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华尔街观察 Xtrader
@cnfinancewatch
PhD | Professor | Investor |中美强势行业与标杆个股对标研究；中美股市盘前盘中即时数据。“大类资产轮动数据、行业轮动数据”订阅请点击（仅限财经教研，非投顾建议）👉🏻
Joined April 2010
5.4K Following    126.8K Followers
华尔街观察 Xtrader@cnfinancewatch
2026.05.27 04:44
A股真正的高科技仅仅是光模块： 新易盛、中际旭创、天孚通信。 芯片GPU、CPU都不够啊！只是国产替代。未来几个存储上市，存储也能算一半。
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