EPISODE · Aug 1, 2026 · 7 MIN
2026年8月1日科技财经热点
from 每日财经科技
全球科技巨头财报上演冰火两重天！亚马逊凭借AI云业务股价暴涨，创下十多年最大单日涨幅；另一边，苹果却因存储芯片成本压力等因素，单日蒸发超3500亿美元市值。这背后释放了一个关键信号：市场不再为AI故事买单，而是疯狂追逐能见到真金白银的算力变现企业。从AI必备的液冷散热、光互联CPO，到高端存储HBM的持续紧缺，一场围绕算力基础设施的新竞赛已然打响。当概念退潮，谁在裸泳？谁又能抓住这轮长达数年的算力紧缺周期？00:02:03:AI算力供应链竞争持续深化，散热光互联成为算力集群升级刚需！00:04:04:AI监管规则全球统一趋势，欧盟新版人工智能法透明度条款影响深远00:06:05:科技巨头财报爆呈现严重分化，液冷CPO成为智算中心标配技术
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2026年8月1日科技财经热点
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