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伊朗「鎖喉」霍爾木茲海峽的可能方式及後續影響
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消息面上，全球AI芯片龙头英伟达（NVIDIA）计划向光通信领域两大巨头Coherent和Lumentum合计投资40亿美元。此举旨在巩固研发管线与供应链，以支撑其大规模人工智能基础设施的建设。这一动作再次印证了“算力未动，光模先行”的产业逻辑，光模块与算力产业链的投资价值进一步凸显。同时英伟达GTC大会临近，市场对新一代GPU、CPO共封装光学、1.6T高速光模块等技术落地预期持续升温，直接点燃通信设备板块做多情绪。
And over the last two decades, the center of gravity in capital markets has shifted dramatically toward private ownership. BlackRock CEO Larry Fink pointed out in his 2025 annual letter to investors that 81% of U.S. companies with revenue over $100 million are now privately held. The number of publicly traded companies has fallen roughly 50% since the 1990s. We usually blame regulation or quarterly earnings pressure. Those matter. But I think they’re secondary. The deeper issue is that public markets don’t have the machinery to value complex technology companies properly.