美国大选结果落定，关_老虎社区_美港股上老虎

短线小浪花
2024-11-07

美国大选结果落定，关税严重影响硬件和半导体公司的担忧重启，不过从中期来看，企业对AI基础设施的需求和支出会持续增强，元件供应受限反倒有可能支撑AI基础设施和AI终端产品的定价，像联想这样的基础设施供应商股价会不会涨一波？
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陈巧燕
·2024-11-07
AI是超级产业，外部施压会让AI企业加大科技研发的投入，提升在全球产业链中的地位
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