2026年 6月 16日

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英伟达由 GB300 向 VR200 演进柜外光模块/CPO 价值量增量与占比重构 之前大摩的拆解只是针对的柜内BOM，光模块属于柜外，我重新整理数据计算一下！虽然在 摩根士丹利 （ Morgan Sta…

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