希捷科技、西部数据领涨美股!AI外溢还是泡沫迹象?

华尔街见闻
Sep 22, 2025

今年,传统硬件公司股价飙升,希捷科技涨156%领涨标普500,西部数据涨137%排第三,美光科技涨93%位列第五。这些存储设备制造商受益于大型科技公司在AI基础设施建设方面的巨额投资。华尔街对此现象存在分歧:多头认为体现AI计算需求的外溢效应,空头则警告这是股市泡沫迹象。在AI浪潮席卷全球的当下,那些曾被忽视的传统硬件公司,正以惊人的涨幅成为美股市场最闪耀的明星,但这究竟是AI基础设施建设的“外溢...

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