EPISODE · Jul 6, 2026 · 9 MIN
Meta：扎克伯格一招，终结 AI 超级牛市，一夜蒸发万亿市值！
from AI解研说
AI 市场迎来史诗级拐点！Meta 官宣对外出售闲置 AI 算力，直接引爆全球 AI 基建板块踩踏，英伟达、美光、AMD 全线暴跌，整个 AI 赛道一夜蒸发万亿市值！过去两年，AI 牛市靠 “算力永远稀缺” 的信仰支撑，囤 GPU、堆产能就能推高估值。而扎克伯格打破行业规则，开放冗余算力共享，彻底动摇 AI 产业底层逻辑。AI 赛道正式告别短缺炒作时代，从拼囤货、拼资本开支，迈入拼效率、拼利用率的全新周期！本期拆解改写 AI 行业格局的关键一战！
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Meta：扎克伯格一招，终结 AI 超级牛市，一夜蒸发万亿市值！
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