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“卖铲人”长周期逻辑稳固  在大幅上涨后,算力板块后续会何去何从?多位基金经理仍然看好算力的长周期趋势,且认为算力仍然是AI产业链中确定性更强的方向。  西部利得基金基金经理吴海健认为,GPT-5在保持模型性能的同时进一步降本,有助于AI应用的继续创新和普及,带动推理需求持续提升,利好相关推理算力厂商;同时,基础模型未来仍有提升空间,随着明年GB200机柜组网的硬件升级,模型下一轮的大规模训练有望

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