有深度有前瞻的美股分析。预判大趋势，布局高成长公司，解析被低估股票。 过去三年来，持续对市场进行去芜存菁的大势预判，帮助大家认清和坚守方向，随时调整投资策略。 高成功率的选股节省您的时间精力： 85%的选股获得了+10%回报； 45%的选股获得了+50%回报； 30%的选股获得了+100%回报。 2026年我们继续一起度过惊涛骇浪的美股创富历程。
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| Issues | 599 | Founded | 3 years ago | Last Issue | 27 hours ago |
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中期选举重塑AI交易格局
民主党“蓝色浪潮”将减缓AI基建速度
周三市场同样被中期选举的“蓝色浪潮”冲刷，人工智能股暴跌，其他板块则一路飙升。人们会问：AI股热潮是否因为民主党大胜而被终结？
估值和增长的惊人落差｜中期选举后的行情模式
Palantir(PLTR)：持续加速增长的时代落幕？
受伊朗和平前景的提振，油价下跌超过6%，制造业增长强于预期，推动市场走强。和平协议有望通过降低油价、通胀和收益率，进一步缓解AI概念股面临的融资压力。
告别血腥10月，AI交易迎来成败关键时刻
闪迪、Tempus、Vertiv、Reddit等AI股盘点，这一家竟是荒谬的9倍市盈率。
上周五经历了一个惨烈的抛售，周一的美股尽管有来自中东的利好消息刺激，依然反弹力度有限。投资者在中期选举前不愿逢低买入，对AI资本支出的可持续性存在疑虑，市场存在太多不确定因素。
市场完美低估AWS前景；英特尔的下一个支撑位
无需回避，这就是短期阵痛与长期收益间的博弈。
由于亚马逊和英特尔的业绩令人失望，AI概念股大幅下跌，SOXX周五下跌超过8%，目前较6月份高点下跌约28%，接近200日移动均线。
关于谷歌：时间差问题和被忽略的增长点
微软新增支出的回报率接近19%，Alphabet约12%，Meta约8%，资本成本约在9%-10%。
今天股市大幅下跌，纳指领跌，原因是Alphabet和微软的最新财报均令投资者失望。看跌的理由是：它们的AI支出计划超过了利润增长，市场对其惩罚，并预测它们将不得不放缓AI支出。空头认为，这意味着AI泡沫已经破裂。
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美股分析，解析个股机会，分享财经洞察。
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