一朝风月的个人主页 - 老虎社区

一朝风月

一朝风月

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08-28

$BOSS直聘(BZ)$ 我能说什么只留了一点这玩意怎么回事业绩也好

11-12

$特斯拉(TSLA)$ 拿住先到400再说[财迷]

07-11

$特斯拉(TSLA)$ 稳住先看300

11-11

$特斯拉(TSLA)$ 太牛了拿稳坐好 [财迷]

11-08

$特斯拉(TSLA)$ 太颠了有点不敢卖了留点底舱吧

11-06

$特斯拉(TSLA)$$特斯拉(TSLA)$持续看好[财迷]马斯克

11-15

$Twilio Inc(TWLO)$ $Twilio Inc(TWLO)$

11-12

$Lemonade, Inc.(LMND)$ 真的猛啊

11-09

以前双十一六一八会囤货现在能用多少买多少用完再说

07-18

$特斯拉(TSLA)$ 还是我特靠谱

07-17

$特斯拉(TSLA)$ 该是我特稳[OK]

2023-08-03

主要是第三次工业革命太久了都在吃存量的老本卷的人都麻了都在期望出现某些突破性的进展

第四次工业革命，18个小时就结束了？

去老虎APP查看更多动态

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href=\"https://laohu8.com/S/AMSC\">美国超导</a>盘中一度跌超24%，最低触及12.2美元，意味着周一超过60%的涨幅回吐大约一半。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8595c92b1feaeaa27fddb004cb47a0af\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>人类历史上，有过3次重大技术革命。</p><p><strong><em>第一次，蒸汽革命，机械替代人力，直接颠覆了几千年的劳动力市场。</em></strong></p><p><strong><em>第二次，电气革命，机械工作的效率，进入高速增长期。</em></strong></p><p style=\"text-align: justify;\"><strong><em>第三次，计算机、互联网、生物技术、航天技术、纳米技术等等。</em></strong></p><p>很明显，从第三次工业革命开始，技术爆发从主干发散到了各个分支。</p><p>所以第三次工业革命，既没有明确定义，也没有明确标志。</p><p>那么，接下来的第四次工业革命，该怎么走？</p><p>是像前两次，直接出现一种划时代的超重磅技术，撼动整棵科技树？</p><p>还是像第三次，把什么新能源、3D打印、AI一锅乱炖？</p><p>如果想要飞跃式的进步，当然是像前两次技术革命那样，直接改变最底层的能源。</p><p>能源技术不突破，任何先进工业，都是不切实际的幻想。</p><p>合计一下，目前人类社会台面上的技术，AI、新能源这些，还不够格成为主干。</p><p>除了大名鼎鼎的可控核聚变，大概也只有普适的超导，才能担此重任。</p><p>凭什么？因为电。</p><p>电，妙不可言。</p><p>想当年，法拉第发现电磁感应现象，折腾出发电机的时候，还许多人嘲笑，说这种只会在导体里流动的东西有什么用？</p><p>如今任何人都知道，电革了蒸汽的命，成为现代科技最重要的载体。</p><p>今时今日，我们只有再革了电的命，才能革了现代科技的命，进入未来世界。</p><p style=\"text-align: justify;\"><strong>01</strong></p><p>最近几天，室温超导——这个对大众比较陌生的概念，频频霸榜热搜。</p><p>中国网民，什么时候这么爱学习了？</p><p>先简单回顾下事件的发展轨迹。</p><p>7月22日，韩国量子能源研究中心科学家Sukbae Lee，在arXiv上发表了两篇论文，宣布发现超导材料LK-99，并公开合成技术。</p><p>材料的合成方法极其简单，高中实验就能搞定。</p><p>可能有人不知道这是啥概念。</p><p><strong>这就好比，一个连话都不会说的猿人，比划着告诉你，他能造核弹。</strong></p><p>所以我的第一反应，就是离谱他妈给离谱开门——离谱到家了。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/661eed085206fbc3ad2f362954627454\" title=\"\" tg-width=\"640\" tg-height=\"395\"/></p><p>超导材料是什么？</p><p>顾名思义，就是电阻率为0的超级导体。</p><p>做个不太形象的比喻。