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股市比的就是投研能力
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卓(zhuo)然
自學成才的龍頭選手
2023-06-05 22:27:50
6月行情,先(xian)人民幣貶值概念,后保險(xian)
五(wu)(wu)窮(qiong)六絕(jue)七翻身(shen)。但今年(nian)有(you)所特殊。今年(nian)1—3月(yue),無論是行業(ye)高(gao)頻(pin)數(shu)據(ju),還是金(jin)融(rong)社融(rong)數(shu)據(ju)高(gao)舉(ju)高(gao)打,但進(jin)入4月(yue),延(yan)續到5月(yue),一路斷崖式下降。所以(yi)(yi)今年(nian)的(de)五(wu)(wu)窮(qiong)從4月(yue)份就開始(shi)了(le),經過兩個多月(yue)的(de)周期(qi)(qi),所以(yi)(yi)從周期(qi)(qi)推算,6月(yue)要進(jin)入往年(nian)的(de)翻身(shen)階段。6月(yue)9號,五(wu)(wu)月(yue)CPI數(shu)據(ju)即將公布 ,目前預期(qi)(qi)0.2%。從PMI數(shu)據(ju)與豬肉價(jia)格來看,這(zhe)個數(shu)據(ju)會有(you)些(xie)乏力。如果CPI為負,經濟(ji)有(you)通縮的(de)風險(xian)。另外受(shou)宏(hong)觀事件影響(xiang),上(shang)周五(wu)(wu),美(mei)(mei)股(gu)大漲(zhang),非農就業(ye)數(shu)據(ju)強勁,加深了(le)加息的(de)預期(qi)(qi)。美(mei)(mei)元(yuan)指數(shu)上(shang)漲(zhang) ,造成人民幣(bi)貶值,北向資金(jin)流出。近期(qi)(qi)方向重點關注人
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卓然
自學成才的龍頭選手
2023-05-29 19:40:29
網(wang)傳超級(ji)大消(xiao)息,指向芯片,要(yao)么不信,要(yao)信早(zao)干
突傳(chuan)(chuan)大消息,先(xian)進制(zhi)造(zao)業(ye)(ye)要減(jian)稅(shui)千(qian)億。 今年1-4月這(zhe)工業(ye)(ye)利(li)潤下滑得這(zhe)么厲(li)害,總的(de)(de)(de)(de)想辦(ban)法吧?貨幣政策空(kong)間不(bu)(bu)大,或者說寬信(xin)用的(de)(de)(de)(de)金(jin)(jin)融向實體(ti)傳(chuan)(chuan)導不(bu)(bu)暢,資(zi)金(jin)(jin)空(kong)轉既然加不(bu)(bu)到,能(neng)不(bu)(bu)能(neng)減(jian)呢?例如(ru)說1-4月工業(ye)(ye)制(zhi)造(zao)業(ye)(ye)的(de)(de)(de)(de)利(li)潤下滑,如(ru)適當減(jian)稅(shui)呢?算不(bu)(bu)算刺激跟扶(fu)持? 給錢不(bu)(bu)要,那就讓你(ni)少交錢,所以(yi),今天開始傳(chuan)(chuan)減(jian)稅(shui)了。規模不(bu)(bu)小,千(qian)億級(ji)別的(de)(de)(de)(de)稅(shui)負,針對的(de)(de)(de)(de)是(shi)制(zhi)造(zao)業(ye)(ye),可(ke)能(neng)性比(bi)較大的(de)(de)(de)(de)應(ying)該是(shi)先(xian)進制(zhi)造(zao)業(ye)(ye)。去(qu)翻周末公布(bu)的(de)(de)(de)(de)工業(ye)(ye)利(li)潤中,先(xian)進制(zhi)造(zao)業(ye)(ye)確(que)實是(shi)拖后(hou)腿(tui)的(de)(de)(de)(de)。先(xian)進制(zhi)造(zao)還有一(yi)個(ge)些(xie)綁定的(de)(de)(de)(de)關鍵詞,例如(ru)說,技術門檻,卡(ka)博子,供應(ying)鏈不(bu)(bu)穩定。指來指去(qu),
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卓然
自學成才的龍頭選手
2023-05-21 00:41:29
當前機(ji)器人概念的二種炒作路徑及(ji)展望
2023年(nian)5月17日,英偉(wei)達CEO黃仁勛在(zai)半導體大(da)會(hui)表示,AI下(xia)一個(ge)浪潮(chao)將是“具(ju)身智(zhi)能(neng)”。2023年(nian)5月,特斯(si)拉股東大(da)會(hui)放出人(ren)形機(ji)器(qi)人(ren)Optimus展示視(shi)頻,視(shi)頻中顯示人(ren)形機(ji)器(qi)人(ren)在(zai)車間靈活行走、抓(zhua)取物體,以及電機(ji)扭(niu)矩控制技(ji)術(不打碎雞蛋(dan))。馬斯(si)克預測(ce)未(wei)來將賣出去(qu)100億(yi)個(ge)人(ren)形機(ji)器(qi)Optimus,并表示對于特斯(si)拉而言,長期(qi)價值可能(neng)都是Optimus帶來的(de)(de)。除(chu)此之外,chatGPT的(de)(de)母公司(si)(si)OpenAI在(zai)今年(nian)投資了(le)瑞士人(ren)形機(ji)器(qi)人(ren)公司(si)(si)1X,波士頓動力也推出了(le)具(ju)備具(ju)身智(zhi)能(neng)能(neng)力的(de)(de)Atlas和Spot。各(ge)大(da)科
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海康威視
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卓(zhuo)然(ran)
自學成才的龍頭選手
2023-05-19 21:05:56
再議芯片,以全志科技(ji)為樣本(ben)
自(zi)從(cong)前幾日筆者強推芯(xin)片(pian)股,強烈看(kan)好芯(xin)片(pian)代表股全志科技,很多人強懟芯(xin)片(pian),對(dui)中(zhong)國(guo)(guo)芯(xin)片(pian)持(chi)黑暗(an)態度(du),對(dui)持(chi)有(you)全志科技更(geng)是大加鞭撻。今日,國(guo)(guo)產(chan)芯(xin)片(pian)A股強勢歸來,國(guo)(guo)產(chan)芯(xin)片(pian)下一(yi)(yi)步走勢將如何?文章將再(zai)做一(yi)(yi)次(ci)詳細闡述。從(cong)大勢看(kan),當前,國(guo)(guo)產(chan)芯(xin)片(pian)在全球占比很小,但(dan)換(huan)一(yi)(yi)個角度(du)看(kan),這(zhe)樣反而顯得國(guo)(guo)產(chan)芯(xin)片(pian)未來的發展空(kong)間更(geng)廣。在中(zhong)國(guo)(guo)半導(dao)體(ti)供應鏈的所有(you)四(si)個子領(ling)域——無(wu)晶圓廠、IDM、代工和 OSAT——中(zhong)國(guo)(guo)公(gong)司(si)去年(nian)的收入都錄得快速增長(chang),年(nian)增長(chang)率(lv)分(fen)別為(wei) 36%、23%、32%、23%。在 SIA 分(fen)析中(zhong),中(zhong)國(guo)(guo)領(ling)先(xian)的半導(dao)體(ti)公(gong)司(si)有(you)望在多
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恒爍股份
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卓然
自學成才的龍頭選手
2023-05-17 22:55:57
強CALL鴻(hong)博股份,從資金面角度考量
關(guan)于鴻(hong)(hong)博(bo)(bo)(bo)股(gu)份(fen),吹泡泡邏(luo)輯(ji)連發九篇文章,是目前(qian)全(quan)站(zhan)講鴻(hong)(hong)博(bo)(bo)(bo)股(gu)份(fen)邏(luo)輯(ji)最深(shen)刻,最全(quan)面的(de),建(jian)議大(da)家仔細品咂,在這里就不贅(zhui)述了。今日(ri),要講的(de)是從(cong)資(zi)金(jin)面進(jin)行考量(liang)。今日(ri),鴻(hong)(hong)博(bo)(bo)(bo)股(gu)份(fen)受算力(li)利好刺激,快速(su)沖高到(dao)6個(ge)多(duo)(duo)(duo)點(dian) ,隨后緩慢下(xia)跌(die),下(xia)午盤開(kai)盤半小時,急劇跌(die)落水下(xia)5個(ge)多(duo)(duo)(duo)點(dian),妥妥的(de)強轉弱。急劇下(xia)跌(die)5個(ge)多(duo)(duo)(duo)點(dian),神秘(mi)資(zi)金(jin)出(chu)手(shou),快速(su)拉升到(dao)紅盤,最后以正(zheng)4個(ge)多(duo)(duo)(duo)點(dian)收(shou)盤。從(cong)資(zi)金(jin)面來講,鴻(hong)(hong)博(bo)(bo)(bo)股(gu)份(fen)大(da)開(kai)大(da)合,體現(xian)了趨(qu)勢(shi)股(gu)新(xin)的(de)做盤思路,大(da)單砸出(chu),小單買(mai)入(ru)。盤后龍虎榜顯示,西湖國貿砸出(chu)2.7億(yi),這種體量(liang)砸法(fa)居然沒(mei)砸跌(die)停,說明什么(me)?說明鴻(hong)(hong)博(bo)(bo)(bo)股(gu)
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卓然(ran)
自學成才的龍頭選手
2023-05-16 22:59:39
接(jie)下(xia)來最(zui)大的(de)利好,不是(shi)MR,而是(shi)AI+電網
最近一(yi)直(zhi)悄悄漲(zhang)的(de)(de)電(dian)(dian)(dian)(dian)(dian)(dian)網(wang),很多人都(dou)沒搞明(ming)白(bai)電(dian)(dian)(dian)(dian)(dian)(dian)網(wang)電(dian)(dian)(dian)(dian)(dian)(dian)力(li)設備(bei)(bei)漲(zhang)的(de)(de)到(dao)底是(shi)什(shen)么(me),有認為(wei)是(shi)新能源驅動(dong),有認為(wei)是(shi)之前充電(dian)(dian)(dian)(dian)(dian)(dian)轉樁的(de)(de)消息驅動(dong)。其(qi)實,都(dou)是(shi)資(zi)金在做表面交(jiao)易。這波先漲(zhang)的(de)(de)電(dian)(dian)(dian)(dian)(dian)(dian)力(li)設備(bei)(bei)其(qi)實是(shi)基(ji)于 第三監(jian)管(guan)周期區域(yu)電(dian)(dian)(dian)(dian)(dian)(dian)網(wang)輸電(dian)(dian)(dian)(dian)(dian)(dian)價(jia)格(ge)的(de)(de)驅動(dong),核(he)定配(pei)電(dian)(dian)(dian)(dian)(dian)(dian)價(jia)格(ge)等于變現(xian)改革(ge)。總(zong)體(ti)上(shang),新一(yi)輪輸配(pei)電(dian)(dian)(dian)(dian)(dian)(dian)價(jia)核(he)定更加精準科學。輸配(pei)電(dian)(dian)(dian)(dian)(dian)(dian)價(jia)是(shi)指銷售電(dian)(dian)(dian)(dian)(dian)(dian)價(jia)中包含的(de)(de)輸配(pei)電(dian)(dian)(dian)(dian)(dian)(dian)成本(ben),是(shi)“運電(dian)(dian)(dian)(dian)(dian)(dian)”的(de)(de)費(fei)用。在輸配(pei)電(dian)(dian)(dian)(dian)(dian)(dian)價(jia)改革(ge)以前,電(dian)(dian)(dian)(dian)(dian)(dian)網(wang)企業扮(ban)演“統(tong)購統(tong)銷”的(de)(de)角色,其(qi)盈利路徑主要(yao)是(shi)賺(zhuan)取(qu)“差(cha)價(jia)”。即電(dian)(dian)(dian)(dian)(dian)(dian)廠將電(dian)(dian)(dian)(dian)(dian)(dian)力(li)按照(zhao)國家規(gui)定的(de)(de)價(jia)格(ge)賣(mai)給電(dian)(dian)(dian)(dian)(dian)(dian)網(wang),后者再按照(zhao)國家規(gui)定的(de)(de)價(jia)格(ge)賣(mai)給用戶。第三監(jian)管(guan)
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卓然
自學成才的龍頭選手
2023-05-13 11:41:42
下調存(cun)款利率究(jiu)竟(jing)利好什(shen)么板塊
下(xia)調存(cun)(cun)(cun)(cun)款利率(lv)的瓜落地后,周五雖然(ran)沒有(you)(you)起到提振股(gu)市的作用,該跌(die)的還是(shi)跌(die),資(zi)金縮容(rong),繼續觀望。下(xia)調銀行(xing)(xing)存(cun)(cun)(cun)(cun)款利率(lv),短期(qi)雖然(ran)沒多少(shao)催化,但對(dui)中(zhong)長期(qi)還是(shi)個利好(hao)。下(xia)調存(cun)(cun)(cun)(cun)款利率(lv),究竟(jing)利好(hao)板(ban)塊(kuai)(kuai),首先對(dui)銀行(xing)(xing)肯定有(you)(you)好(hao)處,存(cun)(cun)(cun)(cun)款屬于銀行(xing)(xing)的負(fu)債(zhai)端,存(cun)(cun)(cun)(cun)款利率(lv)下(xia)降(jiang),負(fu)債(zhai)成本低了,利好(hao)是(shi)顯而易見的。銀行(xing)(xing)板(ban)塊(kuai)(kuai)是(shi)需要看多的,疊(die)加中(zhong)特估概念,銀行(xing)(xing)后續一定是(shi)有(you)(you)行(xing)(xing)情。工(gong)商銀行(xing)(xing)一天賺10億,還嫌不(bu)夠,說明(ming)什么,說明(ming)土(tu)地財(cai)政向股(gu)權財(cai)政過渡。存(cun)(cun)(cun)(cun)錢效(xiao)益不(bu)好(hao)了,存(cun)(cun)(cun)(cun)銀行(xing)(xing)沒多少(shao)意思,那么存(cun)(cun)(cun)(cun)款會向哪些方(fang)面轉移?1.信(xin)托,保險等高收(shou)益的資(zi)產管(guan)理;利好(hao)信(xin)托
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卓(zhuo)然
自學成才的龍頭選手
2023-05-13 08:20:29
OPPO摁下芯片業務解散鍵,全志科技發出招(zhao)攬書
芯片(pian)行業(ye)(ye)太(tai)難了(le),高(gao)門檻,高(gao)投入,高(gao)周期,高(gao)風險。5月(yue)12日,OPPO表示,面對全(quan)球經濟、手機市場的不(bu)(bu)確定性,經過慎重考(kao)慮,公(gong)司決定終止哲(zhe)庫(ku)ZEKU業(ye)(ye)務。哲(zhe)庫(ku)ZEKU是(shi)負(fu)責OPPO自研芯片(pian)業(ye)(ye)務,芯片(pian)也(ye)是(shi)OPPO幾年(nian)前布局萬物互聯(lian)時代一個重要(yao)的戰略(lve)方向。這就意味著,不(bu)(bu)到4年(nian)時間,國產手機品牌OPPO決定終止芯片(pian)業(ye)(ye)務,團隊3000多人(ren)全(quan)部解散(san)。芯片(pian)研發又是(shi)相當“燒(shao)錢(qian)”的,華為海思燒(shao)了(le)5000億還未見(jian)盈利,OPPO沒有規模放(fang)量來分(fen)擔成本,將使得芯片(pian)成本居高(gao)不(bu)(bu)下,自研芯片(pian)遠沒有外采的芯片(pian)經濟。據統計,一季
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卓(zhuo)然
自學成才的龍頭選手
2023-05-08 15:30:03
今日AI陣眼(yan),科大訊飛
科(ke)(ke)大(da)訊飛(fei)(fei)發(fa)布的星火大(da)模型超出市場(chang)預期(qi),今(jin)日開(kai)(kai)(kai)盤(pan)(pan),高(gao)(gao)開(kai)(kai)(kai),稍后回落,繼續強化,快(kuai)速(su)上(shang)(shang)板(ban),帶動AI上(shang)(shang)攻(gong)。不久,科(ke)(ke)大(da)開(kai)(kai)(kai)板(ban),AI上(shang)(shang)漲個股極速(su)回落,高(gao)(gao)位(wei)個股多(duo)數(shu)跌落水(shui)下,從這里可(ke)以看出,科(ke)(ke)大(da)訊飛(fei)(fei)是AI陣眼。此時,資(zi)金(jin)開(kai)(kai)(kai)始轉(zhuan)向(xiang)中字(zi)頭(tou)加一(yi)帶一(yi)路,繼續推動指數(shu)上(shang)(shang)漲。科(ke)(ke)大(da)訊飛(fei)(fei)高(gao)(gao)位(wei)盤(pan)(pan)旋,AI前途未明。早盤(pan)(pan)臨(lin)收盤(pan)(pan)之際(ji),突有(you)神秘資(zi)金(jin)介入(ru),再(zai)度把科(ke)(ke)大(da)推向(xiang)漲停。到這里,大(da)家要把目(mu)光迅速(su)轉(zhuan)向(xiang)AI。果不其(qi)然,下午一(yi)開(kai)(kai)(kai)盤(pan)(pan),資(zi)金(jin)迅猛攻(gong)擊AI+,教育個股暴力上(shang)(shang)漲,比如方(fang)直科(ke)(ke)技,世紀(ji)天鴻,佳發(fa)教育,傳媒,醫療也(ye)快(kuai)速(su)修(xiu)復。今(jin)日成功小訣竅,
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卓然
自學成才的龍頭選手
2023-05-07 12:42:13
財(cai)經委會(hui)議主題及主要受(shou)益方向(xiang)
