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AI算力穿越牛市周期

当前时间： 2026-04-11 22:16:49 分类：办公文件 评论(0)
AI算力穿越牛市周期
周末静下来，分享一点看法。
年初至今，市场虽因外围动荡，却不影响AI算力独立趋势。
我所关注的三大方向：光模块走势最为强势，板块突破历史新高；其次存储板块；最后是算力板块；
光模块资金冲撒完后，接下来的重点关注方向就是算力了，因为算力在这一轮调整得最低，反弹也最少，具备高低切逻辑。
这里不是说光模块就滞涨了，它仍会继续走趋势，直到本轮科技牛市结束为止。
下半年，国产这块有新变量。
今年中芯扩产预期，我认为迎来了阶段性的产能提升，国产可替代的空间越来越大，国产化道路一直在路上，且这是坦途，不容改变。
错过光模块、存储的可以逢低关注算力，算力龙头最近也已经反弹起来了，后续回调，我认为是重新倒车接人的时机。

声明：文章仅限于分享，在任何情况下，所分享信息均不构成投资建议。

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  143. /yingpanguazai/ssd/ssd1/www/wwww.yeyulingfeng.com/vendor/topthink/think-template/src/template/contract/DriverInterface.php ( 0.86 KB )
  144. /yingpanguazai/ssd/ssd1/www/wwww.yeyulingfeng.com/runtime/temp/c935550e3e8a3a4c27dd94e439343fdf.php ( 31.80 KB )
  145. /yingpanguazai/ssd/ssd1/www/wwww.yeyulingfeng.com/vendor/topthink/think-trace/src/Html.php ( 4.42 KB )
  1. CONNECT:[ UseTime:0.000971s ] mysql:host=127.0.0.1;port=3306;dbname=wenku;charset=utf8mb4
  2. SHOW FULL COLUMNS FROM `fenlei` [ RunTime:0.002043s ]
  3. SELECT * FROM `fenlei` WHERE `fid` = 0 [ RunTime:0.000795s ]
  4. SELECT * FROM `fenlei` WHERE `fid` = 63 [ RunTime:0.000752s ]
  5. SHOW FULL COLUMNS FROM `set` [ RunTime:0.001576s ]
  6. SELECT * FROM `set` [ RunTime:0.000636s ]
  7. SHOW FULL COLUMNS FROM `article` [ RunTime:0.001790s ]
  8. SELECT * FROM `article` WHERE `id` = 514680 LIMIT 1 [ RunTime:0.001105s ]
  9. UPDATE `article` SET `lasttime` = 1775952446 WHERE `id` = 514680 [ RunTime:0.001499s ]
  10. SELECT * FROM `fenlei` WHERE `id` = 64 LIMIT 1 [ RunTime:0.000609s ]
  11. SELECT * FROM `article` WHERE `id` < 514680 ORDER BY `id` DESC LIMIT 1 [ RunTime:0.001262s ]
  12. SELECT * FROM `article` WHERE `id` > 514680 ORDER BY `id` ASC LIMIT 1 [ RunTime:0.001082s ]
  13. SELECT * FROM `article` WHERE `id` < 514680 ORDER BY `id` DESC LIMIT 10 [ RunTime:0.003804s ]
  14. SELECT * FROM `article` WHERE `id` < 514680 ORDER BY `id` DESC LIMIT 10,10 [ RunTime:0.002492s ]
  15. SELECT * FROM `article` WHERE `id` < 514680 ORDER BY `id` DESC LIMIT 20,10 [ RunTime:0.009704s ]
0.130524s