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黄仁勋引爆光连接，都有哪些机会？
当黄仁勋说"光连接是 AI 基础设施的下一个万亿赛道"，这条从芯片到光纤的完整价值链，正成为继 GPU 之后最确定的投资主线。本图梳理 6 大层级，20+ 核心玩家，2 只主题 ETF.一、核心互联芯片层（DSP、交换芯片与 Retimer）光连接产业链的 “大脑”，负责信号运算处理与调度管控$Marvell Tech(MRVL.US) 迈威尔科技 (MRVL) 行业双寡头...
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