90年代科技巨头重生：人工智能基础设施激增
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Legacy technology companies once seen as past their prime are sharply gaining market value amid a worldwide rush to build AI infrastructure. Firms such as Nokia, Dell, Cisco, Intel and Lenovo are benefiting from soaring demand for servers, storage, networking hardware and older-generation chips that underpin large-scale AI systems. Earlier this week, Dell posted the biggest single-day stock jump in its history after emphasizing high-demand AI servers. Lenovo’s AI-related revenue has climbed to nearly 40% of total sales, helping push its shares to record highs. Cisco’s stock is up 56% in 2026, while Intel shares have surged 211%. Collectively, seven major legacy firms have added about $1.7 trillion in value this year, averaging gains of 158%.
Prepared by Jonathan Pierce and reviewed by editorial team.
Timeline of Events
- 今年早些时候，人工智能基础设施需求加速
- 今年早些时候，传统科技股开始反弹
- 本周早些时候，戴尔公司股价创纪录上涨
- 今年早些时候，联想人工智能收入接近 40%
- 2026 年，思科股价上涨约 56%
- 2026 年，英特尔股价飙升超过 200%
- 今年，七家传统公司增加 1.7 万亿美元
- 今年，投资者优先考虑物理人工智能容量
Why This Matters to You
得益于人工智能，传统科技正在蓬勃发展。如果您持有戴尔、思科或英特尔等公司的股票，您的投资组合很可能会出现不错的增长。如果不是，您可能值得考虑投资。在投资前，请务必做好功课。
The Bottom Line
人工智能的崛起为旧技术注入了新的生命。今年，七家主要的传统科技公司已增加了惊人的 1.7 万亿美元的价值。这提醒我们，有时过去可以驱动未来。如果你认识正在考虑科技投资的人，值得转发。
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