从“易中天”到英伟达,AI套现潮来袭

36氪财经
Oct 15, 2025

编辑|张帆封面来源|IC photo中国一场声势浩大的股东“套现潮”正在席卷全球AI产业链。近期,从上游的芯片巨头到中游的光模块龙头,再到云计算新贵,AI核心玩家内部密集的减持行为,引发了市场的高度警觉。值得玩味的是,这场减持潮背后,核心玩家的股价已经经历了近3年的脉冲式上涨,估值普遍处于历史高位。而在此时选择集体“落袋为安”,不禁让市场疑惑;这场声势浩大的“AI套现潮”究竟是股东们基于计划的合理...

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