ChainCatcher 消息，“白毛股神”Serenity 表示，AI 投资可能比市场想象中更简单，因为英伟达及其 CEO 黄仁勋实际上一直在提前释放未来产业趋势信号，但市场往往在趋势真正爆发前选择忽视。Serenity 称，2025 年英伟达大举锁定 EML（电吸收调制激光器）和激光器产能时，市场曾质疑光子学赛道，认为相关公司存在炒作甚至管理问题，然而一年后相关光通信企业股价大幅上涨。其中 LITE 上涨 678%，AAOI 上涨 475.12%。
Serenity 认为，如今市场正在重复类似模式。2026 年，英伟达通过长期协议锁定连续波（CW）激光器和 EML 产能，同时明确推动 800V 电力架构转型，并多次强调共封装光学（CPO）以及“Physical AI（物理 AI）”将成为下一阶段重要趋势。市场可能再次低估英伟达释放的产业信号，但英伟达及黄仁勋的判断往往可以作为 AI 产业趋势的领先指标。
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.