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AI早见顶了

当前时间： 2026-06-29 16:34:46 分类：办公文件 评论(0)
AI早见顶了
AI这里实际上早见顶了，这一轮跟随北美链的炒作，但美股已经不卖帐了。
甲骨文，微软的走势已经说明一切，当前的AI浪潮主要是巨头无限烧钱维系的繁荣，即便AI真的能颠覆人类社会。
但钱从哪儿来？当前开出来的风险敞口北美资金不买单。
融资端受阻那AI的估值泡沫也会受阻，最终体现出来就是巨头的资本开支放缓，一旦放缓，那对于现在的AI就是一场雪崩。
已经到了利好不涨的地步。
盘面不会引发15年大牛市后的雪崩，这对于资本市场来说也是一种进步，早盘AI下跌的时候，老登都集体反抽，硬生生把指数撑住了，但丝毫不妨碍场内血流成河。
创新药开始修复，白酒，地产，消费，光伏等等也拉起来。
上周出的155能源规划实际上就是给未来市场指明方向。
但有些票图形走坏了，注定要修一个月起步，大周期会很磨人。
一九行情结束。

风险提示：本文由港澳资讯股份有限公司投资顾问张浩（执业编号：A0620625070007)）整理并发布。过往业绩不代表未来收益，股市有风险，投资需谨慎。文章观点仅供参考，不构成任何个股推荐、投资建议及买卖操作依据，不承诺任何投资收益，投资者据此操作风险自担，投资决策请自主独立判断

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  1. CONNECT:[ UseTime:0.000580s ] mysql:host=127.0.0.1;port=3306;dbname=wenku;charset=utf8mb4
  2. SHOW FULL COLUMNS FROM `fenlei` [ RunTime:0.000822s ]
  3. SELECT * FROM `fenlei` WHERE `fid` = 0 [ RunTime:0.000326s ]
  4. SELECT * FROM `fenlei` WHERE `fid` = 63 [ RunTime:0.000274s ]
  5. SHOW FULL COLUMNS FROM `set` [ RunTime:0.000519s ]
  6. SELECT * FROM `set` [ RunTime:0.000246s ]
  7. SHOW FULL COLUMNS FROM `article` [ RunTime:0.000532s ]
  8. SELECT * FROM `article` WHERE `id` = 816387 LIMIT 1 [ RunTime:0.000418s ]
  9. UPDATE `article` SET `lasttime` = 1782730637 WHERE `id` = 816387 [ RunTime:0.011160s ]
  10. SELECT * FROM `fenlei` WHERE `id` = 64 LIMIT 1 [ RunTime:0.000285s ]
  11. SELECT * FROM `article` WHERE `id` < 816387 ORDER BY `id` DESC LIMIT 1 [ RunTime:0.000473s ]
  12. SELECT * FROM `article` WHERE `id` > 816387 ORDER BY `id` ASC LIMIT 1 [ RunTime:0.000365s ]
  13. SELECT * FROM `article` WHERE `id` < 816387 ORDER BY `id` DESC LIMIT 10 [ RunTime:0.001678s ]
  14. SELECT * FROM `article` WHERE `id` < 816387 ORDER BY `id` DESC LIMIT 10,10 [ RunTime:0.000714s ]
  15. SELECT * FROM `article` WHERE `id` < 816387 ORDER BY `id` DESC LIMIT 20,10 [ RunTime:0.019221s ]
0.112065s