黄仁轩： “Demand is enormous. Everything across the entire industry supply chain-from wafers to silicon photonics to cable connectors—is in short supply.” 对应的股票龙头都挺高的，都是耳熟能详的。 产业逻辑已经从早期的“炒作GPU概念”彻底进化到“看谁能真正解决算力输送的物理瓶颈”。(TingHu♪)