2026-05-29：AI硬件扩张主导市场叙事：Dell AI服务器增长757%，压过PCE 3.8%的滞胀冲击

当PCE冲到三点八、GDP降到一点六，市场本该担心滞胀，可标普500却再创新高。真正的主角不是宏观数据，而是戴尔AI服务器收入暴增757%、积压订单突破513亿美元。AI硬件超级周期是刚到高潮，还是最后的烟花？Snowflake、UMAC、比特币又给出了完全不同的信号。本期带你拆开这场反常识行情。完整研报链接：https://deepmarket.report/zh/report/us_stocks/2026-05-29

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2026-05-29：AI硬件扩张主导市场叙事：Dell AI服务器增长757%，压过PCE 3.8%的滞胀冲击

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