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这轮AI行情最后拼的可能不是模型,而是产能

2026-07-01 22:00:06

这轮AI行情最后拼的可能不是模型,而是产能

这轮AI行情最后拼的可能不是模型，而是产能

这轮AI行情，最后拼的可能不是模型，而是产能
费城半导体指数二季度大涨超过80%，市场押注的并不只是AI概念，而是硬件供给持续偏紧。AI模型几个月就能升级，但晶圆厂、HBM、先进封装、服务器、电网和数据中心扩建往往需要数年。需求快速增长、供给缓慢释放，正在把稀缺和利润向半导体上游集中。#半导体 #AI算力 #服务器硬件 #先进封装 #HBM

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CONNECT:[ UseTime:0.000625s ] mysql:host=127.0.0.1;port=3306;dbname=no_mfffb;charset=utf8mb4
SHOW FULL COLUMNS FROM `fenlei` [ RunTime:0.000560s ]
SELECT * FROM `fenlei` WHERE `fid` = 0 [ RunTime:0.001216s ]
SELECT * FROM `fenlei` WHERE `fid` = 63 [ RunTime:0.004801s ]
SHOW FULL COLUMNS FROM `set` [ RunTime:0.000527s ]
SELECT * FROM `set` [ RunTime:0.001264s ]
SHOW FULL COLUMNS FROM `article` [ RunTime:0.000566s ]
SELECT * FROM `article` WHERE `id` = 560474 LIMIT 1 [ RunTime:0.003516s ]
UPDATE `article` SET `lasttime` = 1782916209 WHERE `id` = 560474 [ RunTime:0.011730s ]
SELECT * FROM `fenlei` WHERE `id` = 65 LIMIT 1 [ RunTime:0.000284s ]
SELECT * FROM `article` WHERE `id` < 560474 ORDER BY `id` DESC LIMIT 1 [ RunTime:0.000448s ]
SELECT * FROM `article` WHERE `id` > 560474 ORDER BY `id` ASC LIMIT 1 [ RunTime:0.000374s ]
SELECT * FROM `article` WHERE `id` < 560474 ORDER BY `id` DESC LIMIT 10 [ RunTime:0.009988s ]
SELECT * FROM `article` WHERE `id` < 560474 ORDER BY `id` DESC LIMIT 10,10 [ RunTime:0.009589s ]
SELECT * FROM `article` WHERE `id` < 560474 ORDER BY `id` DESC LIMIT 20,10 [ RunTime:0.002570s ]

0.116755s

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