https://blog.alansun.host/tags/%E9%80%89%E8%82%A1%E6%A1%86%E6%9E%B6/Recent content in 选股框架 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, 28 Jul 2026 00:00:00 +0000https://blog.alansun.host/posts/20260728_%E6%88%91%E6%AD%A3%E5%9C%A8%E4%B9%B0%E5%85%A5%E7%9A%84%E4%BA%BA%E5%B7%A5%E6%99%BA%E8%83%BD%E8%82%A1%E7%A5%A8/Tue, 28 Jul 2026 00:00:00 +0000alansundy@gmail.com (羊羊羊)https://blog.alansun.host/posts/20260728_%E6%88%91%E6%AD%A3%E5%9C%A8%E4%B9%B0%E5%85%A5%E7%9A%84%E4%BA%BA%E5%B7%A5%E6%99%BA%E8%83%BD%E8%82%A1%E7%A5%A8/跳出单一芯片股视角，将人工智能产业链划分为“AI 赋能者（算力与云底座）、AI 受益者（降本增效企业）、AI 分发者（入口与平台）”三大象限，构建兼顾赔率与确定性的持仓组合。