5月5日,中央(yang)財經(jing)(jing)委會(hui)議(yi)(yi)召開(kai),這是(shi)對(dui)政治局會(hui)議(yi)(yi)的(de)(de)(de)一次補充落(luo)實及延伸。關于本次財經(jing)(jing)委會(hui)議(yi)(yi),很(hen)多老師都做了解讀(du),但感覺到還是(shi)太細碎了,沒能抓(zhua)住主(zhu)題(ti)(ti)。通讀(du)全篇,財經(jing)(jing)委會(hui)議(yi)(yi)的(de)(de)(de)主(zhu)題(ti)(ti)就是(shi)安(an)全與(yu)發(fa)(fa)展(zhan)。安(an)全是(shi)前(qian)提,是(shi)基礎,發(fa)(fa)展(zhan)是(shi)目的(de)(de)(de),沒有安(an)全的(de)(de)(de)發(fa)(fa)展(zhan),沒有發(fa)(fa)展(zhan)的(de)(de)(de)安(an)全,安(an)全也得不(bu)(bu)到支撐。是(shi)無(wu)根(gen)之(zhi)木(mu),無(wu)源之(zhi)水。 關于安(an)全與(yu)發(fa)(fa)展(zhan),會(hui)議(yi)(yi)重(zhong)(zhong)點指(zhi)出這么幾點,1.以實體(ti)經(jing)(jing)濟為重(zhong)(zhong),防止(zhi)經(jing)(jing)濟脫實向虛,有兩層(ceng)意(yi)思,其一,防止(zhi)資本過度(du)(du)擴張(zhang);其二,穩健的(de)(de)(de)貨(huo)幣政策,不(bu)(bu)會(hui)過度(du)(du)超發(fa)(fa)貨(huo)幣,不(bu)(bu)會(hui)繼續抬升金融杠桿(gan)。從這個角度(du)(du)講(jiang),未來,股(gu)市是(shi)結構性,
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科大訊飛
S
方直科技
S
*ST國化
S
佳發教育
1
8
6
2.36
卓然
自學成才的龍頭選手
2023-05-05 11:52:51
政治局會議AI炒(chao)作方向如何(he)演進(重發一遍)
自(zi)去年(nian)12月的(de)(de)中央經濟工作會(hui)議以來,政(zheng)策最(zui)后(hou)聚(ju)焦(jiao)在(zai)(zai)“科(ke)技”上了,資金也對新提(ti)出的(de)(de)“科(ke)技”感興趣。今年(nian)4月28日(ri)(ri)的(de)(de)政(zheng)治局會(hui)議則更加縮小“科(ke)技”的(de)(de)范圍(wei),現在(zai)(zai)聚(ju)焦(jiao)在(zai)(zai)“國產替代、通用(yong)人工智能(neng)”上。這(zhe)次公報是在(zai)(zai)盤(pan)中發(fa)(fa)布的(de)(de),不像以往都是在(zai)(zai)盤(pan)后(hou)發(fa)(fa)布,當日(ri)(ri)互(hu)聯網、傳媒娛(yu)樂(le)、廣告包裝(zhuang)、軟件服務是漲幅居前的(de)(de)板(ban)塊(kuai),這(zhe)些板(ban)塊(kuai)有一(yi)個(ge)共同特點(dian):屬于AI+應用(yong)。 政(zheng)策把聚(ju)焦(jiao)點(dian)放在(zai)(zai)AI的(de)(de)下游(you)應用(yong)上 ,就是希望給下游(you)行業賦能(neng),提(ti)升生產效率(lv)。面(mian)對政(zheng)策的(de)(de)指(zhi)揮(hui)棒,我(wo)們該(gai)怎(zen)么做?是按部就班先信創,再上游(you)算力、存力、芯(xin)片,再下游(you)應有。如果
S
昆侖萬維
S
中國科傳
0
2
3
0.49
卓然(ran)
自學成才的龍頭選手
2023-05-05 11:46:41
炒(chao)作人工智(zhi)能(neng)的二個哲學思(si)辨
自4月28日政(zheng)治局(ju)會議精神公布后,人工智能炒作方向有了(le)新的(de)(de)變化,很多人思路還是不夠清晰,還沉浸在之(zhi)前(qian)舊的(de)(de)思維了(le),一直沒跟上(shang)節奏,非常可惜。我(wo)發(fa)布的(de)(de)《政(zheng)治局(ju)會議人工智能炒作方向演進》,很多人噴我(wo),說我(wo)意(yi)淫,想當然。在這里,我(wo)用哲學(xue)思維做一個思辨。希(xi)望(wang)對(dui)各位(wei)老師有所裨益。 第一個思考,以(yi)應用促發(fa)展(zhan)。通用大(da)(da)模型投入巨大(da)(da),花大(da)(da)力氣(qi)全(quan)力攻關,對(dui)國(guo)家,對(dui)企業(ye)有點吃不消,承受太大(da)(da),以(yi)應用促發(fa)展(zhan),在實踐中可以(yi)找出發(fa)展(zhan)的(de)(de)痛點與難點,有的(de)(de)放矢。其(qi)二(er),可以(yi)產(chan)生(sheng)經濟效(xiao)益,以(yi)效(xiao)益來(lai)帶動發(fa)展(zhan)。死磕算力,硬件,液冷的(de)(de)朋友,市
S
高瀾股份
S
科德教育
S
浪潮信息
0
0
2
1.69
卓(zhuo)然(ran)
自學成才的龍頭選手
2023-05-04 19:07:45
小商品城跳水為啥(sha)?利(li)空?求助
小商品(pin)城概念很純正,一帶一路,跨境支付(fu),國企改革,全天走(zou)勢比較強,為何尾盤大跳水,很詭異,這可不像(xiang)洗(xi)盤。求(qiu)助大神,求(qiu)解。 湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu) 湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu) 湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)
S
小商品城
0
3
1
0.40
卓然
自學成才的龍頭選手
2023-05-04 16:22:34
繼續干AI應用(yong),必須有(you)想象空間的(de),有(you)業(ye)績(ji)的(de)
收盤(pan)了(le),敢于(yu)上(shang)AI+應用的(de),主(zhu)要是(shi)出版傳媒(mei),游(you)戲,電商(shang),教育的(de)小伙伴們一(yi)定(ding)吃了(le)大肉。現擇要列出來,AI+傳媒(mei),中(zhong)(zhong)信出版,中(zhong)(zhong)國科(ke)傳,藍色光(guang)標,果麥文(wen)化,中(zhong)(zhong)國出版,上(shang)海電影,南(nan)方(fang)傳媒(mei)等(deng);AI+游(you)戲,三(san)七互娛,掌趣科(ke)技(ji),神州泰岳(yue),湯姆貓等(deng);AI+教育,世紀天鴻,漢儀科(ke)技(ji)等(deng)。AI+電商(shang),返利科(ke)技(ji),焦點科(ke)技(ji),華凱(kai)易佰(bai)等(deng);昨(zuo)天,很(hen)多人(ren)(ren)懟(dui)我,算力與CPO業(ye)績最過硬,最確定(ding),應該要大上(shang),而(er)AI應用調(diao)整會很(hen)深(shen)的(de)。這(zhe)些人(ren)(ren)都忽略了(le)一(yi)個(ge)問(wen)題,算力一(yi)季報業(ye)績不合預期,而(er)相反,在(zai)應用上(shang)面(mian),業(ye)績表現最突出。所以,接下來,在(zai)應
S
上海電影
S
漢儀股份
S
*ST返利
1
0
3
0.27
卓然
自學成才的龍頭選手
2023-05-04 11:20:00
注意,出版(ban)傳媒,游(you)戲調整(zheng)就是加倉(cang)的機(ji)會(hui)
唱(chang)多算(suan)力(li)的(de)(de)老師,為啥算(suan)力(li)不(bu)(bu)按(an)你(ni)們的(de)(de)意思走,算(suan)力(li)偏偏不(bu)(bu)強,說明白點就(jiu)是(shi)(shi)理解(jie)力(li)不(bu)(bu)夠(gou),對(dui)政(zheng)策面,資(zi)金(jin)面熟視(shi)無睹。再說一(yi)(yi)(yi)遍,cpo,劍(jian)橋科技(ji),新(xin)易(yi)盛等票機構(gou)是(shi)(shi)大(da)幅減倉的(de)(de),在機構(gou)主導行情的(de)(de)今天(tian),不(bu)(bu)要選(xuan)擇機構(gou)大(da)幅減倉的(de)(de)個股,風險很(hen)大(da),是(shi)(shi)高手局,一(yi)(yi)(yi)般人還是(shi)(shi)不(bu)(bu)要輕(qing)易(yi)參與。昨日文章講了(le),AI+應用是(shi)(shi)主線,尤其是(shi)(shi)出(chu)版(ban)傳(chuan)媒與游(you)戲,跌(die)下來就(jiu)是(shi)(shi)機會。中信出(chu)版(ban)周五表現一(yi)(yi)(yi)般,今天(tian)直(zhi)接(jie)(jie)20CM,中國科傳(chuan)直(zhi)接(jie)(jie)高開,穩(wen)住出(chu)版(ban)傳(chuan)媒大(da)局,奠(dian)定龍頭(tou)氣質(zhi)。關(guan)于(yu)昆侖萬維,機構(gou),游(you)資(zi)大(da)力(li)介入的(de)(de)票,因(yin)為滿融(rong)操作,今天(tian)會縮(suo)容。調整就(jiu)是(shi)(shi)機會。做日內
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卓然
自學成才的龍頭選手
2023-06-05 22:27:50
6月(yue)行情(qing),先(xian)人民幣貶值概(gai)念(nian),后保(bao)險(xian)
五窮六絕七翻身。但(dan)今年(nian)有(you)所特(te)殊。今年(nian)1—3月(yue)(yue),無論是(shi)(shi)行(xing)業(ye)高(gao)頻數(shu)據(ju),還(huan)是(shi)(shi)金(jin)融社融數(shu)據(ju)高(gao)舉高(gao)打,但(dan)進入4月(yue)(yue),延續到5月(yue)(yue),一路斷崖式下降。所以今年(nian)的五窮從4月(yue)(yue)份就(jiu)開(kai)始了,經過兩個(ge)多月(yue)(yue)的周期(qi)(qi),所以從周期(qi)(qi)推算,6月(yue)(yue)要進入往年(nian)的翻身階段。6月(yue)(yue)9號,五月(yue)(yue)CPI數(shu)據(ju)即(ji)將公布 ,目前預期(qi)(qi)0.2%。從PMI數(shu)據(ju)與豬肉(rou)價格來(lai)看,這個(ge)數(shu)據(ju)會(hui)有(you)些乏(fa)力。如(ru)果CPI為(wei)負,經濟有(you)通縮的風險。另外(wai)受宏觀事件影響(xiang),上(shang)周五,美股大漲(zhang)(zhang),非農就(jiu)業(ye)數(shu)據(ju)強勁,加深了加息(xi)的預期(qi)(qi)。美元指數(shu)上(shang)漲(zhang)(zhang) ,造成(cheng)人民(min)幣貶值(zhi),北(bei)向(xiang)資金(jin)流出。近期(qi)(qi)方向(xiang)重點關注人
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卓然
自學成才的龍頭選手
2023-05-29 19:40:29
網傳超級大(da)消息,指向芯片,要(yao)么(me)不信,要(yao)信早(zao)干
突傳(chuan)大消息,先(xian)(xian)進制(zhi)(zhi)造(zao)(zao)業(ye)要減(jian)稅千(qian)億(yi)。 今年1-4月這工(gong)業(ye)利(li)潤下滑得這么(me)厲害,總的(de)想辦法吧?貨幣政策空(kong)間不(bu)大,或者(zhe)說(shuo)寬信(xin)用的(de)金(jin)融向實(shi)體傳(chuan)導不(bu)暢,資金(jin)空(kong)轉既然加不(bu)到,能不(bu)能減(jian)呢(ni)?例如(ru)(ru)說(shuo)1-4月工(gong)業(ye)制(zhi)(zhi)造(zao)(zao)業(ye)的(de)利(li)潤下滑,如(ru)(ru)適(shi)當減(jian)稅呢(ni)?算不(bu)算刺激跟扶持? 給錢不(bu)要,那(nei)就讓(rang)你少交錢,所(suo)以,今天開始傳(chuan)減(jian)稅了。規模不(bu)小(xiao),千(qian)億(yi)級別的(de)稅負,針對的(de)是(shi)(shi)制(zhi)(zhi)造(zao)(zao)業(ye),可能性比較大的(de)應該是(shi)(shi)先(xian)(xian)進制(zhi)(zhi)造(zao)(zao)業(ye)。去(qu)翻周(zhou)末公布的(de)工(gong)業(ye)利(li)潤中(zhong),先(xian)(xian)進制(zhi)(zhi)造(zao)(zao)業(ye)確實(shi)是(shi)(shi)拖(tuo)后腿的(de)。先(xian)(xian)進制(zhi)(zhi)造(zao)(zao)還有一(yi)個(ge)些綁定(ding)的(de)關(guan)鍵(jian)詞(ci),例如(ru)(ru)說(shuo),技術(shu)門檻,卡(ka)博子(zi),供應鏈不(bu)穩(wen)定(ding)。指來指去(qu),
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卓然
自學成才的龍頭選手
2023-05-21 00:41:29
當前機器人概(gai)念的二種炒作路徑及展望
2023年5月(yue)17日,英偉(wei)達CEO黃仁勛在(zai)半導體大會表(biao)示,AI下一(yi)個浪潮將(jiang)是“具身(shen)智能(neng)(neng)”。2023年5月(yue),特斯(si)拉股(gu)東大會放出(chu)人(ren)形機(ji)器(qi)人(ren)Optimus展示視(shi)頻,視(shi)頻中顯示人(ren)形機(ji)器(qi)人(ren)在(zai)車間靈活(huo)行走(zou)、抓取物體,以及電機(ji)扭矩控制技術(shu)(不打碎雞(ji)蛋)。馬(ma)斯(si)克(ke)預測未來(lai)(lai)將(jiang)賣出(chu)去100億個人(ren)形機(ji)器(qi)Optimus,并表(biao)示對于特斯(si)拉而(er)言,長期(qi)價值可能(neng)(neng)都是Optimus帶來(lai)(lai)的(de)。除此之外,chatGPT的(de)母公司(si)OpenAI在(zai)今年投資了瑞士人(ren)形機(ji)器(qi)人(ren)公司(si)1X,波士頓(dun)動力也推(tui)出(chu)了具備具身(shen)智能(neng)(neng)能(neng)(neng)力的(de)Atlas和Spot。各大科(ke)
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卓然
自學成才的龍頭選手
2023-05-19 21:05:56
再議(yi)芯片,以全志(zhi)科技為樣本(ben)
自從前(qian)幾日筆者強推芯片(pian)股,強烈看(kan)好芯片(pian)代表(biao)股全志科(ke)技,很多人強懟芯片(pian),對中(zhong)(zhong)國(guo)芯片(pian)持黑(hei)暗態度,對持有全志科(ke)技更是大(da)(da)加鞭撻。今日,國(guo)產(chan)(chan)芯片(pian)A股強勢歸(gui)來,國(guo)產(chan)(chan)芯片(pian)下一(yi)(yi)步走(zou)勢將(jiang)如何?文章將(jiang)再做一(yi)(yi)次詳細闡(chan)述(shu)。從大(da)(da)勢看(kan),當前(qian),國(guo)產(chan)(chan)芯片(pian)在(zai)全球(qiu)占比(bi)很小,但(dan)換一(yi)(yi)個角度看(kan),這樣反而顯得國(guo)產(chan)(chan)芯片(pian)未來的(de)發展空間更廣。在(zai)中(zhong)(zhong)國(guo)半導(dao)體(ti)供應鏈的(de)所有四(si)個子領(ling)域(yu)——無晶圓廠、IDM、代工(gong)和 OSAT——中(zhong)(zhong)國(guo)公司去(qu)年的(de)收入都錄得快速增長(chang),年增長(chang)率分(fen)別為 36%、23%、32%、23%。在(zai) SIA 分(fen)析(xi)中(zhong)(zhong),中(zhong)(zhong)國(guo)領(ling)先的(de)半導(dao)體(ti)公司有望(wang)在(zai)多
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卓然
自學成才的龍頭選手
2023-05-17 22:55:57
強CALL鴻博(bo)股份,從資(zi)金面(mian)角度考(kao)量
關于鴻博股份(fen)(fen),吹(chui)泡泡邏輯連(lian)發九(jiu)篇文(wen)章,是目前全(quan)站講(jiang)鴻博股份(fen)(fen)邏輯最(zui)深(shen)刻,最(zui)全(quan)面(mian)(mian)的,建(jian)議大(da)(da)家仔(zi)細品咂(za),在(zai)這里就不贅述了。今(jin)日,要講(jiang)的是從資(zi)金(jin)面(mian)(mian)進行考量(liang)。今(jin)日,鴻博股份(fen)(fen)受算(suan)力利好刺激(ji),快速沖高(gao)到6個(ge)多點 ,隨(sui)后緩慢下跌,下午盤(pan)開(kai)盤(pan)半小時,急(ji)(ji)劇跌落水下5個(ge)多點,妥妥的強轉(zhuan)弱(ruo)。急(ji)(ji)劇下跌5個(ge)多點,神(shen)秘資(zi)金(jin)出手,快速拉升到紅(hong)盤(pan),最(zui)后以正4個(ge)多點收盤(pan)。從資(zi)金(jin)面(mian)(mian)來講(jiang),鴻博股份(fen)(fen)大(da)(da)開(kai)大(da)(da)合,體(ti)現了趨勢股新的做(zuo)盤(pan)思路,大(da)(da)單砸(za)出,小單買入(ru)。盤(pan)后龍虎榜(bang)顯(xian)示,西湖國(guo)貿(mao)砸(za)出2.7億,這種體(ti)量(liang)砸(za)法居(ju)然沒砸(za)跌停(ting),說(shuo)明(ming)什么?說(shuo)明(ming)鴻博股
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卓然
自學成才的龍頭選手
2023-05-16 22:59:39
接下來最大的利(li)好(hao),不是MR,而(er)是AI+電(dian)網
