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New Landscape of AI Chip Investment: Three Major Trends in Second Half of 2026 Reshaping Investment Logic

Summary In-depth analysis of three core trends in the AI chip investment market for the second half of 2026, exploring strategic layouts of giants like NVIDIA and AMD, revealing new investment logic and risk response strategies for chip stocks.

In-depth analysis of three core trends in the AI chip investment market for the second half of 2026, exploring strategic layouts of giants like NVIDIA and AMD, revealing new investment logic and risk response strategies for chip stocks.
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  1. CONNECT:[ UseTime:0.001957s ] mysql:host=127.0.0.1;port=3306;dbname=cjgpcs;charset=utf8mb4
  2. SHOW FULL COLUMNS FROM `g3ys_config` [ RunTime:0.005483s ]
  3. SELECT `value` FROM `g3ys_config` WHERE `name` = 'timezone' AND `subsite_id` = '40' LIMIT 1 [ RunTime:0.001215s ]
  4. SHOW FULL COLUMNS FROM `g3ys_route` [ RunTime:0.002602s ]
  5. SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '40' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.000762s ]
  6. SHOW FULL COLUMNS FROM `g3ys_theme` [ RunTime:0.002944s ]
  7. SELECT `paginator` FROM `g3ys_theme` WHERE `module` = 'home' AND `name` = 'setmain' AND `subsite_id` = '40' LIMIT 1 [ RunTime:0.000799s ]
  8. SHOW FULL COLUMNS FROM `g3ys_lang` [ RunTime:0.003280s ]
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  10. SHOW FULL COLUMNS FROM `g3ys_member` [ RunTime:0.004596s ]
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  12. SHOW FULL COLUMNS FROM `g3ys_document` [ RunTime:0.005001s ]
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  15. SHOW TABLES LIKE 'g3ys_document_article' [ RunTime:0.002781s ]
  16. SHOW FULL COLUMNS FROM `g3ys_document_article` [ RunTime:0.001941s ]
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  20. SHOW TABLES LIKE 'g3ys_document_article_lang' [ RunTime:0.002555s ]
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  27. SELECT * FROM `g3ys_total` WHERE `target_id` = '6371' LIMIT 1 [ RunTime:0.001571s ]
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  29. SHOW FULL COLUMNS FROM `g3ys_record` [ RunTime:0.005014s ]
  30. SELECT `id` FROM `g3ys_record` WHERE `subsite_id` = '40' AND `type` = 'article' AND `url` = 'https://www.setmain.asia/ai-chip-investment-trends-2026' AND `create_time` >= 1790129600 AND ( `visitor_id` = 'ba854192979908a2272fe19d40c03e28' OR `session_id` = '9b87b29cd04d1338c9ebdd0a12ffae33' ) LIMIT 1 [ RunTime:0.001407s ]
  31. INSERT INTO `g3ys_record` SET `subsite_id` = '40' , `uid` = '0' , `visitor_id` = 'ba854192979908a2272fe19d40c03e28' , `session_id` = '9b87b29cd04d1338c9ebdd0a12ffae33' , `type` = 'article' , `target_id` = '6371' , `target_type` = 0 , `category_id` = '1663' , `title` = 'New Landscape of AI Chip Investment: Three Major Trends in Second Half of 2026 Reshaping Investment Logic' , `url` = 'https://www.setmain.asia/ai-chip-investment-trends-2026' , `path` = '/ai-chip-investment-trends-2026' , `query_string` = '' , `referer` = '' , `referer_domain` = '' , `source_type` = 'direct' , `source_domain` = '' , `search_engine` = '' , `search_keyword` = '' , `utm_source` = '' , `utm_medium` = '' , `utm_campaign` = '' , `utm_term` = '' , `utm_content` = '' , `ip` = '216.73.216.36' , `user_agent` = 'Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)' , `device_type` = 'pc' , `browser` = '其他' , `browser_version` = '' , `os` = '其他' , `os_version` = '' , `language` = '' , `is_spider` = 0 , `spider_name` = '' , `status_code` = 200 , `country` = '' , `province` = '' , `city` = '' , `district` = '' , `isp` = '' , `region_code` = '' , `geo_status` = 0 , `geo_time` = 0 , `create_time` = 1790129660 , `update_time` = 1790129660 [ RunTime:0.005981s ]
