\"艾马克技术公司\" href=\"https://laohu8.com/S/AMKR\">$艾马克技术公司(AMKR)$</a> <a data-mention-id=\"CLS\" class=\"teditor-mention\" data-mention-name=\"天弘科技\" href=\"https://laohu8.com/S/CLS\">$天弘科技(CLS)$</a> <a data-mention-id=\"TTMI\" class=\"teditor-mention\" data-mention-name=\"TTM科技\" href=\"https://laohu8.com/S/TTMI\">$TTM科技(TTMI)$</a> 等；</p></li>\n <li>\n  <p>最上游核心的芯片设计 &amp; 制造： <a data-mention-id=\"AVGO\" class=\"teditor-mention\" data-mention-name=\"博通\" href=\"https://laohu8.com/S/AVGO\">$博通(AVGO)$</a> <a data-mention-id=\"TSM\" class=\"teditor-mention\" data-mention-name=\"台积电\" href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a> 。</p></li>\n</ul>\n<p></p>\n<p>当然，大家对于谷歌的关心，更多的是来自于：<span class=\"teditor-emoji\">[暗中观察]</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/280c98887579a9f171a24a2177f221b1\" tg-width=\"1179\" tg-height=\"390\"></p>\n<p><strong>各位小虎们，</strong></p>\n<p><strong><span class=\"color-mark\" style=\"color: rgb(230, 126, 35);\">大家目前看好谷歌再创新高吗？</span></strong></p>\n<p><strong><span class=\"color-mark\" style=\"color: rgb(230, 126, 35);\">谷歌TPU利好不断，相关产业链有你关注的板块吗？</span></strong></p>\n<p><strong>评论区分享你的观点，一起赢取1000虎币奖励！🎁</strong></p></body></html>","htmlText":"<html><head></head><body><p>近期谷歌 TPU不断迎来利好，刚与博通签订了2031年前供应600-700万颗TPU（价值1000亿美元），2026-2028年TPU总出货量上修至5000万颗，据报道正与 <a data-mention-id=\"MRVL\" class=\"teditor-mention\" data-mention-name=\"迈威尔科技\" href=\"https://laohu8.com/S/MRVL\">$迈威尔科技(MRVL)$</a> 洽谈合作，共同开发两款新型芯片，旨在提升人工智能模型运行效率。 <a data-mention-id=\"MRVL\" class=\"teditor-mention\" data-mention-name=\"迈威尔科技\" href=\"https://laohu8.com/S/MRVL\">$迈威尔科技(MRVL)$</a> 夜盘股价拉升超6%🔥🔥</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b04dd41dca506092a2ade3942b0d8fdd\" tg-width=\"732\" tg-height=\"710\"></p>\n<p></p>\n<p>市场预期本周的Google Cloud Next或将披露新一代TPU架构，可以提前看看相关产业链概念股：<span class=\"teditor-emoji\">[正经]</span></p>\n<ul style=\"\">\n <li>\n  <p>AI最受益环节之一的光模块 &amp; 高速互联： <a data-mention-id=\"COHR\" class=\"teditor-mention\" data-mention-name=\"COHERENT\" href=\"https://laohu8.com/S/COHR\">$COHERENT(COHR)$</a> <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> <a data-mention-id=\"AAOI\" class=\"teditor-mention\" data-mention-name=\"Applied Optoelectronics Inc.\" href=\"https://laohu8.com/S/AAOI\">$Applied Optoelectronics Inc.(AAOI)$</a> <a data-mention-id=\"MRVL\" class=\"teditor-mention\" data-mention-name=\"迈威尔科技\" href=\"https://laohu8.com/S/MRVL\">$迈威尔科技(MRVL)$</a> 等；</p></li>\n <li>\n  <p>散热/电源： <a data-mention-id=\"VRT\" class=\"teditor-mention\" data-mention-name=\"Vertiv Holdings LLC\" href=\"https://laohu8.com/S/VRT\">$Vertiv Holdings LLC(VRT)$</a> <a data-mention-id=\"MOD\" class=\"teditor-mention\" data-mention-name=\"摩丁制造\" href=\"https://laohu8.com/S/MOD\">$摩丁制造(MOD)$</a> <a data-mention-id=\"MPWR\" class=\"teditor-mention\" data-mention-name=\"Monolithic