美股AI投资进入“下半场”：市场波动打破“盲买也赚”模式，机构寻找内存与基建的“二阶赢家”_老虎社区_美港股上老虎

美股AI投资进入“下半场”：市场波动打破“盲买也赚”模式，机构寻找内存与基建的“二阶赢家”

智通财经01-14

过去一年，人工智能基础设施一直是美股的稳健投资标的，标普500指数中许多2025年表现最佳的股票都属于这一类别。但随着一些原本被视为赢家的股票开始下跌，这一领域的波动性也随之增加。上周，英伟达(NVDA.US)首席执行官黄仁勋表示，新一代AI芯片Rubin的机架可以单纯液冷散热，无需依赖冷水机组(water chiller)。包括特灵科技(Trane)和江森自控(Johnson Controls)...

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