2026-05-27：存储周期性终结？Micron迈向1万亿美元里程碑，指向AI基础设施结构性范式，而非单纯现货市场挤压

Micron 突破一万亿美元，真的是存储周期的终点，还是一次过热的技术性冲高？当英伟达在暗池里出现卖盘，资金却悄悄流向冷却、电力和小盘股，AI 交易的主角可能正在换人。本期 DeepMarket 拆解一个反共识线索：AI 基础设施的瓶颈，或许已经从芯片转向热力学。完整研报链接：https://deepmarket.report/zh/report/us_stocks/2026-05-27

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2026-05-27：存储周期性终结？Micron迈向1万亿美元里程碑，指向AI基础设施结构性范式，而非单纯现货市场挤压

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