ETF异动解读|“易中天”集体大跌,通信ETF、创业板人工智能ETF跌超6%

格隆汇
Yesterday
受多重因素冲击,A股市场CPO概念股跌幅不断扩大。“易中天”集体大跌,天孚通信跌超11%,中际旭创、新易盛跌超9%,带动通信ETF、创业板人工智能ETF跌超6%。 消息面上,市场担忧CPO技术可能改变现有产业链格局,影响传统可插拔光模块的市场地位。 近日,SK海力士与弗吉尼亚大学等机构在顶级期刊《自然·电子学》联合发表论文,系统阐述了CPO技术在高性能计算与AI领域的发展路线图。论文将CPO定位为突破AI集群"带宽墙"的关键路径,并提出长期愿景——将光互联延伸至内存接口,通过光子中介层将处理器资源池与内存资源池直接相连。虽然该路线离大规模落地仍有相当距离(论文提到低功耗光子器件、散热、封装良率等问题仍待解决),但市场担心技术迭代将重塑行业竞争格局,传统光模块厂商的地位可能受到挑战。 与此同时,英伟达宣布CPO技术正式迈入规模化量产阶段,其合作伙伴名单引发市场关注,也改变了部分资金对光模块赛道远期空间的预期。

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.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10