此前投资者一度担忧A_老虎社区_美港股上老虎

猛兽财经网
07-31

此前投资者一度担忧AI投资回报周期过长、资本开支过高以及大型科技公司盈利承压，导致AI概念股连续遭遇抛售。

但微软的最新财报再次证明，AI投资周期远未结束。从GPU、HBM存储、半导体设备，到数据中心建设、电力设备以及能源供应，AI产业链各环节仍有望持续受益，这也成为周四AI概念股全线反攻的核心逻辑。

$美光科技(MU)$ $微软(MSFT)$ $英伟达(NVDA)$

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