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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小心，马斯克的野心对这10只股票构成威胁
它们的核心业务恰好与马斯克计划中一些特定的业务环节发生了竞争。
马斯克有一个庞大的计划，“马斯克帝国”包括了人形机器人、太空数据中心/卫星发射、芯片代工、大模型、支付等，完整代表了人类生活下一步的庞大计划。
今天的数据，人们忽略了一个关键解读
没有市盈率扩张，股市一样会涨，只是赢家范围将缩小
昨日强劲的反弹快速转向为今天的一轮全面抛售。原因在于早间公布的强劲经济数据，导致市场预期美联储将在10月和12月的会议上加息，推动10年期国债收益率飙升到5.1%以上，创下2007年以来的最高水平。
准备好AI公司更强悍的Q4业绩数字
还有三个月左右的时间，我们能享受到迟迟未来的估值扩张吗？
Muse下载量强势，将验证AI投资有效性
突破盘整获技术确认｜模型营收仍偏保守
AI营收竞赛：Anthropic加速发展，算力建设持续进行
本周美股强劲开局，整体市场大幅走高。周末一系列利好消息提振了市场对AI支出放缓的担忧，AI股重拾信心。中东紧张局势在周末也略有缓和，推动油价、国债收益率和加息预期走低，改善了整个市场的流动性状况。
超大云商中估值最低，甲骨文何时有望赶上？
本文对甲骨文的估值现状和风险进行更新分析。
甲骨文(ORCL)这家云基础设施公司9月10日盘后公布的第一财季业绩远超预期。这是上周末本专栏提供的分析《AI支出步伐在加快，“风险之王”甲骨文说了什么》：
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美股分析，解析个股机会，分享财经洞察。
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