AI工厂倡导者英伟达(NVDA.US)在炒热AI算力概念后,能否扛起CPO(Co-packaged Optics,共封装光学)产业链的大旗?近日,英伟达股价大涨,重夺全球市值第一头衔,同时带火了A股CPO概念股,国内光模块三巨头中际旭创(300308.SZ)、新易盛(300502.SZ)和天孚通信(300394.SZ)股价纷纷上涨。《中国经营报》记者注意到,英伟达在今年GTC(英伟达GPU技术大会...
Source LinkAI工厂倡导者英伟达(NVDA.US)在炒热AI算力概念后,能否扛起CPO(Co-packaged Optics,共封装光学)产业链的大旗?近日,英伟达股价大涨,重夺全球市值第一头衔,同时带火了A股CPO概念股,国内光模块三巨头中际旭创(300308.SZ)、新易盛(300502.SZ)和天孚通信(300394.SZ)股价纷纷上涨。《中国经营报》记者注意到,英伟达在今年GTC(英伟达GPU技术大会...
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