很多人把“1000 _老虎社区_美港股上老虎

小冉冉
02-03

很多人把“1000 亿美元不是承诺”理解成英伟达撤退，其实更像是纠正市场过度解读。

对英伟达来说，算力需求不是来自某一家，而是来自整个 AI 基础设施周期。

降的是情绪和预期，不是方向。

# 英伟达斥资布局光模块！还有上车机会吗？

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