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AI算力超跌反弹的核心与结构声明：本文具有自身的主观性及局限性，不构成任何投资建议。投资有风险，入市需谨慎！7月21日AI算力的超跌反弹正式开始，本文认为此次超跌反弹依然在中期调整之中，但具有可操作性，可以参与。最佳的参与时间点就是7月21日。午盘第一时间发文。后续只能聚焦反弹龙头或者分化之后的低吸！W形态的主要预测结论：左底→颈线高点（颈线反弹段），预计9-12个交易日。此段反弹后，估计会进行颈线高点→W右底的二次回踩磨底段！预计26-34个交易日！AI算力中期调整周期可能至9月上旬至9月下旬！在周末文章中也提到了AI算力会有一次超跌反弹，且是普反，普反之后就是严重的分化。周末文章内容如下：聚焦自己已经持有的、市场跌的少的以及本次率先反弹的！算力租赁/大模型/半导体设备/晶圆厂/光芯片、光模块/交换机/GPU、CPU龙头存储/封测/功率半导体/MLCC/PCB/CCL/铜箔/树脂/电子布/玻纤/磷化铟/钨/电子特气/光纤光缆
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