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夜雨聆风 > > 办公文件 > 写在8月看法 AI硬件拉高出货 喝酒吃药行情重演 软件新故事将开启

写在8月看法 AI硬件拉高出货 喝酒吃药行情重演 软件新故事将开启

当前时间： 2026-08-06 08:31:48 分类：办公文件 评论(0)
写在8月看法 AI硬件拉高出货 喝酒吃药行情重演 软件新故事将开启

老哥们

这个周末的利空消息非常多

今天加更一期

提前讲一下我下周看法

重点提示本视频只分析市场

不涉及任何立场问题

首先是银行方面

本周悄然恢复

5年期的大额存单

公积金10万亿账户迎来全面激活

说明了某些事情已经悄然完成了

而科技方面

DS升级开源再次乱杀全球

低廉价格迫使

美国部分AI科技公司

将在降价或者退出中

做出选择

将会减少AI硬件的采购量

和未来预估市场份额

目前来看科技的硬件故事

在市场上短期内不会被提起

而软件方向则开启新的故事

我认为下周很有可能

硬件只留下长鑫压轴

其余的开始拉高出货

AI软件方向我只认为

游戏板块会讲出新的故事

毕竟游戏是真金白银的高回报

而部分软件企业

说难听点只有投入没有回报

我在周末研究了2天

我个人认为

喝酒吃药行情

很有可能要再度开启

我劝大家

操作能力差不能长期盯盘的

下周要么去老登红利方向

要么空仓

不要再科技冒险了

市场的味道已经变了

这一次不再是狼来的故事

而是真的机构在疯狂出货

基本 文件 流程 错误 SQL 调试
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  1. CONNECT:[ UseTime:0.001014s ] mysql:host=127.0.0.1;port=3306;dbname=wenku;charset=utf8mb4
  2. SHOW FULL COLUMNS FROM `fenlei` [ RunTime:0.001290s ]
  3. SELECT * FROM `fenlei` WHERE `fid` = 0 [ RunTime:0.000627s ]
  4. SELECT * FROM `fenlei` WHERE `fid` = 63 [ RunTime:0.000672s ]
  5. SHOW FULL COLUMNS FROM `set` [ RunTime:0.001354s ]
  6. SELECT * FROM `set` [ RunTime:0.000574s ]
  7. SHOW FULL COLUMNS FROM `article` [ RunTime:0.001482s ]
  8. SELECT * FROM `article` WHERE `id` = 898317 LIMIT 1 [ RunTime:0.000891s ]
  9. UPDATE `article` SET `lasttime` = 1786027141 WHERE `id` = 898317 [ RunTime:0.002058s ]
  10. SELECT * FROM `fenlei` WHERE `id` = 64 LIMIT 1 [ RunTime:0.000596s ]
  11. SELECT * FROM `article` WHERE `id` < 898317 ORDER BY `id` DESC LIMIT 1 [ RunTime:0.000993s ]
  12. SELECT * FROM `article` WHERE `id` > 898317 ORDER BY `id` ASC LIMIT 1 [ RunTime:0.001130s ]
  13. SELECT * FROM `article` WHERE `id` < 898317 ORDER BY `id` DESC LIMIT 10 [ RunTime:0.001780s ]
  14. SELECT * FROM `article` WHERE `id` < 898317 ORDER BY `id` DESC LIMIT 10,10 [ RunTime:0.002084s ]
  15. SELECT * FROM `article` WHERE `id` < 898317 ORDER BY `id` DESC LIMIT 20,10 [ RunTime:0.001861s ]
0.217865s