</p><p>游乐园里的滑滑梯，如果是用水泥做的粗糙面，小孩坐着根本滑不下去，必须要有人在后面推。</p><p>只有在表面铺一层光滑的铁皮，或者换成其他阻力小的材料，才能顺畅地滑下去。</p><p>超导差不多就是这么个意思。</p><p>从前，它只存在于理论中，需要极低温的条件才能实现，成本远高于经济价值。</p><p>比如我们曾经看到的磁悬浮列车，基本也就烧钱示范一下，没见到哪个国家真全面推广开了。</p><p>如果真能做出常温超导材料，第二次工业革命以来，上百年建立起来的工业格局，都将被重塑。</p><p>拿韩国这次的LK99来说，如果被证实是真的，别看落地需要个五年十年，那都不算个啥。</p><p>后面五十年都是它的舞台。</p><p>你想想，输电环节0损耗，那是个什么概念？</p><p>北非、沙特、中国新疆的广大沙漠，完全可以铺满光伏板，然后原封不动把电力传输到全世界。</p><p><strong>什么能源危机，都不再是个事。</strong></p><p>除了能源，在具体应用层面，想象力也很大。</p><p>比如现有的电动汽车，全部升级成超导汽车，不再有能源损耗，再在车顶再装个光伏板，那直接接近永动机了。</p><p>充电半小时，跑一年。</p><p>总之，就是爽，要是真的就好了。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2d8e892ac22cdd3ec4509a425d2d79d3\" title=\"\" tg-width=\"1080\" tg-height=\"608\"/></p><p><strong>超导材料这玩意，因为过于颠覆，再加上最近一些年，造假的案例太多。</strong></p><p>所以再看到类似的新闻，第一反应就是又来了个科学骗子。</p><p>但是呢，在没有证伪之前，它会一直是全球关注焦点中的焦点。</p><p>验证时间至少需要一周，所以这几天全球吃瓜群众的心都提到嗓子眼上。</p><p>就等着看看这事是瞎扯淡还是真靠谱。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7ad7fcaaa6a46cc05fb6e98b58990dec\" title=\"\" tg-width=\"1080\" tg-height=\"690\"/></p><p>7月31日，北航研究员在arXiv上提交论文，称未发现LK-99的超导性。</p><p>美国劳伦斯伯克利国家实验室研究员也在arXiv提交论文，认为LK-99可能存在超导性。</p><p>几乎同时，俄罗斯科学家宣布，成功制备出具备常温抗磁性的LK-99晶体，但结果显示比目前常用的热解石墨，只是抗磁性强很多。</p><p>但是，这也不能证明，LK99具有0电阻的特性。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/10cad86b5c8118cae5d909b1b3630195\" title=\"\" tg-width=\"987\" tg-height=\"555\"/></p><p>就在真相扑朔迷离之际，美国公司Taj Quantum公布照片，生成新发现一种易碎的石墨烯泡沫材料，也是室温超导材料。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c70b1c1635a48264486c5b513212b48f\" title=\"\" tg-width=\"884\" tg-height=\"804\"/></p><p>尽管该材料还没有经过同行评审，也没有第三方实验室评估，更没有提供性能数据。</p><p>但是，投资市场才不管你。</p><p>瓜都吃了这么久了，第四次工业革命啊，不来赌一把？</p><p><strong>02</strong></p><p>要说这两天什么板块最火，那肯定是常温超导啊。</p><p>隔夜，跟超导一毛钱关系，实际只是个电网公司的美国超导，因为有了这两个关键字，股票直接拉升60%，盘前一度涨超150%，比国内股民还懂追题材。</p><p>这么火热，股民们想不关注都难。</p><p>先捋一捋啊。</p><p>如果这玩意儿正成了，这种堪比工业革命的大事件，除了火力等传统能源，各行各业都会受益。</p><p>在A股，按规律来说，第一个被炒的通常是材料方向，比如这波实验的合成材料，氧化铅、硫酸铅、铜和磷涉及的材料公司，其次是室温超导的产品端公司。</p><p>基金方面，上游的有色ETF，其次电气工业得重造一遍，那么就是光伏ETF、<a href=\"https://laohu8.com/S/561560\">电力ETF</a>，机床ETF，<a href=\"https://laohu8.com/S/562910\">高端制造ETF</a>、新能源车ETF等等。