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有大行破产才是这轮行情的尽头

  • 2026-02-12 23:15:13
有大行破产才是这轮行情的尽头

今天看到高盛的一份报告，将我看乐了：资产轮动： 资金正在从过度拥挤的美国科技股流向新兴市场（EM）、大宗商品和“旧经济”价值股。实物为王： 虚拟世界的增长现在受制于物理世界（能源、数据中心），导致公用事业和资本密集型行业的资本支出（Capex）激增，推高了实物资产的价值。

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  1. CONNECT:[ UseTime:0.000726s ] mysql:host=127.0.0.1;port=3306;dbname=no_mfffb;charset=utf8mb4
  2. SHOW FULL COLUMNS FROM `fenlei` [ RunTime:0.000867s ]
  3. SELECT * FROM `fenlei` WHERE `fid` = 0 [ RunTime:0.000300s ]
  4. SELECT * FROM `fenlei` WHERE `fid` = 63 [ RunTime:0.000276s ]
  5. SHOW FULL COLUMNS FROM `set` [ RunTime:0.000670s ]
  6. SELECT * FROM `set` [ RunTime:0.000232s ]
  7. SHOW FULL COLUMNS FROM `article` [ RunTime:0.000705s ]
  8. SELECT * FROM `article` WHERE `id` = 480724 LIMIT 1 [ RunTime:0.000451s ]
  9. UPDATE `article` SET `lasttime` = 1770948787 WHERE `id` = 480724 [ RunTime:0.052177s ]
  10. SELECT * FROM `fenlei` WHERE `id` = 65 LIMIT 1 [ RunTime:0.008129s ]
  11. SELECT * FROM `article` WHERE `id` < 480724 ORDER BY `id` DESC LIMIT 1 [ RunTime:0.001411s ]
  12. SELECT * FROM `article` WHERE `id` > 480724 ORDER BY `id` ASC LIMIT 1 [ RunTime:0.000399s ]
  13. SELECT * FROM `article` WHERE `id` < 480724 ORDER BY `id` DESC LIMIT 10 [ RunTime:0.014964s ]
  14. SELECT * FROM `article` WHERE `id` < 480724 ORDER BY `id` DESC LIMIT 10,10 [ RunTime:0.018853s ]
  15. SELECT * FROM `article` WHERE `id` < 480724 ORDER BY `id` DESC LIMIT 20,10 [ RunTime:0.006484s ]
0.173003s