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AI纸面财富潮涌美股财报季：OpenAI与Anthropic股权收益撑高利润，华尔街转向审判现金流
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AI纸面财富潮涌美股财报季：OpenAI与Anthropic股权收益撑高利润，华尔街转向审判现金流

2026年二季度美股财报季盈利暴增近五成，但相当比例竟来自科技巨头所持OpenAI、Anthropic、SpaceX股权的账面重估收益。亚马逊534亿美元、Alphabet 980亿美元“其他收入”引发华尔街高度警惕，市场定价逻辑正从“信仰期”转向“验证期”，自由现金流成为新试金石。本文拆解纸面财富...

2026-08-07 58
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  200. /www/wwwroot/cjgpcs.cn/vendor/topthink/framework/src/think/Route.php ( 23.73 KB )
  201. /www/wwwroot/cjgpcs.cn/vendor/topthink/framework/src/think/route/RuleName.php ( 5.74 KB )
  202. /www/wwwroot/cjgpcs.cn/vendor/topthink/framework/src/think/route/Domain.php ( 2.53 KB )
  203. /www/wwwroot/cjgpcs.cn/vendor/topthink/framework/src/think/route/RuleGroup.php ( 22.41 KB )
  204. /www/wwwroot/cjgpcs.cn/vendor/topthink/framework/src/think/route/Rule.php ( 27.49 KB )
  205. /www/wwwroot/cjgpcs.cn/vendor/topthink/framework/src/think/route/RuleItem.php ( 9.78 KB )
  206. /www/wwwroot/cjgpcs.cn/app/home/route/router.php ( 12.22 KB )
  207. /www/wwwroot/cjgpcs.cn/vendor/topthink/framework/src/think/facade/Route.php ( 4.70 KB )
  208. /www/wwwroot/cjgpcs.cn/app/common/model/Route.php ( 3.01 KB )
  209. /www/wwwroot/cjgpcs.cn/vendor/topthink/think-helper/src/Collection.php ( 16.47 KB )
  210. /www/wwwroot/cjgpcs.cn/vendor/topthink/framework/src/think/route/dispatch/Callback.php ( 3.78 KB )
  211. /www/wwwroot/cjgpcs.cn/vendor/topthink/framework/src/think/route/Dispatch.php ( 11.32 KB )
  212. /www/wwwroot/cjgpcs.cn/app/home/controller/Article.php ( 0.18 KB )
  213. /www/wwwroot/cjgpcs.cn/app/home/controller/Document.php ( 101.72 KB )
  214. /www/wwwroot/cjgpcs.cn/app/home/controller/Home.php ( 21.11 KB )
  215. /www/wwwroot/cjgpcs.cn/vendor/topthink/think-template/src/Template.php ( 46.61 KB )
  216. /www/wwwroot/cjgpcs.cn/vendor/topthink/think-template/src/template/driver/File.php ( 2.41 KB )
  217. /www/wwwroot/cjgpcs.cn/vendor/topthink/think-template/src/template/contract/DriverInterface.php ( 0.86 KB )
  218. /www/wwwroot/cjgpcs.cn/vendor/topthink/think-orm/src/db/Raw.php ( 1.30 KB )
  219. /www/wwwroot/cjgpcs.cn/app/common/model/Member.php ( 16.79 KB )
  220. /www/wwwroot/cjgpcs.cn/vendor/topthink/framework/src/think/facade/Session.php ( 1.79 KB )
  221. /www/wwwroot/cjgpcs.cn/app/common/paginator/Normal.php ( 0.11 KB )
  222. /www/wwwroot/cjgpcs.cn/vendor/topthink/think-orm/src/paginator/driver/Bootstrap.php ( 5.48 KB )
  223. /www/wwwroot/cjgpcs.cn/runtime/home/green/tmpl/82881fa2c9550f9b4c624b1c8f1dc7ab.php ( 44.39 KB )
  224. /www/wwwroot/cjgpcs.cn/vendor/topthink/think-multi-app/src/Url.php ( 7.52 KB )
  225. /www/wwwroot/cjgpcs.cn/vendor/topthink/framework/src/think/route/Url.php ( 14.05 KB )
  226. /www/wwwroot/cjgpcs.cn/vendor/topthink/framework/src/think/Response.php ( 9.07 KB )
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  228. /www/wwwroot/cjgpcs.cn/vendor/topthink/think-trace/src/Html.php ( 4.42 KB )
  1. CONNECT:[ UseTime:0.010828s ] mysql:host=127.0.0.1;port=3306;dbname=cjgpcs;charset=utf8mb4
  2. SHOW FULL COLUMNS FROM `g3ys_config` [ RunTime:0.007313s ]
  3. SELECT `value` FROM `g3ys_config` WHERE `name` = 'timezone' AND `subsite_id` = '27' LIMIT 1 [ RunTime:0.000926s ]
  4. SHOW FULL COLUMNS FROM `g3ys_route` [ RunTime:0.003394s ]
