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2026-06-18 网络 阅读(65)





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"description": "人工智慧 (AI) 基建热潮所引发的缺货问题,让相关公司股价拉出长红,不过一名避险基金巨星警告,这种所谓的「AI 瓶颈交易」(AI bottleneck trade) 正在退烧。 「AI 瓶颈交易」指的是参与 AI 建设重要环节的企业,例如 DRAM 等记忆体晶片制造商,在 Atreides Management 公司管理合伙人 Gavin Baker 看来,这场瓶颈交易已接近尾声。 他特别指出日本味之素 (Ajinomoto) 的决策做为佐证。味之素股价今年来大幅飙升,但该公司最近拒绝调涨一项",
"createdAt": "2026-06-17T15:00:07.000Z",
"author": "网络",
"pv": 56,
"pinyin": "AI",
"name": "科技",
"path": "/new/AI",
"tags": []
}
]
},
"_locals": {},
"cache": false
}