</p><p>好像到处都是钱，从哪里先捡呢？</p><p>可惜，想法很美满，现实很骨感。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ed86be0c97e6b428ea0fbd158175d186\" tg-width=\"560\" tg-height=\"240\"/></p><p>昨天超导板块大涨7%，今天又继续高开。</p><p>今天被忽悠进去的散户，本以为能捡钱。</p><p>没想到啊，韩国团队居然主动辟谣了：</p><p><strong>论文存在缺陷，系一名成员擅自发布。</strong></p><p>A股超导板块，应声下跌，从开盘的8个点，到收盘只有3.3个点。</p><p>今天买进去的，全部套牢！</p><p>可能这几个家伙，就是美国超导的股东，昨天借拉高出货，赚麻了？</p><p>我废了这么大劲做实验，全世界几十亿人吃瓜，你居然说发错了？</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/998df4c58a8a71f351f2aac5c9bff60d\" title=\"\" tg-width=\"877\" tg-height=\"344\"/></p><p>从昨天收盘，到今天开盘。</p><p>没想到，被寄予厚望的第四次工业革命，才18个小时就结束了……</p><p>难怪有人说：<strong>现在最大的矛盾，就是科学进步太慢，而A股投资者学习速度太快。</strong></p><p>科学家都还一知半解呢，A股股民已经都要手搓LK-99了。</p><p>但搓出来了又怎么样？</p><p>别说A股的这些公司了，就是那家美国超导，跟超导材料也没几毛钱关系。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/52aa95aeedd0887a6f47726eb2009ae1\" title=\"\" tg-width=\"714\" tg-height=\"300\"/></p><p>目前，超导板块相关公司已经有20多家。</p><p>可以肯定的说，这20多家公司没有一个是研发常温超导的，他们研发的顶多就是高温高压超导，与这次炒作的概念完全是牛头不对马嘴。</p><p>所以，别想着会有真实的业绩支撑。</p><p>比如，股价处在历史最低点的<a href=\"https://laohu8.com/S/300647\">超频三</a>。</p><p>这家公司就是做散热器的，跟超导没有任何关系。</p><p><strong>只不过因为散热器里要用到导电材料，就莫名其妙被编入超导概念股。</strong></p><p>也就是说，它是冒牌货中的冒牌货。</p><p>即便最正宗的超导概念股，<a href=\"https://laohu8.com/S/688122\">西部超导</a>，前两年才刚被爆炒过，涨幅一度高达四倍，哪有傻子去给别人抬轿子。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f3b540f681d9164daf942a13f739f374\" title=\"\" tg-width=\"843\" tg-height=\"873\"/></p><p>总之，可千万不要认为第四次工业革命真的已经到来，然后长线持仓。</p><p>玩过几年股票的都明白，股市里每隔一段时间都会经历一次划时代的“工业革命”，千万不要激动。</p><p>不就是革命嘛，有什么稀奇的？</p><p>这不，今天下午又来了“<strong>医药革命</strong>”。</p><p>它的命更短，2.5个小时就结束了。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/10a19928d3c36fe99fcbea6fb7fc9f10\" title=\"\" tg-width=\"697\" tg-height=\"1280\"/></p><p><strong>03</strong></p><p>室温超导这个概念，实在是太美好了。</p><p>也无怪乎它炒作了一次又一次，热度永不衰减。</p><p>因为，在现代国际政治博弈中，有两个角色永不缺席：</p><p><strong>1. 能源；2. 能运运输。</strong></p><p>谁能把这俩货解决了，世界至少比现在和平90%。</p><p>谁能？超导材料能。</p><p>还是上面的原理，随手举几个例子。</p><p>数码产品基本不会坏，一辆雅迪电动车就能飙到<a href=\"https://laohu8.com/S/RACE\">法拉利</a>怀疑人生，发电机一个抵得上过去的十个.....</p><p>而且，还能产生一些新的应用，比如如超导储能。</p><p>可以把电流储存在超导线圈里，相比电池电容有独到的优势。