  5. SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '27' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.001268s ]
  6. SHOW FULL COLUMNS FROM `g3ys_theme` [ RunTime:0.008713s ]
  7. SELECT `paginator` FROM `g3ys_theme` WHERE `module` = 'home' AND `name` = 'green' AND `subsite_id` = '27' LIMIT 1 [ RunTime:0.002195s ]
  8. SHOW FULL COLUMNS FROM `g3ys_lang` [ RunTime:0.009743s ]
  9. SELECT * FROM `g3ys_lang` WHERE `subsite_id` = 27 AND ( ( LOWER(name) = 'en-us' ) OR `subtag` = 'en-us' ) AND `status` = 1 ORDER BY `id` ASC LIMIT 1 [ RunTime:0.002863s ]
  10. SHOW FULL COLUMNS FROM `g3ys_member` [ RunTime:0.012999s ]
  11. SELECT * FROM `g3ys_member` WHERE `id` = 0 AND `subsite_id` = '27' LIMIT 1 [ RunTime:0.004541s ]
  12. SHOW FULL COLUMNS FROM `g3ys_tags` [ RunTime:0.008871s ]
  13. SELECT * FROM `g3ys_tags` WHERE `name` = 'meigu-caibaoji-qianzhan' AND `status` = 1 AND `subsite_id` IN (0,27) ORDER BY FIELD(subsite_id,27,0) LIMIT 1 [ RunTime:0.003785s ]
  14. SHOW FULL COLUMNS FROM `g3ys_tags_lang` [ RunTime:0.011200s ]
  15. SELECT * FROM `g3ys_tags_lang` WHERE `tags_id` = 740 AND `subsite_id` = 27 AND `lang` = 'en-US' [ RunTime:0.002764s ]
  16. SHOW FULL COLUMNS FROM `g3ys_document` [ RunTime:0.014012s ]
  17. SELECT COUNT(*) AS think_count FROM `g3ys_document` WHERE `subsite_id` IN (0,27) AND `status` = '1' AND `model_id` = 2 AND ( FIND_IN_SET('740', tags) ) [ RunTime:0.009660s ]
  18. SELECT `id`,`name`,`title`,`description`,`pic`,`category_id`,`create_time`,`document_type` FROM `g3ys_document` WHERE `subsite_id` IN (0,27) AND `status` = '1' AND `model_id` = 2 AND ( FIND_IN_SET('740', tags) ) ORDER BY `sort` DESC,`id` DESC LIMIT 0,10 [ RunTime:0.011629s ]
  19. SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '27' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.001457s ]
  20. SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '27' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.001386s ]
  21. SHOW TABLES LIKE 'g3ys_category_lang' [ RunTime:0.011866s ]
  22. SHOW FULL COLUMNS FROM `g3ys_category_lang` [ RunTime:0.007330s ]
  23. SELECT * FROM `g3ys_category_lang` WHERE `subsite_id` = '27' AND `category_id` = '1257' AND `lang` = 'en-US' LIMIT 1 [ RunTime:0.004538s ]
  24. SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '27' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.001842s ]
  25. SHOW FULL COLUMNS FROM `g3ys_total` [ RunTime:0.009194s ]
  26. SELECT * FROM `g3ys_total` WHERE `target_id` = '6649' LIMIT 1 [ RunTime:0.002986s ]
  27. SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '27' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.004683s ]
  28. SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '27' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.000910s ]
  29. SELECT * FROM `g3ys_category_lang` WHERE `subsite_id` = '27' AND `category_id` = '1256' AND `lang` = 'en-US' LIMIT 1 [ RunTime:0.010171s ]
  30. SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '27' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.001194s ]
  31. SELECT * FROM `g3ys_total` WHERE `target_id` = '6611' LIMIT 1 [ RunTime:0.001783s ]
  32. SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '27' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.001012s ]
