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。
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 508 | Founded | 3 years ago | Last Issue | 3 days ago |
| Active | Language |  ZH-CN | |||
Read this Newsletter
raycat.substack.comLatest Issues
评估谷歌财报的三个关键点
资本支出方已经装弹完毕，正在扣动扳机。又添循环融资罪证，AMD投资Anthropic。
Alphabet已经发布了财报，但我们留待晚一天再进行分析。我们应该重点关注财报可能传递的三点重要信息，它们将决定市场反应，并为未来两周的市场定下基调。
宏观经济越不确定，资金越躲进AI领域
中东地区的紧张局势正促使资金重新集中到AI领域，因为这已成为唯一的热门领域。
中东地区的紧张局势正促使资金重新集中到AI领域，因为这已成为唯一的热门领域。
SpaceX文件泄天机，八个吃定“缺电饭”的玩家
电力相关股票可分为不同的层级，每个层级都存在各自的风险回报，核心公司通过一份披露的文件得到了验证。
2008年至2023年，美国发电量年均复合增长率仅为0.1%！15年来，美国的发电量几乎没有增长。
请关注近期这个风险回报比突出的领域
看多还是看衰，这是关键的两周时间
市场上周对Kimi K3和阿里巴巴Qwen3.8 Max的解读，犯了本质的错误。周日我们在分析文章已经有所涉及。优秀的开源模型不会摧毁计算需求 ，而是会转移并扩大需求。
闪亮的市场信号：25倍估值+EPS背离
今天，一项来自中国AI实验室的模型发布，导致AI股抛售潮大幅加剧。
今天，一项来自中国AI实验室的模型发布，导致AI股抛售潮大幅加剧。
Audience Metrics
Subscribers, engagement, traffic and sponsorship for 老猫美股研究.
| Subscribers | Engagement | 76 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
SEO Reach
Where 老猫美股研究 ranks on Google, and how much search traffic it brings in.
| Ranked Keywords | 29 | Monthly Search Traffic | Top Keywords |
|---|
Chart Rankings
How this newsletter ranks in the official Substack charts.
| #171 |
Authors
The writers behind this newsletter.
美股分析，解析个股机会，分享财经洞察。
Frequently Asked Questions
How can I access the email archive for 老猫美股研究?
You can find recent issues that have been published by 老猫美股研究 on Reletter by scrolling up to where it says Latest Issues. Tap on the link for any of the most recent emails or hit More Issues to see older ones.
How many subscribers does 老猫美股研究 have?
To see how many people subscribe to 老猫美股研究, simply upgrade your Reletter account. We provide readership numbers and lots of other stats for this newsletter so you can decide if it's worth reaching out to.
How can I advertise in 老猫美股研究?
Newsletter advertising can be extremely effective when it's done right. Before you pitch 老猫美股研究 as a potential sponsor or partner, make sure that you've done your research and checked its newsletter stats with Reletter.
Then, personalize one of our winning pitching templates and send it to the right person using the contact info provided.
How much does it cost to sponsor a publication like 老猫美股研究?
Newsletter ad rates (or CPM) vary depending on many factors, including industry, number of subscribers, open rate, ad placement and more.
To find out how much an ad will cost, contact 老猫美股研究 using the contact information provided and ask for a copy of their media kit.
How can I find newsletters related to 老猫美股研究?
Scroll up to where it says Related Newsletters to see other publications like 老猫美股研究. You can also search our email newsletter directory to discover other newsletters that cover the topics you're interested in.
How do I contact 老猫美股研究?
Reletter provides this newsletter's website URL above, where you will often find their contact information. We also provide links to associated social media accounts and pitching templates so you can reach out fast.