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学习笔记(7)-超配策略(高景气价值投机小技巧,加仓技巧)

  • 2026-01-12 04:22:21
学习笔记(7)-超配策略(高景气价值投机小技巧,加仓技巧)

原视频链接：

https://www.bilibili.com/video/BV18MysBFEtd?spm_id_from=333.788.videopod.sections&vd_source=b2cbc979bbf3301e35d3dbc712734f27

持仓标的短期基本面反转或者价值重估时，进行超配（加仓），博弈短期逻辑兑现，1-2月逻辑兑现后进行止盈。

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  1. CONNECT:[ UseTime:0.000611s ] mysql:host=127.0.0.1;port=3306;dbname=no_67808;charset=utf8mb4
  2. SHOW FULL COLUMNS FROM `fenlei` [ RunTime:0.000800s ]
  3. SELECT * FROM `fenlei` WHERE `fid` = 0 [ RunTime:0.001195s ]
  4. SELECT * FROM `fenlei` WHERE `fid` = 63 [ RunTime:0.000415s ]
  5. SHOW FULL COLUMNS FROM `set` [ RunTime:0.000656s ]
  6. SELECT * FROM `set` [ RunTime:0.006808s ]
  7. SHOW FULL COLUMNS FROM `article` [ RunTime:0.000813s ]
  8. SELECT * FROM `article` WHERE `id` = 459729 LIMIT 1 [ RunTime:0.013529s ]
  9. UPDATE `article` SET `lasttime` = 1768175425 WHERE `id` = 459729 [ RunTime:0.011253s ]
  10. SELECT * FROM `fenlei` WHERE `id` = 65 LIMIT 1 [ RunTime:0.000389s ]
  11. SELECT * FROM `article` WHERE `id` < 459729 ORDER BY `id` DESC LIMIT 1 [ RunTime:0.001405s ]
  12. SELECT * FROM `article` WHERE `id` > 459729 ORDER BY `id` ASC LIMIT 1 [ RunTime:0.003237s ]
  13. SELECT * FROM `article` WHERE `id` < 459729 ORDER BY `id` DESC LIMIT 10 [ RunTime:0.019313s ]
  14. SELECT * FROM `article` WHERE `id` < 459729 ORDER BY `id` DESC LIMIT 10,10 [ RunTime:0.035949s ]
  15. SELECT * FROM `article` WHERE `id` < 459729 ORDER BY `id` DESC LIMIT 20,10 [ RunTime:0.002177s ]
0.183301s