<h2>关键点</h2>
<ul>
<li>地缘政治使供应链变得更加昂贵和脆弱，尤其是对于氦等关键原材料，定价权转移到了供应商手中。</li>
<li>工业气体巨头如 Linde 和国内芯片企业如 GlobalFoundries 将从更本地化、韧性更强的供应链中受益。</li>
<li>我们更看好的 10 只股票 ›</li>
</ul>
<p>目前伊朗的停火局势脆弱，伊斯兰堡的谈判不确定，而伊朗议会发言人已经暗示 “战场上的新牌”。然而，这些都没有改变核心预测：人工智能超级周期依然存在，并且仍在展开。</p>
<p>正在改变的是，供应链并不免受地缘政治冲击的幻觉。这个假设在伊朗首次袭击卡塔尔拉斯拉凡设施和氦现货价格翻倍之间的某个时刻消亡。对于关注这些事件的投资者来说，当前的所有事件都是一个很好的买入机会。</p>
<p><em><strong>人工智能会创造出世界上第一个万亿富翁吗？</strong> 我们的团队刚刚发布了一份关于一家鲜为人知的公司报告，该公司被称为 “不可或缺的垄断”，提供 Nvidia 和 Intel 都需要的关键技术。<strong>继续 »</strong></em></p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-dXJsPWh0dHBzOi8vZy5mb29sY2RuLmNvbS9lZGl0b3JpYWwvaW1hZ2VzLzg2NjEwMS9nZXR0eWltYWdlcy0yMTUwODc4MTEyLmpwZwI2dz03MDA?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-dXJsPWh0dHBzOi8vZy5mb29sY2RuLmNvbS9lZGl0b3JpYWwvaW1hZ2VzLzg2NjEwMS9nZXR0eWltYWdlcy0yMTUwODc4MTEyLmpwZwI2dz03MDA"/></p>
<p>图片来源：Getty Images。</p>
<h2>超级周期为何能够生存</h2>
<p>人工智能交易展现出令人惊讶的韧性，甚至让其最大的支持者感到意外。自 3 月 30 日触底以来，<strong>iShares 半导体 ETF</strong> 上涨超过 30%。尽管冲突持续，七大巨头仍实现了两位数的增长，而 <strong>台积电</strong>（NYSE: TSM）在其财报电话会议上表示，预计不会出现立即的运营中断，称其已准备好安全库存和政府能源协议。摩根大通在 3 月的报告中得出结论，伊朗战争在目前代表着 “可控风险”，因为氦的半导体分配正在被优先考虑，行业有几个月的库存缓冲。</p>
<p>超级周期持续的更深层原因更为简单：对人工智能计算的需求不再是可选的。像 <strong>微软</strong>、<strong>Alphabet</strong> 和 <strong>亚马逊</strong> 这样的超大规模企业已经承诺投入数千亿用于数据中心建设，这些建设无法因商品冲击而暂停。战争造成摩擦，而不是取消。它在边际上提高了成本并压缩了时间表，但生成式人工智能的基本吸引力强于任何单一的供应中断。</p>
<p>它所做的是改变谁受益。这就是投资故事变得有趣的地方。</p>
<h2>新的赢家：工业气体和国内铸造厂</h2>
<p>如果氦现在被视为战略资产而非附带品，那么生产、储存和分配氦的公司就拥有了与六个月前不同的定价权。<strong>Linde</strong>（NASDAQ: LIN），全球最大的工业气体公司，已成为最显著的受益者。Linde 拥有显著的氦储存能力和成熟的供应网络，使其在供应受限、买家迫切的情况下拥有不成比例的杠杆。</p>
<p>半导体制造已经占全球氦使用量的四分之一——而这一比例在战争之前就已经在增长，伴随着人工智能芯片的建设。Linde 还有 100 亿美元的项目积压，其中三分之二与清洁能源合同相关，这意味着氦的意外之财是建立在长期结构性增长的业务之上的周期性红利。</p>
<p>在我看来，Linde 是表达人工智能建设将继续进行的一个更清晰的方式，但围绕它的供应链将永久性地变得更加昂贵。当芯片制造成本上升，氦供应短缺时，Linde 就能收取差价。</p>