</p><p>另外，电和磁，实际上是一回事，有了电就等于有了磁。</p><p>一旦磁场技术有新的突破，可控核聚变也提上日程，那人类将进入无限能源时代。（相对人类族群的体量而言）</p><p>什么外太空旅行、火星殖民，都是水到渠成的事。</p><p>甚至，房子可以飘在空中，飞机可以装刹车挂倒挡，你也可以坐着魔毯去上上班....全世界都刷新了一圈。</p><p>有能源，就是任性！</p><p>总之，超导前途棒棒的。</p><p>要是真的就好了！</p><p>只可惜人类现有的理论模型，对高温超导来说都是连皮毛都算不上，更别说常温超导了。</p><p>那怎么办?遇事不决量子力学?</p><p>量子力学羞愧地低下了头，这事不归我管，去找找相对论?</p><p>可相对论也压根就没进过超导的门。</p><p>现有的理论物理是帮不上什么忙了。</p><p>对科学家而言，只能像古代炼丹师一样，继续拿各种材料，苦逼地碰运气。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>第四次工业革命，18个小时就结束了？</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n第四次工业革命，18个小时就结束了？\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/11\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d06797dbcc3b4b9e839c351ca5a14e4d);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">格隆汇APP </p>\n<p class=\"h-time\">2023-08-02 22:22</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>8月2日，<a href=\"https://laohu8.com/S/AMSC\">美国超导</a>盘中一度跌超24%，最低触及12.2美元，意味着周一超过60%的涨幅回吐大约一半。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8595c92b1feaeaa27fddb004cb47a0af\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>人类历史上，有过3次重大技术革命。</p><p><strong><em>第一次，蒸汽革命，机械替代人力，直接颠覆了几千年的劳动力市场。</em></strong></p><p><strong><em>第二次，电气革命，机械工作的效率，进入高速增长期。</em></strong></p><p style=\"text-align: justify;\"><strong><em>第三次，计算机、互联网、生物技术、航天技术、纳米技术等等。</em></strong></p><p>很明显，从第三次工业革命开始，技术爆发从主干发散到了各个分支。</p><p>所以第三次工业革命，既没有明确定义，也没有明确标志。</p><p>那么，接下来的第四次工业革命，该怎么走？</p><p>是像前两次，直接出现一种划时代的超重磅技术，撼动整棵科技树？</p><p>还是像第三次，把什么新能源、3D打印、AI一锅乱炖？</p><p>如果想要飞跃式的进步，当然是像前两次技术革命那样，直接改变最底层的能源。</p><p>能源技术不突破，任何先进工业，都是不切实际的幻想。</p><p>合计一下，目前人类社会台面上的技术，AI、新能源这些，还不够格成为主干。</p><p>除了大名鼎鼎的可控核聚变，大概也只有普适的超导，才能担此重任。</p><p>凭什么？因为电。</p><p>电，妙不可言。</p><p>想当年，法拉第发现电磁感应现象，折腾出发电机的时候，还许多人嘲笑，说这种只会在导体里流动的东西有什么用？</p><p>如今任何人都知道，电革了蒸汽的命，成为现代科技最重要的载体。</p><p>今时今日，我们只有再革了电的命，才能革了现代科技的命，进入未来世界。</p><p style=\"text-align: justify;\"><strong>01</strong></p><p>最近几天，室温超导——这个对大众比较陌生的概念，频频霸榜热搜。</p><p>中国网民，什么时候这么爱学习了？</p><p>先简单回顾下事件的发展轨迹。</p><p>7月22日，韩国量子能源研究中心科学家Sukbae Lee，在arXiv上发表了两篇论文，宣布发现超导材料LK-99，并公开合成技术。</p><p>材料的合成方法极其简单，高中实验就能搞定。</p><p>可能有人不知道这是啥概念。