智通财经APP获悉,东吴基金陈伟斌近日表示,光模块中长期看后面可能仍有估值上行空间,但最猛烈的“主升浪”阶段也许已近尾声。液冷这个相对小众的行业,在未来两年有可能复制光模块的表现,成为AI产业链中增速最快的板块。能否抓住液冷的机会,或将是下一阶段AI投资的“胜负手“。陈伟斌认为,当前市场对AI算力的定价,正陷入一种“刻舟求剑”式的认知错误。由于对2019-2021年新能源泡沫的“记忆效应”,市场...
Source Link智通财经APP获悉,东吴基金陈伟斌近日表示,光模块中长期看后面可能仍有估值上行空间,但最猛烈的“主升浪”阶段也许已近尾声。液冷这个相对小众的行业,在未来两年有可能复制光模块的表现,成为AI产业链中增速最快的板块。能否抓住液冷的机会,或将是下一阶段AI投资的“胜负手“。陈伟斌认为,当前市场对AI算力的定价,正陷入一种“刻舟求剑”式的认知错误。由于对2019-2021年新能源泡沫的“记忆效应”,市场...
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