最近(jin)一(yi)直悄(qiao)悄(qiao)漲(zhang)(zhang)的(de)電(dian)(dian)(dian)(dian)(dian)網,很多人(ren)都沒(mei)搞明白電(dian)(dian)(dian)(dian)(dian)網電(dian)(dian)(dian)(dian)(dian)力設備漲(zhang)(zhang)的(de)到底是(shi)(shi)什么(me),有(you)認為是(shi)(shi)新(xin)能源驅(qu)(qu)動,有(you)認為是(shi)(shi)之前(qian)充電(dian)(dian)(dian)(dian)(dian)轉(zhuan)樁的(de)消(xiao)息驅(qu)(qu)動。其實,都是(shi)(shi)資金在(zai)做表(biao)面交易。這波先漲(zhang)(zhang)的(de)電(dian)(dian)(dian)(dian)(dian)力設備其實是(shi)(shi)基于 第(di)三(san)監管周期(qi)區(qu)域電(dian)(dian)(dian)(dian)(dian)網輸(shu)電(dian)(dian)(dian)(dian)(dian)價(jia)格的(de)驅(qu)(qu)動,核(he)定(ding)配(pei)電(dian)(dian)(dian)(dian)(dian)價(jia)格等于變現(xian)改(gai)革(ge)。總體上,新(xin)一(yi)輪輸(shu)配(pei)電(dian)(dian)(dian)(dian)(dian)價(jia)核(he)定(ding)更加精準科學。輸(shu)配(pei)電(dian)(dian)(dian)(dian)(dian)價(jia)是(shi)(shi)指銷(xiao)售電(dian)(dian)(dian)(dian)(dian)價(jia)中包含的(de)輸(shu)配(pei)電(dian)(dian)(dian)(dian)(dian)成本,是(shi)(shi)“運電(dian)(dian)(dian)(dian)(dian)”的(de)費用。在(zai)輸(shu)配(pei)電(dian)(dian)(dian)(dian)(dian)價(jia)改(gai)革(ge)以(yi)前(qian),電(dian)(dian)(dian)(dian)(dian)網企業扮演“統購統銷(xiao)”的(de)角色,其盈利路徑主要是(shi)(shi)賺取(qu)“差價(jia)”。即電(dian)(dian)(dian)(dian)(dian)廠將電(dian)(dian)(dian)(dian)(dian)力按(an)照(zhao)國家規定(ding)的(de)價(jia)格賣(mai)給(gei)(gei)電(dian)(dian)(dian)(dian)(dian)網,后(hou)者再(zai)按(an)照(zhao)國家規定(ding)的(de)價(jia)格賣(mai)給(gei)(gei)用戶。第(di)三(san)監管
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1.03
卓然
自學成才的龍頭選手
2023-05-13 11:41:42
下調存(cun)款利率究竟利好什(shen)么(me)板塊(kuai)
下(xia)(xia)調(diao)存(cun)款利(li)(li)率的瓜落地后,周(zhou)五(wu)雖然(ran)沒有(you)起到提振股(gu)市的作用,該(gai)跌的還是(shi)跌,資金縮容,繼續觀望。下(xia)(xia)調(diao)銀(yin)行(xing)存(cun)款利(li)(li)率,短期雖然(ran)沒多(duo)少催化,但對(dui)中長期還是(shi)個利(li)(li)好。下(xia)(xia)調(diao)存(cun)款利(li)(li)率,究竟利(li)(li)好板塊,首(shou)先對(dui)銀(yin)行(xing)肯定有(you)好處,存(cun)款屬于銀(yin)行(xing)的負債(zhai)端,存(cun)款利(li)(li)率下(xia)(xia)降,負債(zhai)成(cheng)本低了(le),利(li)(li)好是(shi)顯而易見的。銀(yin)行(xing)板塊是(shi)需要看多(duo)的,疊加中特(te)估(gu)概念,銀(yin)行(xing)后續一定是(shi)有(you)行(xing)情。工商(shang)銀(yin)行(xing)一天賺(zhuan)10億,還嫌不夠,說明(ming)什么(me),說明(ming)土地財(cai)(cai)政向股(gu)權(quan)財(cai)(cai)政過渡。存(cun)錢效益不好了(le),存(cun)銀(yin)行(xing)沒多(duo)少意思,那么(me)存(cun)款會向哪些方面轉移?1.信(xin)托(tuo),保(bao)險等高收益的資產管理;利(li)(li)好信(xin)托(tuo)
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卓然(ran)
自學成才的龍頭選手
2023-05-13 08:20:29
OPPO摁下(xia)芯片業(ye)務解散鍵,全(quan)志科技發(fa)出招攬書(shu)
芯(xin)(xin)(xin)片(pian)(pian)行業太難(nan)了,高(gao)門檻,高(gao)投入,高(gao)周期,高(gao)風險。5月(yue)12日,OPPO表示(shi),面對全球經濟、手機市場的不確定性,經過慎重考慮,公司決(jue)定終止哲庫ZEKU業務(wu)(wu)。哲庫ZEKU是(shi)負責OPPO自研芯(xin)(xin)(xin)片(pian)(pian)業務(wu)(wu),芯(xin)(xin)(xin)片(pian)(pian)也是(shi)OPPO幾年(nian)前布局萬物互聯時(shi)代(dai)一個重要(yao)的戰略方(fang)向。這就意(yi)味著,不到4年(nian)時(shi)間,國(guo)產手機品(pin)牌OPPO決(jue)定終止芯(xin)(xin)(xin)片(pian)(pian)業務(wu)(wu),團隊3000多人全部解散。芯(xin)(xin)(xin)片(pian)(pian)研發又是(shi)相(xiang)當“燒錢”的,華為(wei)海思燒了5000億(yi)還未見盈利,OPPO沒(mei)有規(gui)模放量來分擔成(cheng)本(ben),將使(shi)得(de)芯(xin)(xin)(xin)片(pian)(pian)成(cheng)本(ben)居(ju)高(gao)不下,自研芯(xin)(xin)(xin)片(pian)(pian)遠沒(mei)有外采的芯(xin)(xin)(xin)片(pian)(pian)經濟。據統計,一季
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全志科技
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92.99
卓然
自學成才的龍頭選手
2023-05-08 15:30:03
今日AI陣眼,科大(da)訊飛
科大(da)訊(xun)飛(fei)發布的星火大(da)模型超出市場預期,今日開(kai)(kai)盤(pan),高(gao)開(kai)(kai),稍后回落(luo),繼續強化,快(kuai)速上(shang)板,帶動(dong)(dong)AI上(shang)攻。不(bu)久,科大(da)開(kai)(kai)板,AI上(shang)漲(zhang)個股極速回落(luo),高(gao)位個股多數跌落(luo)水下,從這里可以看出,科大(da)訊(xun)飛(fei)是AI陣眼。此時(shi),資(zi)金(jin)開(kai)(kai)始轉向(xiang)中(zhong)字(zi)頭加一(yi)(yi)帶一(yi)(yi)路,繼續推動(dong)(dong)指數上(shang)漲(zhang)。科大(da)訊(xun)飛(fei)高(gao)位盤(pan)旋,AI前(qian)途未明。早盤(pan)臨收盤(pan)之際,突有神秘資(zi)金(jin)介入,再度(du)把科大(da)推向(xiang)漲(zhang)停。到這里,大(da)家要把目光迅速轉向(xiang)AI。果不(bu)其然,下午(wu)一(yi)(yi)開(kai)(kai)盤(pan),資(zi)金(jin)迅猛攻擊AI+,教(jiao)育(yu)個股暴力上(shang)漲(zhang),比如方直科技(ji),世紀天鴻,佳(jia)發教(jiao)育(yu),傳媒,醫療也快(kuai)速修復(fu)。今日成功小(xiao)訣竅,
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科大訊飛
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方直科技
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ST凱文
0
0
1
0.52
卓然
自學成才的龍頭選手
2023-05-07 12:42:13
財經委會議主題及主要(yao)受(shou)益方向
5月5日,中(zhong)央財(cai)經(jing)(jing)委(wei)(wei)會(hui)議召開,這(zhe)(zhe)是(shi)(shi)(shi)對政治局(ju)會(hui)議的(de)(de)(de)一次補充落(luo)實及延伸。關(guan)于本(ben)次財(cai)經(jing)(jing)委(wei)(wei)會(hui)議,很(hen)多老師都(dou)做(zuo)了解讀,但感覺(jue)到還是(shi)(shi)(shi)太細碎(sui)了,沒能(neng)抓住主題。通讀全(quan)(quan)(quan)篇,財(cai)經(jing)(jing)委(wei)(wei)會(hui)議的(de)(de)(de)主題就是(shi)(shi)(shi)安(an)(an)(an)(an)全(quan)(quan)(quan)與(yu)發(fa)(fa)展(zhan)。安(an)(an)(an)(an)全(quan)(quan)(quan)是(shi)(shi)(shi)前(qian)提,是(shi)(shi)(shi)基礎,發(fa)(fa)展(zhan)是(shi)(shi)(shi)目的(de)(de)(de),沒有(you)安(an)(an)(an)(an)全(quan)(quan)(quan)的(de)(de)(de)發(fa)(fa)展(zhan),沒有(you)發(fa)(fa)展(zhan)的(de)(de)(de)安(an)(an)(an)(an)全(quan)(quan)(quan),安(an)(an)(an)(an)全(quan)(quan)(quan)也(ye)得不(bu)(bu)到支撐。是(shi)(shi)(shi)無(wu)根之(zhi)木(mu),無(wu)源之(zhi)水。 關(guan)于安(an)(an)(an)(an)全(quan)(quan)(quan)與(yu)發(fa)(fa)展(zhan),會(hui)議重(zhong)(zhong)點指出這(zhe)(zhe)么幾(ji)點,1.以實體經(jing)(jing)濟為重(zhong)(zhong),防止經(jing)(jing)濟脫實向虛,有(you)兩層(ceng)意(yi)思(si),其一,防止資本(ben)過(guo)度(du)擴張;其二,穩健的(de)(de)(de)貨(huo)幣(bi)(bi)政策,不(bu)(bu)會(hui)過(guo)度(du)超發(fa)(fa)貨(huo)幣(bi)(bi),不(bu)(bu)會(hui)繼續抬升金融杠(gang)桿。從這(zhe)(zhe)個(ge)角(jiao)度(du)講,未來,股市(shi)是(shi)(shi)(shi)結構性,
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科大訊飛
S
方直科技
S
*ST國化
S
佳發教育
1
8
6
2.36
卓然
自學成才的龍頭選手
2023-05-05 11:52:51
政(zheng)治局會(hui)議AI炒作方向如何演進(重發(fa)一遍)
自(zi)去年12月的(de)中央(yang)經(jing)濟工(gong)作會議(yi)以(yi)來,政策最后聚焦在(zai)“科技”上(shang)(shang)了,資金也(ye)對新提(ti)(ti)出的(de)“科技”感(gan)興趣。今年4月28日(ri)的(de)政治局會議(yi)則更(geng)加(jia)縮小(xiao)“科技”的(de)范圍,現在(zai)聚焦在(zai)“國產替代、通用人工(gong)智能”上(shang)(shang)。這次公報是(shi)(shi)在(zai)盤中發(fa)布的(de),不像以(yi)往都是(shi)(shi)在(zai)盤后發(fa)布,當日(ri)互聯網、傳媒娛樂、廣告包裝、軟(ruan)件(jian)服務(wu)是(shi)(shi)漲幅居前(qian)的(de)板塊,這些板塊有一(yi)個(ge)共(gong)同特點(dian):屬于AI+應(ying)用。 政策把聚焦點(dian)放在(zai)AI的(de)下(xia)游應(ying)用上(shang)(shang) ,就是(shi)(shi)希(xi)望給下(xia)游行業賦能,提(ti)(ti)升生產效率(lv)。面對政策的(de)指揮棒,我們該怎(zen)么做?是(shi)(shi)按部就班先信(xin)創,再(zai)上(shang)(shang)游算力(li)、存力(li)、芯片,再(zai)下(xia)游應(ying)有。如(ru)果(guo)
S
昆侖萬維
S
中國科傳
0
2
3
0.49
卓然
自學成才的龍頭選手
2023-05-05 11:46:41
炒作(zuo)人工智(zhi)能的二個(ge)哲學思辨
自4月28日(ri)政治局(ju)會議(yi)精神公布后,人工智能(neng)炒作方向有了新的(de)(de)變化,很(hen)多(duo)人思路還是不夠(gou)清晰,還沉浸(jin)在之前舊(jiu)的(de)(de)思維了,一直(zhi)沒跟上節奏,非常可(ke)惜。我發布的(de)(de)《政治局(ju)會議(yi)人工智能(neng)炒作方向演(yan)進》,很(hen)多(duo)人噴我,說我意(yi)淫,想當然。在這里,我用哲學思維做一個思辨(bian)。希望(wang)對(dui)各位老師有所裨益。 第一個思考,以應用促(cu)發展(zhan)。通(tong)用大模(mo)型(xing)投入(ru)巨大,花大力(li)氣(qi)全力(li)攻關(guan),對(dui)國家,對(dui)企(qi)業(ye)有點吃不消,承受太大,以應用促(cu)發展(zhan),在實踐中可(ke)以找出發展(zhan)的(de)(de)痛(tong)點與難點,有的(de)(de)放矢(shi)。其(qi)二,可(ke)以產(chan)生經濟效益,以效益來帶動(dong)發展(zhan)。死磕算力(li),硬件,液冷(leng)的(de)(de)朋友,市
S
高瀾股份
S
科德教育
S
浪潮信息
0
0
2
1.69
卓然(ran)
自學成才的龍頭選手
2023-05-04 19:07:45
小商(shang)品城(cheng)跳水(shui)為啥?利空(kong)?求助
小商(shang)品城概念很(hen)(hen)純正(zheng),一(yi)帶一(yi)路(lu),跨境支付,國(guo)企改(gai)革(ge),全天(tian)走勢比較(jiao)強,為何尾盤大(da)跳水(shui),很(hen)(hen)詭異(yi),這可不像洗盤。求助大(da)神,求解。 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湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu) 湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)
S
小商品城
0
3
1
0.40
卓然
自學成才的龍頭選手
2023-05-04 16:22:34
繼續干AI應(ying)用,必須(xu)有(you)想象空間(jian)的(de),有(you)業績的(de)
收盤了,敢于上(shang)AI+應(ying)(ying)用(yong)(yong)的,主(zhu)要是出(chu)版(ban)傳媒,游(you)戲,電商,教育(yu)的小(xiao)伙伴們一(yi)(yi)定吃了大(da)肉(rou)。現擇要列(lie)出(chu)來,AI+傳媒,中(zhong)信出(chu)版(ban),中(zhong)國科(ke)(ke)傳,藍色(se)光標,果(guo)麥文化,中(zhong)國出(chu)版(ban),上(shang)海電影,南方傳媒等;AI+游(you)戲,三七互娛,掌(zhang)趣科(ke)(ke)技(ji),神州泰岳,湯姆貓等;AI+教育(yu),世(shi)紀天(tian)鴻,漢儀科(ke)(ke)技(ji)等。AI+電商,返(fan)利科(ke)(ke)技(ji),焦點科(ke)(ke)技(ji),華(hua)凱易佰等;昨天(tian),很(hen)(hen)多人懟我,算力(li)與(yu)CPO業績最(zui)過硬,最(zui)確定,應(ying)(ying)該要大(da)上(shang),而(er)AI應(ying)(ying)用(yong)(yong)調整會很(hen)(hen)深的。這(zhe)些人都忽(hu)略了一(yi)(yi)個問題,算力(li)一(yi)(yi)季報業績不合預期(qi),而(er)相反,在(zai)(zai)應(ying)(ying)用(yong)(yong)上(shang)面(mian),業績表現最(zui)突出(chu)。所以(yi),接下來,在(zai)(zai)應(ying)(ying)
S
上海電影
S
漢儀股份
S
*ST返利
1
0
3
0.27
卓然
自學成才的龍頭選手
2023-05-04 11:20:00
注意,出(chu)版傳媒,游(you)戲調整就是加倉的機會
唱多算力的(de)老師,為(wei)啥算力不(bu)按你(ni)們(men)的(de)意思(si)走,算力偏偏不(bu)強(qiang),說明(ming)白點就是(shi)(shi)(shi)理解力不(bu)夠(gou),對(dui)政策面(mian),資(zi)金面(mian)熟視(shi)無睹。再說一(yi)遍(bian),cpo,劍橋科技(ji),新易盛等票(piao)機(ji)(ji)構是(shi)(shi)(shi)大(da)(da)幅(fu)減倉的(de),在機(ji)(ji)構主(zhu)導行情(qing)的(de)今天,不(bu)要選擇機(ji)(ji)構大(da)(da)幅(fu)減倉的(de)個股,風險很大(da)(da),是(shi)(shi)(shi)高手局,一(yi)般人(ren)還是(shi)(shi)(shi)不(bu)要輕易參與。昨日(ri)(ri)文章(zhang)講了,AI+應(ying)用是(shi)(shi)(shi)主(zhu)線(xian),尤其是(shi)(shi)(shi)出版(ban)傳媒(mei)與游戲(xi),跌下(xia)來就是(shi)(shi)(shi)機(ji)(ji)會(hui)。中信(xin)出版(ban)周五表現一(yi)般,今天直(zhi)接(jie)20CM,中國(guo)科傳直(zhi)接(jie)高開,穩住出版(ban)傳媒(mei)大(da)(da)局,奠定龍頭氣質。關于(yu)昆侖萬維,機(ji)(ji)構,游資(zi)大(da)(da)力介入的(de)票(piao),因(yin)為(wei)滿融(rong)操(cao)作,今天會(hui)縮(suo)容。調整就是(shi)(shi)(shi)機(ji)(ji)會(hui)。做日(ri)(ri)內
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卓然
自學成才的龍頭選手
2023-06-05 22:27:50
6月(yue)行情,先人民幣(bi)貶值概念,后保(bao)險
