NS3AI称，AI基础设施需求带动美光科技（Micron）同比上涨约700%，闪迪（Sandisk）同比上涨逾4000%，随后两者均从高位回落。
该报道将上述走势与贵金属、Strategy及比特币作对比，认为长期趋势仍可能面临周期性估值回撤风险。
AI基建需求推升美光与闪迪后回落
2026-07-13 09:48:33
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