<p><strong>Air Products and Chemicals</strong>（NYSE: APD）值得与之一起关注。Air Products 是少数几家拥有重要工业氦分配基础设施的公司之一，并且在区域短缺时能够重新定向供应。它在大多数关于伊朗战争的报道中讨论得较少，这有时是最好的迹象。</p>
<h2>重新回流贸易的新紧迫性</h2>
<p>一个永久性更复杂的全球芯片供应链的另一个结构性赢家是国内半导体制造。<strong>GlobalFoundries</strong>（NASDAQ: GFS）在 2025 年为现在看起来具有前瞻性的多亿美元美国制造扩张奠定了基础，该扩张以其位于纽约马尔塔的 Fab 8 校园和其佛蒙特州设施为中心，得到了 CHIPS 法案资金的支持，并与主要金融参与者建立了合作关系。</p>
<p>2026 年 2 月，GlobalFoundries 还宣布与 Renesas 达成了一项多亿美元的扩展战略合作，明确围绕 “安全、韧性供应链” 以及与 “美国优先事项加强国内半导体生产以保障经济和国家安全” 的一致性进行框架。</p>
<p>这些语言是在 “史诗般的愤怒行动” 之前写的，但读起来像是事后写的。位于纽约上州的美国工厂没有来自卡塔尔液化天然气的氦问题。它没有霍尔木兹海的航运路线问题。简而言之，它没有七天的液化天然气（LNG）储备问题。</p>
<p>这些是自 2 月 28 日以来无法忽视的决定性结构优势，现在每个科技行业的供应链经理都能看到。</p>
<h2>伊朗战争的影响将持续多年</h2>
<p>即使停火维持，伊斯兰堡的谈判产生一些实质性成果，伊朗战争也永久性地改变了科技行业对供应链集中度的看法。</p>
<p>全球三分之一的氦供应来自一个设施、一个国家，通过一条通往世界的航运路线。这不是因为签署和平协议而消失的脆弱性。</p>
<p>人工智能超级周期依然存在。支撑它的供应链刚刚进行了永久性的重新设计。那些早期识别到这一变化的投资者——在它完全体现在共识预期之前——将会回顾这一时刻，认为这是下一轮交易的起点。</p>
<h2>你现在应该购买格芯的股票吗？</h2>
<p>在你购买格芯的股票之前，请考虑以下几点：</p>
<p><em>Motley Fool Stock Advisor</em> 分析团队刚刚确定了他们认为的 <strong>10 只最佳股票</strong>，供投资者现在购买……而格芯并不在其中。这 10 只股票有可能在未来几年产生巨额回报。</p>
<p>考虑一下 <strong>Netflix</strong> 在 2004 年 12 月 17 日上榜时……如果你在我们推荐时投资了 1,000 美元，<strong>你现在将拥有 498,522 美元</strong>！* 或者 <strong>Nvidia</strong> 在 2005 年 4 月 15 日上榜时……如果你在我们推荐时投资了 1,000 美元，<strong>你现在将拥有 1,276,807 美元</strong>！*</p>
<p>现在值得注意的是，<em>Stock Advisor</em> 的总平均回报率为 983%——相比之下，标准普尔 500 指数的回报率为 200%，这是一种市场压倒性的超额收益。<strong>不要错过最新的前 10 名股票列表，<em>Stock Advisor</em> 提供，并加入一个由个人投资者为个人投资者建立的投资社区。</strong></p>
<p><strong>查看这 10 只股票 »</strong></p>
<p><em>*Stock Advisor 的回报截至 2026 年 4 月 26 日。</em></p>
<p><em>Micah Zimmerman 在提到的任何股票中没有持仓。Motley Fool 在 Alphabet、Amazon、GlobalFoundries、Microsoft、台湾半导体制造公司和 iShares Trust - iShares Semiconductor ETF 中持有头寸并推荐这些股票。Motley Fool 推荐 Linde。Motley Fool 有披露政策。</em></p>
<p>本文所表达的观点和意见仅代表作者的观点和意见，并不一定反映 Nasdaq, Inc. 的观点。</p>

