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光庫科技、英偉達Blackwell架構的GPU需求有望持續高速增長，行至當前，部分投資者開始擔憂行情的持續性以及業績期的風險。5G通信ETF（515050）跌超1%。太辰光跌超8%，建議重點關注頭部光模塊及光器件公司 。 5G通信ETF（515050） ：指數成分股在光通信主題的暴露達31%， 興業證券策略分析師指出，在應對短期的波動和不確定性時，今年市場更需保持多頭思維：從基本麵角度，市場分歧和波動也開始加大，消費 |
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