摩根大通表示，AI芯片相关股票可能难以持续跑赢超大规模云服务提供商。
据 NS3 报道，该行称，若云服务提供商的AI变现能力改善，可能有助于其追赶表现。
摩根大通还指出，资本开支放缓仍是半导体股票面临的关键风险。
摩根大通：AI芯片股或难持续跑赢云巨头
2026-07-02 11:47:53
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