投资人观点追踪｜稀缺正在接受单位经济检验

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当天观点的共同变化，是把 AI 基础设施研究从笼统的需求旺盛，推进到单位经济、供给约束和兑现路径。存储涨价被视为 token 降本的潜在阻力，磷化铟激光器短缺获得供应商公开表述的增强验证；主要分歧在于紧缺能否持续、能否落实到具体公司，以及联储信息供给减少是否会抬升利率风险溢价。

Episode metadata supplied by the publisher feed · Published Aug 2, 2026

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投资人观点追踪｜稀缺正在接受单位经济检验

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