美国大选结果落定，关_老虎社区_美港股上老虎

美国大选结果落定，关税严重影响硬件和半导体公司的担忧重启，不过从中期来看，企业对AI基础设施的需求和支出会持续增强，元件供应受限反倒有可能支撑AI基础设施和AI终端产品的定价，像联想这样的基础设施供应商股价会不会涨一波？
$联想集团(00992)$

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

陈巧燕
11-07
陈巧燕
AI是超级产业，外部施压会让AI企业加大科技研发的投入，提升在全球产业链中的地位

发表看法

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":368281972789272,"tweetId":"368281972789272","gmtCreate":1730942308851,"gmtModify":1730943272680,"author":{"id":4187763435957480,"idStr":"4187763435957480","authorId":4187763435957480,"authorIdStr":"4187763435957480","name":"短线小浪花","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":0,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"html":"<html><head></head><body>美国大选结果落定，关税严重影响硬件和半导体公司的担忧重启，不过从中期来看，企业对AI基础设施的需求和支出会持续增强，元件供应受限反倒有可能支撑AI基础设施和AI终端产品的定价，像联想这样的基础设施供应商股价会不会涨一波？\n <a href=\"https://laohu8.com/S/00992\">$联想集团(00992)$</a></body></html>","htmlText":"<html><head></head><body>美国大选结果落定，关税严重影响硬件和半导体公司的担忧重启，不过从中期来看，企业对AI基础设施的需求和支出会持续增强，元件供应受限反倒有可能支撑AI基础设施和AI终端产品的定价，像联想这样的基础设施供应商股价会不会涨一波？\n <a href=\"https://laohu8.com/S/00992\">$联想集团(00992)$</a></body></html>","text":"美国大选结果落定，关税严重影响硬件和半导体公司的担忧重启，不过从中期来看，企业对AI基础设施的需求和支出会持续增强，元件供应受限反倒有可能支撑AI基础设施和AI终端产品的定价，像联想这样的基础设施供应商股价会不会涨一波？ $联想集团(00992)$","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/368281972789272","repostId":0,"isVote":1,"tweetType":1,"viewCount":390,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["00992","LNVGY"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":225,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":368278610145688,"commentId":"368278610145688","gmtCreate":1730943380708,"gmtModify":1730943931365,"authorId":4187763240957200,"author":{"id":4187763240957200,"idStr":"4187763240957200","authorId":4187763240957200,"name":"陈巧燕","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":368281972789272,"objectIdStr":"368281972789272","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"AI是超级产业，外部施压会让AI企业加大科技研发的投入，提升在全球产业链中的地位 ","text":"AI是超级产业，外部施压会让AI企业加大科技研发的投入，提升在全球产业链中的地位 ","html":"AI是超级产业，外部施压会让AI企业加大科技研发的投入，提升在全球产业链中的地位 ","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/368281972789272"}