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宏观专题:资本开支的大时代{附下载}

当前时间： 2026-04-03 12:08:12 分类：办公文件 评论(0)
宏观专题:资本开支的大时代{附下载}

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1

文章摘要

核心观点：当前，世界正处于“百年未有之大变局”，旧秩序逐步瓦解、新秩序尚未确立，全球在增长、债务、分配、全球化、政治、地缘 6 大维度出现系统性变化。全球经济正在从“效率优先”逐步转向“效率与安全并重”，技术型资本开支（AI、电力）、安全型资本开支（能源、资源、产业链、供应链）、国防型资本开支（军工、军贸）3 类资本开支的重要性日益提升，全球由此进入“资本开支的大时代”。

2

文章内容

文章篇幅有限，仅为部分预览

回复暗号：宏观专题：资本开支的大时代-260324-国盛证券-27页

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  135. /yingpanguazai/ssd/ssd1/www/wwww.yeyulingfeng.com/app/controller/Es.php ( 3.30 KB )
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  1. CONNECT:[ UseTime:0.000616s ] mysql:host=127.0.0.1;port=3306;dbname=wenku;charset=utf8mb4
  2. SHOW FULL COLUMNS FROM `fenlei` [ RunTime:0.000763s ]
  3. SELECT * FROM `fenlei` WHERE `fid` = 0 [ RunTime:0.000293s ]
  4. SELECT * FROM `fenlei` WHERE `fid` = 63 [ RunTime:0.000281s ]
  5. SHOW FULL COLUMNS FROM `set` [ RunTime:0.000522s ]
  6. SELECT * FROM `set` [ RunTime:0.000205s ]
  7. SHOW FULL COLUMNS FROM `article` [ RunTime:0.000639s ]
  8. SELECT * FROM `article` WHERE `id` = 497453 LIMIT 1 [ RunTime:0.005393s ]
  9. UPDATE `article` SET `lasttime` = 1775193235 WHERE `id` = 497453 [ RunTime:0.014832s ]
  10. SELECT * FROM `fenlei` WHERE `id` = 64 LIMIT 1 [ RunTime:0.000294s ]
  11. SELECT * FROM `article` WHERE `id` < 497453 ORDER BY `id` DESC LIMIT 1 [ RunTime:0.000466s ]
  12. SELECT * FROM `article` WHERE `id` > 497453 ORDER BY `id` ASC LIMIT 1 [ RunTime:0.001547s ]
  13. SELECT * FROM `article` WHERE `id` < 497453 ORDER BY `id` DESC LIMIT 10 [ RunTime:0.001335s ]
  14. SELECT * FROM `article` WHERE `id` < 497453 ORDER BY `id` DESC LIMIT 10,10 [ RunTime:0.016243s ]
  15. SELECT * FROM `article` WHERE `id` < 497453 ORDER BY `id` DESC LIMIT 20,10 [ RunTime:0.046031s ]
0.170849s