盛邁亞太 盛邁亞太

芯片供需週期

分析半導體供需週期變化，追蹤庫存調整與景氣轉折信號，幫助投資者把握行業景氣節奏。

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58 篇
芯片风向标 2026-08-14 181

AI芯片投资热潮：2026下半年资本追逐的焦点与投资机遇分析

深入分析2026下半年AI芯片投资热潮的背景、市场趋势、竞争格局与投资机遇，为投资者提供专业视角与策略建议。

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为什么投芯片 2026-08-14 185

半导体投资逻辑深度解析：2026年为何芯片仍是资本追逐的焦点

本文深入剖析半导体投资的核心逻辑，从行业战略地位、技术发展趋势、市场供需格局到政策环境，全面解析2026年芯片产业的投资价值与未来机遇，为投资者提供专业视角。

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为什么投芯片 2026-08-13 182

AI芯片投资新蓝海：2026下半年为何成为资本追逐的焦点

深入分析AI芯片市场的投资价值与未来趋势，探讨资本为何在2026下半年纷纷涌入这一领域，以及投资者应如何把握这一轮科技革命中的投资机遇。

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芯片风向标 2026-08-12 194

AI芯片投资新格局：2026下半年三大趋势重塑投资逻辑

随着人工智能技术的迅猛发展，AI芯片已成为半导体产业的核心驱动力。2026年，全球AI芯片市场规模预计将突破3000亿美元，年增长率维持在30%以上。本文深入分析2026下半年AI芯片投资的三大趋势，为投资者提供决策参考。

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为什么投芯片 2026-08-12 180

為什麼投AI芯片：2026下半年投資熱點深度解析

深入解析AI芯片投资价值，探讨市场趋势、投资机遇与挑战，为投资者提供全面决策参考。

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为什么投芯片 2026-08-11 170

解密芯片投资底层逻辑：2026半导体行业的投资价值与未来布局

深入解析半导体投资的底层逻辑，探讨2026年芯片行业的投资价值、市场趋势与关键因素，为投资者提供全面的行业分析与投资策略建议。

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半导体行情 2026-08-11 207

AI芯片投资热潮：2026下半年资本涌动的三大风向标

随着人工智能技术的迅猛发展，AI芯片市场正迎来前所未有的投资热潮。本文深入分析2026下半年AI芯片投资的三大趋势，探讨市场格局变化、技术突破方向以及投资机遇与风险，为投资者提供专业视角。

