2026-05-20：算力扩张瓶颈转向电力与内存：华尔街聚焦 Nvidia，聪明资金押注 AI 约束环节

Nvidia 财报前，市场押注的不是一次普通波动，而是可能高达三千五百亿美元的单日市值摆动。但真正的机会，或许不在 GPU 本身，而在电力如何送进芯片、内存如何被罢工抽紧、以及谁能用零利率拿到资金。AI 交易的主线，正在悄悄换人。完整研报链接：https://deepmarket.report/zh/report/us_stocks/2026-05-20

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2026-05-20：算力扩张瓶颈转向电力与内存：华尔街聚焦 Nvidia，聪明资金押注 AI 约束环节

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