为什么说"AI算力兑现元年"这个词有坑？——一文看懂算力从"政策信号"到"真实订单"的四道门槛
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BT财经
为什么说"AI算力兑现元年"这个词有坑？——一文看懂算力从"政策信号"到"真实订单"的四道门槛BT财经·2026年05月08日 19:01机构集体喊2026是算力兑现元年，但四道门只打开了两道半 最近你一定在各种研报里看到过这句话： "2026年是国产AI算力全线兑现元年。" 东吴证券说了，华源证券说了，银河证券说了。说得斩钉截铁，说得如同行业共识。 但我想问一个很朴素的问题："兑现"，到底兑的
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