基于 Coherenr 专家访谈估算 COHR 业绩
基于 Coherenr 专家访谈，文章估算 COHR 可插拔光模块业绩：800G 与 1.6T 产品合计销售额预计从 2025 年的 41.9 亿美元增至 2026E 的 62.6 亿美元。文中还引用观点称，Cohr 经营效率低于 Lite，但基本面并不差。
#英伟达
X（推特）上的财经、科技与宏观账号
X·宏观AI 评分4545 X·财经博主AI 评分4444 亚马逊据《金融时报》正探索约80亿美元英伟达芯片售后回租方案
亚马逊正探索对英伟达芯片进行约80亿美元的售后回租，以已安装硬件融资，同时保留算力。亚马逊还拟向投资者提供该融资载体最高10%的股权，并借此拓展公司债以外的融资渠道。
X·财经博主AI 评分2121 Reason people aren’t controlling the full stack is the capital intensity
Reason people aren’t controlling the full stack is the capital intensity Hypers will and can underwire the power, shells, chips, etc Others like neos and managed inference provides can barely execute the IT before trying to move upstream This is a capital problem vs lack of 引用 @kellyjgreer：lot
X·财经博主AI 评分3232 Brother, what will your ARR do
Brother, what will your ARR do That answers your capex question 引用 @firesidealpha：Anthropic's Sholto Douglas says AI capex could rise from $1 trillion this year to $4 trillion in 2028 and begin doubling humanity’s GDP by the early 2030s “Over the course of the last four or five years, we’ve been
X·财经博主AI 评分99 You literally could open this app and see 100 of these
You literally could open this app and see 100 of these “The market is asleep at the wheel. I’ve found the next HUGE AI bottleneck. Follow me for more posts like this” *stock up 5,000% in the last 6 months already* **half the time it was literally just pitching nvidia again** 引用 @ParadisLabs：I'm p
X·宏观AI 评分2222 So the AK capital growth loop is the thing that makes this work. However it ignores physics limits…
So the AK capital growth loop is the thing that makes this work. However it ignores physics limits on energy and materials and Baumols Cost disease. But perhaps most importantly it ignores the sources and constraints on capital due to cash flow timing deficits Minsky squeeze 引用 @firesidealpha：
X·科技公司AI 评分3333 A speech model can support Arabic and still struggle with local dialects.
A speech model can support Arabic and still struggle with local dialects. Fine-tuning NVIDIA Nemotron 3.5 ASR cut word error rate on Najdi and Hijazi Saudi Arabic from 55% to 30%. Check out our new tutorial and learn how to adapt it for other dialects and languages: https://t.co/a7YcQ08YEs
X·科技公司AI 评分1313 Thank you to The Korea Society for honoring with the 2026 Van Fleet Award and celebrating the…
Thank you to The Korea Society for honoring @JensenHuang with the 2026 Van Fleet Award and celebrating the U.S.–Korea partnership. We’ve worked with Korea for more than 25 years, and we’re proud of what we’ve built together. Looking forward to what comes next. 引用 @koreasociety：The Korea Society th
X·科技公司AI 评分3333 Huge thank you to everyone who downloaded Nemotron 3 Diarization and helped it trend on ! And we…
Huge thank you to everyone who downloaded Nemotron 3 Diarization and helped it trend on @huggingface! And we appreciate all the comments. @sabbassi_11 answered a few of your questions: https://t.co/7T2tDwhupl 引用 @NVIDIAAI：When several people talk at once, a transcript can get messy fast. Our new
X·财经博主AI 评分1717 三只股票 $MU：评分86：RSI14 59.3且MACD柱8.115金叉，支撑902.6压力1108.72，目标价上调至1596.52美元为重要加分。
三只股票 $MU：评分86：RSI14 59.3且MACD柱8.115金叉，支撑902.6压力1108.72，目标价上调至1596.52美元为重要加分。 $ORCL：评分78：RSI14 48.3且MACD柱-1.738死叉，支撑131.58压力170.7，内部人买入3483750美元与云订单积压支撑。 $AMZN：评分74：RSI14
X·财经博主AI 评分3838 隐性利好 2.1 产品提价与缺货供给紧张： $MU（美光）存储短缺持续且Q4展望有利，来源 Seeking Alpha 10-01。 $VRT（维谛）AI订单积压增长，来源 Simply Wall…
隐性利好 2.1 产品提价与缺货供给紧张： $MU（美光）存储短缺持续且Q4展望有利，来源 Seeking Alpha 10-01。 $VRT（维谛）AI订单积压增长，来源 Simply Wall Street 10-02。 $ORCL（甲骨文）云订单积压膨胀，来源 Kalkine Media 10-01。 $DELL（戴尔）加入日本150亿美元AI数据中心项目，来源 Simply