市场异动、AI板块回调究竟是买入良机还是风险信号

2025-12-24

伯恩斯坦分析师Stacy Rasgon指出，AI正驱动半导体超级周期，高带宽内存需求激增致供应短缺至2026年。云巨头资本开支强劲，自由现金流支撑明确。甲骨文高杠杆模式属特例，不代行业趋势。市场回调属情绪波动，Nvidia等龙头基本面稳固，AI需求未减。

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