🐦 推特aleabitoredditV1 · 实盘可交易 · 做多市场:A股把握 5/10
北京时间·源无时间·以抓取为准·⟳ 抓取 06-10 11:43:40回填·⚡ 决策 06-16 15:34:51·133.0 天前
NVDA网络SVP澄清CPO产品无延迟，2026H2按计划量产
📄 原文aleabitoreddit↗ 原文
$NVDA Networking Senior Vice President refuting recent analyst reports on delays: - “ the most exciting stuff is co-pac…
不做 NVDA.US
万亿市值巨头，CPO单一产品线澄清对整体股价弹性极低，且量产在2026H2属远期预期，缺乏短期显著催化。
日 K 取自复盘打分切片 · 蓝点/蓝虚线 = 纸面入场价 · 灰虚线 = 纸面离场 · 持有期红底 = 赚(价格在入场线上方)、绿底 = 亏
怎么买 限价买入 不高于消息价 +3%、当日有效，不成交作废
怎么卖 止盈 +5%(半仓)/+10%(清仓) · 止损 -4% · 时间止损 3日
失效/反转 NVDA后续官方公告确认CPO延迟或产业链其他大厂跟进砍单
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原文全文
展开原文 · 611 字
$NVDA Networking Senior Vice President refuting recent analyst reports on delays:
- “ the most exciting stuff is co-packaged optics.”
- There is no delay in H2 CPO product delivery schedule.
- CPO switch will enter mass production and begin ramping up customer deliveries as planned in the second half of 2026
This was a media article, original interview source credit should have been credited to Tae Kim / Computex.
Something fun to note too was this quote “Gilad was VERY enthusiastic about the CPO ramp from Nvidia.”
Both near term and long term.
Yeah… I’m extremely bullish on CPO alongside Nvidia.
- “ the most exciting stuff is co-packaged optics.”
- There is no delay in H2 CPO product delivery schedule.
- CPO switch will enter mass production and begin ramping up customer deliveries as planned in the second half of 2026
This was a media article, original interview source credit should have been credited to Tae Kim / Computex.
Something fun to note too was this quote “Gilad was VERY enthusiastic about the CPO ramp from Nvidia.”
Both near term and long term.
Yeah… I’m extremely bullish on CPO alongside Nvidia.
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