https://blog.alansun.host/tags/%E5%85%B7%E8%BA%AB%E6%99%BA%E8%83%BD/Recent content in 具身智能 on 没用知识库Hugo -- gohugo.iozh-cnalansundy@gmail.com (羊羊羊)alansundy@gmail.com (羊羊羊)© 2026 羊羊羊Tue, 10 Nov 2026 00:00:00 +0000https://blog.alansun.host/posts/20261110_%E7%BA%B3%E6%8C%87%E5%85%B3%E9%94%AE%E6%94%AF%E6%92%91%E4%B8%8E%E4%BD%A9%E9%9B%B7%E6%96%AF%E4%BA%A7%E4%B8%9A%E5%91%A8%E6%9C%9F_andylee/Tue, 10 Nov 2026 00:00:00 +0000alansundy@gmail.com (羊羊羊)https://blog.alansun.host/posts/20261110_%E7%BA%B3%E6%8C%87%E5%85%B3%E9%94%AE%E6%94%AF%E6%92%91%E4%B8%8E%E4%BD%A9%E9%9B%B7%E6%96%AF%E4%BA%A7%E4%B8%9A%E5%91%A8%E6%9C%9F_andylee/Andy lee 视频笔记：从技术微观结构与产业长波双重视角研判美股中短期变局。系统测算纳指100在26,100–26,400点（0.236斐波那契黄金分割位）的关键防守纵深，引入卡洛塔·佩雷斯（Carlota Perez）技术革命周期理论，深入拆解AI算力导入期向具身智能部署期过渡的去泡沫规律，并给出黄金3日反包向上协商的非对称配置指引。