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AI应用2.0?

当前时间： 1970-01-01 08:00:00 分类：办公文件 评论(0)
AI应用2.0?

聊指数已无意义，市场缺个新的，可持续性，带动性强的题材！个人倾向于AI应用或储能，这也是我不顾阴跌，强持阳*光和标*子的原因！应对上节奏和仓控都重要，无论缩容抱团的硬科技票，还是科技非硬或非科技票，更多享受的是持仓盛宴，轮动的是左侧买点，完全不在模式内！操作上首选仓位4+低频！

这个月还能红，完全靠MLCC龙头风*华，不断超预期的表现，负成本持续T，等五均止盈信号！提前布局三个非科技的底仓，阳*光，标*子，有*色etf等轮动吧！

外围纷纷扰扰，其实做好自己的逻辑和节奏并不用慌！该锁赢的锁赢，该低吸的低吸！今天交易计划，可低吸博弈以下方向，鉴于最近板块尚无持续性，猥琐发育，及时止赢/损！

控减低频休息！

“不要追求高收益，要追求稳健的收益。”——詹姆斯.西蒙斯

“月目标5个点”——鬼才

（免责声明：本文内容及观点仅为记录个人交易思路，不涉及任何与个股有关的分析和推荐，不提供任何投资咨询服务，不构成投资建议，不作为投资依据。股市有风险，投资需谨慎！）

本周交易计划
AI PC？（2026.6.1）
AI应用？（2026.6.2）
有色？（2026.6.3）
光3.0？（2026.6.4）
最近热点拆分
物理AI产业梳理
英伟达Rubin机架拆解
往期核心回顾
【交易模式】概率思维如何“盈利”？
【交易心法】亏损的本质及应对方法
【交易模式】独立高标抱团及应对
【交易模式】核心辨识票的判断及上车指南
【交易模式】弱势震荡行情的判断及应对
希望大家在收获的同时也帮忙多多点赞/分享/点♥！ 
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  1. CONNECT:[ UseTime:0.000795s ] mysql:host=127.0.0.1;port=3306;dbname=wenku;charset=utf8mb4
  2. SHOW FULL COLUMNS FROM `fenlei` [ RunTime:0.000771s ]
  3. SELECT * FROM `fenlei` WHERE `fid` = 0 [ RunTime:0.000290s ]
  4. SELECT * FROM `fenlei` WHERE `fid` = 63 [ RunTime:0.000243s ]
  5. SHOW FULL COLUMNS FROM `set` [ RunTime:0.000480s ]
  6. SELECT * FROM `set` [ RunTime:0.000201s ]
  7. SHOW FULL COLUMNS FROM `article` [ RunTime:0.000495s ]
  8. SELECT * FROM `article` WHERE `id` = 713654 LIMIT 1 [ RunTime:0.000361s ]
  9. UPDATE `article` SET `lasttime` = 1780704381 WHERE `id` = 713654 [ RunTime:0.003943s ]
  10. SELECT * FROM `fenlei` WHERE `id` = 64 LIMIT 1 [ RunTime:0.000251s ]
  11. SELECT * FROM `article` WHERE `id` < 713654 ORDER BY `id` DESC LIMIT 1 [ RunTime:0.000442s ]
  12. SELECT * FROM `article` WHERE `id` > 713654 ORDER BY `id` ASC LIMIT 1 [ RunTime:0.001853s ]
  13. SELECT * FROM `article` WHERE `id` < 713654 ORDER BY `id` DESC LIMIT 10 [ RunTime:0.000679s ]
  14. SELECT * FROM `article` WHERE `id` < 713654 ORDER BY `id` DESC LIMIT 10,10 [ RunTime:0.000890s ]
  15. SELECT * FROM `article` WHERE `id` < 713654 ORDER BY `id` DESC LIMIT 20,10 [ RunTime:0.001976s ]
0.189421s