范式转变还是泡沫：AI芯片与比特币显示强趋势仍可能出现剧烈回撤
2026-07-13 09:45:54
AI基础设施热潮一度将存储芯片公司估值推高后又快速回落。据CoinDesk报道，亚马逊（Amazon）和谷歌（Google）等超大规模云厂商加码数据中心，带动高带宽内存与NAND需求；美光科技（Micron Technology）同比上涨约700%、闪迪（Sandisk）涨逾4000%后均自高位回撤。报道还称，SK海力士（SK Hynix）在美上市融资265亿美元后波动加剧，亚洲时段一度跌15%；贵金属与Strategy（MSTR）亦出现类似反转，Strategy较峰值回落约80%，溢价收敛至接近净资产价值。
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