今天早盘,最显眼的就是CPO,多股涨超10%创历史新高,带动通信板块强势上涨。消息面上,Lumentum最新表示公司已获得CPO相关的数亿美元订单,预计2026Q4 CPO营收约5000万美元,2027年上半年将迎来爆发。通信这是要接棒AI行情了?现在能不能追?数据来源:iFinD,截至2026.2.12盘中。指数或板块短期涨跌幅数据作为分析观点之辅助材料,仅供参考,不代表基金未来业绩表现,不构成...
Source Link今天早盘,最显眼的就是CPO,多股涨超10%创历史新高,带动通信板块强势上涨。消息面上,Lumentum最新表示公司已获得CPO相关的数亿美元订单,预计2026Q4 CPO营收约5000万美元,2027年上半年将迎来爆发。通信这是要接棒AI行情了?现在能不能追?数据来源:iFinD,截至2026.2.12盘中。指数或板块短期涨跌幅数据作为分析观点之辅助材料,仅供参考,不代表基金未来业绩表现,不构成...
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