AI革命下的“失败者名单”:投行 Wedbush预警,这些巨头正被时代抛弃

智通财经网
Dec 08, 2025

智通财经APP注意到,人工智能正在彻底改变各个行业的支出方式,使英伟达(NVDA.US)、AMD(AMD.US)等公司受益。但在一部分公司成为赢家的同时,投行 Wedbush Securities 也列出了一份可能受到人工智能负面冲击的公司名单。在半导体和 PC 领域,Wedbush 认为“飙升的计算机内存需求”正在挤压与传统 PC 和手机领域相关的公司,对英特尔(INTC.US)、惠普(HPQ....

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