https://blog.alansun.host/tags/ai%E7%A1%AC%E4%BB%B6/Recent content in AI硬件 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Fri, 06 Nov 2026 00:00:00 +0000https://blog.alansun.host/posts/20261106_%E5%8D%95%E4%B8%80%E5%9B%A0%E5%AD%90%E5%8E%BB%E6%9D%A0%E6%9D%86%E4%B8%8Eai%E4%BA%A4%E6%98%93%E4%BB%93%E4%BD%8D%E8%B0%83%E6%95%B4_andylee/Fri, 06 Nov 2026 00:00:00 +0000alansundy@gmail.com (羊羊羊)https://blog.alansun.host/posts/20261106_%E5%8D%95%E4%B8%80%E5%9B%A0%E5%AD%90%E5%8E%BB%E6%9D%A0%E6%9D%86%E4%B8%8Eai%E4%BA%A4%E6%98%93%E4%BB%93%E4%BD%8D%E8%B0%83%E6%95%B4_andylee/Andy lee 视频笔记：深入拆解近期半导体与AI核心标的剧烈调整的微观机制。明确指出本轮下跌绝非AI长期产业叙事的破灭，而是高拥挤度动量（MTUM）与高Beta因子遭遇流动性收缩后的多杀多踩踏。详细分享了应对单一因子去杠杆的仓位分批加减节奏、防守线设置与多因子再平衡框架。https://blog.alansun.host/posts/20261105_%E6%8A%95%E8%B5%84%E7%BB%84%E5%90%88%E8%B0%83%E6%95%B4%E5%8D%81%E4%B8%AA%E7%BB%93%E8%AE%BA%E4%B8%8Esoxx%E9%BB%84%E9%87%91%E6%8E%A8%E6%BC%94/Thu, 05 Nov 2026 00:00:00 +0000alansundy@gmail.com (羊羊羊)https://blog.alansun.host/posts/20261105_%E6%8A%95%E8%B5%84%E7%BB%84%E5%90%88%E8%B0%83%E6%95%B4%E5%8D%81%E4%B8%AA%E7%BB%93%E8%AE%BA%E4%B8%8Esoxx%E9%BB%84%E9%87%91%E6%8E%A8%E6%BC%94/Andy lee 视频笔记：梳理当前美股市场的十个核心结论，涵盖 Marvell 收购 LITE 折射的硬件毛利率见顶、科技巨头财报分化、云厂商现金流转负与 AI 卖方自证瓶颈、中金模型与三日隧道下的黄金 4105 中枢，以及参照 2025 年一季度英伟达推演费城半导体（SOXX）底部的仓位管理计划。