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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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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。本文拆解纸面财富的成因、双向风险与投资启示。...

2026-08-07
AMD财报超预期引爆AI芯片行情，美股科技股风口再起

AMD财报超预期引爆AI芯片行情，美股科技股风口再起

2026年7月28日，AMD公布超预期财报，AI芯片业务营收同比增长85%，推动股价盘后大涨8%。本文深入分析AMD业绩亮点、AI芯片市场竞争格局及对美股科技板块的带动效应，为投资者提供风口资讯与策略参考。...

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美联储利率决议倒计时：美股科技股领涨背后的业绩驱动与风险

2026年7月26日，美股三大指数全线上涨，科技股领涨，纳斯达克指数逼近历史高点。市场聚焦下周美联储利率决议，强劲的企业财报与AI产业需求成为主要推手。本文深入分析科技股上涨逻辑、美联储政策预期及下半年投资风向，为投资者提供美股风口解读。...

2026-07-26
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  187. /www/wwwroot/cjgpcs.cn/vendor/topthink/framework/src/think/middleware/SessionInit.php ( 1.94 KB )
  188. /www/wwwroot/cjgpcs.cn/vendor/topthink/framework/src/think/Session.php ( 1.80 KB )
  189. /www/wwwroot/cjgpcs.cn/vendor/topthink/framework/src/think/session/driver/File.php ( 6.27 KB )
  190. /www/wwwroot/cjgpcs.cn/vendor/topthink/framework/src/think/contract/SessionHandlerInterface.php ( 0.87 KB )
  191. /www/wwwroot/cjgpcs.cn/vendor/topthink/framework/src/think/session/Store.php ( 7.12 KB )
  192. /www/wwwroot/cjgpcs.cn/vendor/topthink/think-multi-app/src/MultiApp.php ( 7.06 KB )
  193. /www/wwwroot/cjgpcs.cn/app/home/middleware.php ( 0.12 KB )
  194. /www/wwwroot/cjgpcs.cn/app/home/lang/zh-cn.php ( 3.01 KB )
  195. /www/wwwroot/cjgpcs.cn/vendor/topthink/framework/src/think/middleware/LoadLangPack.php ( 3.50 KB )
  196. /www/wwwroot/cjgpcs.cn/app/middleware/SubsiteLangPack.php ( 5.26 KB )
  197. /www/wwwroot/cjgpcs.cn/vendor/topthink/framework/src/think/Route.php ( 23.73 KB )
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  209. /www/wwwroot/cjgpcs.cn/app/home/controller/Document.php ( 101.72 KB )
  210. /www/wwwroot/cjgpcs.cn/app/home/controller/Home.php ( 21.11 KB )
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  1. CONNECT:[ UseTime:0.004836s ] mysql:host=127.0.0.1;port=3306;dbname=cjgpcs;charset=utf8mb4
  2. SHOW FULL COLUMNS FROM `g3ys_config` [ RunTime:0.003482s ]
  3. SELECT `value` FROM `g3ys_config` WHERE `name` = 'timezone' AND `subsite_id` = '27' LIMIT 1 [ RunTime:0.001044s ]
  4. SHOW FULL COLUMNS FROM `g3ys_route` [ RunTime:0.009139s ]
  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:0.006080s ]
  6. SHOW FULL COLUMNS FROM `g3ys_theme` [ RunTime:0.004375s ]
  7. SELECT `paginator` FROM `g3ys_theme` WHERE `module` = 'home' AND `name` = 'green' AND `subsite_id` = '27' LIMIT 1 [ RunTime:0.001139s ]
  8. SHOW FULL COLUMNS FROM `g3ys_lang` [ RunTime:0.007651s ]
  9. SELECT * FROM `g3ys_lang` WHERE `subsite_id` = 27 AND ( ( LOWER(name) = 'zh-cn' ) OR `subtag` = 'zh-cn' ) AND `status` = 1 ORDER BY `id` ASC LIMIT 1 [ RunTime:0.001739s ]
  10. SHOW FULL COLUMNS FROM `g3ys_member` [ RunTime:0.006348s ]
  11. SELECT * FROM `g3ys_member` WHERE `id` = 0 AND `subsite_id` = '27' LIMIT 1 [ RunTime:0.002199s ]
  12. SHOW FULL COLUMNS FROM `g3ys_model` [ RunTime:0.007481s ]
  13. SELECT `extend` FROM `g3ys_model` WHERE `id` = 1 LIMIT 1 [ RunTime:0.001270s ]
  14. SHOW FULL COLUMNS FROM `g3ys_attribute` [ RunTime:0.003324s ]
  15. SELECT `id`,`name`,`title`,`field`,`type`,`value`,`remark`,`is_show`,`extra`,`model_id`,`is_must`,`status`,`update_time`,`create_time`,`fields`,`search`,`relative`,`relative_fields`,`is_lang` FROM `g3ys_attribute` WHERE `model_id` = 1 [ RunTime:0.002215s ]
  16. SELECT `extend` FROM `g3ys_model` WHERE `id` = 2 LIMIT 1 [ RunTime:0.000622s ]
  17. SELECT `id`,`name`,`title`,`field`,`type`,`value`,`remark`,`is_show`,`extra`,`model_id`,`is_must`,`status`,`update_time`,`create_time`,`fields`,`search`,`relative`,`relative_fields`,`is_lang` FROM `g3ys_attribute` WHERE `model_id` IN (2,1) [ RunTime:0.001876s ]
  18. SHOW TABLES LIKE 'g3ys_document_article' [ RunTime:0.005626s ]
  19. SHOW FULL COLUMNS FROM `g3ys_document` [ RunTime:0.007885s ]
  20. SELECT COUNT(*) AS think_count FROM `g3ys_document` `a` INNER JOIN `g3ys_total` `t` ON `a`.`id`=`t`.`target_id` INNER JOIN `g3ys_document_article` `d` ON `a`.`id`=`d`.`document_id` WHERE `category_id` = 1255 AND `pid` = '0' AND `status` = '1' AND `document_type` = 0 AND `subsite_id` = 27 [ RunTime:0.003552s ]
