错过英伟达后， AI下半场看这6条赛道
算力之后，资金可能流向这些方向
存储芯片：MU,WDC,STX
光通信：GLW,LITE,COHR,CIEN
电力设备：VRT,ETN,GEV
核电：CEG,SMR,OKLO
太空网络：ASTS,RKLB,LUNR
机器人：TSLA,SYM,SERV
不是追高NVDA，而是找AI产业链扩散机会。
From X
Disclaimer: The above content reflects only the author's opinion and does not represent any stance of CoinNX, nor does it constitute any investment advice related to CoinNX.