东方港湾董事长但斌:“AI泡沫论”是噪音 坚定看好AI产业链

新华财经
Dec 21, 2025

新华财经上海12月21日电(林郑宏) 12月20日-21日,2025雪球嘉年华在上海举行。东方港湾董事长董事长但斌在现场接受新华财经采访时表示,“AI泡沫论”是噪音,仍坚定看好英伟达以及A股的AI产业链。但斌认为,虽然谷歌TPU可能会对英伟达带来挑战,但是要看到目前整个AI芯片仍处于明显的供不应求状态。“台积电的订单排满,代工产能被英伟达和谷歌等几个巨头瓜分,行业需求非常旺盛。”而对于下游应用变现...

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