東南亞ETF投研實驗室

美股AI行情深度解析：從「聽故事普漲」進入「查帳本分化」新階段

摘要 2026美股AI行情出現重大轉折！納指反彈、晶片股大漲，雲計算龍頭Oracle卻遭拋售，AI投資從聽故事模式進入查帳本分化階段。完整解析賣鏟人與買鏟人產業差異、AI選股關鍵指標、避坑技巧與後市布局機會。

2026美股AI行情出現重大轉折！納指反彈、晶片股大漲，雲計算龍頭Oracle卻遭拋售，AI投資從聽故事模式進入查帳本分化階段。完整解析賣鏟人與買鏟人產業差異、AI選股關鍵指標、避坑技巧與後市布局機會。
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  1. CONNECT:[ UseTime:0.004342s ] mysql:host=127.0.0.1;port=3306;dbname=cjgpcs;charset=utf8mb4
  2. SHOW FULL COLUMNS FROM `g3ys_config` [ RunTime:0.003850s ]
  3. SELECT `value` FROM `g3ys_config` WHERE `name` = 'timezone' AND `subsite_id` = '36' LIMIT 1 [ RunTime:0.000826s ]
  4. SHOW FULL COLUMNS FROM `g3ys_route` [ RunTime:0.004569s ]
  5. SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '36' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.001304s ]
  6. SHOW FULL COLUMNS FROM `g3ys_theme` [ RunTime:0.005232s ]
  7. SELECT `paginator` FROM `g3ys_theme` WHERE `module` = 'home' AND `name` = 'sea' AND `subsite_id` = '36' LIMIT 1 [ RunTime:0.000945s ]
  8. SHOW FULL COLUMNS FROM `g3ys_lang` [ RunTime:0.006610s ]
  9. SELECT * FROM `g3ys_lang` WHERE `subsite_id` = 36 AND ( ( LOWER(name) = 'zh-tw' ) OR `subtag` = 'zh-tw' ) AND `status` = 1 ORDER BY `id` ASC LIMIT 1 [ RunTime:0.002762s ]
  10. SHOW FULL COLUMNS FROM `g3ys_member` [ RunTime:0.008194s ]
  11. SELECT * FROM `g3ys_member` WHERE `id` = 0 AND `subsite_id` = '36' LIMIT 1 [ RunTime:0.002382s ]
  12. SHOW FULL COLUMNS FROM `g3ys_document` [ RunTime:0.010631s ]
  13. SELECT `id`,`document_type` FROM `g3ys_document` WHERE `subsite_id` = 36 AND `name` = 'us-stock-ai-market-analysis' AND `status` IN ('1','2') LIMIT 1 [ RunTime:0.002214s ]
  14. SELECT * FROM `g3ys_document` WHERE ( `name` = '4812' OR `id` = '4812' ) AND `subsite_id` = 36 LIMIT 1 [ RunTime:0.005467s ]
  15. SHOW TABLES LIKE 'g3ys_document_article' [ RunTime:0.007504s ]
  16. SHOW FULL COLUMNS FROM `g3ys_document_article` [ RunTime:0.003468s ]
  17. SELECT * FROM `g3ys_document_article` WHERE `document_id` = '4812' LIMIT 1 [ RunTime:0.001292s ]
  18. SHOW FULL COLUMNS FROM `g3ys_total` [ RunTime:0.006046s ]
  19. SELECT * FROM `g3ys_total` WHERE `target_id` = '4812' LIMIT 1 [ RunTime:0.000915s ]
  20. SELECT * FROM `g3ys_total` WHERE `target_id` = '4812' LIMIT 1 [ RunTime:0.000930s ]
  21. UPDATE `g3ys_total` SET `view_total` = `view_total` + 1 WHERE `target_id` = '4812' [ RunTime:0.012826s ]
  22. SHOW FULL COLUMNS FROM `g3ys_record` [ RunTime:0.004914s ]
  23. SELECT `id` FROM `g3ys_record` WHERE `subsite_id` = '36' AND `type` = 'article' AND `url` = 'https://www.seaetf.asia/us-stock-ai-market-analysis' AND `create_time` >= 1793125234 AND ( `visitor_id` = 'd9e3cef0bd64398fcbc562858e85d3c4' OR `session_id` = '28fe18e97c313a58d1e6f46a1ced99ff' ) LIMIT 1 [ RunTime:0.005109s ]
  24. INSERT INTO `g3ys_record` SET `subsite_id` = '36' , `uid` = '0' , `visitor_id` = 'd9e3cef0bd64398fcbc562858e85d3c4' , `session_id` = '28fe18e97c313a58d1e6f46a1ced99ff' , `type` = 'article' , `target_id` = '4812' , `target_type` = 0 , `category_id` = '1682' , `title` = '美股AI行情深度解析：從「聽故事普漲」進入「查帳本分化」新階段' , `url` = 'https://www.seaetf.asia/us-stock-ai-market-analysis' , `path` = '/us-stock-ai-market-analysis' , `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` = '216.73.216.55' , `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` = 1793125294 , `update_time` = 1793125294 [ RunTime:0.010876s ]
  25. SHOW FULL COLUMNS FROM `g3ys_comment` [ RunTime:0.004443s ]