格芯

<p>正在进行的伊朗战争使得氦等关键原材料的供应链变得更加昂贵和脆弱，这使得像 Linde 这样的工业气体公司和像 GlobalFoundries 这样的国内芯片制造商受益。尽管地缘政治紧张局势依然存在，人工智能超级周期仍然保持不变，强劲的人工智能计算需求推动了投资。生产氦的公司现在拥有更大的定价权，而半导体制造的回流努力变得更加紧迫。Linde 和 Air Products 正处于有利位置，可以利用这些变化，因为行业正在适应更加复杂的供应链格局</p>

<h2>Key Points</h2>
<div class="lb-trans"><h2>关键点</h2>
</div><ul>
<li>Geopolitics just made the supply chain more expensive and fragile, especially for critical inputs like helium, shifting pricing power to suppliers.</li>
<li>Industrial gas giants like Linde and domestic chip players like GlobalFoundries stand to benefit from a more localized, resilient supply chain.</li>
<li>10 stocks we like better than GlobalFoundries ›</li>
</ul>
<div class="lb-trans"><ul>
<li>地缘政治使供应链变得更加昂贵和脆弱，尤其是对于氦等关键原材料，定价权转移到了供应商手中。</li>
<li>工业气体巨头如 Linde 和国内芯片企业如 GlobalFoundries 将从更本地化、韧性更强的供应链中受益。</li>
<li>我们更看好的 10 只股票 ›</li>
</ul>
</div><p>The ceasefire in Iran right now is fragile, the talks in Islamabad are uncertain, and Iran's parliament speaker is already signaling &#34;new cards on the battlefield.&#34; Yet none of that changes the core prediction: the AI (artificial intelligence) supercycle is intact and still unfolding.</p>
<div class="lb-trans"><p>目前伊朗的停火局势脆弱，伊斯兰堡的谈判不确定，而伊朗议会发言人已经暗示 “战场上的新牌”。然而，这些都没有改变核心预测：人工智能超级周期依然存在，并且仍在展开。</p>
</div><p>What is changing is the illusion that the supply chain feeding it is immune to geopolitical shock. That assumption died somewhere between the first Iranian strikes on Qatar's Ras Laffan facility and the moment helium spot prices doubled. For investors paying attention, all these current events are a great buying opportunity.</p>
<div class="lb-trans"><p>正在改变的是，供应链并不免受地缘政治冲击的幻觉。这个假设在伊朗首次袭击卡塔尔拉斯拉凡设施和氦现货价格翻倍之间的某个时刻消亡。对于关注这些事件的投资者来说，当前的所有事件都是一个很好的买入机会。</p>
</div><p><em><strong>Will AI create the world's first trillionaire?</strong> Our team just released a report on the one little-known company, called an &#34;Indispensable Monopoly&#34; providing the critical technology Nvidia and Intel both need. <strong>Continue »</strong></em></p>
<div class="lb-trans"><p><em><strong>人工智能会创造出世界上第一个万亿富翁吗？</strong> 我们的团队刚刚发布了一份关于一家鲜为人知的公司报告，该公司被称为 “不可或缺的垄断”，提供 Nvidia 和 Intel 都需要的关键技术。<strong>继续 »</strong></em></p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-dXJsPWh0dHBzOi8vZy5mb29sY2RuLmNvbS9lZGl0b3JpYWwvaW1hZ2VzLzg2NjEwMS9nZXR0eWltYWdlcy0yMTUwODc4MTEyLmpwZyZ3PTcwMA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F866101%2Fgettyimages-2150878112.jpg&amp;w=700"/></p>
<p>Image source: Getty Images.</p>
<div class="lb-trans"><p>图片来源：Getty Images。</p>
</div><h2>Why the supercycle survives</h2>
<div class="lb-trans"><h2>超级周期为何能够生存</h2>
</div><p>The AI trade held up with a resilience that surprised even its biggest bulls. Since hitting a low on March 30, the <strong>iShares Semiconductor ETF</strong> surged more than 30%. The Magnificent Seven posted double-digit gains despite ongoing conflict, and <strong>Taiwan Semiconductor Manufacturing</strong>(NYSE: TSM) said on itsearnings callthat it does not anticipate immediate operational disruption, citing prepared safety stock and government energy agreements. J.P. Morgan, in a March note, concluded that the Iran war represents &#34;a manageable risk, for now&#34; because semiconductor allocations for helium are being prioritized, and the industry has several months of inventory buffer.</p>
