$康宁(GLW)$康_老虎社区_美港股上老虎

$康宁(GLW)$康宁和英伟达这个事情，整体逻辑很明确，AI服务器机柜内部全面改用光互联，已经定下行业大方向，数通光纤需求会成倍增长，长期供不应求的状态会一直持续。

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