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红包行情即将到达

  • 2026-02-12 16:58:27
红包行情即将到达
今天轮机是最帅的崽。
燃气轮机这波完全就是提前预判了两天了。这个方向算是趋势加速的玩法。核心标的相对体量大一点，但成交量控制的比较好。今天做了个向前切的动作。比较可惜的是东方电气、天润还有万泽卖比较早，没吃上。其他的都还可以。热度现在还不太高，能继续看。
ai硬件，易中，不用看了。天现在是核心。硅光线继续看。
算力。超出我的预期，当然我的预期不重要。春节博弈方向之一。
靶材。很强。涨价预期。独立逻辑。
存储。尾盘疯抢。美日韩的厂商都超预期了。还是看好。看今晚老美的走势如何。备选。
燃气轮机。中长线配置，不乱扔。
液冷。能看，只看图形不看业绩。本质还是涨价出海那一套逻辑。
MLCC。抗日。很多都新高了，但是还是相对低价。备选。
春节将近，节前红包行情看能不能开启一下。让大家过个好年。至于春节拿货拿什么，我认为最顺畅的思路还是涨价逻辑和出海逻辑。简单梳理一下：
1、token涨价。对应算力。受惠于豆包seedance。以及ai大模型的大规模推广使用。
2、存储涨价。三星、宏旺已经宣布2026Q1再涨价70%，美光涨价幅度“超预期”。看股价就行，做映射。
3、燃气轮机出海。分为整机和叶片。整机订单排到2030年，单价一台2亿美金左右，重点关注柴油发动机、氢能发动机。叶片，关注国际巨头供应链的，进入壁垒很高。
4、玻纤涨价。对应的是电子布、玻纤。都去做高端产能了，中低端产能严重不足，涨价已成定局。
5、MLCC。新上台，搞点小摩擦。日企在MLCC市场份额很大，国内MLCC替代空间是有的。板块个股批量新高。
想买啥建议明天早上调整就买定离手了。高位科技尽量规避，是要继续砸一个黄金坑出来的。
就这样。Jaa Ne~ヾ(•ω•`)o

年关将至啊！

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  138. /yingpanguazai/ssd/ssd1/www/mffb.com.cn/vendor/topthink/think-template/src/template/contract/DriverInterface.php ( 0.86 KB )
  139. /yingpanguazai/ssd/ssd1/www/mffb.com.cn/runtime/temp/49e0cd3e0528281c5c5fae705243dc37.php ( 11.98 KB )
  140. /yingpanguazai/ssd/ssd1/www/mffb.com.cn/vendor/topthink/think-trace/src/Html.php ( 4.42 KB )
  1. CONNECT:[ UseTime:0.000738s ] mysql:host=127.0.0.1;port=3306;dbname=no_mfffb;charset=utf8mb4
  2. SHOW FULL COLUMNS FROM `fenlei` [ RunTime:0.000848s ]
  3. SELECT * FROM `fenlei` WHERE `fid` = 0 [ RunTime:0.002402s ]
  4. SELECT * FROM `fenlei` WHERE `fid` = 63 [ RunTime:0.000831s ]
  5. SHOW FULL COLUMNS FROM `set` [ RunTime:0.000771s ]
  6. SELECT * FROM `set` [ RunTime:0.001035s ]
  7. SHOW FULL COLUMNS FROM `article` [ RunTime:0.000811s ]
  8. SELECT * FROM `article` WHERE `id` = 480522 LIMIT 1 [ RunTime:0.002546s ]
  9. UPDATE `article` SET `lasttime` = 1770988577 WHERE `id` = 480522 [ RunTime:0.004844s ]
  10. SELECT * FROM `fenlei` WHERE `id` = 65 LIMIT 1 [ RunTime:0.002304s ]
  11. SELECT * FROM `article` WHERE `id` < 480522 ORDER BY `id` DESC LIMIT 1 [ RunTime:0.002946s ]
  12. SELECT * FROM `article` WHERE `id` > 480522 ORDER BY `id` ASC LIMIT 1 [ RunTime:0.001018s ]
  13. SELECT * FROM `article` WHERE `id` < 480522 ORDER BY `id` DESC LIMIT 10 [ RunTime:0.008876s ]
  14. SELECT * FROM `article` WHERE `id` < 480522 ORDER BY `id` DESC LIMIT 10,10 [ RunTime:0.006419s ]
  15. SELECT * FROM `article` WHERE `id` < 480522 ORDER BY `id` DESC LIMIT 20,10 [ RunTime:0.011252s ]
0.117313s