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Sector Rotation

Analyze the patterns of US stock sector rotation, identify capital preference directions, and seize market structural opportunities.

Tag Articles "Sector Rotation"

2 articles
美股科技股两极分化：资金弃
Hot US Stock Board

美股科技股两极分化：资金弃"卖铲人"追"挖金人"，AI行情进入兑现期

2026年8月初，美股科技股上演罕见分化行情：谷歌、亚马逊、微软三大云计算巨头股价接连创出历史新高，亚马逊市值首次突破3万亿美元，而前期风光无限的半导体板块却集体承压。市场资金正从"卖铲人"流向"挖金人"，AI投资逻辑从炒作算力转向验证变现。本文梳理这轮板块轮动背后的财报逻辑、盈利质量真相，并解读其...

2026-08-07 35
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  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 )
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  1. CONNECT:[ UseTime:0.001213s ] mysql:host=127.0.0.1;port=3306;dbname=cjgpcs;charset=utf8mb4
  2. SHOW FULL COLUMNS FROM `g3ys_config` [ RunTime:0.003472s ]
  3. SELECT `value` FROM `g3ys_config` WHERE `name` = 'timezone' AND `subsite_id` = '27' LIMIT 1 [ RunTime:0.001023s ]
  4. SHOW FULL COLUMNS FROM `g3ys_route` [ RunTime:0.005472s ]
  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:0.004358s ]
  6. SHOW FULL COLUMNS FROM `g3ys_theme` [ RunTime:0.011505s ]
  7. SELECT `paginator` FROM `g3ys_theme` WHERE `module` = 'home' AND `name` = 'green' AND `subsite_id` = '27' LIMIT 1 [ RunTime:0.001991s ]
  8. SHOW FULL COLUMNS FROM `g3ys_lang` [ RunTime:0.009551s ]
  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:0.003546s ]
  10. SHOW FULL COLUMNS FROM `g3ys_member` [ RunTime:0.016904s ]
  11. SELECT * FROM `g3ys_member` WHERE `id` = 0 AND `subsite_id` = '27' LIMIT 1 [ RunTime:0.001598s ]
  12. SHOW FULL COLUMNS FROM `g3ys_tags` [ RunTime:0.008683s ]
  13. SELECT * FROM `g3ys_tags` WHERE `name` = 'sector-rotation' AND `status` = 1 AND `subsite_id` IN (0,27) ORDER BY FIELD(subsite_id,27,0) LIMIT 1 [ RunTime:0.003343s ]
  14. SHOW FULL COLUMNS FROM `g3ys_tags_lang` [ RunTime:0.003278s ]
  15. SELECT * FROM `g3ys_tags_lang` WHERE `tags_id` = 726 AND `subsite_id` = 27 AND `lang` = 'en-US' [ RunTime:0.000990s ]
  16. SHOW FULL COLUMNS FROM `g3ys_document` [ RunTime:0.006698s ]
  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('726', tags) ) [ RunTime:0.006603s ]
  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('726', tags) ) ORDER BY `sort` DESC,`id` DESC LIMIT 0,10 [ RunTime:0.006837s ]
  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:0.001316s ]
  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:0.003184s ]
  21. SHOW TABLES LIKE 'g3ys_category_lang' [ RunTime:0.008149s ]
  22. SHOW FULL COLUMNS FROM `g3ys_category_lang` [ RunTime:0.007391s ]
  23. SELECT * FROM `g3ys_category_lang` WHERE `subsite_id` = '27' AND `category_id` = '1257' AND `lang` = 'en-US' LIMIT 1 [ RunTime:0.001339s ]
  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:0.001134s ]
  25. SHOW FULL COLUMNS FROM `g3ys_total` [ RunTime:0.008657s ]
  26. SELECT * FROM `g3ys_total` WHERE `target_id` = '6702' LIMIT 1 [ RunTime:0.001836s ]
  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:0.003636s ]
  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:0.002976s ]
  29. 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:0.001090s ]
  30. SELECT * FROM `g3ys_total` WHERE `target_id` = '6248' LIMIT 1 [ RunTime:0.003095s ]
  31. 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:0.001841s ]
  32. SHOW FULL COLUMNS FROM `g3ys_ad_location` [ RunTime:0.006155s ]
  33. SELECT * FROM `g3ys_ad_location` WHERE `name` = 'ad-right' AND `subsite_id` = '27' AND `status` = 1 LIMIT 1 [ RunTime:0.002270s ]
  34. SHOW FULL COLUMNS FROM `g3ys_ad` [ RunTime:0.011849s ]
  35. 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` <= 1788516544 ) AND ( `end_time` = 0 OR `end_time` >= 1788516544 ) ORDER BY `sort` DESC,`id` DESC [ RunTime:0.001759s ]
  36. SHOW FULL COLUMNS FROM `g3ys_ad_lang` [ RunTime:0.003361s ]
  37. SELECT * FROM `g3ys_ad_lang` WHERE `ad_id` = 29 AND `subsite_id` = '27' AND `lang` = 'en-US' [ RunTime:0.003948s ]
  38. SHOW FULL COLUMNS FROM `g3ys_ad_lang` [ RunTime:0.005522s ]
  39. SELECT * FROM `g3ys_tags` WHERE `subsite_id` = 27 AND `status` = 1 ORDER BY `sort` DESC,`id` DESC LIMIT 15 [ RunTime:0.003016s ]
  40. 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:0.001994s ]
  41. SELECT * FROM `g3ys_category_lang` WHERE `subsite_id` = '27' AND `category_id` = '2055' AND `lang` = 'en-US' LIMIT 1 [ RunTime:0.001582s ]
  42. SELECT * FROM `g3ys_category_lang` WHERE `subsite_id` = '27' AND `category_id` = '2056' AND `lang` = 'en-US' LIMIT 1 [ RunTime:0.000979s ]
  43. SELECT * FROM `g3ys_category_lang` WHERE `subsite_id` = '27' AND `category_id` = '2057' AND `lang` = 'en-US' LIMIT 1 [ RunTime:0.000906s ]
  44. 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:0.000931s ]
  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:0.000852s ]
0.662829s