  26. SELECT COUNT(*) AS think_count FROM `g3ys_comment` WHERE `target_id` = '4812' AND `pid` = '0' [ RunTime:0.001250s ]
  27. SHOW FULL COLUMNS FROM `g3ys_model` [ RunTime:0.006156s ]
  28. SELECT `id`,`name`,`title`,`field_group` FROM `g3ys_model` WHERE `extend` = 0 AND `id` <> 1 AND `subsite_id` IN ('0','36') AND `status` = 1 [ RunTime:0.001574s ]
  29. SHOW TABLES LIKE 'g3ys_paragraph' [ RunTime:0.003289s ]
  30. SHOW TABLES LIKE 'g3ys_paragraph_lang' [ RunTime:0.003767s ]
  31. SHOW TABLES LIKE 'g3ys_gallery' [ RunTime:0.003585s ]
  32. SHOW TABLES LIKE 'g3ys_gallery_lang' [ RunTime:0.003663s ]
  33. SHOW TABLES LIKE 'g3ys_video' [ RunTime:0.002929s ]
  34. SHOW TABLES LIKE 'g3ys_video_lang' [ RunTime:0.003101s ]
  35. SHOW TABLES LIKE 'g3ys_faq' [ RunTime:0.002576s ]
  36. SHOW TABLES LIKE 'g3ys_faq_lang' [ RunTime:0.002712s ]
  37. SHOW TABLES LIKE 'g3ys_blockquote' [ RunTime:0.002794s ]
  38. SHOW TABLES LIKE 'g3ys_blockquote_lang' [ RunTime:0.002946s ]
  39. SHOW TABLES LIKE 'g3ys_cards' [ RunTime:0.002801s ]
  40. SHOW TABLES LIKE 'g3ys_cards_lang' [ RunTime:0.002803s ]
  41. SHOW TABLES LIKE 'g3ys_objects' [ RunTime:0.003158s ]
  42. SHOW TABLES LIKE 'g3ys_objects_lang' [ RunTime:0.002684s ]
  43. SHOW TABLES LIKE 'g3ys_videos' [ RunTime:0.002531s ]
  44. SHOW TABLES LIKE 'g3ys_videos_lang' [ RunTime:0.002928s ]
  45. SHOW TABLES LIKE 'g3ys_audios' [ RunTime:0.002636s ]
  46. SHOW TABLES LIKE 'g3ys_audios_lang' [ RunTime:0.002533s ]
  47. SHOW TABLES LIKE 'g3ys_files' [ RunTime:0.002792s ]
  48. SHOW TABLES LIKE 'g3ys_files_lang' [ RunTime:0.002563s ]
  49. SHOW TABLES LIKE 'g3ys_richmedia' [ RunTime:0.002464s ]
  50. SHOW TABLES LIKE 'g3ys_richmedia_lang' [ RunTime:0.002600s ]
  51. SHOW FULL COLUMNS FROM `g3ys_paragraph` [ RunTime:0.002963s ]
  52. SELECT * FROM `g3ys_paragraph` WHERE `document_id` = 4812 AND `subsite_id` = '36' AND `status` = 1 ORDER BY `sort` ASC,`id` ASC [ RunTime:0.001301s ]
  53. SHOW FULL COLUMNS FROM `g3ys_gallery` [ RunTime:0.002680s ]
  54. SELECT * FROM `g3ys_gallery` WHERE `document_id` = 4812 AND `subsite_id` = 36 AND `status` = 1 ORDER BY `sort` ASC,`id` ASC [ RunTime:0.001404s ]
  55. SHOW FULL COLUMNS FROM `g3ys_video` [ RunTime:0.003419s ]
  56. SELECT * FROM `g3ys_video` WHERE `document_id` = 4812 AND `subsite_id` = 36 AND `status` = 1 ORDER BY `sort` ASC,`id` ASC [ RunTime:0.001478s ]
  57. SHOW FULL COLUMNS FROM `g3ys_faq` [ RunTime:0.002739s ]
  58. SELECT * FROM `g3ys_faq` WHERE `document_id` = 4812 AND `subsite_id` = 36 AND `status` = 1 ORDER BY `sort` ASC,`id` ASC [ RunTime:0.001333s ]
  59. SHOW FULL COLUMNS FROM `g3ys_blockquote` [ RunTime:0.002593s ]
  60. SELECT * FROM `g3ys_blockquote` WHERE `document_id` = 4812 AND `subsite_id` = 36 AND `status` = 1 ORDER BY `sort` ASC,`id` ASC [ RunTime:0.001628s ]
  61. SHOW FULL COLUMNS FROM `g3ys_cards` [ RunTime:0.003551s ]
  62. SELECT * FROM `g3ys_cards` WHERE `document_id` = 4812 AND `subsite_id` = '36' AND `status` = 1 ORDER BY `sort` ASC,`id` ASC [ RunTime:0.001734s ]
  63. SHOW FULL COLUMNS FROM `g3ys_objects` [ RunTime:0.002725s ]
  64. SELECT * FROM `g3ys_objects` WHERE `document_id` = 4812 AND `subsite_id` = '36' AND `status` = 1 ORDER BY `sort` ASC,`id` ASC [ RunTime:0.001597s ]
  65. SHOW FULL COLUMNS FROM `g3ys_videos` [ RunTime:0.002809s ]
  66. SELECT * FROM `g3ys_videos` WHERE `document_id` = 4812 AND `subsite_id` = '36' AND `status` = 1 ORDER BY `sort` ASC,`id` ASC [ RunTime:0.001886s ]
  67. SHOW FULL COLUMNS FROM `g3ys_audios` [ RunTime:0.003781s ]