五窮六絕(jue)七翻身。但今年(nian)有(you)所(suo)特(te)殊。今年(nian)1—3月(yue)(yue)(yue),無論(lun)是(shi)(shi)行(xing)業(ye)高(gao)頻數(shu)(shu)據,還是(shi)(shi)金融社融數(shu)(shu)據高(gao)舉(ju)高(gao)打,但進入4月(yue)(yue)(yue),延續(xu)到5月(yue)(yue)(yue),一路斷(duan)崖式下降。所(suo)以(yi)今年(nian)的五窮從(cong)4月(yue)(yue)(yue)份就開始了(le),經過兩個多月(yue)(yue)(yue)的周(zhou)期(qi),所(suo)以(yi)從(cong)周(zhou)期(qi)推算,6月(yue)(yue)(yue)要(yao)進入往年(nian)的翻身階段。6月(yue)(yue)(yue)9號,五月(yue)(yue)(yue)CPI數(shu)(shu)據即將公布 ,目(mu)前預(yu)期(qi)0.2%。從(cong)PMI數(shu)(shu)據與(yu)豬(zhu)肉價格來看(kan),這(zhe)個數(shu)(shu)據會有(you)些(xie)乏力。如果CPI為負,經濟有(you)通(tong)縮(suo)的風險。另外受(shou)宏觀事件影響,上(shang)周(zhou)五,美(mei)股大漲(zhang),非(fei)農就業(ye)數(shu)(shu)據強勁,加(jia)深了(le)加(jia)息(xi)的預(yu)期(qi)。美(mei)元指數(shu)(shu)上(shang)漲(zhang) ,造成(cheng)人民幣貶值,北向(xiang)資(zi)金流出。近期(qi)方向(xiang)重點(dian)關注人
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卓然
自學成才的龍頭選手
2023-05-29 19:40:29
網傳超(chao)級(ji)大消息,指向(xiang)芯片(pian),要么不信,要信早(zao)干(gan)
突傳(chuan)大消(xiao)息,先進(jin)制(zhi)(zhi)造(zao)業(ye)要(yao)減(jian)(jian)(jian)稅(shui)千億。 今年1-4月(yue)這工(gong)業(ye)利潤(run)(run)下滑得這么厲害(hai),總(zong)的(de)想辦法吧(ba)?貨(huo)幣(bi)政策空間(jian)不(bu)(bu)(bu)大,或者說(shuo)寬信用(yong)的(de)金(jin)融向(xiang)實(shi)體傳(chuan)導不(bu)(bu)(bu)暢,資金(jin)空轉既然(ran)加不(bu)(bu)(bu)到,能不(bu)(bu)(bu)能減(jian)(jian)(jian)呢(ni)?例(li)如(ru)說(shuo)1-4月(yue)工(gong)業(ye)制(zhi)(zhi)造(zao)業(ye)的(de)利潤(run)(run)下滑,如(ru)適當減(jian)(jian)(jian)稅(shui)呢(ni)?算(suan)不(bu)(bu)(bu)算(suan)刺激(ji)跟扶(fu)持? 給錢不(bu)(bu)(bu)要(yao),那(nei)就(jiu)讓你少交錢,所以,今天開始傳(chuan)減(jian)(jian)(jian)稅(shui)了。規(gui)模不(bu)(bu)(bu)小,千億級別的(de)稅(shui)負,針對的(de)是制(zhi)(zhi)造(zao)業(ye),可能性(xing)比較(jiao)大的(de)應該是先進(jin)制(zhi)(zhi)造(zao)業(ye)。去翻周(zhou)末公(gong)布(bu)的(de)工(gong)業(ye)利潤(run)(run)中,先進(jin)制(zhi)(zhi)造(zao)業(ye)確實(shi)是拖后腿(tui)的(de)。先進(jin)制(zhi)(zhi)造(zao)還有一個些綁定(ding)的(de)關鍵詞,例(li)如(ru)說(shuo),技術門檻,卡博子,供應鏈不(bu)(bu)(bu)穩(wen)定(ding)。指來指去,
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卓然
自學成才的龍頭選手
2023-05-21 00:41:29
當前機器人概念的二種炒(chao)作路徑及(ji)展(zhan)望(wang)
2023年5月17日,英偉(wei)達CEO黃仁勛在半導(dao)體大會(hui)(hui)表(biao)示(shi)(shi),AI下(xia)一個浪(lang)潮將是“具(ju)身智能(neng)(neng)(neng)”。2023年5月,特斯(si)(si)拉股東大會(hui)(hui)放出(chu)(chu)(chu)人(ren)(ren)形(xing)機器(qi)(qi)人(ren)(ren)Optimus展示(shi)(shi)視(shi)頻,視(shi)頻中顯示(shi)(shi)人(ren)(ren)形(xing)機器(qi)(qi)人(ren)(ren)在車間靈活行走、抓取物體,以及電(dian)機扭(niu)矩控(kong)制技術(不打(da)碎雞蛋)。馬斯(si)(si)克(ke)預測(ce)未來(lai)將賣出(chu)(chu)(chu)去100億(yi)個人(ren)(ren)形(xing)機器(qi)(qi)Optimus,并(bing)表(biao)示(shi)(shi)對于特斯(si)(si)拉而言(yan),長期價值可能(neng)(neng)(neng)都是Optimus帶(dai)來(lai)的。除此之(zhi)外,chatGPT的母(mu)公(gong)(gong)司OpenAI在今年投資了瑞士(shi)人(ren)(ren)形(xing)機器(qi)(qi)人(ren)(ren)公(gong)(gong)司1X,波士(shi)頓(dun)動力也推出(chu)(chu)(chu)了具(ju)備具(ju)身智能(neng)(neng)(neng)能(neng)(neng)(neng)力的Atlas和Spot。各大科
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卓然
自學成才的龍頭選手
2023-05-19 21:05:56
再議芯片,以全志科技(ji)為樣本
自從前幾日(ri)(ri)筆者強(qiang)(qiang)推芯(xin)(xin)(xin)片(pian)(pian)(pian)股,強(qiang)(qiang)烈看(kan)好(hao)芯(xin)(xin)(xin)片(pian)(pian)(pian)代表股全志(zhi)科(ke)技,很(hen)(hen)多人強(qiang)(qiang)懟(dui)芯(xin)(xin)(xin)片(pian)(pian)(pian),對中(zhong)(zhong)國(guo)(guo)(guo)(guo)芯(xin)(xin)(xin)片(pian)(pian)(pian)持黑暗態度,對持有(you)(you)全志(zhi)科(ke)技更是大加鞭撻。今(jin)日(ri)(ri),國(guo)(guo)(guo)(guo)產(chan)(chan)芯(xin)(xin)(xin)片(pian)(pian)(pian)A股強(qiang)(qiang)勢(shi)歸來(lai),國(guo)(guo)(guo)(guo)產(chan)(chan)芯(xin)(xin)(xin)片(pian)(pian)(pian)下一(yi)步走勢(shi)將(jiang)(jiang)如何(he)?文章將(jiang)(jiang)再做一(yi)次(ci)詳細闡(chan)述。從大勢(shi)看(kan),當前,國(guo)(guo)(guo)(guo)產(chan)(chan)芯(xin)(xin)(xin)片(pian)(pian)(pian)在(zai)(zai)(zai)全球占比很(hen)(hen)小,但換一(yi)個(ge)角度看(kan),這(zhe)樣(yang)反而顯得國(guo)(guo)(guo)(guo)產(chan)(chan)芯(xin)(xin)(xin)片(pian)(pian)(pian)未來(lai)的發展空間更廣。在(zai)(zai)(zai)中(zhong)(zhong)國(guo)(guo)(guo)(guo)半(ban)導(dao)體(ti)供應鏈(lian)的所有(you)(you)四個(ge)子(zi)領(ling)域——無(wu)晶圓廠、IDM、代工和(he) OSAT——中(zhong)(zhong)國(guo)(guo)(guo)(guo)公司去年的收入都錄(lu)得快速增長,年增長率分別為(wei) 36%、23%、32%、23%。在(zai)(zai)(zai) SIA 分析中(zhong)(zhong),中(zhong)(zhong)國(guo)(guo)(guo)(guo)領(ling)先的半(ban)導(dao)體(ti)公司有(you)(you)望在(zai)(zai)(zai)多
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恒爍股份
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卓然(ran)
自學成才的龍頭選手
2023-05-17 22:55:57
強CALL鴻(hong)博股份,從資金面角度(du)考量
關于鴻(hong)博(bo)股(gu)份(fen)(fen)(fen),吹泡(pao)泡(pao)邏(luo)輯連(lian)發九篇文章,是目前全(quan)站講鴻(hong)博(bo)股(gu)份(fen)(fen)(fen)邏(luo)輯最(zui)深(shen)刻,最(zui)全(quan)面的,建議大(da)家仔細品咂,在這里就不贅(zhui)述了。今(jin)日,要(yao)講的是從資金面進行考量。今(jin)日,鴻(hong)博(bo)股(gu)份(fen)(fen)(fen)受算力利好(hao)刺(ci)激(ji),快(kuai)(kuai)速(su)(su)沖(chong)高到6個(ge)(ge)多(duo)點 ,隨后(hou)緩(huan)慢下跌,下午(wu)盤(pan)開盤(pan)半小時,急劇跌落水(shui)下5個(ge)(ge)多(duo)點,妥妥的強轉(zhuan)弱(ruo)。急劇下跌5個(ge)(ge)多(duo)點,神秘資金出(chu)手,快(kuai)(kuai)速(su)(su)拉升到紅盤(pan),最(zui)后(hou)以正(zheng)4個(ge)(ge)多(duo)點收盤(pan)。從資金面來講,鴻(hong)博(bo)股(gu)份(fen)(fen)(fen)大(da)開大(da)合,體現(xian)了趨勢股(gu)新的做盤(pan)思路(lu),大(da)單砸出(chu),小單買入。盤(pan)后(hou)龍(long)虎榜(bang)顯示,西湖國貿砸出(chu)2.7億,這種體量砸法居然沒(mei)砸跌停,說明(ming)什(shen)么?說明(ming)鴻(hong)博(bo)股(gu)
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卓然
自學成才的龍頭選手
2023-05-16 22:59:39
接下(xia)來(lai)最(zui)大的利好,不(bu)是(shi)MR,而是(shi)AI+電網
最(zui)近一直悄悄漲的(de)電(dian)(dian)(dian)(dian)(dian)網,很(hen)多人都沒搞(gao)明白電(dian)(dian)(dian)(dian)(dian)網電(dian)(dian)(dian)(dian)(dian)力設備漲的(de)到底是(shi)(shi)什么,有認為是(shi)(shi)新能源驅(qu)動,有認為是(shi)(shi)之前充電(dian)(dian)(dian)(dian)(dian)轉樁的(de)消(xiao)息驅(qu)動。其實(shi)(shi),都是(shi)(shi)資金(jin)在做(zuo)表面交(jiao)易。這波先漲的(de)電(dian)(dian)(dian)(dian)(dian)力設備其實(shi)(shi)是(shi)(shi)基于 第三監管周(zhou)期區域電(dian)(dian)(dian)(dian)(dian)網輸電(dian)(dian)(dian)(dian)(dian)價(jia)格的(de)驅(qu)動,核(he)定(ding)配(pei)(pei)電(dian)(dian)(dian)(dian)(dian)價(jia)格等于變現改革(ge)。總體上,新一輪(lun)輸配(pei)(pei)電(dian)(dian)(dian)(dian)(dian)價(jia)核(he)定(ding)更加(jia)精準科(ke)學。輸配(pei)(pei)電(dian)(dian)(dian)(dian)(dian)價(jia)是(shi)(shi)指銷(xiao)售電(dian)(dian)(dian)(dian)(dian)價(jia)中包含的(de)輸配(pei)(pei)電(dian)(dian)(dian)(dian)(dian)成本,是(shi)(shi)“運電(dian)(dian)(dian)(dian)(dian)”的(de)費用。在輸配(pei)(pei)電(dian)(dian)(dian)(dian)(dian)價(jia)改革(ge)以前,電(dian)(dian)(dian)(dian)(dian)網企業扮演(yan)“統(tong)(tong)購(gou)統(tong)(tong)銷(xiao)”的(de)角(jiao)色,其盈利路徑主要是(shi)(shi)賺(zhuan)取(qu)“差價(jia)”。即電(dian)(dian)(dian)(dian)(dian)廠將(jiang)電(dian)(dian)(dian)(dian)(dian)力按照(zhao)國(guo)家(jia)規定(ding)的(de)價(jia)格賣給電(dian)(dian)(dian)(dian)(dian)網,后者再按照(zhao)國(guo)家(jia)規定(ding)的(de)價(jia)格賣給用戶。第三監管
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迦南智能
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科大智能
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1.03
卓然
自學成才的龍頭選手
2023-05-13 11:41:42
下調存(cun)款(kuan)利率(lv)究竟(jing)利好(hao)什(shen)么板(ban)塊(kuai)
下(xia)(xia)調存款(kuan)(kuan)(kuan)利(li)(li)率(lv)的(de)(de)瓜落地(di)后(hou),周五雖(sui)然(ran)沒(mei)有起(qi)到提振股市的(de)(de)作用,該(gai)跌的(de)(de)還(huan)是(shi)(shi)跌,資(zi)金(jin)縮容,繼續(xu)觀望。下(xia)(xia)調銀(yin)行(xing)存款(kuan)(kuan)(kuan)利(li)(li)率(lv),短期(qi)雖(sui)然(ran)沒(mei)多(duo)(duo)少(shao)催化,但對(dui)(dui)中(zhong)長(chang)期(qi)還(huan)是(shi)(shi)個利(li)(li)好(hao)。下(xia)(xia)調存款(kuan)(kuan)(kuan)利(li)(li)率(lv),究竟利(li)(li)好(hao)板(ban)塊,首先(xian)對(dui)(dui)銀(yin)行(xing)肯定有好(hao)處,存款(kuan)(kuan)(kuan)屬于銀(yin)行(xing)的(de)(de)負(fu)債(zhai)端(duan),存款(kuan)(kuan)(kuan)利(li)(li)率(lv)下(xia)(xia)降,負(fu)債(zhai)成本低了,利(li)(li)好(hao)是(shi)(shi)顯而(er)易見的(de)(de)。銀(yin)行(xing)板(ban)塊是(shi)(shi)需(xu)要看多(duo)(duo)的(de)(de),疊加中(zhong)特估概念,銀(yin)行(xing)后(hou)續(xu)一(yi)(yi)定是(shi)(shi)有行(xing)情。工商銀(yin)行(xing)一(yi)(yi)天賺10億(yi),還(huan)嫌不(bu)夠,說明什么(me),說明土地(di)財政(zheng)向股權財政(zheng)過渡。存錢效益不(bu)好(hao)了,存銀(yin)行(xing)沒(mei)多(duo)(duo)少(shao)意思,那么(me)存款(kuan)(kuan)(kuan)會向哪些方面轉移?1.信托,保險等高收(shou)益的(de)(de)資(zi)產管理;利(li)(li)好(hao)信托
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中國銀行
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海信視像
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5.69
卓然
自學成才的龍頭選手
2023-05-13 08:20:29
OPPO摁下芯片業(ye)務解散鍵(jian),全志科技發(fa)出招攬(lan)書
芯(xin)片行(xing)業(ye)太難了(le)(le),高(gao)門檻,高(gao)投入,高(gao)周期(qi),高(gao)風險。5月(yue)12日,OPPO表示,面對全(quan)球經(jing)濟(ji)、手機市場的不確定(ding)性,經(jing)過慎重考慮,公司決定(ding)終(zhong)(zhong)止哲(zhe)庫ZEKU業(ye)務。哲(zhe)庫ZEKU是(shi)負責OPPO自(zi)研芯(xin)片業(ye)務,芯(xin)片也是(shi)OPPO幾年前布局萬物互聯(lian)時代一(yi)個重要的戰略方向。這就意(yi)味(wei)著,不到(dao)4年時間,國產(chan)手機品牌OPPO決定(ding)終(zhong)(zhong)止芯(xin)片業(ye)務,團隊(dui)3000多人全(quan)部解(jie)散。芯(xin)片研發(fa)又是(shi)相當“燒錢”的,華為海(hai)思(si)燒了(le)(le)5000億還未見盈利,OPPO沒有(you)(you)規模放量來分擔成本,將(jiang)使得芯(xin)片成本居高(gao)不下,自(zi)研芯(xin)片遠沒有(you)(you)外采的芯(xin)片經(jing)濟(ji)。據統計,一(yi)季
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卓然
自學成才的龍頭選手
2023-05-08 15:30:03
今(jin)日AI陣(zhen)眼,科大訊飛(fei)
科(ke)(ke)(ke)大(da)訊(xun)飛發布的星(xing)火大(da)模型超(chao)出(chu)市場(chang)預期,今日開(kai)盤(pan)(pan)(pan),高開(kai),稍(shao)后回(hui)(hui)落(luo),繼(ji)續強(qiang)化,快速(su)上(shang)板,帶動AI上(shang)攻(gong)。不久,科(ke)(ke)(ke)大(da)開(kai)板,AI上(shang)漲(zhang)(zhang)個股(gu)極速(su)回(hui)(hui)落(luo),高位(wei)個股(gu)多數跌落(luo)水下,從(cong)這里可以看出(chu),科(ke)(ke)(ke)大(da)訊(xun)飛是AI陣眼。此(ci)時(shi),資(zi)金(jin)開(kai)始(shi)轉向(xiang)(xiang)中字頭(tou)加一(yi)(yi)帶一(yi)(yi)路(lu),繼(ji)續推動指數上(shang)漲(zhang)(zhang)。科(ke)(ke)(ke)大(da)訊(xun)飛高位(wei)盤(pan)(pan)(pan)旋,AI前途(tu)未明。早盤(pan)(pan)(pan)臨(lin)收盤(pan)(pan)(pan)之際(ji),突有神(shen)秘(mi)資(zi)金(jin)介入,再(zai)度(du)把科(ke)(ke)(ke)大(da)推向(xiang)(xiang)漲(zhang)(zhang)停。到這里,大(da)家要把目(mu)光迅速(su)轉向(xiang)(xiang)AI。果(guo)不其然,下午(wu)一(yi)(yi)開(kai)盤(pan)(pan)(pan),資(zi)金(jin)迅猛攻(gong)擊(ji)AI+,教育個股(gu)暴力上(shang)漲(zhang)(zhang),比(bi)如方直科(ke)(ke)(ke)技,世紀天鴻,佳發教育,傳媒,醫療也快速(su)修復。今日成(cheng)功(gong)小訣竅(qiao),
