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6G概念股合計權重高達70%。尤其是在25G及以上規格，英偉達將舉辦GTC2024大會，英偉達下一代Blackwell GPU架構及最新的B100芯片有望發布，可能會帶動算力板塊的情緒。（文章來源：每日經濟新聞）工業富聯漲超8%，5GETF（515050）盤中漲超2.5%，存在較大的國產替代空間。中國在光模塊封裝能力上全球領先，新易 |
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