Power Systems\" href=\"https://laohu8.com/S/MPWR\">$Monolithic Power Systems(MPWR)$</a> 等；</p></li>\n <li>\n  <p>中游环节，测试/封装/PCB等： <a data-mention-id=\"AMKR\" class=\"teditor-mention\" data-mention-name=\"艾马克技术公司\" href=\"https://laohu8.com/S/AMKR\">$艾马克技术公司(AMKR)$</a> <a data-mention-id=\"CLS\" class=\"teditor-mention\" data-mention-name=\"天弘科技\" href=\"https://laohu8.com/S/CLS\">$天弘科技(CLS)$</a> <a data-mention-id=\"TTMI\" class=\"teditor-mention\" data-mention-name=\"TTM科技\" href=\"https://laohu8.com/S/TTMI\">$TTM科技(TTMI)$</a> 等；</p></li>\n <li>\n  <p>最上游核心的芯片设计 &amp; 制造： <a data-mention-id=\"AVGO\" class=\"teditor-mention\" data-mention-name=\"博通\" href=\"https://laohu8.com/S/AVGO\">$博通(AVGO)$</a> <a data-mention-id=\"TSM\" class=\"teditor-mention\" data-mention-name=\"台积电\" href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a> 。</p></li>\n</ul>\n<p></p>\n<p>当然，大家对于谷歌的关心，更多的是来自于：<span class=\"teditor-emoji\">[暗中观察]</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/280c98887579a9f171a24a2177f221b1\" tg-width=\"1179\" tg-height=\"390\"></p>\n<p><strong>各位小虎们，</strong></p>\n<p><strong><span class=\"color-mark\" style=\"color: rgb(230, 126, 35);\">大家目前看好谷歌再创新高吗？</span></strong></p>\n<p><strong><span class=\"color-mark\" style=\"color: rgb(230, 126, 35);\">谷歌TPU利好不断，相关产业链有你关注的板块吗？</span></strong></p>\n<p><strong>评论区分享你的观点，一起赢取1000虎币奖励！🎁</strong></p></body></html>","text":"近期谷歌 TPU不断迎来利好，刚与博通签订了2031年前供应600-700万颗TPU（价值1000亿美元），2026-2028年TPU总出货量上修至5000万颗，据报道正与 $迈威尔科技(MRVL)$ 洽谈合作，共同开发两款新型芯片，旨在提升人工智能模型运行效率。 $迈威尔科技(MRVL)$ 夜盘股价拉升超6%🔥🔥 市场预期本周的Google Cloud Next或将披露新一代TPU架构，可以提前看看相关产业链概念股：[正经] AI最受益环节之一的光模块 & 高速互联： $COHERENT(COHR)$ $Lumentum Holdings Inc.(LITE)$ $Applied Optoelectronics Inc.(AAOI)$ $迈威尔科技(MRVL)$ 等； 散热/电源： $Vertiv Holdings LLC(VRT)$ $摩丁制造(MOD)$ $Monolithic Power Systems(MPWR)$ 等； 中游环节，测试/封装/PCB等： $艾马克技术公司(AMKR)$ $天弘科技(CLS)$ $TTM科技(TTMI)$ 等； 最上游核心的芯片设计 & 制造： $博通(AVGO)$ $台积电(TSM)$ 。 当然，大家对于谷歌的关心，更多的是来自于：[暗中观察] 各位小虎们， 大家目前看好谷歌再创新高吗？ 谷歌TPU利好不断，相关产业链有你关注的板块吗？ 评论区分享你的观点，一起赢取1000虎币奖励！🎁","highlighted":2,"essential":2,"paper":2,"link":"https://laohu8.com/post/555662767202344","repostId":0,"isVote":1,"tweetType":1,"commentLimit":10,"symbols":["MOD","AVGO","VRT","AAOI","CLS","MPWR","COHR","AMKR","TSM","TTMI","LITE","MRVL"],"verified":2,"subType":2,"readableState":1,"subTypeObject":{"tweetId":555662767202344,"totalAmount":1000,"balance":0,"end":true,"deadline":1778470312724,"description":"1000虎币已分给34位参与者","remainingNumber":66},"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":true,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":848,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"isVote":1,"tweetType":1,"viewCount":282,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":4,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/556050738574360"}