Description
英伟达市值突破5万亿美元，成为全球首家达成该里程碑的上市公司。自ChatGPT发布以来，其股价累计涨幅约11倍，大幅跑赢大盘，分析师普遍看好其后续走势。A股光通信板块昨日集体回调，天孚通信、新易盛等代表股走低，两者营收连续环比增长的纪录也被打破。尽管短期承压，但在全球AI算力投入加大及下一代产品布局推进下，行业长期逻辑或并未逆转。与此同时，DRAM价格再度成为焦点，近一月内急速拉涨，第三季度同比涨幅超170%，表现远超黄金。此轮由AI驱动产能转移、渠道囤货引发的全面缺货，为三十年来罕见。业内看好明年产业前景，但下游厂商成本压力正持续加剧。你认为英伟达涨势能持续多久？光通信板块回调是抄底机会吗？欢迎留言、评论，与我们交流。更多全球财经动态、股市核心事件、行业趋势资讯，尽在财经早咖啡。
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