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科技主线行情再创新高,该下车吗?

  • 2026-05-15 01:40:51
科技主线行情再创新高,该下车吗?
明天还在抖抖直播
上午10：30和大家盘中不见不散！
低开高走，强势上攻，今天的走势基本跟我昨天文章的预判差不多！
思路也低开以后，去低吸！
今天指数又来到了新高，昨天震荡怕跌，今天新高怕回调，明天市场我们应该怎么看？
先说观点：4200不是压力   4300点指日可待
......
今天晚上有两个新闻比较重要，我截图分享给大家
......
阿里和腾讯的业绩会内容，表明算力仍然非常稀缺，阿里几乎没有一张卡是空的。说明AI产业链仍然是供不应求！大的方向我们不要有任何的怀疑。
今天川普带着他的核心企业家来咱们这拜访，同时今天晚上中概股大涨，市场可能会有所期待，目前市场整体情绪偏暖！
在市场偏暖，AI产业链驱动着全球资本市场高举高打，我们需要做的就是不要怀疑AI，拥抱AI！市场哪一天见顶是走出来的，不是猜出来的，我会紧密跟踪，发现趋势转头，会第一时间跟大家说!
......
AI是全世界的大趋势，也就意味着，AI产业链的业绩一定处于一个景气周期，我们在这轮牛市中，坚决拥抱AI产业链。
......
板块方面：
跟昨天的观点一样，光通信和半导体，以及相关的AI材料和设备重点跟踪！
今天涨的很好的电网设备，主要还是跟AI数据中心电源相关的电网设备，所以核心还是离不开AI！
......
总结：在这一波的AI浪潮中，硬件比软件要强，围绕科技硬件，在业绩和产业逻辑中寻找好公司！
明天还在抖抖直播
上午10：30和大家盘中不见不散！
免责声明：本人提供的信息仅供参考，不构成投资建议。本人的交易不代表任何立场；投资者应根据自身财务状况、投资目标等情况自主做出投资决策并承担投资风险。投资有风险，入市需谨慎
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  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:0.000493s ] mysql:host=127.0.0.1;port=3306;dbname=no_mfffb;charset=utf8mb4
  2. SHOW FULL COLUMNS FROM `fenlei` [ RunTime:0.000580s ]
  3. SELECT * FROM `fenlei` WHERE `fid` = 0 [ RunTime:0.000283s ]
  4. SELECT * FROM `fenlei` WHERE `fid` = 63 [ RunTime:0.000253s ]
  5. SHOW FULL COLUMNS FROM `set` [ RunTime:0.000501s ]
  6. SELECT * FROM `set` [ RunTime:0.000198s ]
  7. SHOW FULL COLUMNS FROM `article` [ RunTime:0.000511s ]
  8. SELECT * FROM `article` WHERE `id` = 535750 LIMIT 1 [ RunTime:0.000345s ]
  9. UPDATE `article` SET `lasttime` = 1778865778 WHERE `id` = 535750 [ RunTime:0.000773s ]
  10. SELECT * FROM `fenlei` WHERE `id` = 65 LIMIT 1 [ RunTime:0.000247s ]
  11. SELECT * FROM `article` WHERE `id` < 535750 ORDER BY `id` DESC LIMIT 1 [ RunTime:0.000388s ]
  12. SELECT * FROM `article` WHERE `id` > 535750 ORDER BY `id` ASC LIMIT 1 [ RunTime:0.000632s ]
  13. SELECT * FROM `article` WHERE `id` < 535750 ORDER BY `id` DESC LIMIT 10 [ RunTime:0.000677s ]
  14. SELECT * FROM `article` WHERE `id` < 535750 ORDER BY `id` DESC LIMIT 10,10 [ RunTime:0.001033s ]
  15. SELECT * FROM `article` WHERE `id` < 535750 ORDER BY `id` DESC LIMIT 20,10 [ RunTime:0.000745s ]
0.107841s