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。 过去两年来，我的选股高成功率可以帮助大家极大缩小范围圈，节省时间精力： 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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到AI之外检漏，这家玩具商明显估值倒挂
对于不愿再跟风AI的投资者来说，投资传统的现金流企业是个不错的时机
这家玩具制造商肯定属于市场上不受欢迎的企业。如今平板电脑和游戏设备才是孩子们最抢手的东西，而不是过去那些老套乏味的玩具。
盈利增长和股市横盘的最大脱节，何时是个头
日元套利交易风险，需要不同的时间线和机制来消除
目前最显著的不匹配：Q2综合EPS增长率高达52%，是有史以来非衰退时期最高的增长率；而股市自5月份以来却一直横盘整理。
市场焦虑来自于过剩流动性枯竭
过剩流动性的枯竭、两大幕后推手，以及实现流动性转向的一些观察点。
今天下午，伊朗袭击了美国商船和美军后，美国对伊朗发动了新一轮空袭。这是数月来规模最大的一次冲突，导致油价上涨约5%至每桶90美元，10年期国债收益率升至4.8%的新周期高位，股市普遍下跌。
三大市场风险，一个已消除，两个待解决
贴一篇1个多月前的旧文：被逼到墙角，等待反击的时刻
股市今天继续承压，回吐了上周英伟达亮眼财报带来的涨幅。目前，QQQ、SMH、SOXX和AIQ几个代表性的指标均已回落至英伟达发布财报前的水平，标普也回到了5月初的水平。
物理AI投资者指南：六大关键的硬件类别
这是智能手机以来最大的硬件周期，我们需要关注卖铲子锨子的公司。
在AI热潮的第一阶段，智能主要存在于屏幕后。你输入提示，模型给出答案。它可能编写代码、总结文档、生成图像，或帮助你写电邮。
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美股分析，解析个股机会，分享财经洞察。
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