---
type: "Topics"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/topics/42431648.md"
description: "通信會跑贏芯片，基於這個預判，減$英偉達(NVDA.US) 加$Lumentum控股(LITE.US)"
datetime: "2026-07-06T02:40:49.000Z"
locales:
  - [en](https://longbridge.com/en/topics/42431648.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/42431648.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/42431648.md)
author: "[SSerpens](https://longbridge.com/zh-HK/profiles/14786379.md)"
---

# 通信會跑贏芯片，基於這個預判，減$英偉達(NVDA.US) 加$Lumentum控股(LITE.US…


### 相關股票

- [NVDA.US](https://longbridge.com/zh-HK/quote/NVDA.US.md)
- [LITE.US](https://longbridge.com/zh-HK/quote/LITE.US.md)
- [NVDL.US](https://longbridge.com/zh-HK/quote/NVDL.US.md)
- [07788.HK](https://longbridge.com/zh-HK/quote/07788.HK.md)
- [07388.HK](https://longbridge.com/zh-HK/quote/07388.HK.md)
- [NVDY.US](https://longbridge.com/zh-HK/quote/NVDY.US.md)
- [NVDD.US](https://longbridge.com/zh-HK/quote/NVDD.US.md)
- [NVDX.US](https://longbridge.com/zh-HK/quote/NVDX.US.md)
- [NVDQ.US](https://longbridge.com/zh-HK/quote/NVDQ.US.md)

## 評論 (6)

- **vincent-lihao · 2026-07-06T06:05:07.000Z**: 一定會跑贏？
  - **SSerpens** (2026-07-06T06:06:52.000Z): 這是我的主觀判斷，不構成投資建議
- **solid · 2026-07-06T02:44:02.000Z**: 信你，加倉 nok
  - **SSerpens** (2026-07-06T02:55:28.000Z): nok 也可以的
  - **FreeBird2025** (2026-07-06T04:05:18.000Z): nok 還沒反彈企穩跡象吧
  - **SSerpens** (2026-07-06T09:34:25.000Z): 你説的東西不在我的能力範圍