  21. SELECT * FROM `g3ys_document` `a` INNER JOIN `g3ys_total` `t` ON `a`.`id`=`t`.`target_id` INNER JOIN `g3ys_document_article` `d` ON `a`.`id`=`d`.`document_id` WHERE `category_id` = 1255 AND `pid` = '0' AND `status` = '1' AND `document_type` = 0 AND `subsite_id` = 27 ORDER BY `sort` DESC,`update_time` DESC LIMIT 0,10 [ RunTime:0.006572s ]
  22. SHOW FULL COLUMNS FROM `g3ys_record` [ RunTime:0.008804s ]
  23. SELECT `id` FROM `g3ys_record` WHERE `subsite_id` = '27' AND `type` = 'article_category' AND `url` = 'https://www.thaifarm.asia/us-stock-trend-news' AND `create_time` >= 1792409112 AND ( `visitor_id` = 'fab1021f31a3c83bd53a507fc7748d84' OR `session_id` = 'c7ec435f5906db492dc70c074422c036' ) LIMIT 1 [ RunTime:0.010548s ]
  24. INSERT INTO `g3ys_record` SET `subsite_id` = '27' , `uid` = '0' , `visitor_id` = 'fab1021f31a3c83bd53a507fc7748d84' , `session_id` = 'c7ec435f5906db492dc70c074422c036' , `type` = 'article_category' , `target_id` = '1255' , `target_type` = 0 , `category_id` = '1255' , `title` = '美股风口资讯' , `url` = 'https://www.thaifarm.asia/us-stock-trend-news' , `path` = '/us-stock-trend-news' , `query_string` = '' , `referer` = '' , `referer_domain` = '' , `source_type` = 'direct' , `source_domain` = '' , `search_engine` = '' , `search_keyword` = '' , `utm_source` = '' , `utm_medium` = '' , `utm_campaign` = '' , `utm_term` = '' , `utm_content` = '' , `ip` = '216.73.216.165' , `user_agent` = 'Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)' , `device_type` = 'pc' , `browser` = '其他' , `browser_version` = '' , `os` = '其他' , `os_version` = '' , `language` = '' , `is_spider` = 0 , `spider_name` = '' , `status_code` = 200 , `country` = '' , `province` = '' , `city` = '' , `district` = '' , `isp` = '' , `region_code` = '' , `geo_status` = 0 , `geo_time` = 0 , `create_time` = 1792409172 , `update_time` = 1792409172 [ RunTime:0.010301s ]
  25. 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:0.002012s ]
  26. SHOW FULL COLUMNS FROM `g3ys_ad_location` [ RunTime:0.003891s ]
  27. SELECT * FROM `g3ys_ad_location` WHERE `name` = 'ad-full' AND `subsite_id` = '27' AND `status` = 1 LIMIT 1 [ RunTime:0.001440s ]
  28. SHOW FULL COLUMNS FROM `g3ys_ad` [ RunTime:0.005512s ]
  29. SELECT * FROM `g3ys_ad` WHERE `subsite_id` = '27' AND `ad_location_id` = '28' AND `status` = 1 AND `device` IN ('all','pc') AND ( `start_time` = 0 OR `start_time` <= 1792409172 ) AND ( `end_time` = 0 OR `end_time` >= 1792409172 ) ORDER BY `sort` DESC,`id` DESC [ RunTime:0.001769s ]
  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:0.001297s ]
  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:0.000966s ]
  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:0.000949s ]
  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:0.001057s ]
  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:0.000866s ]
  35. 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:0.001105s ]
  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:0.001588s ]
  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:0.000995s ]
  38. 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:0.000919s ]
  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:0.000991s ]
  40. 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:0.000928s ]
  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:0.000969s ]
  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:0.001588s ]
  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:0.000934s ]
  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:0.000981s ]
  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:0.001067s ]
  46. 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:0.001147s ]
  47. 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:0.002346s ]
  48. 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:0.001415s ]
  49. 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:0.000981s ]
  50. 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:0.001188s ]
  51. 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:0.001072s ]
  52. 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:0.000944s ]
0.683103s