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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推动AI股继续上涨，三大条件在形成
彭博展示的通胀趋势数据，至少可以推断出联储不会做什么。
7月份的CPI报告“恰到好处”：总体通胀率从3.5%放缓至3.4%，核心CPI保持在五年来的最低水平2.5%。9月份加息的可能性从48%降至36%。我们不能看一个月的数据，下面彭博展示的趋势数据非常值得重视，我们至少推断出联储不会做什么。
这家稀土巨头，是马斯克绕不开的基础材料供应商
MP是本专栏多次分析的资源股，它的战略价值怎么形容都不为过。
历史上最雄心勃勃的工业计划，存在一个致命的缺陷。支撑马斯克帝国的每一个支柱，都离不开一个不起眼的成分：由重稀土金属制成的强力磁体。
融资瓶颈被突破，机构资本准备支持下一轮AI增长
周末的新报道显示，川普可能希望保持对伊朗经济的极限压力，暂不会考虑再动用军事压力。而伊朗方面重申，目前海峡尚不具备自由通行的条件。
周末的新报道显示，川普可能希望保持对伊朗经济的极限压力，暂不会考虑再动用军事压力。而伊朗方面重申，目前海峡尚不具备自由通行的条件。
预测市场上，这家公司将以结构性优势胜出
不要参与预测，要买入基础设施赢家，这是赚取10倍收益的不二法则
每隔一段时间，就会出现一个横空出世的新市场，并以惊人的速度增长，等到大多数投资者反应过来，轻松赚钱的机会早已溜走。
AI不只是生产力工具，而是国家战略资产
各国政府认定某些技术对国家发展战略具有高度的重要性，竞争力不容失去，这样的技术历史上不算太多，比如核能、半导体、卫星、GPS和互联网。
人工智能已经加入了这个行列。在美国政府以国家安全为由下令暂停外国公民使用后，Anthropic公司突然关闭了最新的前沿模型Claude Fable 5和Mythos 5。 消息一出，投资者们纷纷讨论这是否预示着AI前景黯淡。
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美股分析，解析个股机会，分享财经洞察。
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