中国报告大厅网讯,市场综述:全球AI芯片需求激增驱动A股相关赛道集体走强 近期受海外AI芯片巨头业绩催化及订单释放影响,A股与英伟达产业链关联紧密的光模块、云计算等细分领域表现突出。5月14日早盘,受益于隔夜美股英伟达股价大涨提振市场情绪,创业板人工智能指数涨幅超2%,相关上市公司普遍呈现强势反弹态势,其中光模块企业成为领涨主力,多只个股单日涨幅突破7%。 一、光模块板块领跑 行业景气度持续...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.