来源:市场资讯
(来源:华夏基金财富家)
不少观点认为,这轮上行不再是库存周期的反弹式上涨,而是AI引发的需求质变,让这个“标准化大宗商品”升级成为算力战略资源,形成了罕见的全产业链缺货的格局。
如何把握这轮“超级周期”?↓
![]()
特别声明:以上内容(如有图片或视频亦包括在内)为自媒体平台“网易号”用户上传并发布,本平台仅提供信息存储服务。
Notice: The content above (including the pictures and videos if any) is uploaded and posted by a user of NetEase Hao, which is a social media platform and only provides information storage services.