GLW和COHR这种_老虎社区_美港股上老虎

GLW和COHR这种业务多元化的巨头走得稳。不想赌单吊的话，这种光模块+存储两手抓的公司比较安心。

美东时间20日周三，英伟达公布，截至2026年4月26日的公司2027财年第一财季（“一季度”），营收同比增长85%至816.2亿美元，较分析师预期高将近3.1%。核心业务数据中心的营收752亿美元，贡献公司九成以上营收，和总营收均继续刷新单季最高纪录。财报公布后，周三本已收涨1.3%的英伟达股价盘后震荡，【绩后英伟达股价下跌，是否是上车时机？现在你的操作策略是？】

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YumZoay
05-09
YumZoay
I get the safer angle, but does diversified really outperform in this cycle?

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