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8 月: AI行情的扩散方向

  • 2026-08-06 02:55:35
8 月: AI行情的扩散方向
●       最看好环节：北美算力链条（光通信、PCB）以约35%的占比成为最受看好的方向，且较5月、6月呈持续上升趋势。
●       次看好环节：国产算力链条、半导体、存储等占比约25%，虽较前两个月略有下降，但仍处于较高关注度区间。
●       新兴关注点：中游软件服务（云服务、网络安全等）和多模态应用（游戏、电商等）在7月的关注度显著提升，分别从6月的低基数跃升至约8%和7%左右，显示出市场对AI应用端和软件层的预期正在升温。
●       相对冷门方向：AI上游材料、数据中心基础设施、AI端侧硬件等环节的关注度在7月均出现不同程度的回落或持平。
非本人观点，仅供学习！
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  1. CONNECT:[ UseTime:0.000963s ] mysql:host=127.0.0.1;port=3306;dbname=no_mfffb;charset=utf8mb4
  2. SHOW FULL COLUMNS FROM `fenlei` [ RunTime:0.001376s ]
  3. SELECT * FROM `fenlei` WHERE `fid` = 0 [ RunTime:0.001036s ]
  4. SELECT * FROM `fenlei` WHERE `fid` = 63 [ RunTime:0.015464s ]
  5. SHOW FULL COLUMNS FROM `set` [ RunTime:0.001488s ]
  6. SELECT * FROM `set` [ RunTime:0.004211s ]
  7. SHOW FULL COLUMNS FROM `article` [ RunTime:0.001612s ]
  8. SELECT * FROM `article` WHERE `id` = 565830 LIMIT 1 [ RunTime:0.005914s ]
  9. UPDATE `article` SET `lasttime` = 1785994294 WHERE `id` = 565830 [ RunTime:0.006945s ]
  10. SELECT * FROM `fenlei` WHERE `id` = 65 LIMIT 1 [ RunTime:0.016434s ]
  11. SELECT * FROM `article` WHERE `id` < 565830 ORDER BY `id` DESC LIMIT 1 [ RunTime:0.003726s ]
  12. SELECT * FROM `article` WHERE `id` > 565830 ORDER BY `id` ASC LIMIT 1 [ RunTime:0.013742s ]
  13. SELECT * FROM `article` WHERE `id` < 565830 ORDER BY `id` DESC LIMIT 10 [ RunTime:0.060939s ]
  14. SELECT * FROM `article` WHERE `id` < 565830 ORDER BY `id` DESC LIMIT 10,10 [ RunTime:0.006158s ]
  15. SELECT * FROM `article` WHERE `id` < 565830 ORDER BY `id` DESC LIMIT 20,10 [ RunTime:0.034424s ]
0.345615s