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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
2026.06.28 17:22
别看新易盛、中际旭创能批量出货800G光模块，四五纳米DSP芯片依旧被迈威尔、博通攥死，组装工艺再成熟也绕不开上游芯片卡脖子这关。
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