英伟达Rubin平台出货上调:光模块1.6T需求激增,通信ETF(515880)成投资焦点,AI算力基建景气度延续

光模块大佬
Oct 23, 2025

Hello,科技与投资圈的朋友们~近期英伟达Rubin平台的动态,正悄悄改写AI产业链的投资逻辑——不是GPU,而是连接算力的“核心动脉”光模块,成了新的关注焦点。当Rubin出货预期上调的消息传开,头部云厂商已开始酝酿上调明年1.6T光模块总需求,这不仅是产品升级,更释放了一个明确信号:AI算力驱动的高景气周期,持续性与确定性远超市场预期。一、光模块:为什么是AI算力的“不可替代动脉”?在AI...

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