
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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企业AI采用曲线,关键数据泄露天机
华尔街以熟悉的方式开启了2026年下半年:大量资金从AI基建股撤出,涌入上半年表现不佳的股票。大约一周前,几乎是相同的轮动走势,AI股大跌,而此前遭受重创的软件和服务类股大涨。
在AI代理成为交易主体之前,我们应理解,赢家和输家各自可能是谁?
亚马逊(AMZN)的Rufus现在可以帮你购物了;ChatGPT内置了结账功能;沃尔玛 (WMT)的Sparky也正在从推荐转向交易。
周一,AI股强劲反弹。中东地区惯常的周末冲突再次升级,并在周日晚间达成停火协议,重启和平谈判,这个周末冲突发生、周末解决的模式已经反复了数百次。
周一,AI股强劲反弹。中东地区惯常的周末冲突再次升级,并在周日晚间达成停火协议,重启和平谈判,这个周末冲突发生、周末解决的模式已经反复了数百次。
周五AI股继续受到打击,一个负面消息是OpenAI计划推迟上市到2027年。当然很多人预感这是出问题的征兆,但更大的可能性是,这是管理层做出的一个理性和有利的决定,因为假如推迟上市可以让公司拿到更多的好牌,那么何乐不为。
周五AI股继续受到打击,一个负面消息是OpenAI计划推迟上市到2027年。当然很多人预感这是出问题的征兆,但更大的可能性是,这是管理层做出的一个理性和有利的决定,因为假如推迟上市可以让公司拿到更多的好牌,那么何乐不为。
如果相信AI国防技术是本世纪最重要的投资主题,那么它就是一个绝佳的入口。
国防领域的创业公司Andurill是目前最火的美国创业企业,正在打造未来战争所需的武器:软件优先、原生AI、自主运行且可扩展,其速度是传统国防工业根本无法企及的。
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美股分析,解析个股机会,分享财经洞察。
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