---
type: "Topics"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/topics/41064220.md"
description: "50% 仓位都在 AI 轮动，包括太空和量子。与泡沫共舞。"
datetime: "2026-05-23T01:25:02.000Z"
locales:
  - [en](https://longbridge.com/en/topics/41064220.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/41064220.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/41064220.md)
author: "[晴儿2025](https://longbridge.com/zh-CN/profiles/13674793.md)"
---

# 50% 仓位都在 AI 轮动，包括太空和量子。与泡沫共舞。…