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2026年一季报一级行业分析PPT

  • 2026-10-26 18:29:19
2026年一季报一级行业分析PPT
今天家里有时外出，暂时只做了一级行业的分析，早上已经了解市场目前行业冷暖，看一季报，明显是总量不会太大增长的情况下，结构是有热点的，有风险点，这就是K型复苏。
上期提到宏观周期在复苏初期，个人认为节前布局，机会良多，高景气度的方向，如果是估值能继续上修，且走势良好，又没特别加速过的，都是可以配置的。投资有风险，仅供参考，不作为投资建议。
斌哥，广州
2026.4.30
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  1. CONNECT:[ UseTime:0.000449s ] mysql:host=172.18.0.4;port=3306;dbname=h_sjds;charset=utf8mb4
  2. SHOW FULL COLUMNS FROM `fenlei` [ RunTime:0.000588s ]
  3. SELECT * FROM `fenlei` WHERE `fid` = 0 [ RunTime:0.000314s ]
  4. SELECT * FROM `fenlei` WHERE `fid` = 63 [ RunTime:0.000406s ]
  5. SHOW FULL COLUMNS FROM `set` [ RunTime:0.000595s ]
  6. SELECT * FROM `set` [ RunTime:0.000323s ]
  7. SHOW FULL COLUMNS FROM `article` [ RunTime:0.000561s ]
  8. SELECT * FROM `article` WHERE `id` = 510148 LIMIT 1 [ RunTime:0.000314s ]
  9. UPDATE `article` SET `lasttime` = 1793897054 WHERE `id` = 510148 [ RunTime:0.001535s ]
  10. SELECT * FROM `fenlei` WHERE `id` = 64 LIMIT 1 [ RunTime:0.000320s ]
  11. SELECT * FROM `article` WHERE `id` < 510148 ORDER BY `id` DESC LIMIT 1 [ RunTime:0.000381s ]
  12. SELECT * FROM `article` WHERE `id` > 510148 ORDER BY `id` ASC LIMIT 1 [ RunTime:0.000358s ]
  13. SELECT * FROM `article` WHERE `id` < 510148 ORDER BY `id` DESC LIMIT 10 [ RunTime:0.000467s ]
  14. SELECT * FROM `article` WHERE `id` < 510148 ORDER BY `id` DESC LIMIT 10,10 [ RunTime:0.000748s ]
  15. SELECT * FROM `article` WHERE `id` < 510148 ORDER BY `id` DESC LIMIT 20,10 [ RunTime:0.000663s ]
0.089260s