</p><p><strong>这就好比，一个连话都不会说的猿人，比划着告诉你，他能造核弹。</strong></p><p>所以我的第一反应，就是离谱他妈给离谱开门——离谱到家了。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/661eed085206fbc3ad2f362954627454\" title=\"\" tg-width=\"640\" tg-height=\"395\"/></p><p>超导材料是什么？</p><p>顾名思义，就是电阻率为0的超级导体。</p><p>做个不太形象的比喻。</p><p>游乐园里的滑滑梯，如果是用水泥做的粗糙面，小孩坐着根本滑不下去，必须要有人在后面推。</p><p>只有在表面铺一层光滑的铁皮，或者换成其他阻力小的材料，才能顺畅地滑下去。</p><p>超导差不多就是这么个意思。</p><p>从前，它只存在于理论中，需要极低温的条件才能实现，成本远高于经济价值。</p><p>比如我们曾经看到的磁悬浮列车，基本也就烧钱示范一下，没见到哪个国家真全面推广开了。</p><p>如果真能做出常温超导材料，第二次工业革命以来，上百年建立起来的工业格局，都将被重塑。</p><p>拿韩国这次的LK99来说，如果被证实是真的，别看落地需要个五年十年，那都不算个啥。</p><p>后面五十年都是它的舞台。</p><p>你想想，输电环节0损耗，那是个什么概念？</p><p>北非、沙特、中国新疆的广大沙漠，完全可以铺满光伏板，然后原封不动把电力传输到全世界。</p><p><strong>什么能源危机，都不再是个事。</strong></p><p>除了能源，在具体应用层面，想象力也很大。</p><p>比如现有的电动汽车，全部升级成超导汽车，不再有能源损耗，再在车顶再装个光伏板，那直接接近永动机了。</p><p>充电半小时，跑一年。</p><p>总之，就是爽，要是真的就好了。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2d8e892ac22cdd3ec4509a425d2d79d3\" title=\"\" tg-width=\"1080\" tg-height=\"608\"/></p><p><strong>超导材料这玩意，因为过于颠覆，再加上最近一些年，造假的案例太多。</strong></p><p>所以再看到类似的新闻，第一反应就是又来了个科学骗子。</p><p>但是呢，在没有证伪之前，它会一直是全球关注焦点中的焦点。</p><p>验证时间至少需要一周，所以这几天全球吃瓜群众的心都提到嗓子眼上。</p><p>就等着看看这事是瞎扯淡还是真靠谱。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7ad7fcaaa6a46cc05fb6e98b58990dec\" title=\"\" tg-width=\"1080\" tg-height=\"690\"/></p><p>7月31日，北航研究员在arXiv上提交论文，称未发现LK-99的超导性。</p><p>美国劳伦斯伯克利国家实验室研究员也在arXiv提交论文，认为LK-99可能存在超导性。</p><p>几乎同时，俄罗斯科学家宣布，成功制备出具备常温抗磁性的LK-99晶体，但结果显示比目前常用的热解石墨，只是抗磁性强很多。</p><p>但是，这也不能证明，LK99具有0电阻的特性。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/10cad86b5c8118cae5d909b1b3630195\" title=\"\" tg-width=\"987\" tg-height=\"555\"/></p><p>就在真相扑朔迷离之际，美国公司Taj Quantum公布照片，生成新发现一种易碎的石墨烯泡沫材料，也是室温超导材料。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c70b1c1635a48264486c5b513212b48f\" title=\"\" tg-width=\"884\" tg-height=\"804\"/></p><p>尽管该材料还没有经过同行评审，也没有第三方实验室评估，更没有提供性能数据。</p><p>但是，投资市场才不管你。</p><p>瓜都吃了这么久了，第四次工业革命啊，不来赌一把？</p><p><strong>02</strong></p><p>要说这两天什么板块最火，那肯定是常温超导啊。</p><p>隔夜，跟超导一毛钱关系，实际只是个电网公司的美国超导，因为有了这两个关键字，股票直接拉升60%，盘前一度涨超150%，比国内股民还懂追题材。</p><p>这么火热，股民们想不关注都难。</p><p>先捋一捋啊。</p><p>如果这玩意儿正成了，这种堪比工业革命的大事件，除了火力等传统能源，各行各业都会受益。