[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"tag-供給緊縮":3},{"tag":4,"articles":9},{"id":5,"name":6,"slug":6,"article_count":7,"description_zh":8,"description_en":8},"b04bbb50-184c-4843-99e4-8b8c5819beef","供給緊縮",0,null,[10],{"id":11,"slug":12,"title":13,"summary":14,"category":15,"image_url":16,"cover_image":16,"language":17,"created_at":18},"b5d4728c-ee2a-4df6-93c2-42e814d51ea1","why-smci-rally-is-about-supply-not-just-ai-zh","為什麼 SMCI 的漲勢主要是供給故事，不只是 Agentic AI","SMCI 的上漲核心不是 agentic AI 題材，而是 AI 伺服器供給緊縮與執行能力。","industry","https:\u002F\u002Fxxdpdyhzhpamafnrdkyq.supabase.co\u002Fstorage\u002Fv1\u002Fobject\u002Fpublic\u002Fcovers\u002Finline-1780529579886-q16r.png","zh","2026-06-03T23:32:28.626882+00:00"]