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2026.1.19—轮动行情,聚焦前排核心

  • 2026-02-27 02:49:34
2026.1.19—轮动行情,聚焦前排核心
      从4万亿到2.7万亿，从高位题材泄洪到低位题材，缩容情况下走成了快速轮动，今天电力设备开盘迅速完成回流。
       GJD还在压指数，而截至发稿，还没有新的高压JG政策出台，对情绪打压力度估计已经到位了，对行业板块有执念的，需要盯住有真正业绩受益的标的。
        现在参与轮动的板块有：电气设备（今天）、半导体（上周五）、小金属（上周五）、航天卫星（周五+周一小回流）、AI应用（上周三）。。。明天算个命，资金会轮到半导体设备+电气设备冲高回落，商业航天预计最早周四出现买点。。。
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  1. CONNECT:[ UseTime:0.001096s ] mysql:host=127.0.0.1;port=3306;dbname=no_mfffb;charset=utf8mb4
  2. SHOW FULL COLUMNS FROM `fenlei` [ RunTime:0.001685s ]
  3. SELECT * FROM `fenlei` WHERE `fid` = 0 [ RunTime:0.000631s ]
  4. SELECT * FROM `fenlei` WHERE `fid` = 63 [ RunTime:0.000617s ]
  5. SHOW FULL COLUMNS FROM `set` [ RunTime:0.001358s ]
  6. SELECT * FROM `set` [ RunTime:0.000526s ]
  7. SHOW FULL COLUMNS FROM `article` [ RunTime:0.001487s ]
  8. SELECT * FROM `article` WHERE `id` = 463952 LIMIT 1 [ RunTime:0.001272s ]
  9. UPDATE `article` SET `lasttime` = 1772191913 WHERE `id` = 463952 [ RunTime:0.003898s ]
  10. SELECT * FROM `fenlei` WHERE `id` = 65 LIMIT 1 [ RunTime:0.000573s ]
  11. SELECT * FROM `article` WHERE `id` < 463952 ORDER BY `id` DESC LIMIT 1 [ RunTime:0.001161s ]
  12. SELECT * FROM `article` WHERE `id` > 463952 ORDER BY `id` ASC LIMIT 1 [ RunTime:0.001632s ]
  13. SELECT * FROM `article` WHERE `id` < 463952 ORDER BY `id` DESC LIMIT 10 [ RunTime:0.014523s ]
  14. SELECT * FROM `article` WHERE `id` < 463952 ORDER BY `id` DESC LIMIT 10,10 [ RunTime:0.021004s ]
  15. SELECT * FROM `article` WHERE `id` < 463952 ORDER BY `id` DESC LIMIT 20,10 [ RunTime:0.008658s ]
0.159408s