一图看懂AI产业链哪些环节在涨价：算力、存储、大模型…..._老虎社区_美港股上老虎

一图看懂AI产业链哪些环节在涨价：算力、存储、大模型…...

中金财经03-19

开源证券判断，AI应用普及与OpenClaw框架或引爆推理需求，叠加英伟达产能受限、硬件成本上行及国产替代缺口，驱动市场进入“卖方市场”，涨价或将持续。而处于“涨价中心”的存储，更是被机构指出，涨价行情具备持续性。

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