本周观点市场方面，上周通信（申万）指数上涨1.66%，同期上证综指上涨3.82%，深证成指上涨4.40%。美国当地时间1 月5 日，英伟达CEO 黄仁勋在CES2026 会上介绍新一代Rubin 平台，我们观察到Rubin 系列在计算、网络和系统三个层面完成升级，随着Vera Rubin NVL72 机柜导入市场，北美AI算力链有望引来新一轮需求，建议关注光模块、铜连接、液冷等产业链。周专题：...
Source Link本周观点市场方面，上周通信（申万）指数上涨1.66%，同期上证综指上涨3.82%，深证成指上涨4.40%。美国当地时间1 月5 日，英伟达CEO 黄仁勋在CES2026 会上介绍新一代Rubin 平台，我们观察到Rubin 系列在计算、网络和系统三个层面完成升级，随着Vera Rubin NVL72 机柜导入市场，北美AI算力链有望引来新一轮需求，建议关注光模块、铜连接、液冷等产业链。周专题：...
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