对储存芯片的需求正推高各类价格。AI提高生产力的前景能否及时显现以抑制这波通胀？
美光科技强劲业绩让AI怀疑论者噤声
美光科技的业绩轻松击败分析师预期，发布的收入和利润展望也高于华尔街预测。该股在盘后交易中大涨，推动纳斯达克指数期指走高。
迈克尔·伯里做空热门存储芯片股美光科技
《大空头》原型人物迈克尔·伯里数月来一直在做空AI股票。本周早些时候，伯里做空了特斯拉、卡特彼勒、应用材料以及iShares半导体ETF。
AI数据中心耗水量远超多数科技巨头报告的数据
微软、谷歌和亚马逊等公司的AI数据中心用水量预计将迅速增加，而间接用水量往往未被报告。
芝加哥错过了科技热潮，量子计算为其带来第二次机会
伊利诺伊州正押注一项前景光明但商业上未经证实的技术——量子计算。伊利诺伊量子与微电子园区将成为全球最大的量子计算基地之一。
How long will AI mania last?
The AI industry is hoovering up capital and transforming financial markets in the process. Mammoth listings from SpaceX, Anthropic and OpenAI could add as much as $4trn to the value of America’s listed firms by the end of the year. Existing AI stocks have already powered an enormous stock-market boom and the industry is issuing increasing amounts of debt. The euphoria is probably pushing up interest rates, too.But it remains unclear exactly how much and how quickly AI will transform the economy—and who will win and lose when it does. Financial risks are building as investors make huge bets on an uncertain future. If the technology realises its potential, will those bets pay off? If it doesn’t, what would the fallout look like? Henry Curr, Mike Bird and Josh Roberts, three of The Economist’s economics and markets experts, take stock of tech stocks and consider what could go wrong.
Google Investing in ‘Backrooms’ Studio A24
Search giant is putting about $75 million into the film company as part of an artificial-intelligence research partnership
AI将亚洲市场分化为赢家和输家，但这种格局恐难持久
韩国、台湾和日本成为上半年亚洲表现最好的三大市场。而香港恒生科技指数在前六个月累计重挫19%，原因是投资者纷纷从中国互联网股票中撤资。
The $13 Billion AI Startup Betting on Cheaper Alternatives to OpenAI, Anthropic
Baseten, part of a growing Silicon Valley ecosystem offering services to enable low-cost AI models, is raising $1.5 billion in a new round
Donald Trump’s AI regime is opaque, unpredictable—and unsustainable
America’s government has begun restricting access to advanced AI models from OpenAI and Anthropic, marking a shift from libertarian to interventionist policy. | Business
《大空头》原型伯里加码做空AI，称“终结已开始”
伯里宣布了最新的看跌押注，其中包括特斯拉、卡特彼勒、半导体制造商应用材料以及一只追踪芯片制造商的ETF。
高通是难得的AI芯片价值股
《华尔街日报》2026 年 6 月 17 日文章剪藏：高通的估值折价，与手机业务风险、汽车及数据中心业务转型之间的关系。含 AI 总结与原文正文。