今天科技继续大涨，光_老虎社区_美港股上老虎

今天科技继续大涨，光纤，光通信，cpo这些光暴涨大涨上攻，半导体分化反弹一些继续。低位AI算力题材会起来，一点都不输大科技，但是主线还是绩优股大科技方向多一些，虽然很高，但是架不住市场资金放量追涨，操作策略：光通信板块的大科技近期走强，光纤，光膜，cpo，pcb等等都好，就连光通信原材料的有色板块也跟着收益起来。题材里面，电力，商业航天，机器人，AI应用，算力题材是主线。（控制仓位$高澜股份(300499)$ $光迅科技(002281)$

再与IREN达成合作！英伟达AI部署，大家看好吗？

在与康宁达成长期合作协议，为解决生产光学连接解决方案后，5月7日盘后时段，英伟达发布公告，宣布与IREN建立战略合作伙伴关系，以加速下一代人工智能基础设施的部署。【大家看好英伟达的AI战略合作吗？】

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精彩评论

BlancheElsie
05-07
BlancheElsie
这波量化追高真猛算力能接住吗
- 乾元持稳:
  可以的

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