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。

英伟达今日逆大盘涨2.30%至$212.06，监管文件披露其持有AI云商Nebius约9.3%股权，强化"卖铲人"卡位AI基础设施的叙事。同期市场热议某中国AI模型因过热暂停新用户，卖方认为算力需求最终仍利好英伟达。在科技巨头财报密集披露、板块分化加剧之际，英伟达的相对强势能否延续？

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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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