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为什么投芯片 2026-08-10 161

AI芯片投资热潮：2026下半年为何成为资本追逐的焦点

深入分析AI芯片投资的背景、市场趋势、驱动因素及投资策略，探讨2026下半年AI芯片为何成为资本追逐的焦点，为投资者提供全面的参考。

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为什么投芯片 2026-08-09 194

AI芯片投资新格局：2026下半年三大趋势重塑投资逻辑

深入分析2026下半年AI芯片投资市场三大核心趋势，探讨英伟达、AMD等巨头战略布局，揭示芯片股投资新逻辑与风险应对策略。

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为什么投芯片 2026-08-08 158

半导体投资逻辑：2026年芯片投资的底层逻辑与价值重构

本文深入解析2026年半导体行业的投资逻辑，从技术突破、市场需求、政策支持等多个维度分析芯片行业的投资价值，帮助投资者把握半导体行业的投资机遇与风险挑战。

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  166. /www/wwwroot/cjgpcs.cn/vendor/topthink/framework/src/think/initializer/BootService.php ( 0.77 KB )
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  183. /www/wwwroot/cjgpcs.cn/app/middleware/LangPrefix.php ( 7.05 KB )
  184. /www/wwwroot/cjgpcs.cn/vendor/topthink/framework/src/think/facade/Cookie.php ( 1.48 KB )
  185. /www/wwwroot/cjgpcs.cn/vendor/topthink/framework/src/think/Cookie.php ( 6.06 KB )
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  1. CONNECT:[ UseTime:0.001174s ] mysql:host=127.0.0.1;port=3306;dbname=cjgpcs;charset=utf8mb4
  2. SHOW FULL COLUMNS FROM `g3ys_config` [ RunTime:0.009894s ]
  3. SELECT `value` FROM `g3ys_config` WHERE `name` = 'timezone' AND `subsite_id` = '40' LIMIT 1 [ RunTime:0.001101s ]
  4. SHOW FULL COLUMNS FROM `g3ys_route` [ RunTime:0.003297s ]
  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:0.001303s ]
  6. SHOW FULL COLUMNS FROM `g3ys_theme` [ RunTime:0.002987s ]
  7. SELECT `paginator` FROM `g3ys_theme` WHERE `module` = 'home' AND `name` = 'setmain' AND `subsite_id` = '40' LIMIT 1 [ RunTime:0.000929s ]
  8. SHOW FULL COLUMNS FROM `g3ys_lang` [ RunTime:0.003569s ]
  9. SELECT * FROM `g3ys_lang` WHERE `subsite_id` = 40 AND ( ( LOWER(name) = 'zh-tw' ) OR `subtag` = 'zh-tw' ) AND `status` = 1 ORDER BY `id` ASC LIMIT 1 [ RunTime:0.001592s ]
  10. SHOW FULL COLUMNS FROM `g3ys_member` [ RunTime:0.005154s ]
  11. SELECT * FROM `g3ys_member` WHERE `id` = 0 AND `subsite_id` = '40' LIMIT 1 [ RunTime:0.001291s ]
  12. SHOW FULL COLUMNS FROM `g3ys_tags` [ RunTime:0.002540s ]
  13. SELECT * FROM `g3ys_tags` WHERE `name` = 'chip-supply-demand' AND `status` = 1 AND `subsite_id` IN (0,40) ORDER BY FIELD(subsite_id,40,0) LIMIT 1 [ RunTime:0.001116s ]
  14. SHOW FULL COLUMNS FROM `g3ys_document` [ RunTime:0.004491s ]
  15. SELECT COUNT(*) AS think_count FROM `g3ys_document` WHERE `subsite_id` IN (0,40) AND `status` = '1' AND `model_id` = 2 AND ( FIND_IN_SET('491', tags) ) [ RunTime:0.004542s ]
  16. SELECT `id`,`name`,`title`,`description`,`pic`,`category_id`,`create_time`,`document_type` FROM `g3ys_document` WHERE `subsite_id` IN (0,40) AND `status` = '1' AND `model_id` = 2 AND ( FIND_IN_SET('491', tags) ) ORDER BY `sort` DESC,`id` DESC LIMIT 40,10 [ RunTime:0.006629s ]
  17. 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:0.001675s ]
  18. SHOW FULL COLUMNS FROM `g3ys_ad_location` [ RunTime:0.006017s ]
  19. SELECT * FROM `g3ys_ad_location` WHERE `name` = 'ad-full' AND `subsite_id` = '40' AND `status` = 1 LIMIT 1 [ RunTime:0.001603s ]
  20. SHOW FULL COLUMNS FROM `g3ys_ad` [ RunTime:0.006952s ]
  21. SELECT * FROM `g3ys_ad` WHERE `subsite_id` = '40' AND `ad_location_id` = '83' AND `status` = 1 AND `device` IN ('all','pc') AND ( `start_time` = 0 OR `start_time` <= 1794392400 ) AND ( `end_time` = 0 OR `end_time` >= 1794392400 ) ORDER BY `sort` DESC,`id` DESC [ RunTime:0.002367s ]
  22. SHOW FULL COLUMNS FROM `g3ys_total` [ RunTime:0.005044s ]
  23. SELECT * FROM `g3ys_total` WHERE `target_id` = '6663' LIMIT 1 [ RunTime:0.001207s ]
  24. 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:0.001540s ]
  25. 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:0.001779s ]
  26. SELECT * FROM `g3ys_total` WHERE `target_id` = '6653' LIMIT 1 [ RunTime:0.001654s ]
  27. 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:0.001307s ]
  28. 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:0.001375s ]
  29. SELECT * FROM `g3ys_total` WHERE `target_id` = '6604' LIMIT 1 [ RunTime:0.001515s ]
  30. 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:0.001164s ]
  31. 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:0.002041s ]
  32. SELECT * FROM `g3ys_total` WHERE `target_id` = '6563' LIMIT 1 [ RunTime:0.000770s ]
  33. 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:0.001374s ]
  34. 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:0.001852s ]
  35. SELECT * FROM `g3ys_total` WHERE `target_id` = '6552' LIMIT 1 [ RunTime:0.001374s ]
  36. 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:0.001502s ]
  37. 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:0.001241s ]
  38. SELECT * FROM `g3ys_total` WHERE `target_id` = '6506' LIMIT 1 [ RunTime:0.000992s ]
  39. 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:0.000884s ]
  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:0.001382s ]
  41. SELECT * FROM `g3ys_total` WHERE `target_id` = '6492' LIMIT 1 [ RunTime:0.001363s ]
  42. 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:0.002198s ]
  43. 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:0.001932s ]
  44. SELECT * FROM `g3ys_total` WHERE `target_id` = '6449' LIMIT 1 [ RunTime:0.001055s ]
  45. 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:0.001469s ]
  46. 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:0.002274s ]
  47. SELECT * FROM `g3ys_total` WHERE `target_id` = '6371' LIMIT 1 [ RunTime:0.002331s ]
  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:0.001047s ]
  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:0.001247s ]
  50. SELECT * FROM `g3ys_total` WHERE `target_id` = '6312' LIMIT 1 [ RunTime:0.000795s ]
  51. 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:0.000865s ]
  52. 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:0.003649s ]
  53. SELECT * FROM `g3ys_ad_location` WHERE `name` = 'ad-right' AND `subsite_id` = '40' AND `status` = 1 LIMIT 1 [ RunTime:0.001337s ]
  54. 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` <= 1794392400 ) AND ( `end_time` = 0 OR `end_time` >= 1794392400 ) ORDER BY `sort` DESC,`id` DESC [ RunTime:0.001260s ]
  55. SELECT * FROM `g3ys_tags` WHERE `subsite_id` = 40 AND `status` = 1 ORDER BY `sort` DESC,`id` DESC LIMIT 15 [ RunTime:0.004891s ]
  56. 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:0.001573s ]
  57. 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:0.001379s ]
  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:0.000783s ]
0.467197s