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On Jun 12, a SemiAnalysis report warned that CPO mass production could be pushed out to 2028-2029, triggering a broad selloff in optical communications stocks. Nvidia's networking SVP quickly pushed back, stating CPO is already shipping and the Vera Rubin platform remains on track — the sector snapped back sharply by Monday. From a steep drop to a swift rally: was this a market misjudgment of CPO's long-term thesis, or purely sentiment-driven noise?

<p>On Jun 12, a SemiAnalysis report warned that CPO mass production could be pushed out to 2028-2029, triggering a broad selloff in optical communications stocks. Nvidia's networking SVP quickly pushed back, stating CPO is already shipping and the Vera Rubin platform remains on track — the sector snapped back sharply by Monday. From a steep drop to a swift rally: was this a market misjudgment of CPO's long-term thesis, or purely sentiment-driven noise?</p>

Nvidia Steps In — Optical Comms Stage a Strong Comeback!

<p>今天迈威尔 (Marvell，MRVL) 盘前大涨 26%(GuruFocus 口径涨超 14%)，触发点是黄教主在 Computex 台上把迈威尔称为&#34;下一个万亿美元公司&#34;。当前迈威尔市值约 1810 亿美元，&#34;万亿&#34;意味着还有约 5.5 倍空间，今天聊聊迈威尔到底凭什么被当成了对整条连接赛道的官方加冕。真正被重新定价的不是迈威尔的某个产品，而是它在 AI 基础设施里的&#34;身份&#34;...</p>

黄仁勋点名"下一个万亿美元公司"，迈威尔到底凭什么？

红嘴蓝鹊

DRAM

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