2026年09月27日 Sunday Focus on Malaysia and Southeast Asia cross-border investment

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Sector Rotation

Total 5 articles

2026下半年股市深度解讀：AI革命驅動下的個股投資新格局

stock

2026下半年股市深度解讀：AI革命驅動下的個股投資新格局

本文深入解析2026年下半年股市趨勢，聚焦AI技術革命如何重塑個股投資格局，提供深度個股分析框架與實戰策略，助投資者在變局中把握機遇。...

2026-08-10 95 Maju Investment

2026下半年基金市場展望：科技創新與ESG投資雙引擎驅動財富增值

fund

2026下半年基金市場展望：科技創新與ESG投資雙引擎驅動財富增值

本文章深入分析2026年下半年全球基金市場發展趨勢，探討科技創新與ESG投資如何成為驅動財富增長的雙引擎，並提供專業的資產配置建議，幫助投資者把握市場機遇。...

2026-08-09 149 Maju Investment

全球資金大遷徙：2026下半年資產配置格局重塑

news

全球資金大遷徙：2026下半年資產配置格局重塑

深入剖析2026年下半年全球資金流動趨勢，揭示不同資產類別間的資金轉移及其背後驅動因素，為投資者提供前瞻性配置策略。...

2026-08-08 178 Maju Investment

高盛重磅報告：15年美股集中格局瓦解全球資金大遷徙多元化配置價值全面回歸

global

高盛重磅報告：15年美股集中格局瓦解全球資金大遷徙多元化配置價值全面回歸

高盛首席全球股票策略師奧本海默最新報告指出，全球股市正經歷一場「健康的正常化」，長達15年的美股獨大格局宣告鬆動。自2025年初以來，美股淪為主要市場中表現最弱者，資金加速流向日本、亞太與新興市場。AI資本開支超級周期持續侵蝕科技巨頭的自由現金流優勢，工業等傳統行業迎來價值重估。對環球資產投資者而言...

2026-08-06 139 Maju Investment

全球REITs市場迎來黃金期：降息預期與估值修復雙引擎驅動資金大舉回流

global

全球REITs市場迎來黃金期：降息預期與估值修復雙引擎驅動資金大舉回流

2026年8月，全球REITs市場表現強勁，受到降息預期、估值修復及數據中心等新經濟地產需求帶動，資金大舉回流。本文深入分析當前REITs市場的投資機會與風險，並探討如何在環球資產配置中善用REITs工具，掌握收益與成長雙重契機。...

