---
type: "Topics"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/topics/39308657.md"
description: "这两天看行情属实有点乱七八糟，周期的洛阳钼业和灵宝黄金稳稳小涨，牧原也能给点肉，养猪人佛系吃瓜；海底捞这种消费，反弹力度老让人提不起劲。最扎心的还是爱芯元智，这 AI 芯片赛道说起来很猛，结果今天直接-4%，追高的兄弟应该有点内耗了吧…现在感觉左手周期、右手科技，最后还是靠黄金续命，这盘面真是让人逐渐无欲无求🙏"
datetime: "2026-03-17T12:48:12.000Z"
locales:
  - [en](https://longbridge.com/en/topics/39308657.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/39308657.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/39308657.md)
author: "[执笔画乾坤--Justin](https://longbridge.com/zh-CN/profiles/26727999.md)"
---

# 这两天看行情属实有点乱七八糟，周期的洛阳钼业和灵宝黄金稳稳小涨，牧原也能给点肉，养猪人佛系吃瓜；海底…


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