投资者聚焦AI赢家 美光科技等盈利股受青睐

DoNews
Nov 18, 2025

尽管大量资金仍在涌入人工智能基础设施建设领域,但在经历前期的AI交易狂热后,投资者们正变得越来越挑剔,不再盲目追逐AI风口进行广撒网式投资,而是将核心关注点放在:谁将成为最终的受益者。一边是像CoreWeave Inc.这样的公司,这家AI云计算服务商亏损严重,负债累累。该公司股价上周暴跌26%,创下今年早些时候上市以来的最差单周表现,此前一周下跌22%。本周一,该股进一步下跌2.6%。不过,自3...

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