人工智能投资主题正在发生转移。随着大型云服务提供商向新数据中心投入数十亿美元,投资者正在抢购技术基础设施领域的"卖铲人"股票,而非此前主导市场的芯片巨头。这一轮AI交易的受益者已从英伟达等明星公司扩散至数据存储、电力供应、建筑承包等更广泛的产业链环节。据统计数据显示,数据存储公司在2025年主导了标普500指数涨幅榜。闪迪股价飙升近580%,成为该基准指数表现最佳的股票,西部数据公司位列第二,...
Source Link人工智能投资主题正在发生转移。随着大型云服务提供商向新数据中心投入数十亿美元,投资者正在抢购技术基础设施领域的"卖铲人"股票,而非此前主导市场的芯片巨头。这一轮AI交易的受益者已从英伟达等明星公司扩散至数据存储、电力供应、建筑承包等更广泛的产业链环节。据统计数据显示,数据存储公司在2025年主导了标普500指数涨幅榜。闪迪股价飙升近580%,成为该基准指数表现最佳的股票,西部数据公司位列第二,...
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