2026-08-05 178 Maju Investment

基本文件流程错误 SQL 调试

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CONNECT:[ UseTime:0.001145s ] mysql:host=127.0.0.1;port=3306;dbname=cjgpcs;charset=utf8mb4
SHOW FULL COLUMNS FROM `g3ys_config` [ RunTime:0.002433s ]
SELECT `value` FROM `g3ys_config` WHERE `name` = 'timezone' AND `subsite_id` = '37' LIMIT 1 [ RunTime:0.000716s ]
SHOW FULL COLUMNS FROM `g3ys_route` [ RunTime:0.002579s ]
SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '37' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.000743s ]
SHOW FULL COLUMNS FROM `g3ys_theme` [ RunTime:0.002844s ]
SELECT `paginator` FROM `g3ys_theme` WHERE `module` = 'home' AND `name` = 'maju' AND `subsite_id` = '37' LIMIT 1 [ RunTime:0.000755s ]
SHOW FULL COLUMNS FROM `g3ys_lang` [ RunTime:0.003094s ]
SELECT * FROM `g3ys_lang` WHERE `subsite_id` = 37 AND ( ( LOWER(name) = 'en' ) OR `subtag` = 'en' ) AND `status` = 1 ORDER BY `id` ASC LIMIT 1 [ RunTime:0.001330s ]
SHOW FULL COLUMNS FROM `g3ys_member` [ RunTime:0.004861s ]
SELECT * FROM `g3ys_member` WHERE `id` = 0 AND `subsite_id` = '37' LIMIT 1 [ RunTime:0.001122s ]
SHOW FULL COLUMNS FROM `g3ys_tags` [ RunTime:0.002316s ]
SELECT * FROM `g3ys_tags` WHERE `name` = 'sector-rotation' AND `status` = 1 AND `subsite_id` IN (0,37) ORDER BY FIELD(subsite_id,37,0) LIMIT 1 [ RunTime:0.000878s ]
SHOW FULL COLUMNS FROM `g3ys_tags_lang` [ RunTime:0.001887s ]
SELECT * FROM `g3ys_tags_lang` WHERE `tags_id` = 350 AND `subsite_id` = 37 AND `lang` = 'en' [ RunTime:0.000735s ]
SHOW FULL COLUMNS FROM `g3ys_document` [ RunTime:0.004019s ]
SELECT COUNT(*) AS think_count FROM `g3ys_document` WHERE `subsite_id` IN (0,37) AND `status` = '1' AND `model_id` = 2 AND ( FIND_IN_SET('350', tags) ) [ RunTime:0.003845s ]
SELECT `id`,`name`,`title`,`description`,`pic`,`category_id`,`create_time`,`document_type` FROM `g3ys_document` WHERE `subsite_id` IN (0,37) AND `status` = '1' AND `model_id` = 2 AND ( FIND_IN_SET('350', tags) ) ORDER BY `sort` DESC,`id` DESC LIMIT 0,10 [ RunTime:0.004808s ]
SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '37' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.001086s ]
SHOW FULL COLUMNS FROM `g3ys_ad_location` [ RunTime:0.002967s ]
SELECT * FROM `g3ys_ad_location` WHERE `name` = 'ad-full' AND `subsite_id` = '37' AND `status` = 1 LIMIT 1 [ RunTime:0.000888s ]
SHOW FULL COLUMNS FROM `g3ys_ad` [ RunTime:0.002433s ]
SELECT * FROM `g3ys_ad` WHERE `subsite_id` = '37' AND `ad_location_id` = '71' AND `status` = 1 AND `device` IN ('all','pc') AND ( `start_time` = 0 OR `start_time` <= 1790488182 ) AND ( `end_time` = 0 OR `end_time` >= 1790488182 ) ORDER BY `sort` DESC,`id` DESC [ RunTime:0.001002s ]
SHOW FULL COLUMNS FROM `g3ys_ad_lang` [ RunTime:0.002116s ]
SELECT * FROM `g3ys_ad_lang` WHERE `ad_id` = 71 AND `subsite_id` = '37' AND `lang` = 'en' [ RunTime:0.000775s ]
SHOW FULL COLUMNS FROM `g3ys_ad_lang` [ RunTime:0.002368s ]
SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '37' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.000741s ]
SHOW TABLES LIKE 'g3ys_category_lang' [ RunTime:0.002319s ]
SHOW FULL COLUMNS FROM `g3ys_category_lang` [ RunTime:0.002394s ]
SELECT * FROM `g3ys_category_lang` WHERE `subsite_id` = '37' AND `category_id` = '1431' AND `lang` = 'en' LIMIT 1 [ RunTime:0.000836s ]
SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '37' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.000730s ]
SHOW FULL COLUMNS FROM `g3ys_total` [ RunTime:0.002570s ]
SELECT * FROM `g3ys_total` WHERE `target_id` = '6458' LIMIT 1 [ RunTime:0.000771s ]
SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '37' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.000749s ]
SELECT * FROM `g3ys_category_lang` WHERE `subsite_id` = '37' AND `category_id` = '1432' AND `lang` = 'en' LIMIT 1 [ RunTime:0.000629s ]
SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '37' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.000732s ]
SELECT * FROM `g3ys_total` WHERE `target_id` = '6367' LIMIT 1 [ RunTime:0.000612s ]
SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '37' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.000680s ]
SELECT * FROM `g3ys_category_lang` WHERE `subsite_id` = '37' AND `category_id` = '1434' AND `lang` = 'en' LIMIT 1 [ RunTime:0.000616s ]
SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '37' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.000988s ]
SELECT * FROM `g3ys_total` WHERE `target_id` = '6290' LIMIT 1 [ RunTime:0.000607s ]
SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '37' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.000709s ]
SELECT * FROM `g3ys_category_lang` WHERE `subsite_id` = '37' AND `category_id` = '1433' AND `lang` = 'en' LIMIT 1 [ RunTime:0.000596s ]
SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '37' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.000660s ]
SELECT * FROM `g3ys_total` WHERE `target_id` = '6222' LIMIT 1 [ RunTime:0.000660s ]
SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '37' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.000684s ]
SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '37' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.000721s ]
SELECT * FROM `g3ys_total` WHERE `target_id` = '6170' LIMIT 1 [ RunTime:0.000594s ]
SELECT * FROM `g3ys_ad_location` WHERE `name` = 'ad-right' AND `subsite_id` = '37' AND `status` = 1 LIMIT 1 [ RunTime:0.000895s ]
SELECT * FROM `g3ys_ad` WHERE `subsite_id` = '37' AND `ad_location_id` = '72' AND `status` = 1 AND `device` IN ('all','pc') AND ( `start_time` = 0 OR `start_time` <= 1790488182 ) AND ( `end_time` = 0 OR `end_time` >= 1790488182 ) ORDER BY `sort` DESC,`id` DESC [ RunTime:0.000904s ]
SELECT * FROM `g3ys_ad_lang` WHERE `ad_id` = 72 AND `subsite_id` = '37' AND `lang` = 'en' [ RunTime:0.000655s ]
SELECT * FROM `g3ys_tags` WHERE `subsite_id` = 37 AND `status` = 1 ORDER BY `sort` DESC,`id` DESC LIMIT 15 [ RunTime:0.002758s ]
SELECT * FROM `g3ys_tags_lang` WHERE `tags_id` IN (364,363,361,359,358,357,356,355,354,353,352,351,350,349,348) AND `subsite_id` = 37 AND `lang` = 'en' [ RunTime:0.001161s ]
SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '37' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.000838s ]
SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '37' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.000683s ]
SELECT * FROM `g3ys_total` WHERE `target_id` = '7056' LIMIT 1 [ RunTime:0.000622s ]
SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '37' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.000714s ]
SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '37' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.000763s ]
SELECT * FROM `g3ys_total` WHERE `target_id` = '7024' LIMIT 1 [ RunTime:0.000648s ]
SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '37' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.000666s ]
SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '37' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.000701s ]
SELECT * FROM `g3ys_total` WHERE `target_id` = '7018' LIMIT 1 [ RunTime:0.000611s ]
SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '37' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.000685s ]
SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '37' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.001050s ]
SELECT * FROM `g3ys_total` WHERE `target_id` = '6977' LIMIT 1 [ RunTime:0.000623s ]
SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '37' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.000930s ]
SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '37' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.000714s ]
SELECT * FROM `g3ys_total` WHERE `target_id` = '6968' LIMIT 1 [ RunTime:0.000588s ]
SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '37' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.000809s ]
SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '37' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.000664s ]
SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '37' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.000745s ]

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