EPISODE · Jun 15, 2026 · 5 MIN
2026-06-15：大模型软件大乱战与硬件提价潮的背离：算力定价权正向“铲子股”发生不可逆转移
from 深度市场: A股
大模型服务一边降价近半，底层算力却反手涨价最高五成：AI产业链的利润，到底被谁重新分走了？指数调仓带来被动资金洪流，铜陵有色、香农芯创谁更值得盯？而四连板的和远气体，究竟是新故事，还是高位博弈的最后灯火？完整研报链接：https://deepmarket.report/zh/report/cn_stocks/2026-06-15
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2026-06-15：大模型软件大乱战与硬件提价潮的背离：算力定价权正向“铲子股”发生不可逆转移
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