2026-06-16：AI内存墙显现：西部数据14%逼空与SpaceX 600亿美元收购Cursor，推动叙事从算力转向容量

当市场还在盯着 GPU，真正的 AI 瓶颈却悄悄换了位置：硬盘库存只剩一到两周，西部数据一天暴涨十四个点，美光也冲上新高。与此同时，SpaceX 用六百亿美元买下 Cursor，Meta 用一百四十亿美元重建 AI 技术栈。AI 战争的胜负，可能不再取决于谁算得更快，而是谁掌握数据、入口和存储容量。完整研报链接：https://deepmarket.report/zh/report/us_stocks/2026-06-16

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2026-06-16：AI内存墙显现：西部数据14%逼空与SpaceX 600亿美元收购Cursor，推动叙事从算力转向容量

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