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新行情还得围绕AI

  • 2026-06-14 20:21:33
新行情还得围绕AI
本周尽管市场风格有转换的意思
各种超跌股积极反弹
但是资金扭转的难度很大
可能还是给AI后续的行情做时空回转
AI已经成为国家级别的竞争关键
这已经远超企业之间的比拼
全球的资金都在押注，为的是拿到未来的船票
当轰轰烈烈的天量资金蜂拥而至
带来的会是超级行情
许多人低估了AI的影响和力量
可以看下AI最强的Anthropic CEO的长文
1-2年内迎来高阶AI，影响力堪比核武器
再看马斯克的SpaceX，万亿美元的IPO
其估值很大程度上就是AI，太空算力
已经远远超过了星链的估值
即便未来市场行情转变，也会在AI的逻辑上延伸
对于传统的行业和思维，可能都要切换
如果不能搭上AI，在竞争上就很难
很多人说泡沫，说估值，说股价
有，但是对于这个核心竞争
如果你不在赛道上，就是会被淘汰
对于咱们来说，现在Ai硬件行情一时半会不会那么容易结束
另外就是注意ai的蔓延行情
就是类似SpaceX这种的机会
他融资了这么多资金，可以放开去做
这巨大的差距，越来越大
技术需要资金的持续输血才可以
A股目前缺少这种正向循环的产业链
美股那边open ai和anthropic都已经开始兑现利润
我们还是美股的产业链一环
光模块、pcb、mlcc等等均是如此
我们太需要一个产业链的自我闭环
6月开始，要从以上角度思考
避开一些预期差兑现的板块
寻找一些新的机会点
别脑袋里总是循环着泡沫等
那样无法参与行情
可以从高低和轮动思路去做
下周，咱们一步步开始
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  1. CONNECT:[ UseTime:0.000403s ] mysql:host=127.0.0.1;port=3306;dbname=no_mfffb;charset=utf8mb4
  2. SHOW FULL COLUMNS FROM `fenlei` [ RunTime:0.000493s ]
  3. SELECT * FROM `fenlei` WHERE `fid` = 0 [ RunTime:0.000237s ]
  4. SELECT * FROM `fenlei` WHERE `fid` = 63 [ RunTime:0.000229s ]
  5. SHOW FULL COLUMNS FROM `set` [ RunTime:0.000448s ]
  6. SELECT * FROM `set` [ RunTime:0.000198s ]
  7. SHOW FULL COLUMNS FROM `article` [ RunTime:0.000615s ]
  8. SELECT * FROM `article` WHERE `id` = 552965 LIMIT 1 [ RunTime:0.009817s ]
  9. UPDATE `article` SET `lasttime` = 1781507842 WHERE `id` = 552965 [ RunTime:0.008621s ]
  10. SELECT * FROM `fenlei` WHERE `id` = 65 LIMIT 1 [ RunTime:0.000301s ]
  11. SELECT * FROM `article` WHERE `id` < 552965 ORDER BY `id` DESC LIMIT 1 [ RunTime:0.008416s ]
  12. SELECT * FROM `article` WHERE `id` > 552965 ORDER BY `id` ASC LIMIT 1 [ RunTime:0.012245s ]
  13. SELECT * FROM `article` WHERE `id` < 552965 ORDER BY `id` DESC LIMIT 10 [ RunTime:0.018007s ]
  14. SELECT * FROM `article` WHERE `id` < 552965 ORDER BY `id` DESC LIMIT 10,10 [ RunTime:0.002621s ]
  15. SELECT * FROM `article` WHERE `id` < 552965 ORDER BY `id` DESC LIMIT 20,10 [ RunTime:0.001704s ]
0.132480s