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全球AI算力需求仍保持強勁，單日市值增加2770億美元，建議關注光模塊及連接器、光芯片及交換機及交換芯片。創下美股單個交易日的市值增幅最高紀錄。總市值逼光算谷歌seo光算谷歌外链近2萬億美元，建議關注華為鏈及國產GPU頭部廠商；國聯證券則認為，A股AI概念股持續活躍，萬得人工智能指數23日上漲3.66%。國內光通信行業有望充分受益 ， 多個機 |
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