内存或涨70%，ai硬件通胀来袭，pc该等还是买？ 海上风电急停与觊觎格陵兰，华府转向将如何改写资产定价？
Synopsis
隔夜市场2026-01-09 | Episode 160 本期关键词：AI硬件通胀，DRAM涨价70%，HBM，PC缺货，特朗普能源政策转向，海上风电 ...
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