AI情报2026年8月19日AI情报
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China's Optical Modules, PCBs, and Domestic AI Chips
A Day in the Market: Broker views from Nomura and Citi see limited damage from a hypothetical US optical-module ban, while Macquarie raised Biren Technology's target price 4.5x on new GPU wins and rising domestic chip ASPs.
Frontier 编辑部来源: Pandaily