</p><p>在A股，按规律来说，第一个被炒的通常是材料方向，比如这波实验的合成材料，氧化铅、硫酸铅、铜和磷涉及的材料公司，其次是室温超导的产品端公司。</p><p>基金方面，上游的有色ETF，其次电气工业得重造一遍，那么就是光伏ETF、<a href=\"https://laohu8.com/S/561560\">电力ETF</a>，机床ETF，<a href=\"https://laohu8.com/S/562910\">高端制造ETF</a>、新能源车ETF等等。</p><p>好像到处都是钱，从哪里先捡呢？</p><p>可惜，想法很美满，现实很骨感。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ed86be0c97e6b428ea0fbd158175d186\" tg-width=\"560\" tg-height=\"240\"/></p><p>昨天超导板块大涨7%，今天又继续高开。</p><p>今天被忽悠进去的散户，本以为能捡钱。</p><p>没想到啊，韩国团队居然主动辟谣了：</p><p><strong>论文存在缺陷，系一名成员擅自发布。</strong></p><p>A股超导板块，应声下跌，从开盘的8个点，到收盘只有3.3个点。</p><p>今天买进去的，全部套牢！</p><p>可能这几个家伙，就是美国超导的股东，昨天借拉高出货，赚麻了？</p><p>我废了这么大劲做实验，全世界几十亿人吃瓜，你居然说发错了？</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/998df4c58a8a71f351f2aac5c9bff60d\" title=\"\" tg-width=\"877\" tg-height=\"344\"/></p><p>从昨天收盘，到今天开盘。</p><p>没想到，被寄予厚望的第四次工业革命，才18个小时就结束了……</p><p>难怪有人说：<strong>现在最大的矛盾，就是科学进步太慢，而A股投资者学习速度太快。</strong></p><p>科学家都还一知半解呢，A股股民已经都要手搓LK-99了。</p><p>但搓出来了又怎么样？</p><p>别说A股的这些公司了，就是那家美国超导，跟超导材料也没几毛钱关系。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/52aa95aeedd0887a6f47726eb2009ae1\" title=\"\" tg-width=\"714\" tg-height=\"300\"/></p><p>目前，超导板块相关公司已经有20多家。</p><p>可以肯定的说，这20多家公司没有一个是研发常温超导的，他们研发的顶多就是高温高压超导，与这次炒作的概念完全是牛头不对马嘴。</p><p>所以，别想着会有真实的业绩支撑。</p><p>比如，股价处在历史最低点的<a href=\"https://laohu8.com/S/300647\">超频三</a>。</p><p>这家公司就是做散热器的，跟超导没有任何关系。</p><p><strong>只不过因为散热器里要用到导电材料，就莫名其妙被编入超导概念股。</strong></p><p>也就是说，它是冒牌货中的冒牌货。</p><p>即便最正宗的超导概念股，<a href=\"https://laohu8.com/S/688122\">西部超导</a>，前两年才刚被爆炒过，涨幅一度高达四倍，哪有傻子去给别人抬轿子。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f3b540f681d9164daf942a13f739f374\" title=\"\" tg-width=\"843\" tg-height=\"873\"/></p><p>总之，可千万不要认为第四次工业革命真的已经到来，然后长线持仓。</p><p>玩过几年股票的都明白，股市里每隔一段时间都会经历一次划时代的“工业革命”，千万不要激动。</p><p>不就是革命嘛，有什么稀奇的？</p><p>这不，今天下午又来了“<strong>医药革命</strong>”。</p><p>它的命更短，2.5个小时就结束了。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/10a19928d3c36fe99fcbea6fb7fc9f10\" title=\"\" tg-width=\"697\" tg-height=\"1280\"/></p><p><strong>03</strong></p><p>室温超导这个概念，实在是太美好了。</p><p>也无怪乎它炒作了一次又一次，热度永不衰减。