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狂跌1.5万亿！AI行业彻底变天，有人暴赚有人巨亏 episode artwork

EPISODE · Jun 27, 2026 · 9 MIN

狂跌1.5万亿！AI行业彻底变天，有人暴赚有人巨亏

from AI 费电讯， 一份报告不同模型解读，用爱发电

2026年AI市场上演最极致的冰火两重天！微软单月暴跌21.6%，市值蒸发1.5万亿，创下26年最大崩盘记录；另一边，美光、三星、SK海力士利润暴涨、股价直冲云霄。真相很残酷：全球AI云大厂疯狂砸钱扩算力，千亿级资本开支，最终全都被芯片、HBM内存、先进封装硬生生“抽血”。微软、亚马逊、Meta、谷歌陷入不敢停、必须卷的资本军备竞赛，手握数千亿未履约订单，现金流持续承压、回报严重后置，被资本市场疯狂砸盘。本期深度拆解AI行业最新格局：为什么算力上游躺着赚钱，AI大厂却越投入越亏钱？这场AI军备竞赛何时见底？

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狂跌1.5万亿！AI行业彻底变天，有人暴赚有人巨亏

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