2026年09月24日 Thursday
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China-Singapore Cross-Border Financial Investment Research Global Asset Allocation
Structural Shift in Storage: Micron Earnings Reveal AI Core Asset Value
US Stock Market Barometer

Structural Shift in Storage: Micron Earnings Reveal AI Core Asset Value

2026-06-25 16:29:54 190 views
Micron Technology's latest quarterly earnings set a record, revealing AI-driven robust demand and supply constraints. Executives signaled that supply-demand tension will persist until 2027, and long-term strategic supply agreements mark the storage industry's shift from cyclical commodities to a new era of AI core assets.
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  1. 请求信息 : 2026-09-24 11:07:00 HTTP/1.1 GET : https://www.cninsgx.com/micron-storage-industry-ai-core-asset
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  206. /www/wwwroot/cjgpcs.cn/app/home/route/router.php ( 12.36 KB )
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  212. /www/wwwroot/cjgpcs.cn/app/home/controller/Document.php ( 101.72 KB )
  213. /www/wwwroot/cjgpcs.cn/app/home/controller/Home.php ( 21.11 KB )
  214. /www/wwwroot/cjgpcs.cn/vendor/topthink/think-template/src/Template.php ( 46.61 KB )
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  218. /www/wwwroot/cjgpcs.cn/app/common/model/Member.php ( 16.79 KB )
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  220. /www/wwwroot/cjgpcs.cn/app/common/model/Document.php ( 37.40 KB )
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  1. CONNECT:[ UseTime:0.001355s ] mysql:host=127.0.0.1;port=3306;dbname=cjgpcs;charset=utf8mb4
  2. SHOW FULL COLUMNS FROM `g3ys_config` [ RunTime:0.002769s ]
  3. SELECT `value` FROM `g3ys_config` WHERE `name` = 'timezone' AND `subsite_id` = '38' LIMIT 1 [ RunTime:0.000681s ]
  4. SHOW FULL COLUMNS FROM `g3ys_route` [ RunTime:0.002796s ]
  5. SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '38' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.000876s ]
  6. SHOW FULL COLUMNS FROM `g3ys_theme` [ RunTime:0.003350s ]
  7. SELECT `paginator` FROM `g3ys_theme` WHERE `module` = 'home' AND `name` = 'slogan' AND `subsite_id` = '38' LIMIT 1 [ RunTime:0.000885s ]
  8. SHOW FULL COLUMNS FROM `g3ys_lang` [ RunTime:0.004561s ]
  9. SELECT * FROM `g3ys_lang` WHERE `subsite_id` = 38 AND ( ( LOWER(name) = 'en-us' ) OR `subtag` = 'en-us' ) AND `status` = 1 ORDER BY `id` ASC LIMIT 1 [ RunTime:0.001951s ]
  10. SHOW FULL COLUMNS FROM `g3ys_member` [ RunTime:0.004465s ]
  11. SELECT * FROM `g3ys_member` WHERE `id` = 0 AND `subsite_id` = '38' LIMIT 1 [ RunTime:0.001000s ]
  12. SHOW FULL COLUMNS FROM `g3ys_document` [ RunTime:0.004404s ]
  13. SELECT `id`,`document_type` FROM `g3ys_document` WHERE `subsite_id` = 38 AND `name` = 'micron-storage-industry-ai-core-asset' AND `status` IN ('1','2') LIMIT 1 [ RunTime:0.001397s ]
  14. SELECT * FROM `g3ys_document` WHERE ( `name` = '5125' OR `id` = '5125' ) AND `subsite_id` = 38 LIMIT 1 [ RunTime:0.003605s ]
  15. SHOW TABLES LIKE 'g3ys_document_article' [ RunTime:0.005536s ]
  16. SHOW FULL COLUMNS FROM `g3ys_document_article` [ RunTime:0.002316s ]
  17. SELECT * FROM `g3ys_document_article` WHERE `document_id` = '5125' LIMIT 1 [ RunTime:0.001880s ]
  18. SHOW FULL COLUMNS FROM `g3ys_total` [ RunTime:0.003130s ]
  19. SELECT * FROM `g3ys_total` WHERE `target_id` = '5125' LIMIT 1 [ RunTime:0.001001s ]
  20. SHOW TABLES LIKE 'g3ys_document_article_lang' [ RunTime:0.002731s ]
  21. SHOW FULL COLUMNS FROM `g3ys_document_article_lang` [ RunTime:0.002588s ]
  22. SELECT * FROM `g3ys_document_article_lang` WHERE `subsite_id` = '38' AND `lang` = 'en-US' AND `document_id` = '5125' [ RunTime:0.010374s ]
  23. SHOW FULL COLUMNS FROM `g3ys_document_article_lang` [ RunTime:0.002549s ]
  24. SHOW TABLES LIKE 'g3ys_category_lang' [ RunTime:0.002883s ]
  25. SHOW FULL COLUMNS FROM `g3ys_category_lang` [ RunTime:0.002233s ]
  26. SELECT * FROM `g3ys_category_lang` WHERE `subsite_id` = '38' AND `category_id` = '1462' AND `lang` = 'en-US' LIMIT 1 [ RunTime:0.000887s ]