<div class="lb-trans"><p>人工智能交易展现出令人惊讶的韧性，甚至让其最大的支持者感到意外。自 3 月 30 日触底以来，<strong>iShares 半导体 ETF</strong> 上涨超过 30%。尽管冲突持续，七大巨头仍实现了两位数的增长，而 <strong>台积电</strong>（NYSE: TSM）在其财报电话会议上表示，预计不会出现立即的运营中断，称其已准备好安全库存和政府能源协议。摩根大通在 3 月的报告中得出结论，伊朗战争在目前代表着 “可控风险”，因为氦的半导体分配正在被优先考虑，行业有几个月的库存缓冲。</p>
</div><p>The deeper reason the supercycle persists is simpler: Demand for AI compute is no longer optional. Hyperscalers like <strong>Microsoft</strong>, <strong>Alphabet</strong>, and <strong>Amazon</strong> have already committed hundreds of billions to data center build-outs that cannot be paused for a commodity shock. The war creates friction, not cancellation. It raises costs and compresses timelines at the margin, but the fundamental pull of generative AI adoption is stronger than any single supply disruption.</p>
<div class="lb-trans"><p>超级周期持续的更深层原因更为简单：对人工智能计算的需求不再是可选的。像 <strong>微软</strong>、<strong>Alphabet</strong> 和 <strong>亚马逊</strong> 这样的超大规模企业已经承诺投入数千亿用于数据中心建设，这些建设无法因商品冲击而暂停。战争造成摩擦，而不是取消。它在边际上提高了成本并压缩了时间表，但生成式人工智能的基本吸引力强于任何单一的供应中断。</p>
</div><p>What it does do is change who benefits. And that is where the investment story gets interesting.</p>
<div class="lb-trans"><p>它所做的是改变谁受益。这就是投资故事变得有趣的地方。</p>
</div><h2>The new winners: Industrial gas and domestic foundry</h2>
<div class="lb-trans"><h2>新的赢家：工业气体和国内铸造厂</h2>
</div><p>If helium is now a strategic asset rather than an afterthought, then the companies that produce, store, and distribute it have a different kind of pricing power than they did six months ago. <strong>Linde</strong>(NASDAQ: LIN), the world's largest industrial gas company, has emerged as the most prominent beneficiary. Linde holds significant helium storage capacity and a well-established supply network that gives it disproportionate leverage when supply is constrained, and buyers are desperate.</p>
<div class="lb-trans"><p>如果氦现在被视为战略资产而非附带品，那么生产、储存和分配氦的公司就拥有了与六个月前不同的定价权。<strong>Linde</strong>（NASDAQ: LIN），全球最大的工业气体公司，已成为最显著的受益者。Linde 拥有显著的氦储存能力和成熟的供应网络，使其在供应受限、买家迫切的情况下拥有不成比例的杠杆。</p>
</div><p>Semiconductor manufacturing already accounts for roughly a quarter of global helium usage -- and that share was growing even before the war, alongside the AI chip build-out. Linde also has a $10 billion project backlog, with two-thirds tied to clean energy contracts, meaning the helium windfall is a cyclical bonus on top of a business with long-term structural growth.</p>
<div class="lb-trans"><p>半导体制造已经占全球氦使用量的四分之一——而这一比例在战争之前就已经在增长，伴随着人工智能芯片的建设。Linde 还有 100 亿美元的项目积压，其中三分之二与清洁能源合同相关，这意味着氦的意外之财是建立在长期结构性增长的业务之上的周期性红利。</p>
</div><p>To me, Linde is one of the cleaner ways to express the thesis that the AI build-out will continue, but the supply chain around it is permanently more expensive. When chips cost more to make and helium is in short supply, Linde collects the difference.</p>
<div class="lb-trans"><p>在我看来，Linde 是表达人工智能建设将继续进行的一个更清晰的方式，但围绕它的供应链将永久性地变得更加昂贵。当芯片制造成本上升，氦供应短缺时，Linde 就能收取差价。</p>
</div><p><strong>Air Products and Chemicals</strong>(NYSE: APD) is worth watching alongside it. Air Products is one of the few other companies with meaningful industrial helium distribution infrastructure and the scale to redirect supply when regional shortages create pricing premiums. It's less discussed than Linde in most Iran war coverage, which is sometimes the best sign.</p>
