2025 年以来,AI 依然是美股最重要的投资主线之一,但如果进一步拆解,会发现 AI 内部已经出现了明显分化。从年初至今(YTD)的涨跌幅来看,核心算力板块与网络及光模块板块在表现和资金偏好上呈现出截然不同的特征。一、核心算力板块:趋势仍在,但进入高位消化阶段核心算力板块主要涵盖 GPU、CPU、芯片设计及关键半导体设备,是 AI 的底层基础。从个股表现看,AMD 年内涨幅接近 80%,成为算力...
Source Link2025 年以来,AI 依然是美股最重要的投资主线之一,但如果进一步拆解,会发现 AI 内部已经出现了明显分化。从年初至今(YTD)的涨跌幅来看,核心算力板块与网络及光模块板块在表现和资金偏好上呈现出截然不同的特征。一、核心算力板块:趋势仍在,但进入高位消化阶段核心算力板块主要涵盖 GPU、CPU、芯片设计及关键半导体设备,是 AI 的底层基础。从个股表现看,AMD 年内涨幅接近 80%,成为算力...
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