</p><p>因为，在现代国际政治博弈中，有两个角色永不缺席：</p><p><strong>1. 能源；2. 能运运输。</strong></p><p>谁能把这俩货解决了，世界至少比现在和平90%。</p><p>谁能？超导材料能。</p><p>还是上面的原理，随手举几个例子。</p><p>数码产品基本不会坏，一辆雅迪电动车就能飙到<a href=\"https://laohu8.com/S/RACE\">法拉利</a>怀疑人生，发电机一个抵得上过去的十个.....</p><p>而且，还能产生一些新的应用，比如如超导储能。</p><p>可以把电流储存在超导线圈里，相比电池电容有独到的优势。</p><p>另外，电和磁，实际上是一回事，有了电就等于有了磁。</p><p>一旦磁场技术有新的突破，可控核聚变也提上日程，那人类将进入无限能源时代。（相对人类族群的体量而言）</p><p>什么外太空旅行、火星殖民，都是水到渠成的事。</p><p>甚至，房子可以飘在空中，飞机可以装刹车挂倒挡，你也可以坐着魔毯去上上班....全世界都刷新了一圈。</p><p>有能源，就是任性！</p><p>总之，超导前途棒棒的。</p><p>要是真的就好了！</p><p>只可惜人类现有的理论模型，对高温超导来说都是连皮毛都算不上，更别说常温超导了。</p><p>那怎么办?遇事不决量子力学?</p><p>量子力学羞愧地低下了头，这事不归我管，去找找相对论?</p><p>可相对论也压根就没进过超导的门。</p><p>现有的理论物理是帮不上什么忙了。</p><p>对科学家而言，只能像古代炼丹师一样，继续拿各种材料，苦逼地碰运气。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/10cad86b5c8118cae5d909b1b3630195","relate_stocks":{"AMSC":"美国超导"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124454060","content_text":"8月2日，美国超导盘中一度跌超24%，最低触及12.2美元，意味着周一超过60%的涨幅回吐大约一半。人类历史上，有过3次重大技术革命。第一次，蒸汽革命，机械替代人力，直接颠覆了几千年的劳动力市场。第二次，电气革命，机械工作的效率，进入高速增长期。第三次，计算机、互联网、生物技术、航天技术、纳米技术等等。很明显，从第三次工业革命开始，技术爆发从主干发散到了各个分支。所以第三次工业革命，既没有明确定义，也没有明确标志。那么，接下来的第四次工业革命，该怎么走？是像前两次，直接出现一种划时代的超重磅技术，撼动整棵科技树？还是像第三次，把什么新能源、3D打印、AI一锅乱炖？如果想要飞跃式的进步，当然是像前两次技术革命那样，直接改变最底层的能源。能源技术不突破，任何先进工业，都是不切实际的幻想。合计一下，目前人类社会台面上的技术，AI、新能源这些，还不够格成为主干。除了大名鼎鼎的可控核聚变，大概也只有普适的超导，才能担此重任。凭什么？因为电。电，妙不可言。想当年，法拉第发现电磁感应现象，折腾出发电机的时候，还许多人嘲笑，说这种只会在导体里流动的东西有什么用？如今任何人都知道，电革了蒸汽的命，成为现代科技最重要的载体。今时今日，我们只有再革了电的命，才能革了现代科技的命，进入未来世界。01最近几天，室温超导——这个对大众比较陌生的概念，频频霸榜热搜。中国网民，什么时候这么爱学习了？先简单回顾下事件的发展轨迹。7月22日，韩国量子能源研究中心科学家Sukbae Lee，在arXiv上发表了两篇论文，宣布发现超导材料LK-99，并公开合成技术。材料的合成方法极其简单，高中实验就能搞定。可能有人不知道这是啥概念。这就好比，一个连话都不会说的猿人，比划着告诉你，他能造核弹。所以我的第一反应，就是离谱他妈给离谱开门——离谱到家了。超导材料是什么？顾名思义，就是电阻率为0的超级导体。做个不太形象的比喻。游乐园里的滑滑梯，如果是用水泥做的粗糙面，小孩坐着根本滑不下去，必须要有人在后面推。只有在表面铺一层光滑的铁皮，或者换成其他阻力小的材料，才能顺畅地滑下去。超导差不多就是这么个意思。从前，它只存在于理论中，需要极低温的条件才能实现，成本远高于经济价值。比如我们曾经看到的磁悬浮列车，基本也就烧钱示范一下，没见到哪个国家真全面推广开了。如果真能做出常温超导材料，第二次工业革命以来，上百年建立起来的工业格局，都将被重塑。拿韩国这次的LK99来说，如果被证实是真的，别看落地需要个五年十年，那都不算个啥。后面五十年都是它的舞台。你想想，输电环节0损耗，那是个什么概念？北非、沙特、中国新疆的广大沙漠，完全可以铺满光伏板，然后原封不动把电力传输到全世界。什么能源危机，都不再是个事。除了能源，在具体应用层面，想象力也很大。比如现有的电动汽车，全部升级成超导汽车，不再有能源损耗，再在车顶再装个光伏板，那直接接近永动机了。充电半小时，跑一年。