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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最大化核能风口，关注四个价值链上的关键公司(下)
放下现在的股价包袱，以理性乐观者的心态，畅想一下它们未来的发展前景
这篇文章已经搁很久了，可能某些细节需要更新，但大致方向仍有效。核能今年表现很差，持有会非常痛苦。不过核能的投资逻辑没有改变，如果核能是你的部分持仓，那么这篇文章不妨存而待用。
三层关键技术支撑位，在哪里，向何处去？
全球资金循环和杠杆化：一个双向波动的投资世界
周二美股延续了前一天的跌势，人工智能领域的抛售加剧，原因依然是融资和竞争方面的担忧。
最大化核能风口，关注四个价值链上的关键公司(上)
放下现在的股价包袱，以理性乐观者的心态，畅想一下它们未来的发展前景
这篇文章已经搁很久了，可能某些细节需要更新，但大致方向仍有效。核能今年表现很差，持有会非常痛苦。不过核能的投资逻辑没有改变，如果核能是你的部分持仓，那么这篇文章不妨存而待用。
来自中国的消息打击，存储超级周期已破？
真正让人担忧内存周期结束的，将是以下三种情况。
来自中国存储商的一则消息，引发了波及面超过内存供应商的AI股抛售。中国领先的存储商长鑫CXMT宣布，在更高密度的服务器DRAM设计方面取得进展。
OpenAI收入下调200亿？乌龙报道引发的恐慌
三张关键图表：AI需求毫无放缓迹象
周四《金融时报》报道称，OpenAI告知投资者，截至9月底，其年度化收入接近500亿美元，比上月广泛报道的约700亿美元低了约200亿美元。
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美股分析，解析个股机会，分享财经洞察。
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