投资人观点追踪｜硬件紧缺开始分化：存储、交付与利率压力

from 投研随身听 · host 慢研播客

今天的新增观点，把人工智能硬件紧缺拆成了更具体的受益条件：Herman Jin 首次明确排列存储品类强弱，并补充光铜共存的架构边界；P Equity Research 转述三星交付能力改善的线索；Serenity 将潜在瓶颈延伸到测试接口。与此同时，qinbafrank 在通胀数据公布后强化短期宏观压力判断。后续验证集中在存储价格与利润率、公司交付和订单，以及核心通胀与长端利率。

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投资人观点追踪｜硬件紧缺开始分化：存储、交付与利率压力

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