沾上AI就暴涨,这届概念股到底有多猛?

36氪Pro
Oct 28, 2025

自ChatGPT出现以来,全球AI热潮席卷资本市场。中国市场逐步形成“硬件先行、算力跟进、自主可控”三大AI投资主线。 主线1:硬件先行,聚焦“卖铲人”2023年,海外大模型加速迭代推动算力需求爆发,英伟达AI芯片供不应求。市场迅速聚焦其本土供应链,中际旭创、胜宏科技、麦格米特等供应链龙头作为高确定性“卖铲人”,股价率先启动,并催生首轮AI行情。以光模块龙头中际旭创为例,其股价在2023年涨超...

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