https://www.neican.ai/tags/%E6%95%B0%E6%8D%AE%E4%B8%AD%E5%BF%83%E4%BC%B0%E5%80%BC/ Recent content in 数据中心估值 on AI内参 Hugo zh-cn Mon, 03 Aug 2026 18:10:03 +0800 https://www.neican.ai/insights/article-20260803181003438-3/ Mon, 03 Aug 2026 18:10:03 +0800 https://www.neican.ai/insights/article-20260803181003438-3/ 本报告深度剖析了AI市场回调的本质，指出算力供需失衡已从芯片短缺演变为电力瓶颈，电力接入权成为决定未来商业版图的核心资产。建议投资者从“信仰驱动”的算力硬件转向“电力驱动”的实体基础设施布局。