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陈果: 全球股市复常/停战交易+季报行情后的五大关注点

  • 2026-04-20 15:03:56
陈果: 全球股市复常/停战交易+季报行情后的五大关注点

1. 后面重点公司季报是否超/符合预期，还是开始miss增多

2. 美股大厂季报是否符合预期，尤其未来资本开支指引

3. 如果美伊停火延长但没完全谈成是否=双封锁现状持续，油价和美债利率会到什么水平

4. Kevin Wash公开表态是否符合预期，尤其他如何讨论缩表

5. 美股科技如何看“Deepseek2.0时刻” ，中国基于华为的V4版大模型 实际使用效果对 美国AI生态垄断溢价的影响。

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  1. CONNECT:[ UseTime:0.000482s ] mysql:host=127.0.0.1;port=3306;dbname=no_mfffb;charset=utf8mb4
  2. SHOW FULL COLUMNS FROM `fenlei` [ RunTime:0.000784s ]
  3. SELECT * FROM `fenlei` WHERE `fid` = 0 [ RunTime:0.002052s ]
  4. SELECT * FROM `fenlei` WHERE `fid` = 63 [ RunTime:0.000395s ]
  5. SHOW FULL COLUMNS FROM `set` [ RunTime:0.000765s ]
  6. SELECT * FROM `set` [ RunTime:0.008203s ]
  7. SHOW FULL COLUMNS FROM `article` [ RunTime:0.000804s ]
  8. SELECT * FROM `article` WHERE `id` = 519414 LIMIT 1 [ RunTime:0.000480s ]
  9. UPDATE `article` SET `lasttime` = 1776691077 WHERE `id` = 519414 [ RunTime:0.000903s ]
  10. SELECT * FROM `fenlei` WHERE `id` = 65 LIMIT 1 [ RunTime:0.000308s ]
  11. SELECT * FROM `article` WHERE `id` < 519414 ORDER BY `id` DESC LIMIT 1 [ RunTime:0.000560s ]
  12. SELECT * FROM `article` WHERE `id` > 519414 ORDER BY `id` ASC LIMIT 1 [ RunTime:0.001069s ]
  13. SELECT * FROM `article` WHERE `id` < 519414 ORDER BY `id` DESC LIMIT 10 [ RunTime:0.007977s ]
  14. SELECT * FROM `article` WHERE `id` < 519414 ORDER BY `id` DESC LIMIT 10,10 [ RunTime:0.007588s ]
  15. SELECT * FROM `article` WHERE `id` < 519414 ORDER BY `id` DESC LIMIT 20,10 [ RunTime:0.002920s ]
0.143313s