人工智能投资进入新阶段:聚焦科技“铁镐与铁锹”概念股

商业周刊
Jan 09

人工智能投资行情正在发生转变,随着大型云服务提供商投入数十亿美元建设新数据中心,寻求前沿投资方式的投资者争相抢购科技领域的“铁镐与铁锨”概念股。2025年,数据存储企业在标准普尔500指数中占据主要地位,闪迪公司(Sandisk Corp.)股价飙升近580%,使其成为该基准指数表现最佳的个股,西部数据公司(Western Digital Corp.)位居第二,希捷科技控股公司(Seagate ...

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