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这是一次什么行情?

  • 2026-06-12 08:17:04
这是一次什么行情?
如果说，这次行情赚不赚，真不好说，但是，几乎在市场的人都感受到，这是一个什么样的市场！
科技为主的行情，就是不管指数如何支持，最后回归到核心的，依然是：科技。
+++
现在市场炒作围绕的主题是：材料。
之前文章提到过很多次：国内在原材料确实明显，考虑到高端芯片领域的局限性，反倒是PCB、光模块、硅片等，能提供稳定产能。
就类似玻璃基板这个题材，国内现在炒作也是预期，毕竟产能尚未成型。
往后这领域倘若能规模化，中国依然是首选。
短期可以考虑光刻胶板块，国产替代与出口预期，业绩兑现尚可。
++++
科技是未来，也是当下！
打不过就加入吧。
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  1. CONNECT:[ UseTime:0.000988s ] mysql:host=127.0.0.1;port=3306;dbname=no_mfffb;charset=utf8mb4
  2. SHOW FULL COLUMNS FROM `fenlei` [ RunTime:0.000860s ]
  3. SELECT * FROM `fenlei` WHERE `fid` = 0 [ RunTime:0.000318s ]
  4. SELECT * FROM `fenlei` WHERE `fid` = 63 [ RunTime:0.000294s ]
  5. SHOW FULL COLUMNS FROM `set` [ RunTime:0.000549s ]
  6. SELECT * FROM `set` [ RunTime:0.000238s ]
  7. SHOW FULL COLUMNS FROM `article` [ RunTime:0.000659s ]
  8. SELECT * FROM `article` WHERE `id` = 551748 LIMIT 1 [ RunTime:0.000437s ]
  9. UPDATE `article` SET `lasttime` = 1781230575 WHERE `id` = 551748 [ RunTime:0.001840s ]
  10. SELECT * FROM `fenlei` WHERE `id` = 65 LIMIT 1 [ RunTime:0.000223s ]
  11. SELECT * FROM `article` WHERE `id` < 551748 ORDER BY `id` DESC LIMIT 1 [ RunTime:0.000460s ]
  12. SELECT * FROM `article` WHERE `id` > 551748 ORDER BY `id` ASC LIMIT 1 [ RunTime:0.002848s ]
  13. SELECT * FROM `article` WHERE `id` < 551748 ORDER BY `id` DESC LIMIT 10 [ RunTime:0.001034s ]
  14. SELECT * FROM `article` WHERE `id` < 551748 ORDER BY `id` DESC LIMIT 10,10 [ RunTime:0.000775s ]
  15. SELECT * FROM `article` WHERE `id` < 551748 ORDER BY `id` DESC LIMIT 20,10 [ RunTime:0.002892s ]
0.160759s