2025年,AI依旧是全球资本市场最拥挤的赛道,但一个残酷的现实正在浮现:涨得最猛的方向,也往往是回撤最狠的地方。从云平台、服务器、GPU、定制芯片到算力核心,本轮AI行情的“主角们”,在冲上历史高点后,纷纷遭遇不同程度的深度回调。以下是我们整理出的2025从高点回撤TOP 10的AI核心股:1. “基建狂魔”集体降温在这份榜单中,CoreWeave(CRWV)与甲骨文(ORCL)成为AI基建赛道...
Source Link2025年,AI依旧是全球资本市场最拥挤的赛道,但一个残酷的现实正在浮现:涨得最猛的方向,也往往是回撤最狠的地方。从云平台、服务器、GPU、定制芯片到算力核心,本轮AI行情的“主角们”,在冲上历史高点后,纷纷遭遇不同程度的深度回调。以下是我们整理出的2025从高点回撤TOP 10的AI核心股:1. “基建狂魔”集体降温在这份榜单中,CoreWeave(CRWV)与甲骨文(ORCL)成为AI基建赛道...
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