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$博泰车联(02889)$ 谁能想到一个做车机的公司突然杀进光通信？

最近跟全球AI芯片巨头英伟达签了战略合作，还要收购光电芯片公司。逻辑很顺——L4自动驾驶一天几TB数据，铜缆扛不住，车载光通信是刚需；再叠加AI数据中心800G/1.6T光模块的爆发，直接打开第二增长曲线。

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