投资人观点追踪｜扩散继续，验证门槛上升

from 投研随身听 · host 慢研播客

今天的共同变化是，人工智能交易从少数芯片龙头进一步扩展到规则资金、园区、电力、封装和外围元件。主要分歧在于扩散由基本面还是流动性驱动，以及供应约束能持续多久；后续要用公开合同、订单、利润、现金流和宏观数据验证。

Episode metadata supplied by the publisher feed · Published Aug 18, 2026

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投资人观点追踪｜扩散继续，验证门槛上升

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