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佳發教育
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科大訊飛
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方直科技
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ST凱文
0
0
1
0.52
卓然(ran)
自學成才的龍頭選手
2023-05-07 12:42:13
財經委會(hui)議主(zhu)(zhu)題及主(zhu)(zhu)要受益方(fang)向
5月5日,中央財(cai)經(jing)委會(hui)議召開,這是對政(zheng)治局(ju)會(hui)議的一次(ci)補充落實及延伸。關于本次(ci)財(cai)經(jing)委會(hui)議,很(hen)多老師都做了(le)(le)解讀(du)(du),但感覺到還是太細碎了(le)(le),沒(mei)能抓住主(zhu)題。通讀(du)(du)全篇(pian),財(cai)經(jing)委會(hui)議的主(zhu)題就是安(an)全與發(fa)(fa)展(zhan)。安(an)全是前(qian)提,是基礎,發(fa)(fa)展(zhan)是目的,沒(mei)有(you)(you)安(an)全的發(fa)(fa)展(zhan),沒(mei)有(you)(you)發(fa)(fa)展(zhan)的安(an)全,安(an)全也得不到支撐(cheng)。是無(wu)根之(zhi)木,無(wu)源之(zhi)水。 關于安(an)全與發(fa)(fa)展(zhan),會(hui)議重點指出這么幾點,1.以實體(ti)經(jing)濟(ji)(ji)為重,防止經(jing)濟(ji)(ji)脫(tuo)實向虛,有(you)(you)兩層意(yi)思,其一,防止資(zi)本過度(du)擴張;其二,穩健的貨幣(bi)政(zheng)策,不會(hui)過度(du)超發(fa)(fa)貨幣(bi),不會(hui)繼(ji)續抬(tai)升金融杠桿。從(cong)這個角度(du)講,未來(lai),股市是結構性,
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科大訊飛
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方直科技
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*ST國化
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佳發教育
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8
6
2.36
卓(zhuo)然
自學成才的龍頭選手
2023-05-05 11:52:51
政治局會(hui)議AI炒作方向如何演進(重(zhong)發一遍)
自去年12月的(de)中(zhong)央經濟(ji)工(gong)作會(hui)議(yi)以(yi)來,政(zheng)策最后聚(ju)焦(jiao)在(zai)“科(ke)技(ji)”上了(le),資金也對新提出的(de)“科(ke)技(ji)”感興(xing)趣(qu)。今年4月28日的(de)政(zheng)治(zhi)局會(hui)議(yi)則更(geng)加縮小“科(ke)技(ji)”的(de)范圍,現在(zai)聚(ju)焦(jiao)在(zai)“國產替代、通用人工(gong)智能”上。這次(ci)公(gong)報是在(zai)盤(pan)中(zhong)發(fa)布的(de),不像以(yi)往都是在(zai)盤(pan)后發(fa)布,當日互聯網(wang)、傳媒(mei)娛樂、廣告包裝、軟件服務是漲幅居前(qian)的(de)板塊,這些板塊有一個共(gong)同特(te)點:屬于AI+應(ying)(ying)用。 政(zheng)策把(ba)聚(ju)焦(jiao)點放在(zai)AI的(de)下游(you)應(ying)(ying)用上 ,就是希望給(gei)下游(you)行業賦(fu)能,提升生產效率。面對政(zheng)策的(de)指揮棒,我們該怎么做?是按部就班先信創(chuang),再上游(you)算力、存(cun)力、芯片,再下游(you)應(ying)(ying)有。如果
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昆侖萬維
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中國科傳
0
2
3
0.49
卓然
自學成才的龍頭選手
2023-05-05 11:46:41
炒作人工智能的(de)二個哲學思辨
自4月28日政治局(ju)會議精(jing)神(shen)公布后,人(ren)(ren)工智(zhi)能炒(chao)作方向有了新的(de)(de)變化(hua),很(hen)多人(ren)(ren)思(si)路還(huan)是不夠(gou)清(qing)晰,還(huan)沉浸在(zai)之前舊的(de)(de)思(si)維了,一(yi)(yi)直沒跟(gen)上節奏,非常可(ke)(ke)惜。我發(fa)布的(de)(de)《政治局(ju)會議人(ren)(ren)工智(zhi)能炒(chao)作方向演進》,很(hen)多人(ren)(ren)噴(pen)我,說我意淫,想當然。在(zai)這里,我用(yong)(yong)哲學思(si)維做一(yi)(yi)個思(si)辨。希望對各位老師有所裨益(yi)。 第一(yi)(yi)個思(si)考,以應用(yong)(yong)促發(fa)展。通用(yong)(yong)大(da)模型投入巨大(da),花大(da)力氣全(quan)力攻關(guan),對國(guo)家,對企(qi)業有點(dian)吃不消,承受太(tai)大(da),以應用(yong)(yong)促發(fa)展,在(zai)實(shi)踐中可(ke)(ke)以找出發(fa)展的(de)(de)痛點(dian)與難點(dian),有的(de)(de)放矢(shi)。其二,可(ke)(ke)以產生經濟效益(yi),以效益(yi)來帶動發(fa)展。死磕算力,硬件,液冷(leng)的(de)(de)朋友,市(shi)
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高瀾股份
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科德教育
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浪潮信息
0
0
2
1.69
卓(zhuo)然(ran)
自學成才的龍頭選手
2023-05-04 19:07:45
小商(shang)品城跳水為啥(sha)?利空?求助
小(xiao)商品城概念很純(chun)正,一帶一路,跨境支付,國(guo)企(qi)改(gai)革,全天走勢比較強,為何(he)尾盤(pan)大跳水(shui),很詭異,這可不像洗盤(pan)。求助大神,求解。 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湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu) 湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)
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小商品城
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3
1
0.40
卓(zhuo)然
自學成才的龍頭選手
2023-05-04 16:22:34
繼續干AI應(ying)用,必須(xu)有想象空間的(de),有業績(ji)的(de)
收盤了,敢于上(shang)AI+應用的,主要是出版傳媒(mei),游(you)戲,電商,教育(yu)的小伙伴們一(yi)定(ding)吃了大肉。現(xian)擇要列出來,AI+傳媒(mei),中(zhong)信出版,中(zhong)國(guo)科(ke)傳,藍(lan)色(se)光(guang)標,果麥文化,中(zhong)國(guo)出版,上(shang)海電影,南方傳媒(mei)等;AI+游(you)戲,三七(qi)互娛,掌趣科(ke)技(ji),神州泰岳,湯姆貓等;AI+教育(yu),世(shi)紀天鴻(hong),漢(han)儀(yi)科(ke)技(ji)等。AI+電商,返利科(ke)技(ji),焦點(dian)科(ke)技(ji),華(hua)凱易佰等;昨(zuo)天,很多人懟我,算(suan)力與CPO業(ye)(ye)績(ji)(ji)最(zui)過硬,最(zui)確(que)定(ding),應該要大上(shang),而AI應用調整(zheng)會很深(shen)的。這些(xie)人都忽略(lve)了一(yi)個(ge)問題,算(suan)力一(yi)季報業(ye)(ye)績(ji)(ji)不合預期,而相反,在(zai)應用上(shang)面,業(ye)(ye)績(ji)(ji)表現(xian)最(zui)突出。所(suo)以(yi),接下來,在(zai)應
S
上海電影
S
漢儀股份
S
*ST返利
1
0
3
0.27
卓然
自學成才的龍頭選手
2023-05-04 11:20:00
注(zhu)意,出版傳媒,游(you)戲調整(zheng)就(jiu)是加倉的機會(hui)
唱多算(suan)力的(de)(de)老師(shi),為啥算(suan)力不(bu)(bu)(bu)按你們的(de)(de)意思走,算(suan)力偏(pian)偏(pian)不(bu)(bu)(bu)強,說明白點就是(shi)(shi)理解(jie)力不(bu)(bu)(bu)夠(gou),對政策面,資(zi)金(jin)面熟(shu)視無睹。再說一(yi)遍,cpo,劍(jian)橋(qiao)科(ke)(ke)技(ji),新易盛等票機(ji)(ji)構是(shi)(shi)大幅減倉的(de)(de),在機(ji)(ji)構主(zhu)導行情的(de)(de)今天,不(bu)(bu)(bu)要選擇機(ji)(ji)構大幅減倉的(de)(de)個股,風險(xian)很(hen)大,是(shi)(shi)高手局,一(yi)般人還是(shi)(shi)不(bu)(bu)(bu)要輕易參與。昨日文章(zhang)講(jiang)了,AI+應用是(shi)(shi)主(zhu)線,尤其是(shi)(shi)出(chu)(chu)版(ban)傳(chuan)(chuan)媒與游(you)戲(xi),跌下(xia)來就是(shi)(shi)機(ji)(ji)會。中信出(chu)(chu)版(ban)周(zhou)五表現一(yi)般,今天直(zhi)接(jie)20CM,中國科(ke)(ke)傳(chuan)(chuan)直(zhi)接(jie)高開,穩住出(chu)(chu)版(ban)傳(chuan)(chuan)媒大局,奠定(ding)龍(long)頭(tou)氣質。關于昆侖萬(wan)維,機(ji)(ji)構,游(you)資(zi)大力介入(ru)的(de)(de)票,因(yin)為滿(man)融(rong)操作,今天會縮容。調(diao)整就是(shi)(shi)機(ji)(ji)會。做(zuo)日內
S
昆侖萬維
S
中國科傳
S
中信出版
0
6
3
0.31
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卓然
自學成才的龍頭選手
2023-06-05 22:27:50
6月行(xing)情,先(xian)人民幣貶值概(gai)念,后保險
五(wu)窮(qiong)六絕七翻身。但(dan)今年有(you)(you)所特殊。今年1—3月(yue)(yue)(yue)(yue),無論是(shi)行業高(gao)頻(pin)數(shu)據(ju),還是(shi)金融(rong)社(she)融(rong)數(shu)據(ju)高(gao)舉高(gao)打,但(dan)進(jin)入(ru)4月(yue)(yue)(yue)(yue),延(yan)續到5月(yue)(yue)(yue)(yue),一路斷崖式下降。所以今年的(de)五(wu)窮(qiong)從(cong)(cong)4月(yue)(yue)(yue)(yue)份就(jiu)開(kai)始了,經過兩個多月(yue)(yue)(yue)(yue)的(de)周(zhou)期,所以從(cong)(cong)周(zhou)期推算,6月(yue)(yue)(yue)(yue)要進(jin)入(ru)往(wang)年的(de)翻身階段。6月(yue)(yue)(yue)(yue)9號,五(wu)月(yue)(yue)(yue)(yue)CPI數(shu)據(ju)即將公布(bu) ,目前(qian)預期0.2%。從(cong)(cong)PMI數(shu)據(ju)與豬肉價格來看,這個數(shu)據(ju)會有(you)(you)些乏力。如果CPI為(wei)負,經濟有(you)(you)通縮的(de)風(feng)險。另(ling)外受宏觀事(shi)件影(ying)響,上周(zhou)五(wu),美股大漲(zhang)(zhang),非農就(jiu)業數(shu)據(ju)強勁(jing),加深(shen)了加息(xi)的(de)預期。美元指數(shu)上漲(zhang)(zhang) ,造(zao)成人民幣(bi)貶(bian)值,北向資金流(liu)出。近期方向重(zhong)點關注人
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中胤時尚
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萬達信息
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中國人壽
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中國平安
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卓然
自學成才的龍頭選手
2023-05-29 19:40:29
網傳(chuan)超級大消息,指向芯片(pian),要么(me)不信,要信早(zao)干
突傳大消(xiao)息,先(xian)進制(zhi)造業要減稅(shui)千億。 今年1-4月(yue)這(zhe)(zhe)工業利(li)潤(run)下滑(hua)得這(zhe)(zhe)么厲害,總(zong)的(de)(de)想辦法吧?貨幣(bi)政策空(kong)間(jian)不(bu)(bu)大,或者(zhe)說寬信用的(de)(de)金融向實體傳導(dao)不(bu)(bu)暢(chang),資金空(kong)轉(zhuan)既然加不(bu)(bu)到,能(neng)(neng)(neng)不(bu)(bu)能(neng)(neng)(neng)減呢?例(li)如說1-4月(yue)工業制(zhi)造業的(de)(de)利(li)潤(run)下滑(hua),如適當減稅(shui)呢?算不(bu)(bu)算刺激跟扶持(chi)? 給錢(qian)不(bu)(bu)要,那就讓(rang)你(ni)少交錢(qian),所以,今天開始傳減稅(shui)了(le)。規模不(bu)(bu)小,千億級別的(de)(de)稅(shui)負,針(zhen)對的(de)(de)是制(zhi)造業,可能(neng)(neng)(neng)性比(bi)較大的(de)(de)應該是先(xian)進制(zhi)造業。去翻周末公(gong)布的(de)(de)工業利(li)潤(run)中(zhong),先(xian)進制(zhi)造業確實是拖(tuo)后腿(tui)的(de)(de)。先(xian)進制(zhi)造還有一個些綁定(ding)的(de)(de)關鍵(jian)詞,例(li)如說,技術門檻,卡博子,供應鏈不(bu)(bu)穩定(ding)。指(zhi)來指(zhi)去,
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佰維存儲
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寒武紀
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海光信息
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通富微電
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北京君正
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1.82
卓(zhuo)然
自學成才的龍頭選手
2023-05-21 00:41:29
當(dang)前機器人(ren)概念的二(er)種炒(chao)作(zuo)路徑及展望
2023年(nian)5月17日,英(ying)偉(wei)達CEO黃仁勛在半導體大會(hui)表示(shi),AI下一個浪潮(chao)將(jiang)是“具(ju)身智能”。2023年(nian)5月,特斯(si)拉股東(dong)大會(hui)放(fang)出(chu)(chu)人(ren)形機器人(ren)Optimus展示(shi)視頻(pin),視頻(pin)中顯示(shi)人(ren)形機器人(ren)在車間靈活(huo)行走(zou)、抓(zhua)取物體,以(yi)及電機扭矩控(kong)制技術(不打碎(sui)雞蛋)。馬斯(si)克預測未(wei)來將(jiang)賣出(chu)(chu)去(qu)100億個人(ren)形機器Optimus,并表示(shi)對于(yu)特斯(si)拉而言,長期價(jia)值可能都是Optimus帶(dai)來的。除此之(zhi)外,chatGPT的母公(gong)司OpenAI在今年(nian)投(tou)資了瑞士人(ren)形機器人(ren)公(gong)司1X,波(bo)士頓動力也推出(chu)(chu)了具(ju)備具(ju)身智能能力的Atlas和Spot。各大科(ke)
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豐立智能
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昊志機電
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海康威視
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大華股份
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虹軟科技
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3.13
卓(zhuo)然
自學成才的龍頭選手
2023-05-19 21:05:56
再議芯片,以(yi)全志科技(ji)為樣本
