上周,2026年科技春晚CES展会上,英伟达最新发布的Rubin平台引爆科技圈。该平台算力全面提升,同时也揭示AI芯片产业链各大细分赛道机会巨大。以目前最火热的存储芯片和光模块为例,英伟达推出Rubin之后,中美两大国相关产业公司集体大涨。同时,新一代强大算力会促进AI商业化应用,各种科技电子产品在未来也可能迎来AI化升级浪潮。在这种背景下,整个电子元器件以及半导体产业运营都会持续维持高景气度。...
Source Link上周,2026年科技春晚CES展会上,英伟达最新发布的Rubin平台引爆科技圈。该平台算力全面提升,同时也揭示AI芯片产业链各大细分赛道机会巨大。以目前最火热的存储芯片和光模块为例,英伟达推出Rubin之后,中美两大国相关产业公司集体大涨。同时,新一代强大算力会促进AI商业化应用,各种科技电子产品在未来也可能迎来AI化升级浪潮。在这种背景下,整个电子元器件以及半导体产业运营都会持续维持高景气度。...
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