总之，就是爽，要是真的就好了。超导材料这玩意，因为过于颠覆，再加上最近一些年，造假的案例太多。所以再看到类似的新闻，第一反应就是又来了个科学骗子。但是呢，在没有证伪之前，它会一直是全球关注焦点中的焦点。验证时间至少需要一周，所以这几天全球吃瓜群众的心都提到嗓子眼上。就等着看看这事是瞎扯淡还是真靠谱。7月31日，北航研究员在arXiv上提交论文，称未发现LK-99的超导性。美国劳伦斯伯克利国家实验室研究员也在arXiv提交论文，认为LK-99可能存在超导性。几乎同时，俄罗斯科学家宣布，成功制备出具备常温抗磁性的LK-99晶体，但结果显示比目前常用的热解石墨，只是抗磁性强很多。但是，这也不能证明，LK99具有0电阻的特性。就在真相扑朔迷离之际，美国公司Taj Quantum公布照片，生成新发现一种易碎的石墨烯泡沫材料，也是室温超导材料。尽管该材料还没有经过同行评审，也没有第三方实验室评估，更没有提供性能数据。但是，投资市场才不管你。瓜都吃了这么久了，第四次工业革命啊，不来赌一把？02要说这两天什么板块最火，那肯定是常温超导啊。隔夜，跟超导一毛钱关系，实际只是个电网公司的美国超导，因为有了这两个关键字，股票直接拉升60%，盘前一度涨超150%，比国内股民还懂追题材。这么火热，股民们想不关注都难。先捋一捋啊。如果这玩意儿正成了，这种堪比工业革命的大事件，除了火力等传统能源，各行各业都会受益。在A股，按规律来说，第一个被炒的通常是材料方向，比如这波实验的合成材料，氧化铅、硫酸铅、铜和磷涉及的材料公司，其次是室温超导的产品端公司。基金方面，上游的有色ETF，其次电气工业得重造一遍，那么就是光伏ETF、电力ETF，机床ETF，高端制造ETF、新能源车ETF等等。好像到处都是钱，从哪里先捡呢？可惜，想法很美满，现实很骨感。昨天超导板块大涨7%，今天又继续高开。今天被忽悠进去的散户，本以为能捡钱。没想到啊，韩国团队居然主动辟谣了：论文存在缺陷，系一名成员擅自发布。A股超导板块，应声下跌，从开盘的8个点，到收盘只有3.3个点。今天买进去的，全部套牢！可能这几个家伙，就是美国超导的股东，昨天借拉高出货，赚麻了？我废了这么大劲做实验，全世界几十亿人吃瓜，你居然说发错了？从昨天收盘，到今天开盘。没想到，被寄予厚望的第四次工业革命，才18个小时就结束了……难怪有人说：现在最大的矛盾，就是科学进步太慢，而A股投资者学习速度太快。科学家都还一知半解呢，A股股民已经都要手搓LK-99了。但搓出来了又怎么样？别说A股的这些公司了，就是那家美国超导，跟超导材料也没几毛钱关系。目前，超导板块相关公司已经有20多家。可以肯定的说，这20多家公司没有一个是研发常温超导的，他们研发的顶多就是高温高压超导，与这次炒作的概念完全是牛头不对马嘴。所以，别想着会有真实的业绩支撑。比如，股价处在历史最低点的超频三。这家公司就是做散热器的，跟超导没有任何关系。只不过因为散热器里要用到导电材料，就莫名其妙被编入超导概念股。也就是说，它是冒牌货中的冒牌货。即便最正宗的超导概念股，西部超导，前两年才刚被爆炒过，涨幅一度高达四倍，哪有傻子去给别人抬轿子。总之，可千万不要认为第四次工业革命真的已经到来，然后长线持仓。玩过几年股票的都明白，股市里每隔一段时间都会经历一次划时代的“工业革命”，千万不要激动。不就是革命嘛，有什么稀奇的？这不，今天下午又来了“医药革命”。它的命更短，2.5个小时就结束了。03室温超导这个概念，实在是太美好了。也无怪乎它炒作了一次又一次，热度永不衰减。因为，在现代国际政治博弈中，有两个角色永不缺席：1. 能源；2. 能运运输。谁能把这俩货解决了，世界至少比现在和平90%。谁能？超导材料能。还是上面的原理，随手举几个例子。数码产品基本不会坏，一辆雅迪电动车就能飙到法拉利怀疑人生，发电机一个抵得上过去的十个.....而且，还能产生一些新的应用，比如如超导储能。可以把电流储存在超导线圈里，相比电池电容有独到的优势。另外，电和磁，实际上是一回事，有了电就等于有了磁。一旦磁场技术有新的突破，可控核聚变也提上日程，那人类将进入无限能源时代。（相对人类族群的体量而言）什么外太空旅行、火星殖民，都是水到渠成的事。甚至，房子可以飘在空中，飞机可以装刹车挂倒挡，你也可以坐着魔毯去上上班....全世界都刷新了一圈。有能源，就是任性！总之，超导前途棒棒的。要是真的就好了！只可惜人类现有的理论模型，对高温超导来说都是连皮毛都算不上，更别说常温超导了。那怎么办?遇事不决量子力学?量子力学羞愧地低下了头，这事不归我管，去找找相对论?可相对论也压根就没进过超导的门。现有的理论物理是帮不上什么忙了。对科学家而言，只能像古代炼丹师一样，继续拿各种材料，苦逼地碰运气。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1200,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}