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2025年回顾｜AI浪潮下存储“超级周期”来袭！SanDisk年内飙升577%成最大赢家

老虎资讯综合
Jan 01

1月1日，人工智能投资主题正在发生转移，随着大型云服务供应商向新数据中心投入数十亿美元，投资者正在抢购技术基础设施领域的“卖铲人”股票，而非此前主导市场的芯片巨头。这一轮AI交易的受益者已从英伟达等明星公司扩散至数据存储、电力供应、光通讯等更广泛的产业链环节。

2025年随着AI数据中心对存储芯片需求激增，行业迎来超级周期。在此背景下，闪存龙头SanDisk以577%的涨幅登顶2025年度牛股榜首；与此同时，存储概念西部数据年内涨近284%，美光科技年内涨超240%，希捷科技年内涨超225%。

电力是制约AI数据中心建设的另一大瓶颈，相关概念股被资金爆炒，燃料电池龙头Bloom Energy年内飙升291.22%；为应对AI算力需求激增与地面电力瓶颈，美国科技巨头集体转向“太空数据中心”构想，太空概念股回声星通信、AST SpaceMobile 年内表现亮眼，分别录得374.67%、244.22%的涨幅。受益于算力集群对光互连的需求，光通信龙头Lumentum年内涨超339%。

此外，在地缘政治不确定性及全球财政宽松担忧推动下，黄金股今年的表现也不容忽视，AngloGold Ashanti与金田分别录得287%、240%的涨幅。

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