2026-04-20：DeepSeek V4的百亿美元局与暴涨650%的国产光纤：AI算力正在发生底层的“国产闭环”

DeepSeek V4的换芯计划，为什么会让国产光纤价格暴涨六倍多？A股站上四千点，真正的主线却可能不在指数，而在一条正在闭合的国产算力链里。但最反直觉的是，产业逻辑越强，短线越不能无脑追。本期拆解光模块、液冷、券商并购与外资回流背后的隐藏信号：https://deepmarket.report/zh/report/cn_stocks/2026-04-20

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2026-04-20：DeepSeek V4的百亿美元局与暴涨650%的国产光纤：AI算力正在发生底层的“国产闭环”

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