  33. SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '27' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.004467s ]
  34. SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '27' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.003992s ]
  35. SELECT * FROM `g3ys_total` WHERE `target_id` = '6502' LIMIT 1 [ RunTime:0.003499s ]
  36. SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '27' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.003093s ]
  37. SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '27' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.002235s ]
  38. SELECT * FROM `g3ys_category_lang` WHERE `subsite_id` = '27' AND `category_id` = '1255' AND `lang` = 'en-US' LIMIT 1 [ RunTime:0.003534s ]
  39. SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '27' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.001778s ]
  40. SELECT * FROM `g3ys_total` WHERE `target_id` = '6265' LIMIT 1 [ RunTime:0.003154s ]
  41. SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '27' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.002720s ]
  42. SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '27' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.001606s ]
  43. SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '27' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.001594s ]
  44. SELECT * FROM `g3ys_total` WHERE `target_id` = '5898' LIMIT 1 [ RunTime:0.004619s ]
  45. SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '27' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.002133s ]
  46. SHOW FULL COLUMNS FROM `g3ys_ad_location` [ RunTime:0.007176s ]
  47. SELECT * FROM `g3ys_ad_location` WHERE `name` = 'ad-right' AND `subsite_id` = '27' AND `status` = 1 LIMIT 1 [ RunTime:0.004926s ]
  48. SHOW FULL COLUMNS FROM `g3ys_ad` [ RunTime:0.009297s ]
  49. SELECT * FROM `g3ys_ad` WHERE `subsite_id` = '27' AND `ad_location_id` = '29' AND `status` = 1 AND `device` IN ('all','pc') AND ( `start_time` = 0 OR `start_time` <= 1788516185 ) AND ( `end_time` = 0 OR `end_time` >= 1788516185 ) ORDER BY `sort` DESC,`id` DESC [ RunTime:0.004317s ]
  50. SHOW FULL COLUMNS FROM `g3ys_ad_lang` [ RunTime:0.009964s ]
  51. SELECT * FROM `g3ys_ad_lang` WHERE `ad_id` = 29 AND `subsite_id` = '27' AND `lang` = 'en-US' [ RunTime:0.001926s ]
  52. SHOW FULL COLUMNS FROM `g3ys_ad_lang` [ RunTime:0.007158s ]
  53. SELECT * FROM `g3ys_tags` WHERE `subsite_id` = 27 AND `status` = 1 ORDER BY `sort` DESC,`id` DESC LIMIT 15 [ RunTime:0.008279s ]
  54. SELECT * FROM `g3ys_tags_lang` WHERE `tags_id` IN (747,746,745,744,743,742,741,740,739,738,737,736,735,734,733) AND `subsite_id` = 27 AND `lang` = 'en-US' [ RunTime:0.004321s ]
  55. SELECT * FROM `g3ys_category_lang` WHERE `subsite_id` = '27' AND `category_id` = '2055' AND `lang` = 'en-US' LIMIT 1 [ RunTime:0.001946s ]
  56. SELECT * FROM `g3ys_category_lang` WHERE `subsite_id` = '27' AND `category_id` = '2056' AND `lang` = 'en-US' LIMIT 1 [ RunTime:0.000941s ]
  57. SELECT * FROM `g3ys_category_lang` WHERE `subsite_id` = '27' AND `category_id` = '2057' AND `lang` = 'en-US' LIMIT 1 [ RunTime:0.000964s ]
  58. SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '27' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.001043s ]
  59. SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '27' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.000915s ]
2.126141s