  68. SELECT * FROM `g3ys_audios` WHERE `document_id` = 4812 AND `subsite_id` = '36' AND `status` = 1 ORDER BY `sort` ASC,`id` ASC [ RunTime:0.001633s ]
  69. SHOW FULL COLUMNS FROM `g3ys_files` [ RunTime:0.003738s ]
  70. SELECT * FROM `g3ys_files` WHERE `document_id` = 4812 AND `subsite_id` = '36' AND `status` = 1 ORDER BY `sort` ASC,`id` ASC [ RunTime:0.001561s ]
  71. SHOW FULL COLUMNS FROM `g3ys_richmedia` [ RunTime:0.005583s ]
  72. SELECT * FROM `g3ys_richmedia` WHERE `document_id` = 4812 AND `subsite_id` = '36' AND `status` = 1 ORDER BY `sort` ASC,`id` ASC [ RunTime:0.002214s ]
  73. SELECT * FROM `g3ys_document` WHERE `category_id` = 1682 AND `subsite_id` = 36 AND `pid` = '0' AND `status` = '1' AND ( ( sort > 0) or ( sort = 0 and id < 4812) ) ORDER BY `sort` ASC,`id` DESC LIMIT 1 [ RunTime:0.002992s ]
  74. SELECT * FROM `g3ys_document` WHERE `category_id` = 1682 AND `subsite_id` = 36 AND `pid` = '4812' AND `status` = '1' AND `document_type` = 0 ORDER BY `sort` DESC,`id` ASC LIMIT 1 [ RunTime:0.001965s ]
  75. SELECT * FROM `g3ys_document` WHERE `category_id` = 1682 AND `subsite_id` = 36 AND `pid` = '0' AND `status` = '1' AND `document_type` = 0 AND ( ( sort>0 and sort <= 0 and id!=4812) or ( sort = 0 and id > 4812) ) ORDER BY `sort` DESC,`id` ASC LIMIT 1 [ RunTime:0.005029s ]
  76. SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '36' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.003383s ]
  77. SHOW FULL COLUMNS FROM `g3ys_ad_location` [ RunTime:0.003115s ]
  78. SELECT * FROM `g3ys_ad_location` WHERE `name` = 'ad-detail-full' AND `subsite_id` = '36' AND `status` = 1 LIMIT 1 [ RunTime:0.001284s ]
  79. SHOW FULL COLUMNS FROM `g3ys_ad` [ RunTime:0.003300s ]
  80. SELECT * FROM `g3ys_ad` WHERE `subsite_id` = '36' AND `ad_location_id` = '66' AND `status` = 1 AND `device` IN ('all','pc') AND ( `start_time` = 0 OR `start_time` <= 1793125294 ) AND ( `end_time` = 0 OR `end_time` >= 1793125294 ) ORDER BY `sort` DESC,`id` DESC [ RunTime:0.001523s ]
  81. SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '36' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.001577s ]
  82. SELECT * FROM `g3ys_ad_location` WHERE `name` = 'ad-right' AND `subsite_id` = '36' AND `status` = 1 LIMIT 1 [ RunTime:0.001128s ]
  83. SELECT * FROM `g3ys_ad` WHERE `subsite_id` = '36' AND `ad_location_id` = '68' AND `status` = 1 AND `device` IN ('all','pc') AND ( `start_time` = 0 OR `start_time` <= 1793125294 ) AND ( `end_time` = 0 OR `end_time` >= 1793125294 ) ORDER BY `sort` DESC,`id` DESC [ RunTime:0.001014s ]
  84. SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '36' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.001196s ]
  85. SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '36' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.001113s ]
  86. SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '36' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.001028s ]
  87. SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '36' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.001040s ]
  88. SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '36' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.001105s ]
  89. SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '36' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.001070s ]
  90. SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '36' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.001324s ]
0.834124s