<div class="lb-trans"><p><strong>Air Products and Chemicals</strong>（NYSE: APD）值得与之一起关注。Air Products 是少数几家拥有重要工业氦分配基础设施的公司之一，并且在区域短缺时能够重新定向供应。它在大多数关于伊朗战争的报道中讨论得较少，这有时是最好的迹象。</p>
</div><h2>The reshoring trade has a new urgency</h2>
<div class="lb-trans"><h2>重新回流贸易的新紧迫性</h2>
</div><p>The other structural winner of a permanently more complex global chip supply chain is domestic semiconductor manufacturing. <strong>GlobalFoundries</strong>(NASDAQ: GFS) spent 2025 laying the groundwork for what now looks prescient: a multibillion-dollar U.S. manufacturing expansion anchored at its Fab 8 campus in Malta, New York, and its Vermont facility, supported by CHIPS Act funding and backed by partnerships with major financial players.</p>
<div class="lb-trans"><p>一个永久性更复杂的全球芯片供应链的另一个结构性赢家是国内半导体制造。<strong>GlobalFoundries</strong>（NASDAQ: GFS）在 2025 年为现在看起来具有前瞻性的多亿美元美国制造扩张奠定了基础，该扩张以其位于纽约马尔塔的 Fab 8 校园和其佛蒙特州设施为中心，得到了 CHIPS 法案资金的支持，并与主要金融参与者建立了合作关系。</p>
</div><p>In February 2026, GlobalFoundries also announced a multibillion-dollar expanded strategic collaboration with Renesas, explicitly framed around &#34;secure, resilient supply chains&#34; and alignment with &#34;U.S. priorities to strengthen domestic semiconductor production for economic and national security.&#34;</p>
<div class="lb-trans"><p>2026 年 2 月，GlobalFoundries 还宣布与 Renesas 达成了一项多亿美元的扩展战略合作，明确围绕 “安全、韧性供应链” 以及与 “美国优先事项加强国内半导体生产以保障经济和国家安全” 的一致性进行框架。</p>
</div><p>That language was written before Operation Epic Fury, but it reads like something written after it. A U.S. fab in upstate New York does not have a helium problem sourced from Qatari LNG. It does not have a shipping route problem in the Strait of Hormuz. In short, it does not have a seven-day liquified natural gas (LNG) reserve problem.</p>
<div class="lb-trans"><p>这些语言是在 “史诗般的愤怒行动” 之前写的，但读起来像是事后写的。位于纽约上州的美国工厂没有来自卡塔尔液化天然气的氦问题。它没有霍尔木兹海的航运路线问题。简而言之，它没有七天的液化天然气（LNG）储备问题。</p>
</div><p>These are decisive structural advantages that are impossible to ignore after Feb. 28, and are now visible to every supply chain manager in the tech industry.</p>
<div class="lb-trans"><p>这些是自 2 月 28 日以来无法忽视的决定性结构优势，现在每个科技行业的供应链经理都能看到。</p>
</div><h2>The Iran war will be felt for years</h2>
<div class="lb-trans"><h2>伊朗战争的影响将持续多年</h2>
</div><p>Even if the ceasefire holds and negotiations in Islamabad produce something real, the Iran war has permanently altered how the technology industry thinks about supply chain concentration.</p>
<div class="lb-trans"><p>即使停火维持，伊斯兰堡的谈判产生一些实质性成果，伊朗战争也永久性地改变了科技行业对供应链集中度的看法。</p>
</div><p>A third of the world's helium supply came from one facility, in one country, with one shipping route to the world. That is not a vulnerability that disappears because a peace deal gets signed.</p>
<div class="lb-trans"><p>全球三分之一的氦供应来自一个设施、一个国家，通过一条通往世界的航运路线。这不是因为签署和平协议而消失的脆弱性。</p>
</div><p>The AI supercycle is intact. The supply chain that feeds it just got a permanent redesign. The investors who recognize that shift early -- before it fully appears in consensus estimates -- are the ones who will look back on this moment as the setup for the next leg of the trade.</p>
<div class="lb-trans"><p>人工智能超级周期依然存在。支撑它的供应链刚刚进行了永久性的重新设计。那些早期识别到这一变化的投资者——在它完全体现在共识预期之前——将会回顾这一时刻，认为这是下一轮交易的起点。</p>
</div><h2>Should you buy stock in GlobalFoundries right now?</h2>