自從(cong)前幾日筆者強推芯(xin)(xin)(xin)(xin)(xin)(xin)片股(gu)(gu),強烈(lie)看(kan)(kan)好芯(xin)(xin)(xin)(xin)(xin)(xin)片代(dai)(dai)表股(gu)(gu)全志科技(ji),很多人強懟芯(xin)(xin)(xin)(xin)(xin)(xin)片,對中(zhong)(zhong)國(guo)芯(xin)(xin)(xin)(xin)(xin)(xin)片持黑暗態度,對持有全志科技(ji)更是大加鞭撻(ta)。今(jin)日,國(guo)產(chan)芯(xin)(xin)(xin)(xin)(xin)(xin)片A股(gu)(gu)強勢歸來,國(guo)產(chan)芯(xin)(xin)(xin)(xin)(xin)(xin)片下一步走勢將如何(he)?文章將再做一次詳細闡(chan)述。從(cong)大勢看(kan)(kan),當前,國(guo)產(chan)芯(xin)(xin)(xin)(xin)(xin)(xin)片在(zai)全球占比很小,但換一個角度看(kan)(kan),這樣反而顯得(de)(de)國(guo)產(chan)芯(xin)(xin)(xin)(xin)(xin)(xin)片未來的(de)發展空間(jian)更廣。在(zai)中(zhong)(zhong)國(guo)半(ban)導體供(gong)應鏈(lian)的(de)所有四(si)個子(zi)領(ling)域——無晶(jing)圓廠、IDM、代(dai)(dai)工和 OSAT——中(zhong)(zhong)國(guo)公(gong)司(si)去(qu)年(nian)的(de)收入都錄得(de)(de)快速增長(chang),年(nian)增長(chang)率(lv)分(fen)別為 36%、23%、32%、23%。在(zai) SIA 分(fen)析中(zhong)(zhong),中(zhong)(zhong)國(guo)領(ling)先的(de)半(ban)導體公(gong)司(si)有望在(zai)多
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全志科技
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德明利
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恒爍股份
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21
16.36
卓然
自學成才的龍頭選手
2023-05-17 22:55:57
強CALL鴻博股份(fen),從資(zi)金面角(jiao)度考量
關于鴻博(bo)股(gu)份(fen),吹(chui)泡泡邏輯連發(fa)九篇文章,是目(mu)前(qian)全(quan)站講(jiang)鴻博(bo)股(gu)份(fen)邏輯最深刻(ke),最全(quan)面的,建(jian)議大(da)(da)家(jia)仔(zi)細品咂,在這里就不贅述了(le)。今(jin)日,要講(jiang)的是從資金面進行考量(liang)。今(jin)日,鴻博(bo)股(gu)份(fen)受算(suan)力利好刺激,快速沖高到6個多點(dian) ,隨后緩慢下(xia)跌(die),下(xia)午盤(pan)開(kai)盤(pan)半小時,急劇(ju)跌(die)落水下(xia)5個多點(dian),妥妥的強轉(zhuan)弱。急劇(ju)下(xia)跌(die)5個多點(dian),神秘資金出手,快速拉(la)升到紅(hong)盤(pan),最后以正4個多點(dian)收盤(pan)。從資金面來(lai)講(jiang),鴻博(bo)股(gu)份(fen)大(da)(da)開(kai)大(da)(da)合(he),體(ti)現了(le)趨(qu)勢股(gu)新的做盤(pan)思路,大(da)(da)單砸(za)出,小單買入。盤(pan)后龍(long)虎榜顯示,西湖國貿砸(za)出2.7億,這種體(ti)量(liang)砸(za)法(fa)居然沒(mei)砸(za)跌(die)停,說明(ming)什(shen)么(me)?說明(ming)鴻博(bo)股(gu)
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鴻博股份
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卓(zhuo)然
自學成才的龍頭選手
2023-05-16 22:59:39
接(jie)下來最大的利好,不是(shi)MR,而是(shi)AI+電(dian)網
最(zui)近(jin)一直悄悄漲(zhang)的(de)(de)(de)電(dian)(dian)(dian)(dian)網,很多人(ren)都沒(mei)搞明白電(dian)(dian)(dian)(dian)網電(dian)(dian)(dian)(dian)力(li)設備漲(zhang)的(de)(de)(de)到(dao)底是(shi)(shi)(shi)(shi)(shi)什么,有(you)認(ren)為(wei)是(shi)(shi)(shi)(shi)(shi)新能源(yuan)驅動,有(you)認(ren)為(wei)是(shi)(shi)(shi)(shi)(shi)之(zhi)前充電(dian)(dian)(dian)(dian)轉樁的(de)(de)(de)消息驅動。其實,都是(shi)(shi)(shi)(shi)(shi)資金在做(zuo)表面交易。這波(bo)先(xian)漲(zhang)的(de)(de)(de)電(dian)(dian)(dian)(dian)力(li)設備其實是(shi)(shi)(shi)(shi)(shi)基于 第三監管周期(qi)區域電(dian)(dian)(dian)(dian)網輸電(dian)(dian)(dian)(dian)價(jia)格(ge)的(de)(de)(de)驅動,核定(ding)配(pei)(pei)電(dian)(dian)(dian)(dian)價(jia)格(ge)等于變現改革(ge)(ge)。總體上,新一輪輸配(pei)(pei)電(dian)(dian)(dian)(dian)價(jia)核定(ding)更加精準(zhun)科(ke)學。輸配(pei)(pei)電(dian)(dian)(dian)(dian)價(jia)是(shi)(shi)(shi)(shi)(shi)指銷(xiao)售電(dian)(dian)(dian)(dian)價(jia)中(zhong)包(bao)含的(de)(de)(de)輸配(pei)(pei)電(dian)(dian)(dian)(dian)成(cheng)本,是(shi)(shi)(shi)(shi)(shi)“運電(dian)(dian)(dian)(dian)”的(de)(de)(de)費(fei)用(yong)。在輸配(pei)(pei)電(dian)(dian)(dian)(dian)價(jia)改革(ge)(ge)以(yi)前,電(dian)(dian)(dian)(dian)網企業扮演“統購(gou)統銷(xiao)”的(de)(de)(de)角色,其盈利路徑(jing)主要是(shi)(shi)(shi)(shi)(shi)賺取“差價(jia)”。即電(dian)(dian)(dian)(dian)廠將電(dian)(dian)(dian)(dian)力(li)按照國(guo)家規定(ding)的(de)(de)(de)價(jia)格(ge)賣給電(dian)(dian)(dian)(dian)網,后者(zhe)再按照國(guo)家規定(ding)的(de)(de)(de)價(jia)格(ge)賣給用(yong)戶。第三監管
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迦南智能
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萬勝智能
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友訊達
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科大智能
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1.03
卓然
自學成才的龍頭選手
2023-05-13 11:41:42
下調存款(kuan)利率究竟利好什么板塊
下(xia)調(diao)存(cun)款(kuan)利(li)率(lv)的(de)(de)瓜(gua)落地后(hou),周五(wu)雖然(ran)沒有(you)起(qi)到提(ti)振股市的(de)(de)作用,該(gai)跌的(de)(de)還是跌,資金縮容,繼續觀望。下(xia)調(diao)銀(yin)行(xing)(xing)(xing)(xing)(xing)存(cun)款(kuan)利(li)率(lv),短期雖然(ran)沒多少催(cui)化,但對(dui)中長(chang)期還是個利(li)好(hao)。下(xia)調(diao)存(cun)款(kuan)利(li)率(lv),究(jiu)竟(jing)利(li)好(hao)板塊,首先對(dui)銀(yin)行(xing)(xing)(xing)(xing)(xing)肯(ken)定(ding)有(you)好(hao)處(chu),存(cun)款(kuan)屬于(yu)銀(yin)行(xing)(xing)(xing)(xing)(xing)的(de)(de)負債端,存(cun)款(kuan)利(li)率(lv)下(xia)降,負債成本低(di)了(le),利(li)好(hao)是顯而(er)易見的(de)(de)。銀(yin)行(xing)(xing)(xing)(xing)(xing)板塊是需要(yao)看多的(de)(de),疊加中特估概念,銀(yin)行(xing)(xing)(xing)(xing)(xing)后(hou)續一(yi)定(ding)是有(you)行(xing)(xing)(xing)(xing)(xing)情。工商銀(yin)行(xing)(xing)(xing)(xing)(xing)一(yi)天賺10億,還嫌不夠,說明(ming)什么(me),說明(ming)土(tu)地財政向(xiang)股權(quan)財政過(guo)渡。存(cun)錢效益不好(hao)了(le),存(cun)銀(yin)行(xing)(xing)(xing)(xing)(xing)沒多少意思(si),那么(me)存(cun)款(kuan)會向(xiang)哪些方面轉(zhuan)移?1.信(xin)托(tuo),保險等高收益的(de)(de)資產管理;利(li)好(hao)信(xin)托(tuo)
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中國銀行
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中金公司
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海信視像
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5.69
卓然
自學成才的龍頭選手
2023-05-13 08:20:29
OPPO摁下芯片(pian)業(ye)務解(jie)散鍵,全志(zhi)科技(ji)發出招攬書
芯(xin)(xin)片(pian)(pian)(pian)行業(ye)太難了,高門檻,高投(tou)入,高周期,高風險。5月12日,OPPO表示,面對全球經(jing)(jing)濟、手機(ji)市場的(de)不確(que)定性(xing),經(jing)(jing)過(guo)慎重(zhong)考慮,公(gong)司決定終(zhong)止哲庫(ku)(ku)ZEKU業(ye)務(wu)(wu)。哲庫(ku)(ku)ZEKU是負(fu)責OPPO自研(yan)芯(xin)(xin)片(pian)(pian)(pian)業(ye)務(wu)(wu),芯(xin)(xin)片(pian)(pian)(pian)也是OPPO幾年(nian)(nian)前(qian)布局(ju)萬物互聯(lian)時(shi)代一個(ge)重(zhong)要的(de)戰(zhan)略方向。這就意味(wei)著(zhu),不到(dao)4年(nian)(nian)時(shi)間,國產手機(ji)品(pin)牌(pai)OPPO決定終(zhong)止芯(xin)(xin)片(pian)(pian)(pian)業(ye)務(wu)(wu),團(tuan)隊3000多人全部解散。芯(xin)(xin)片(pian)(pian)(pian)研(yan)發(fa)又是相當(dang)“燒錢(qian)”的(de),華(hua)為海思(si)燒了5000億還(huan)未(wei)見(jian)盈利,OPPO沒有(you)規模(mo)放量來分擔(dan)成(cheng)本(ben),將使得芯(xin)(xin)片(pian)(pian)(pian)成(cheng)本(ben)居(ju)高不下,自研(yan)芯(xin)(xin)片(pian)(pian)(pian)遠沒有(you)外采(cai)的(de)芯(xin)(xin)片(pian)(pian)(pian)經(jing)(jing)濟。據統計,一季(ji)
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全志科技
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92.99
卓然
自學成才的龍頭選手
2023-05-08 15:30:03
今日(ri)AI陣(zhen)眼,科大(da)訊(xun)飛
科(ke)大(da)(da)訊(xun)飛(fei)發布(bu)的星火大(da)(da)模型超出市場預期,今(jin)日開(kai)盤,高(gao)開(kai),稍后回落(luo),繼續強化,快(kuai)速(su)上板,帶動AI上攻(gong)。不(bu)久,科(ke)大(da)(da)開(kai)板,AI上漲(zhang)(zhang)個(ge)股極(ji)速(su)回落(luo),高(gao)位(wei)個(ge)股多數(shu)跌落(luo)水下(xia)(xia),從這里(li)可以看(kan)出,科(ke)大(da)(da)訊(xun)飛(fei)是AI陣眼。此時,資(zi)金(jin)開(kai)始(shi)轉向(xiang)中字頭加(jia)一帶一路(lu),繼續推動指(zhi)數(shu)上漲(zhang)(zhang)。科(ke)大(da)(da)訊(xun)飛(fei)高(gao)位(wei)盤旋,AI前途未明(ming)。早盤臨收盤之際,突(tu)有(you)神(shen)秘資(zi)金(jin)介入,再度(du)把科(ke)大(da)(da)推向(xiang)漲(zhang)(zhang)停。到這里(li),大(da)(da)家要(yao)把目光迅(xun)速(su)轉向(xiang)AI。果(guo)不(bu)其然,下(xia)(xia)午一開(kai)盤,資(zi)金(jin)迅(xun)猛攻(gong)擊AI+,教育(yu)個(ge)股暴力(li)上漲(zhang)(zhang),比如方直科(ke)技,世紀天(tian)鴻(hong),佳發教育(yu),傳媒(mei),醫療(liao)也快(kuai)速(su)修復。今(jin)日成功小訣(jue)竅,
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佳發教育
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科大訊飛
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方直科技
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ST凱文
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1
0.52
卓(zhuo)然
自學成才的龍頭選手
2023-05-07 12:42:13
財經委會議主(zhu)題及(ji)主(zhu)要(yao)受益方向
5月5日,中(zhong)央財經(jing)委會(hui)(hui)議召(zhao)開,這(zhe)是(shi)(shi)(shi)對政治(zhi)局(ju)會(hui)(hui)議的(de)(de)一次補充落(luo)實及(ji)延伸。關(guan)于(yu)本(ben)次財經(jing)委會(hui)(hui)議,很多(duo)老師都(dou)做了解(jie)讀(du)(du),但感(gan)覺到還是(shi)(shi)(shi)太細碎了,沒(mei)能抓(zhua)住主題。通讀(du)(du)全(quan)(quan)篇,財經(jing)委會(hui)(hui)議的(de)(de)主題就是(shi)(shi)(shi)安(an)全(quan)(quan)與(yu)發展。安(an)全(quan)(quan)是(shi)(shi)(shi)前(qian)提,是(shi)(shi)(shi)基礎,發展是(shi)(shi)(shi)目的(de)(de),沒(mei)有安(an)全(quan)(quan)的(de)(de)發展,沒(mei)有發展的(de)(de)安(an)全(quan)(quan),安(an)全(quan)(quan)也(ye)得(de)不(bu)到支撐(cheng)。是(shi)(shi)(shi)無根之木(mu),無源之水(shui)。 關(guan)于(yu)安(an)全(quan)(quan)與(yu)發展,會(hui)(hui)議重點指出這(zhe)么幾點,1.以實體經(jing)濟為重,防止(zhi)經(jing)濟脫(tuo)實向虛,有兩層意(yi)思,其一,防止(zhi)資本(ben)過度(du)擴張(zhang);其二,穩健的(de)(de)貨(huo)幣(bi)政策,不(bu)會(hui)(hui)過度(du)超發貨(huo)幣(bi),不(bu)會(hui)(hui)繼(ji)續抬升金融(rong)杠桿。從這(zhe)個角度(du)講,未來,股市(shi)是(shi)(shi)(shi)結構性,
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科大訊飛
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方直科技
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*ST國化
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佳發教育
1
8
6
2.36
卓(zhuo)然(ran)
自學成才的龍頭選手
2023-05-05 11:52:51
政(zheng)治局會議AI炒作方向如何演(yan)進(重發一遍)
自去年12月的(de)(de)(de)中央經濟工作會(hui)(hui)議以來(lai),政(zheng)(zheng)(zheng)策(ce)最后聚(ju)焦(jiao)在(zai)“科技(ji)”上了,資金(jin)也(ye)對新提(ti)(ti)出的(de)(de)(de)“科技(ji)”感興趣。今(jin)年4月28日的(de)(de)(de)政(zheng)(zheng)(zheng)治(zhi)局(ju)會(hui)(hui)議則更加(jia)縮小“科技(ji)”的(de)(de)(de)范(fan)圍,現在(zai)聚(ju)焦(jiao)在(zai)“國產替代、通用(yong)人工智能(neng)”上。這(zhe)次公報是在(zai)盤中發布(bu)的(de)(de)(de),不像以往(wang)都(dou)是在(zai)盤后發布(bu),當(dang)日互聯(lian)網、傳媒(mei)娛樂、廣告包裝、軟件服務是漲幅居前的(de)(de)(de)板(ban)塊,這(zhe)些板(ban)塊有(you)一個共同特(te)點:屬(shu)于AI+應(ying)用(yong)。 政(zheng)(zheng)(zheng)策(ce)把聚(ju)焦(jiao)點放在(zai)AI的(de)(de)(de)下游應(ying)用(yong)上 ,就是希(xi)望給下游行業賦能(neng),提(ti)(ti)升生(sheng)產效率。面(mian)對政(zheng)(zheng)(zheng)策(ce)的(de)(de)(de)指揮棒(bang),我(wo)們該(gai)怎么做(zuo)?是按(an)部就班(ban)先信創,再上游算力、存力、芯(xin)片,再下游應(ying)有(you)。如果
