一张选票，撼动了美股整条AI产业链。当地时间11月5日，美股科技股遭遇抛售潮，过去几年涨得最猛的AI产业链企业集体重挫——AMD跌17%、英伟达跌9%，存储板块跌幅更重，铜矿股也被卷入。而这些都来源于，民主党夺回国会两院控制权后，投资者对数据中心建设放缓的担忧。 不过，在智参智库特聘专家袁博看来，这并不意味着AI需求消失，而是AI增量建设可能被政策压制而呈现阶段性抑制。“中期选举之后，伴随着依然...
Source Link一张选票，撼动了美股整条AI产业链。当地时间11月5日，美股科技股遭遇抛售潮，过去几年涨得最猛的AI产业链企业集体重挫——AMD跌17%、英伟达跌9%，存储板块跌幅更重，铜矿股也被卷入。而这些都来源于，民主党夺回国会两院控制权后，投资者对数据中心建设放缓的担忧。 不过，在智参智库特聘专家袁博看来，这并不意味着AI需求消失，而是AI增量建设可能被政策压制而呈现阶段性抑制。“中期选举之后，伴随着依然...
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