AI趋势 | Plurimi CIO看好AI供应链股票
2026-06-18 08:05:13
Plurimi Wealth首席投资官Patrick Armstrong称，看好人工智能供应链相关股票，包括Micron、三星和英伟达。据 Bloomberg 报道，他表示对“科技七巨头”中的超大规模云厂商持低配，称其未来12个月将在AI数据中心投入1万亿美元，并称其持有这些支出的受益方。
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