  27. SELECT * FROM `g3ys_total` WHERE `target_id` = '5125' LIMIT 1 [ RunTime:0.000858s ]
  28. UPDATE `g3ys_total` SET `view_total` = `view_total` + 1 WHERE `target_id` = '5125' [ RunTime:0.001912s ]
  29. SHOW FULL COLUMNS FROM `g3ys_record` [ RunTime:0.005218s ]
  30. SELECT `id` FROM `g3ys_record` WHERE `subsite_id` = '38' AND `type` = 'article' AND `url` = 'https://www.cninsgx.com/micron-storage-industry-ai-core-asset' AND `create_time` >= 1790219160 AND ( `visitor_id` = 'ba4683789510036e263e0382c0cd5e5d' OR `session_id` = '46c01ef8f4bdb33cb434772b2ca00456' ) LIMIT 1 [ RunTime:0.002161s ]
  31. INSERT INTO `g3ys_record` SET `subsite_id` = '38' , `uid` = '0' , `visitor_id` = 'ba4683789510036e263e0382c0cd5e5d' , `session_id` = '46c01ef8f4bdb33cb434772b2ca00456' , `type` = 'article' , `target_id` = '5125' , `target_type` = 0 , `category_id` = '1462' , `title` = 'Structural Shift in Storage: Micron Earnings Reveal AI Core Asset Value' , `url` = 'https://www.cninsgx.com/micron-storage-industry-ai-core-asset' , `path` = '/micron-storage-industry-ai-core-asset' , `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` = '216.73.216.147' , `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` = 1790219220 , `update_time` = 1790219220 [ RunTime:0.004354s ]
  32. SHOW FULL COLUMNS FROM `g3ys_comment` [ RunTime:0.003797s ]
  33. SELECT COUNT(*) AS think_count FROM `g3ys_comment` WHERE `target_id` = '5125' AND `pid` = '0' [ RunTime:0.000813s ]
  34. SELECT * FROM `g3ys_document` WHERE `category_id` = 1462 AND `subsite_id` = 38 AND `pid` = '0' AND `status` = '1' AND ( ( sort > 0) or ( sort = 0 and id < 5125) ) ORDER BY `sort` ASC,`id` DESC LIMIT 1 [ RunTime:0.004044s ]
  35. SELECT * FROM `g3ys_document` WHERE `category_id` = 1462 AND `subsite_id` = 38 AND `pid` = '5048' AND `status` = '1' ORDER BY `sort` ASC,`id` DESC LIMIT 1 [ RunTime:0.002037s ]
  36. SELECT * FROM `g3ys_document_article_lang` WHERE `subsite_id` = '38' AND `lang` = 'en-US' AND `document_id` = '5048' [ RunTime:0.011819s ]
  37. SELECT * FROM `g3ys_document` WHERE `category_id` = 1462 AND `subsite_id` = 38 AND `pid` = '5125' AND `status` = '1' AND `document_type` = 0 ORDER BY `sort` DESC,`id` ASC LIMIT 1 [ RunTime:0.001683s ]
  38. SELECT * FROM `g3ys_document` WHERE `category_id` = 1462 AND `subsite_id` = 38 AND `pid` = '0' AND `status` = '1' AND `document_type` = 0 AND ( ( sort>0 and sort <= 0 and id!=5125) or ( sort = 0 and id > 5125) ) ORDER BY `sort` DESC,`id` ASC LIMIT 1 [ RunTime:0.001856s ]
  39. SELECT * FROM `g3ys_document_article_lang` WHERE `subsite_id` = '38' AND `lang` = 'en-US' AND `document_id` = '5127' [ RunTime:0.009835s ]
  40. SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '38' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.001312s ]
  41. SELECT * FROM `g3ys_total` WHERE `target_id` = '5125' LIMIT 1 [ RunTime:0.000871s ]
  42. SHOW FULL COLUMNS FROM `g3ys_ad_location` [ RunTime:0.003454s ]
  43. SELECT * FROM `g3ys_ad_location` WHERE `name` = 'ad-detail-full' AND `subsite_id` = '38' AND `status` = 1 LIMIT 1 [ RunTime:0.001501s ]
  44. SHOW FULL COLUMNS FROM `g3ys_ad` [ RunTime:0.003422s ]
  45. SELECT * FROM `g3ys_ad` WHERE `subsite_id` = '38' AND `ad_location_id` = '74' AND `status` = 1 AND `device` IN ('all','pc') AND ( `start_time` = 0 OR `start_time` <= 1790219220 ) AND ( `end_time` = 0 OR `end_time` >= 1790219220 ) ORDER BY `sort` DESC,`id` DESC [ RunTime:0.001460s ]
  46. SHOW FULL COLUMNS FROM `g3ys_ad_lang` [ RunTime:0.002844s ]
  47. SELECT * FROM `g3ys_ad_lang` WHERE `ad_id` = 74 AND `subsite_id` = '38' AND `lang` = 'en-US' [ RunTime:0.000986s ]
  48. SHOW FULL COLUMNS FROM `g3ys_ad_lang` [ RunTime:0.003960s ]
  49. SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '38' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.001077s ]
  50. SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '38' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.000929s ]
  51. SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '38' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.000805s ]
0.436197s