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昆侖萬維
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中國科傳
0
2
3
0.49
卓然
自學成才的龍頭選手
2023-05-05 11:46:41
炒作人工智能的二(er)個哲(zhe)學(xue)思辨
自4月28日(ri)政(zheng)治局會議精神公(gong)布后,人工智能炒(chao)作(zuo)(zuo)方向(xiang)(xiang)有(you)了新(xin)的(de)變(bian)化,很多(duo)人思(si)路還(huan)是不夠清晰,還(huan)沉(chen)浸在(zai)(zai)之前舊(jiu)的(de)思(si)維了,一(yi)(yi)直沒跟(gen)上節(jie)奏(zou),非常(chang)可(ke)惜。我發(fa)布的(de)《政(zheng)治局會議人工智能炒(chao)作(zuo)(zuo)方向(xiang)(xiang)演進》,很多(duo)人噴(pen)我,說我意淫,想當然。在(zai)(zai)這(zhe)里,我用(yong)(yong)哲學(xue)思(si)維做一(yi)(yi)個思(si)辨。希望對各位(wei)老(lao)師有(you)所裨(bi)益(yi)。 第一(yi)(yi)個思(si)考,以(yi)應用(yong)(yong)促發(fa)展(zhan)。通(tong)用(yong)(yong)大模型投入巨(ju)大,花(hua)大力氣全(quan)力攻關(guan),對國家,對企業有(you)點吃不消,承受(shou)太大,以(yi)應用(yong)(yong)促發(fa)展(zhan),在(zai)(zai)實踐中可(ke)以(yi)找(zhao)出(chu)發(fa)展(zhan)的(de)痛點與(yu)難(nan)點,有(you)的(de)放矢。其二,可(ke)以(yi)產生經濟(ji)效(xiao)益(yi),以(yi)效(xiao)益(yi)來帶動發(fa)展(zhan)。死磕算力,硬件(jian),液冷(leng)的(de)朋(peng)友,市(shi)
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高瀾股份
S
科德教育
S
浪潮信息
0
0
2
1.69
卓(zhuo)然
自學成才的龍頭選手
2023-05-04 19:07:45
小商品城(cheng)跳水為(wei)啥?利空?求助(zhu)
小商(shang)品城概念很純正,一帶一路,跨境支付,國企(qi)改革,全天走勢比較(jiao)強,為何尾盤大(da)跳水,很詭異,這可不像洗盤。求助大(da)神,求解(jie)。 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湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu) 湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)
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小商品城
0
3
1
0.40
卓(zhuo)然
自學成才的龍頭選手
2023-05-04 16:22:34
繼續(xu)干AI應用,必須有想象空(kong)間的,有業績的
收盤了,敢于上(shang)AI+應用的,主(zhu)要是出(chu)(chu)版傳媒(mei),游戲,電商,教育(yu)(yu)的小伙伴(ban)們一定吃了大肉。現擇要列出(chu)(chu)來,AI+傳媒(mei),中信出(chu)(chu)版,中國科(ke)(ke)傳,藍色光標,果麥(mai)文化,中國出(chu)(chu)版,上(shang)海電影,南方傳媒(mei)等;AI+游戲,三(san)七互娛,掌趣科(ke)(ke)技,神(shen)州泰(tai)岳(yue),湯姆貓(mao)等;AI+教育(yu)(yu),世紀天鴻,漢儀(yi)科(ke)(ke)技等。AI+電商,返利科(ke)(ke)技,焦點科(ke)(ke)技,華(hua)凱易(yi)佰(bai)等;昨天,很(hen)多人(ren)懟我,算力與(yu)CPO業(ye)績(ji)最過(guo)硬,最確定,應該要大上(shang),而(er)AI應用調整會很(hen)深的。這些人(ren)都忽略了一個(ge)問題,算力一季報業(ye)績(ji)不合預期,而(er)相反,在(zai)應用上(shang)面,業(ye)績(ji)表(biao)現最突出(chu)(chu)。所以(yi),接下來,在(zai)應
S
上海電影
S
漢儀股份
S
*ST返利
1
0
3
0.27
卓然
自學成才的龍頭選手
2023-05-04 11:20:00
注意(yi),出版(ban)傳媒,游戲調整就是加倉(cang)的機會
唱多(duo)算(suan)力(li)的(de)(de)老師(shi),為(wei)啥算(suan)力(li)不(bu)(bu)按你們的(de)(de)意思走,算(suan)力(li)偏(pian)(pian)偏(pian)(pian)不(bu)(bu)強,說(shuo)明白點就(jiu)(jiu)是(shi)(shi)(shi)理解力(li)不(bu)(bu)夠,對政策面(mian),資(zi)金面(mian)熟視無睹(du)。再說(shuo)一(yi)(yi)遍,cpo,劍橋科(ke)技,新易盛等票(piao)機構是(shi)(shi)(shi)大(da)幅減(jian)倉的(de)(de),在機構主導行(xing)情的(de)(de)今(jin)天(tian)(tian),不(bu)(bu)要選擇機構大(da)幅減(jian)倉的(de)(de)個股,風(feng)險很(hen)大(da),是(shi)(shi)(shi)高(gao)手局(ju),一(yi)(yi)般(ban)人(ren)還是(shi)(shi)(shi)不(bu)(bu)要輕易參與。昨日文章講了,AI+應用(yong)是(shi)(shi)(shi)主線,尤其是(shi)(shi)(shi)出版傳(chuan)媒與游戲,跌下來(lai)就(jiu)(jiu)是(shi)(shi)(shi)機會。中信(xin)出版周(zhou)五(wu)表(biao)現一(yi)(yi)般(ban),今(jin)天(tian)(tian)直接(jie)20CM,中國科(ke)傳(chuan)直接(jie)高(gao)開,穩(wen)住出版傳(chuan)媒大(da)局(ju),奠定龍頭氣質。關于昆侖(lun)萬維(wei),機構,游資(zi)大(da)力(li)介入的(de)(de)票(piao),因(yin)為(wei)滿融操(cao)作,今(jin)天(tian)(tian)會縮容。調整(zheng)就(jiu)(jiu)是(shi)(shi)(shi)機會。做日內
S
昆侖萬維
S
中國科傳
S
中信出版
0
6
3
0.31
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卓然
自學成才的龍頭選手
2023-06-05 22:27:50
6月(yue)行情,先人(ren)民幣貶值概念,后保險
五窮(qiong)六絕(jue)七翻身。但今(jin)年有(you)所特殊(shu)。今(jin)年1—3月(yue),無(wu)論是行業(ye)高(gao)頻數(shu)(shu)(shu)據(ju)(ju)(ju),還(huan)是金融社(she)融數(shu)(shu)(shu)據(ju)(ju)(ju)高(gao)舉高(gao)打(da),但進(jin)入(ru)4月(yue),延續到5月(yue),一路斷崖式下降(jiang)。所以今(jin)年的五窮(qiong)從4月(yue)份就(jiu)開始了(le),經過兩個多月(yue)的周(zhou)期(qi),所以從周(zhou)期(qi)推算,6月(yue)要進(jin)入(ru)往年的翻身階段。6月(yue)9號,五月(yue)CPI數(shu)(shu)(shu)據(ju)(ju)(ju)即將公(gong)布 ,目前預(yu)期(qi)0.2%。從PMI數(shu)(shu)(shu)據(ju)(ju)(ju)與豬肉價格來看,這個數(shu)(shu)(shu)據(ju)(ju)(ju)會有(you)些乏力。如果CPI為負,經濟有(you)通縮的風險。另外受(shou)宏觀事件影響,上周(zhou)五,美(mei)股(gu)大漲,非農就(jiu)業(ye)數(shu)(shu)(shu)據(ju)(ju)(ju)強勁,加深了(le)加息的預(yu)期(qi)。美(mei)元指數(shu)(shu)(shu)上漲 ,造(zao)成人(ren)民幣貶值,北向(xiang)(xiang)資金流出。近期(qi)方向(xiang)(xiang)重點關注人(ren)
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中胤時尚
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萬達信息
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中國人壽
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中國平安
0
1
1
0.64
卓(zhuo)然
自學成才的龍頭選手
2023-05-29 19:40:29
網傳超(chao)級大消息(xi),指向芯片,要(yao)么(me)不信(xin),要(yao)信(xin)早干
突傳(chuan)大消息,先進制造(zao)業(ye)(ye)要(yao)減(jian)稅千億。 今年1-4月這工業(ye)(ye)利(li)潤下滑(hua)得這么厲害(hai),總(zong)的想(xiang)辦法吧?貨(huo)幣政(zheng)策空(kong)間不(bu)(bu)(bu)大,或(huo)者說(shuo)寬信用的金(jin)融向實體傳(chuan)導(dao)不(bu)(bu)(bu)暢,資(zi)金(jin)空(kong)轉既(ji)然加不(bu)(bu)(bu)到(dao),能(neng)不(bu)(bu)(bu)能(neng)減(jian)呢?例如說(shuo)1-4月工業(ye)(ye)制造(zao)業(ye)(ye)的利(li)潤下滑(hua),如適當(dang)減(jian)稅呢?算(suan)不(bu)(bu)(bu)算(suan)刺激跟扶(fu)持? 給錢(qian)(qian)不(bu)(bu)(bu)要(yao),那(nei)就讓(rang)你少交錢(qian)(qian),所以(yi),今天開始傳(chuan)減(jian)稅了。規模不(bu)(bu)(bu)小,千億級別的稅負,針對的是制造(zao)業(ye)(ye),可能(neng)性(xing)比較大的應該是先進制造(zao)業(ye)(ye)。去翻周末公布的工業(ye)(ye)利(li)潤中(zhong),先進制造(zao)業(ye)(ye)確實是拖后(hou)腿的。先進制造(zao)還有一個些綁定(ding)的關鍵詞,例如說(shuo),技術(shu)門檻,卡(ka)博子,供應鏈不(bu)(bu)(bu)穩定(ding)。指來指去,
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佰維存儲
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寒武紀
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海光信息
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通富微電
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北京君正
3
4
5
1.82
卓然
自學成才的龍頭選手
2023-05-21 00:41:29
當前機器人(ren)概念(nian)的二種炒(chao)作路徑及展(zhan)望
2023年(nian)5月17日,英(ying)偉(wei)達CEO黃(huang)仁勛在(zai)(zai)半導體大會表示,AI下(xia)一個浪潮將是(shi)“具身智能”。2023年(nian)5月,特斯(si)拉股(gu)東大會放出人形(xing)機器人Optimus展示視頻,視頻中顯示人形(xing)機器人在(zai)(zai)車(che)間(jian)靈活行(xing)走、抓取(qu)物體,以及電機扭(niu)矩控制技(ji)術(不打碎雞蛋)。馬斯(si)克(ke)預測未來將賣出去(qu)100億個人形(xing)機器Optimus,并表示對于特斯(si)拉而(er)言,長期價(jia)值(zhi)可(ke)能都(dou)是(shi)Optimus帶來的(de)。除此之(zhi)外,chatGPT的(de)母公(gong)司OpenAI在(zai)(zai)今年(nian)投資了(le)瑞士人形(xing)機器人公(gong)司1X,波士頓動力也推出了(le)具備具身智能能力的(de)Atlas和Spot。各大科
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豐立智能
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昊志機電
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海康威視
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大華股份
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虹軟科技
3
2
10
3.13
卓然
自學成才的龍頭選手
2023-05-19 21:05:56
再(zai)議(yi)芯片,以全志(zhi)科技為樣本
自從前幾日筆者強(qiang)推(tui)芯(xin)(xin)片(pian)(pian)(pian)(pian)股,強(qiang)烈看好芯(xin)(xin)片(pian)(pian)(pian)(pian)代(dai)表股全志科技,很(hen)(hen)多人強(qiang)懟(dui)芯(xin)(xin)片(pian)(pian)(pian)(pian),對中(zhong)(zhong)國(guo)芯(xin)(xin)片(pian)(pian)(pian)(pian)持黑暗態度,對持有全志科技更(geng)是(shi)大加(jia)鞭撻。今日,國(guo)產(chan)(chan)芯(xin)(xin)片(pian)(pian)(pian)(pian)A股強(qiang)勢(shi)(shi)歸來(lai),國(guo)產(chan)(chan)芯(xin)(xin)片(pian)(pian)(pian)(pian)下一(yi)步走勢(shi)(shi)將如(ru)何(he)?文章(zhang)將再做一(yi)次(ci)詳細闡述。從大勢(shi)(shi)看,當前,國(guo)產(chan)(chan)芯(xin)(xin)片(pian)(pian)(pian)(pian)在(zai)(zai)(zai)全球(qiu)占比很(hen)(hen)小(xiao),但換一(yi)個角(jiao)度看,這樣反(fan)而(er)顯得(de)國(guo)產(chan)(chan)芯(xin)(xin)片(pian)(pian)(pian)(pian)未來(lai)的(de)發展空間更(geng)廣。在(zai)(zai)(zai)中(zhong)(zhong)國(guo)半(ban)導體(ti)供應鏈的(de)所(suo)有四(si)個子(zi)領域(yu)——無晶圓廠(chang)、IDM、代(dai)工和 OSAT——中(zhong)(zhong)國(guo)公司去年(nian)的(de)收入都錄得(de)快速增(zeng)長(chang),年(nian)增(zeng)長(chang)率分別為 36%、23%、32%、23%。在(zai)(zai)(zai) SIA 分析中(zhong)(zhong),中(zhong)(zhong)國(guo)領先的(de)半(ban)導體(ti)公司有望在(zai)(zai)(zai)多
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全志科技
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德明利
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恒爍股份
8
3
21
16.36
卓然(ran)
自學成才的龍頭選手
2023-05-17 22:55:57
強CALL鴻博股份,從資金面角度考量
關于(yu)鴻(hong)博股份(fen)(fen),吹(chui)泡泡邏(luo)輯(ji)連發(fa)九篇文(wen)章,是(shi)目前全站講(jiang)鴻(hong)博股份(fen)(fen)邏(luo)輯(ji)最(zui)深刻,最(zui)全面的,建議大(da)家(jia)仔(zi)細品咂,在這里(li)就不贅述了。今日(ri),要(yao)講(jiang)的是(shi)從資金面進行考(kao)量。今日(ri),鴻(hong)博股份(fen)(fen)受(shou)算力(li)利(li)好刺(ci)激(ji),快(kuai)速沖高到6個(ge)多(duo)點(dian) ,隨(sui)后緩慢(man)下(xia)跌,下(xia)午(wu)盤(pan)開(kai)盤(pan)半小時,急(ji)(ji)劇跌落水下(xia)5個(ge)多(duo)點(dian),妥妥的強轉弱。急(ji)(ji)劇下(xia)跌5個(ge)多(duo)點(dian),神秘資金出手,快(kuai)速拉(la)升到紅盤(pan),最(zui)后以正4個(ge)多(duo)點(dian)收盤(pan)。從資金面來講(jiang),鴻(hong)博股份(fen)(fen)大(da)開(kai)大(da)合,體現了趨勢股新的做盤(pan)思路,大(da)單砸(za)(za)出,小單買入。盤(pan)后龍虎榜顯示,西湖(hu)國貿砸(za)(za)出2.7億(yi),這種體量砸(za)(za)法居然(ran)沒砸(za)(za)跌停,說明什么?說明鴻(hong)博股
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鴻博股份
0
0
3
0.82
卓然
自學成才的龍頭選手
2023-05-16 22:59:39
接(jie)下來(lai)最大的利好(hao),不是MR,而(er)是AI+電網
