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特朗普受够了

现”迈向“价值重估”。三重逻辑支撑板块继续向上:  一是AI闭环已经清晰。从模型训练、资本开支到应用落地,产业进展全面超预期;二是增量资金偏好明确。高景气、高弹性的算力硬件,是资金首选;三是技术迭代构建壁垒。龙头企业的先发优势,正在转化为定价权和估值空间。  中信建投也强调,AI用户渗透率仍低,大模型发展处于早中期,算力投资“方兴未艾”。这是一个板块性机会,产业链公司普遍受益。  再看指数表现,截

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