AI泡沫真假难辨，光模块成最大泡沫
2026-06-04 10:14:42
AI泡沫的真伪引发关注。据PANews报道，五层算力金字塔显示，台积电在供给方面占据重要位置，而光模块被认为是最大的泡沫。此外，空头正在关注折旧和GPU信贷风险。
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