AI硬件板块一度遭遇重挫。午后，光通信板块震荡回升；②博通CEO陈福阳表示，融资可能成为AI扩张面临的更大障碍，其影响甚至可能超过半导体、存储芯片或电力的短缺；③华西证券认为，产业层面虽无重磅的新共识形成，但AI的产业趋势和景气度仍较为坚实。《科创板 ...
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