  32. SHOW FULL COLUMNS FROM `g3ys_comment` [ RunTime:0.004729s ]
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  35. SELECT * FROM `g3ys_document` WHERE `category_id` = 1663 AND `subsite_id` = 40 AND `pid` = '6312' AND `status` = '1' ORDER BY `sort` ASC,`id` DESC LIMIT 1 [ RunTime:0.001353s ]
  36. SELECT * FROM `g3ys_document_article_lang` WHERE `subsite_id` = '40' AND `lang` = 'en' AND `document_id` = '6312' [ RunTime:0.012296s ]
  37. SELECT * FROM `g3ys_document` WHERE `category_id` = 1663 AND `subsite_id` = 40 AND `pid` = '6371' AND `status` = '1' AND `document_type` = 0 ORDER BY `sort` DESC,`id` ASC LIMIT 1 [ RunTime:0.001687s ]
  38. SELECT * FROM `g3ys_document` WHERE `category_id` = 1663 AND `subsite_id` = 40 AND `pid` = '0' AND `status` = '1' AND `document_type` = 0 AND ( ( sort>0 and sort <= 0 and id!=6371) or ( sort = 0 and id > 6371) ) ORDER BY `sort` DESC,`id` ASC LIMIT 1 [ RunTime:0.001403s ]
  39. SELECT * FROM `g3ys_document_article_lang` WHERE `subsite_id` = '40' AND `lang` = 'en' AND `document_id` = '6449' [ RunTime:0.009940s ]
  40. SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '40' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.001359s ]
  41. SHOW FULL COLUMNS FROM `g3ys_ad_location` [ RunTime:0.002806s ]
  42. SELECT * FROM `g3ys_ad_location` WHERE `name` = 'ad-detail-full' AND `subsite_id` = '40' AND `status` = 1 LIMIT 1 [ RunTime:0.001035s ]
  43. SHOW FULL COLUMNS FROM `g3ys_ad` [ RunTime:0.002798s ]
  44. SELECT * FROM `g3ys_ad` WHERE `subsite_id` = '40' AND `ad_location_id` = '82' AND `status` = 1 AND `device` IN ('all','pc') AND ( `start_time` = 0 OR `start_time` <= 1790129660 ) AND ( `end_time` = 0 OR `end_time` >= 1790129660 ) ORDER BY `sort` DESC,`id` DESC [ RunTime:0.001119s ]
  45. SHOW FULL COLUMNS FROM `g3ys_ad_lang` [ RunTime:0.001830s ]
  46. SELECT * FROM `g3ys_ad_lang` WHERE `ad_id` = 82 AND `subsite_id` = '40' AND `lang` = 'en' [ RunTime:0.000763s ]
  47. SHOW FULL COLUMNS FROM `g3ys_ad_lang` [ RunTime:0.001830s ]
  48. SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '40' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.000908s ]
  49. SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '40' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.000838s ]
  50. SELECT * FROM `g3ys_ad_location` WHERE `name` = 'ad-right' AND `subsite_id` = '40' AND `status` = 1 LIMIT 1 [ RunTime:0.000809s ]
  51. SELECT * FROM `g3ys_ad` WHERE `subsite_id` = '40' AND `ad_location_id` = '84' AND `status` = 1 AND `device` IN ('all','pc') AND ( `start_time` = 0 OR `start_time` <= 1790129660 ) AND ( `end_time` = 0 OR `end_time` >= 1790129660 ) ORDER BY `sort` DESC,`id` DESC [ RunTime:0.000962s ]
  52. SELECT * FROM `g3ys_ad_lang` WHERE `ad_id` = 84 AND `subsite_id` = '40' AND `lang` = 'en' [ RunTime:0.000924s ]
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  54. SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '40' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.000724s ]
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  58. SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '40' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.000744s ]
  59. SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '40' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.000695s ]
0.476796s