<div class="lb-trans"><h2>你现在应该购买格芯的股票吗？</h2>
</div><p>Before you buy stock in GlobalFoundries, consider this:</p>
<div class="lb-trans"><p>在你购买格芯的股票之前，请考虑以下几点：</p>
</div><p>The <em>Motley Fool Stock Advisor</em> analyst team just identified what they believe are the <strong>10 best stocks</strong> for investors to buy now… and GlobalFoundries wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.</p>
<div class="lb-trans"><p><em>Motley Fool Stock Advisor</em> 分析团队刚刚确定了他们认为的 <strong>10 只最佳股票</strong>，供投资者现在购买……而格芯并不在其中。这 10 只股票有可能在未来几年产生巨额回报。</p>
</div><p>Consider when <strong>Netflix</strong> made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, <strong>you’d have $498,522</strong>!* Or when <strong>Nvidia</strong> made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, <strong>you’d have $1,276,807</strong>!*</p>
<div class="lb-trans"><p>考虑一下 <strong>Netflix</strong> 在 2004 年 12 月 17 日上榜时……如果你在我们推荐时投资了 1,000 美元，<strong>你现在将拥有 498,522 美元</strong>！* 或者 <strong>Nvidia</strong> 在 2005 年 4 月 15 日上榜时……如果你在我们推荐时投资了 1,000 美元，<strong>你现在将拥有 1,276,807 美元</strong>！*</p>
</div><p>Now, it’s worth noting <em>Stock Advisor’s</em> total average return is 983% — a market-crushing outperformance compared to 200% for the S&amp;P 500. <strong>Don't miss the latest top 10 list, available with <em>Stock Advisor</em>, and join an investing community built by individual investors for individual investors.</strong></p>
<div class="lb-trans"><p>现在值得注意的是，<em>Stock Advisor</em> 的总平均回报率为 983%——相比之下，标准普尔 500 指数的回报率为 200%，这是一种市场压倒性的超额收益。<strong>不要错过最新的前 10 名股票列表，<em>Stock Advisor</em> 提供，并加入一个由个人投资者为个人投资者建立的投资社区。</strong></p>
</div><p><strong>See the 10 stocks »</strong></p>
<div class="lb-trans"><p><strong>查看这 10 只股票 »</strong></p>
</div><p><em>*Stock Advisor returns as of April 26, 2026.</em></p>
<div class="lb-trans"><p><em>*Stock Advisor 的回报截至 2026 年 4 月 26 日。</em></p>
</div><p><em>Micah Zimmerman has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Alphabet, Amazon, GlobalFoundries, Microsoft, Taiwan Semiconductor Manufacturing, and iShares Trust - iShares Semiconductor ETF. The Motley Fool recommends Linde. The Motley Fool has a disclosure policy.</em></p>
<div class="lb-trans"><p><em>Micah Zimmerman 在提到的任何股票中没有持仓。Motley Fool 在 Alphabet、Amazon、GlobalFoundries、Microsoft、台湾半导体制造公司和 iShares Trust - iShares Semiconductor ETF 中持有头寸并推荐这些股票。Motley Fool 推荐 Linde。Motley Fool 有披露政策。</em></p>
</div><p>The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.</p>
<div class="lb-trans"><p>本文所表达的观点和意见仅代表作者的观点和意见，并不一定反映 Nasdaq, Inc. 的观点。</p>
</div>

Prediction: The Artificial Intelligence (AI) Supercycle Will Survive the Iran War. But the Supply Chain That Feeds It Just Changed Forever.

nasdaq

Linde

林德公司

英伟达

英特尔

费城交易所 半导体 ETF - iShares

台积电

摩根大通

微软

谷歌-A

谷歌-C

亚马逊

空气化工产品

瑞萨电子

NVIDIA Corporation

JPMORGAN CHASE & CO. 4.20% DEP SHS REPSTG 1/400TH PFD SER MM

JPMORGAN CHASE & CO. 6%NON CUM DEP SHS REP 1/400TH PFD SER EE

JPMORGAN CHASE & CO. DEP REP 1/400TH (5.75% NON CUM PFD DD)

JPMORGAN CHASE & CO. 4.625% DEP SH RE 1/400TH INT NO CU PF LL

JPMorgan Chase & Co.

JPMORGAN CHASE & CO. 4.55% DEP SHS REPSTG 1/400TH PFD SER JJ

JPMORGAN CHASE & CO. 4.75 DEP SHS REP 1/400 NCUM PFD SR GG

预测：人工智能（AI）超级周期将会在伊朗战争中存活下来。然而，支撑这一周期的供应链已经发生了永久性的改变