CPO狂飙!谷歌900亿美元开支引爆“互连革命”,中国接口奠基全球算力底座

O哎财经
Nov 26, 2025

点击上方“蓝字”关注我们11月26日,A股CPO板块早盘强势拉升,“谷歌链”方向领涨。中际旭创盘中涨近14%再创历史新高,新易盛涨超10%,长光华芯20CM涨停。这并非简单的补涨行情,而是全球AI产业链进入“算力结构切换期”的第一次价格体现。当Alphabet将2025年资本支出上调至910-930亿美元,当Meta与微软大幅抬升AI基建投入引发ROI争议,市场对GPU设备的不确定性升温,对互连...

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