一、新一轮涨价潮来袭!市场集体“喊涨”如果把A股比作一个热闹的菜市场,那现在这个菜市场正上演“集体涨价”的大戏:AI算力爆发带飞上游材料,化工品成本+需求双驱动涨价,金属因避险和工业需求共振上涨。这波涨价潮不是单点爆发,而是AI、化工、金属三大赛道的集体狂欢,提前卡位的A股公司直接站在了“供需共振”的风口上。二、AI相关:算力爆发带飞上游材料AI就像一个“超级吃货”,需要大量上游材料来填饱肚子。...
Source Link一、新一轮涨价潮来袭!市场集体“喊涨”如果把A股比作一个热闹的菜市场,那现在这个菜市场正上演“集体涨价”的大戏:AI算力爆发带飞上游材料,化工品成本+需求双驱动涨价,金属因避险和工业需求共振上涨。这波涨价潮不是单点爆发,而是AI、化工、金属三大赛道的集体狂欢,提前卡位的A股公司直接站在了“供需共振”的风口上。二、AI相关:算力爆发带飞上游材料AI就像一个“超级吃货”,需要大量上游材料来填饱肚子。...
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