最近一直悄悄漲的(de)電(dian)(dian)網(wang)(wang),很多(duo)人(ren)都(dou)沒搞(gao)明白電(dian)(dian)網(wang)(wang)電(dian)(dian)力設備漲的(de)到底是(shi)(shi)什么,有認(ren)為(wei)(wei)是(shi)(shi)新能源(yuan)驅(qu)動(dong)(dong),有認(ren)為(wei)(wei)是(shi)(shi)之前充電(dian)(dian)轉樁的(de)消息驅(qu)動(dong)(dong)。其實,都(dou)是(shi)(shi)資金在做表(biao)面(mian)交易。這波先漲的(de)電(dian)(dian)力設備其實是(shi)(shi)基于 第三監管周期區域電(dian)(dian)網(wang)(wang)輸(shu)(shu)電(dian)(dian)價(jia)(jia)(jia)(jia)格的(de)驅(qu)動(dong)(dong),核(he)定配(pei)(pei)電(dian)(dian)價(jia)(jia)(jia)(jia)格等于變現改革(ge)。總(zong)體(ti)上,新一輪輸(shu)(shu)配(pei)(pei)電(dian)(dian)價(jia)(jia)(jia)(jia)核(he)定更加精準科(ke)學。輸(shu)(shu)配(pei)(pei)電(dian)(dian)價(jia)(jia)(jia)(jia)是(shi)(shi)指銷售電(dian)(dian)價(jia)(jia)(jia)(jia)中包(bao)含(han)的(de)輸(shu)(shu)配(pei)(pei)電(dian)(dian)成本(ben),是(shi)(shi)“運電(dian)(dian)”的(de)費用。在輸(shu)(shu)配(pei)(pei)電(dian)(dian)價(jia)(jia)(jia)(jia)改革(ge)以前,電(dian)(dian)網(wang)(wang)企(qi)業(ye)扮演“統購(gou)統銷”的(de)角色,其盈利路徑主要是(shi)(shi)賺(zhuan)取(qu)“差價(jia)(jia)(jia)(jia)”。即(ji)電(dian)(dian)廠將電(dian)(dian)力按照國家規(gui)定的(de)價(jia)(jia)(jia)(jia)格賣給電(dian)(dian)網(wang)(wang),后者再(zai)按照國家規(gui)定的(de)價(jia)(jia)(jia)(jia)格賣給用戶。第三監管
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迦南智能
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萬勝智能
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科遠智慧
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友訊達
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科大智能
0
0
2
1.03
卓然(ran)
自學成才的龍頭選手
2023-05-13 11:41:42
下調存款利率(lv)究竟利好什么板塊(kuai)
下(xia)(xia)調(diao)存(cun)(cun)款利率(lv)(lv)的(de)瓜落(luo)地(di)后(hou),周(zhou)五(wu)雖(sui)然沒(mei)有起到(dao)提(ti)振股市的(de)作(zuo)用,該跌(die)的(de)還是(shi)(shi)跌(die),資金縮(suo)容,繼續(xu)觀望。下(xia)(xia)調(diao)銀(yin)(yin)(yin)(yin)行(xing)存(cun)(cun)款利率(lv)(lv),短(duan)期雖(sui)然沒(mei)多(duo)少(shao)催化,但對中長期還是(shi)(shi)個(ge)利好。下(xia)(xia)調(diao)存(cun)(cun)款利率(lv)(lv),究竟利好板塊,首先對銀(yin)(yin)(yin)(yin)行(xing)肯(ken)定有好處,存(cun)(cun)款屬于(yu)銀(yin)(yin)(yin)(yin)行(xing)的(de)負(fu)債(zhai)端,存(cun)(cun)款利率(lv)(lv)下(xia)(xia)降,負(fu)債(zhai)成本低(di)了(le),利好是(shi)(shi)顯而易見的(de)。銀(yin)(yin)(yin)(yin)行(xing)板塊是(shi)(shi)需要看(kan)多(duo)的(de),疊加中特(te)估概念,銀(yin)(yin)(yin)(yin)行(xing)后(hou)續(xu)一定是(shi)(shi)有行(xing)情(qing)。工(gong)商銀(yin)(yin)(yin)(yin)行(xing)一天賺10億(yi),還嫌不(bu)夠,說(shuo)明什么(me),說(shuo)明土地(di)財(cai)政向股權(quan)財(cai)政過渡(du)。存(cun)(cun)錢效益不(bu)好了(le),存(cun)(cun)銀(yin)(yin)(yin)(yin)行(xing)沒(mei)多(duo)少(shao)意思,那么(me)存(cun)(cun)款會向哪些方面轉移(yi)?1.信托(tuo),保險等高收益的(de)資產管理;利好信托(tuo)
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中國銀行
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中金公司
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海信視像
1
0
8
5.69
卓然
自學成才的龍頭選手
2023-05-13 08:20:29
OPPO摁下芯片業(ye)務解(jie)散鍵,全(quan)志科技發出(chu)招攬書(shu)
芯(xin)(xin)片(pian)(pian)行業(ye)太難了(le),高(gao)(gao)門(men)檻(jian),高(gao)(gao)投入,高(gao)(gao)周期,高(gao)(gao)風險(xian)。5月12日(ri),OPPO表示(shi),面(mian)對(dui)全(quan)(quan)球經濟、手(shou)機(ji)市場的(de)(de)不確(que)定性,經過慎重考慮,公司決(jue)定終止(zhi)哲(zhe)庫ZEKU業(ye)務。哲(zhe)庫ZEKU是(shi)負責(ze)OPPO自(zi)研芯(xin)(xin)片(pian)(pian)業(ye)務,芯(xin)(xin)片(pian)(pian)也是(shi)OPPO幾年前(qian)布局萬物(wu)互聯(lian)時代(dai)一(yi)個重要的(de)(de)戰略方向。這(zhe)就意味著,不到4年時間,國產手(shou)機(ji)品牌OPPO決(jue)定終止(zhi)芯(xin)(xin)片(pian)(pian)業(ye)務,團(tuan)隊(dui)3000多人全(quan)(quan)部解散。芯(xin)(xin)片(pian)(pian)研發又是(shi)相當(dang)“燒錢”的(de)(de),華為海思燒了(le)5000億(yi)還(huan)未見盈利,OPPO沒(mei)有規模(mo)放量來(lai)分擔成本(ben)(ben),將使得(de)芯(xin)(xin)片(pian)(pian)成本(ben)(ben)居高(gao)(gao)不下,自(zi)研芯(xin)(xin)片(pian)(pian)遠沒(mei)有外采的(de)(de)芯(xin)(xin)片(pian)(pian)經濟。據統(tong)計,一(yi)季
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全志科技
41
49
77
92.99
卓然
自學成才的龍頭選手
2023-05-08 15:30:03
今日AI陣(zhen)眼,科大(da)訊飛
科(ke)大訊飛(fei)(fei)(fei)發布(bu)的星(xing)火大模型超出市場預期,今日(ri)開(kai)盤(pan),高開(kai),稍后回落(luo)(luo),繼續(xu)強化,快速(su)上(shang)板,帶(dai)動AI上(shang)攻(gong)。不久,科(ke)大開(kai)板,AI上(shang)漲個股(gu)極(ji)速(su)回落(luo)(luo),高位(wei)個股(gu)多(duo)數跌落(luo)(luo)水(shui)下,從這里可以看出,科(ke)大訊飛(fei)(fei)(fei)是AI陣眼(yan)。此(ci)時,資(zi)(zi)金(jin)開(kai)始轉向(xiang)中字頭加一(yi)帶(dai)一(yi)路,繼續(xu)推動指數上(shang)漲。科(ke)大訊飛(fei)(fei)(fei)高位(wei)盤(pan)旋,AI前途未明。早盤(pan)臨收盤(pan)之際,突有神秘資(zi)(zi)金(jin)介入,再度(du)把科(ke)大推向(xiang)漲停。到這里,大家要把目光迅(xun)(xun)速(su)轉向(xiang)AI。果不其然,下午一(yi)開(kai)盤(pan),資(zi)(zi)金(jin)迅(xun)(xun)猛攻(gong)擊AI+,教(jiao)育(yu)個股(gu)暴力上(shang)漲,比如方直(zhi)科(ke)技(ji),世紀天(tian)鴻,佳發教(jiao)育(yu),傳媒(mei),醫療也快速(su)修復。今日(ri)成功(gong)小訣竅,
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佳發教育
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科大訊飛
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方直科技
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ST凱文
0
0
1
0.52
卓然
自學成才的龍頭選手
2023-05-07 12:42:13
財(cai)經(jing)委會(hui)議主(zhu)題及主(zhu)要(yao)受(shou)益方(fang)向
5月(yue)5日,中央財經(jing)(jing)委(wei)會(hui)(hui)(hui)議(yi)(yi)召開,這(zhe)(zhe)是(shi)對政(zheng)治(zhi)局會(hui)(hui)(hui)議(yi)(yi)的一(yi)次補充落實及延伸。關于本次財經(jing)(jing)委(wei)會(hui)(hui)(hui)議(yi)(yi),很多老(lao)師都做了(le)解讀(du),但感覺到還是(shi)太細碎了(le),沒能抓住主(zhu)(zhu)題。通讀(du)全(quan)(quan)篇(pian),財經(jing)(jing)委(wei)會(hui)(hui)(hui)議(yi)(yi)的主(zhu)(zhu)題就是(shi)安(an)全(quan)(quan)與發(fa)展(zhan)。安(an)全(quan)(quan)是(shi)前提,是(shi)基礎,發(fa)展(zhan)是(shi)目的,沒有(you)安(an)全(quan)(quan)的發(fa)展(zhan),沒有(you)發(fa)展(zhan)的安(an)全(quan)(quan),安(an)全(quan)(quan)也得(de)不(bu)到支撐(cheng)。是(shi)無根之(zhi)木(mu),無源之(zhi)水。 關于安(an)全(quan)(quan)與發(fa)展(zhan),會(hui)(hui)(hui)議(yi)(yi)重(zhong)(zhong)點(dian)指(zhi)出(chu)這(zhe)(zhe)么(me)幾點(dian),1.以(yi)實體經(jing)(jing)濟(ji)為重(zhong)(zhong),防止(zhi)經(jing)(jing)濟(ji)脫實向虛,有(you)兩(liang)層意(yi)思,其(qi)一(yi),防止(zhi)資本過(guo)度(du)擴張;其(qi)二,穩(wen)健的貨(huo)幣政(zheng)策,不(bu)會(hui)(hui)(hui)過(guo)度(du)超發(fa)貨(huo)幣,不(bu)會(hui)(hui)(hui)繼續抬升金融杠(gang)桿。從這(zhe)(zhe)個角度(du)講,未來,股(gu)市是(shi)結構性,
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科大訊飛
S
方直科技
S
*ST國化
S
佳發教育
1
8
6
2.36
卓然
自學成才的龍頭選手
2023-05-05 11:52:51
政治局會議AI炒作(zuo)方(fang)向(xiang)如何演進(重(zhong)發一遍)
自去(qu)年12月的(de)中(zhong)央經濟工作(zuo)會議(yi)以來(lai),政(zheng)(zheng)策(ce)最后聚(ju)(ju)焦在(zai)“科技”上(shang)了,資金(jin)也對(dui)新提(ti)出的(de)“科技”感興趣。今年4月28日的(de)政(zheng)(zheng)治局會議(yi)則更加縮小“科技”的(de)范圍,現在(zai)聚(ju)(ju)焦在(zai)“國產(chan)替代(dai)、通用(yong)(yong)人工智能”上(shang)。這次公報是(shi)(shi)(shi)在(zai)盤(pan)(pan)中(zhong)發布的(de),不(bu)像以往(wang)都是(shi)(shi)(shi)在(zai)盤(pan)(pan)后發布,當(dang)日互聯網、傳媒娛樂(le)、廣告包裝、軟件服務(wu)是(shi)(shi)(shi)漲幅居前的(de)板塊,這些板塊有(you)(you)一個共同特點:屬于(yu)AI+應用(yong)(yong)。 政(zheng)(zheng)策(ce)把聚(ju)(ju)焦點放在(zai)AI的(de)下(xia)游(you)應用(yong)(yong)上(shang) ,就是(shi)(shi)(shi)希望給(gei)下(xia)游(you)行業賦(fu)能,提(ti)升生產(chan)效率。面對(dui)政(zheng)(zheng)策(ce)的(de)指揮(hui)棒(bang),我(wo)們該怎么做?是(shi)(shi)(shi)按(an)部就班先(xian)信創(chuang),再上(shang)游(you)算力、存力、芯片,再下(xia)游(you)應有(you)(you)。如果
S
昆侖萬維
S
中國科傳
0
2
3
0.49
卓然
自學成才的龍頭選手
2023-05-05 11:46:41
炒作人(ren)工智(zhi)能的二個哲學思辨
自4月28日政(zheng)治(zhi)局(ju)會議精神公(gong)布后(hou),人(ren)工智能炒(chao)(chao)作方(fang)向(xiang)有(you)了新的(de)變化,很(hen)多人(ren)思路還是不夠清晰(xi),還沉浸在之(zhi)前舊(jiu)的(de)思維(wei)了,一(yi)直沒跟上節奏,非常可(ke)惜。我(wo)發(fa)布的(de)《政(zheng)治(zhi)局(ju)會議人(ren)工智能炒(chao)(chao)作方(fang)向(xiang)演(yan)進》,很(hen)多人(ren)噴(pen)我(wo),說我(wo)意淫,想當然。在這里,我(wo)用(yong)哲學(xue)思維(wei)做一(yi)個(ge)思辨。希(xi)望對各(ge)位老師(shi)有(you)所(suo)裨益。 第一(yi)個(ge)思考,以(yi)(yi)應(ying)(ying)用(yong)促發(fa)展。通(tong)用(yong)大(da)(da)模型投(tou)入巨大(da)(da),花(hua)大(da)(da)力氣全力攻關,對國(guo)家,對企業有(you)點吃不消(xiao),承(cheng)受(shou)太大(da)(da),以(yi)(yi)應(ying)(ying)用(yong)促發(fa)展,在實踐中可(ke)以(yi)(yi)找(zhao)出發(fa)展的(de)痛點與難點,有(you)的(de)放(fang)矢。其二,可(ke)以(yi)(yi)產生經濟效(xiao)益,以(yi)(yi)效(xiao)益來帶動發(fa)展。死磕算力,硬件,液冷的(de)朋友,市
S
高瀾股份
S
科德教育
S
浪潮信息
0
0
2
1.69
卓然(ran)
自學成才的龍頭選手
2023-05-04 19:07:45
小商品城跳水為啥?利(li)空(kong)?求(qiu)助
小商品城概念很純正,一帶一路,跨境(jing)支付,國企改革,全天走勢比較強,為何尾盤大跳(tiao)水,很詭異,這可(ke)不(bu)像洗盤。求(qiu)助大神,求(qiu)解(jie)。 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湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu) 湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)
S
小商品城
0
3
1
0.40
卓(zhuo)然
自學成才的龍頭選手
2023-05-04 16:22:34
繼續干AI應用,必須有想(xiang)象空(kong)間的,有業績的
收盤了,敢于上AI+應用的,主要是出(chu)版傳媒,游戲(xi),電商(shang),教(jiao)育(yu)的小(xiao)伙(huo)伴們一定吃(chi)了大肉。現(xian)擇(ze)要列出(chu)來(lai),AI+傳媒,中信出(chu)版,中國科(ke)(ke)傳,藍色光標(biao),果麥文化,中國出(chu)版,上海電影,南方傳媒等;AI+游戲(xi),三(san)七互娛,掌趣科(ke)(ke)技(ji),神州泰岳,湯姆貓等;AI+教(jiao)育(yu),世紀天鴻,漢儀科(ke)(ke)技(ji)等。AI+電商(shang),返利(li)科(ke)(ke)技(ji),焦點(dian)科(ke)(ke)技(ji),華凱易(yi)佰等;昨天,很(hen)多人懟(dui)我,算(suan)力與CPO業(ye)績(ji)(ji)(ji)最過硬,最確定,應該(gai)要大上,而AI應用調整會(hui)很(hen)深(shen)的。這些人都忽略了一個問題,算(suan)力一季報(bao)業(ye)績(ji)(ji)(ji)不合預期,而相(xiang)反,在(zai)應用上面(mian),業(ye)績(ji)(ji)(ji)表現(xian)最突出(chu)。所以,接下來(lai),在(zai)應
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上海電影
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卓然
自學成才的龍頭選手
2023-05-04 11:20:00
注意(yi),出版傳媒,游戲(xi)調整就是(shi)加倉的(de)機會(hui)
唱多算力(li)的(de)老師,為啥算力(li)不(bu)按你們的(de)意思走(zou),算力(li)偏(pian)偏(pian)不(bu)強(qiang),說明白點就是(shi)理解力(li)不(bu)夠,對(dui)政策面(mian),資(zi)金面(mian)熟(shu)視無(wu)睹(du)。再說一遍,cpo,劍橋科技,新易盛等票機(ji)構(gou)是(shi)大(da)幅減(jian)(jian)倉的(de),在(zai)機(ji)構(gou)主導行情的(de)今(jin)天(tian)(tian),不(bu)要選擇機(ji)構(gou)大(da)幅減(jian)(jian)倉的(de)個股,風(feng)險很大(da),是(shi)高手局(ju),一般(ban)人還(huan)是(shi)不(bu)要輕(qing)易參與(yu)。昨日文章講了(le),AI+應用是(shi)主線,尤(you)其是(shi)出版(ban)傳(chuan)媒與(yu)游(you)戲,跌下(xia)來就是(shi)機(ji)會(hui)(hui)(hui)。中信出版(ban)周五表現(xian)一般(ban),今(jin)天(tian)(tian)直接(jie)20CM,中國科傳(chuan)直接(jie)高開,穩住出版(ban)傳(chuan)媒大(da)局(ju),奠定龍頭氣(qi)質。關于(yu)昆侖萬維,機(ji)構(gou),游(you)資(zi)大(da)力(li)介入的(de)票,因(yin)為滿融操作,今(jin)天(tian)(tian)會(hui)(hui)(hui)縮容。調整就是(shi)機(ji)會(hui)(hui)(hui)。做日內(nei)
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