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财通资管毛鼎:周期行情不只是在交易通胀

  • 2026-03-27 01:30:23
财通资管毛鼎:周期行情不只是在交易通胀

[图片]去年，在AI基建浪潮下，以铜、铝等为代表的有色金属表现强势，黄金、白银等贵金属价格也屡创新高，而供给出清较为充分的中游周期行业（如化工等）也开启了向上趋势。进入2026年，周期行情仍有扩散之势。此轮周期板块走强，原因何在？作为一个相对慢变的行业，周期股的投资要点和节奏该如...

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  1. CONNECT:[ UseTime:0.000830s ] mysql:host=127.0.0.1;port=3306;dbname=no_mfffb;charset=utf8mb4
  2. SHOW FULL COLUMNS FROM `fenlei` [ RunTime:0.001361s ]
  3. SELECT * FROM `fenlei` WHERE `fid` = 0 [ RunTime:0.000628s ]
  4. SELECT * FROM `fenlei` WHERE `fid` = 63 [ RunTime:0.000879s ]
  5. SHOW FULL COLUMNS FROM `set` [ RunTime:0.001241s ]
  6. SELECT * FROM `set` [ RunTime:0.001777s ]
  7. SHOW FULL COLUMNS FROM `article` [ RunTime:0.001550s ]
  8. SELECT * FROM `article` WHERE `id` = 501713 LIMIT 1 [ RunTime:0.012217s ]
  9. UPDATE `article` SET `lasttime` = 1774604363 WHERE `id` = 501713 [ RunTime:0.001180s ]
  10. SELECT * FROM `fenlei` WHERE `id` = 65 LIMIT 1 [ RunTime:0.000618s ]
  11. SELECT * FROM `article` WHERE `id` < 501713 ORDER BY `id` DESC LIMIT 1 [ RunTime:0.012774s ]
  12. SELECT * FROM `article` WHERE `id` > 501713 ORDER BY `id` ASC LIMIT 1 [ RunTime:0.001147s ]
  13. SELECT * FROM `article` WHERE `id` < 501713 ORDER BY `id` DESC LIMIT 10 [ RunTime:0.017291s ]
  14. SELECT * FROM `article` WHERE `id` < 501713 ORDER BY `id` DESC LIMIT 10,10 [ RunTime:0.017228s ]
  15. SELECT * FROM `article` WHERE `id` < 501713 ORDER BY `id` DESC LIMIT 20,10 [ RunTime:0.017668s ]
0.256421s