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特朗普最后通牒之后

“别下车啊！”光模块暴力反弹．．．_蜘蛛资讯网

村长李锐在迪拜拿下超12亿订单

为什么资金如此疯狂？　　一句话：光模块的业绩，只是开始，估值提升还在后头。　　根据朝阳永续一致预期数据，25年创业板人工智能ETF成分股中，预计归母净利润同比增幅在40%以上的公司26家，占比超一半，业绩高增可期。　　机构观点指出，AI算力正从“盈利兑现”迈向“价值重估”。三重逻辑支撑板块继续向上：　　一是AI闭环已经清晰。从模型训练、资本开支到应用落地，产业进展全面超预期；二是增量资金偏好明确。

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