光芯片和PCB板块今天估计表现不错，因为昨晚纳指在大幅低开1.6%之后开始了震荡反弹，沪指的版本又演了一遍，最后收涨0.3%。
英伟达大跌两天之后，今天低开也开始了反弹，涨了近3%。光芯片龙头公司鲁门特姆和coherent被英伟达分别投资了20亿美元，并且共同研发光通信、硅光等，并承诺大额的采购订单，所以这两家公司纷纷大涨。
另外美股的PCB龙头公司业绩大超预期也跟着大涨。
光芯片和PCB板块今天估计表现不错，因为昨晚纳指在大幅低开1.6%之后开始了震荡反弹，沪指的版本又演了一遍，最后收涨0.3%。
英伟达大跌两天之后，今天低开也开始了反弹，涨了近3%。光芯片龙头公司鲁门特姆和coherent被英伟达分别投资了20亿美元，并且共同研发光通信、硅光等，并承诺大额的采购订单，所以这两家公司纷纷大涨。
另外美股的PCB龙头公司业绩大超预期也跟着大涨。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.