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 | 475 | Founded | 3 years ago | Last Issue | 6 days ago |
| Active | Language |  ZH-CN | |||
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从技术层面看美股支撑位
伊朗战争有再度升级的趋向，川普明确表示要发动更多打击(俗话说会咬的狗不叫，这样叫喊通常就是心理战)，油价反弹，股市普跌。
伊朗战争有再度升级的趋向，川普明确表示要发动更多打击(俗话说会咬的狗不叫，这样叫喊通常就是心理战)，油价反弹，股市普跌。
一场焦虑造成的抛售，请不要被焦虑整蛊
提前参与上市盛宴，这个OpenAI的投资后门依然有效
AI股开盘大幅走高，SMH上涨超过3%，似乎有望延续周一强劲的反弹势头。然而中午涨幅消失殆尽。下午涨幅转为跌幅。
这就是AI泡沫被爆的最大风险点
上一次科技领域像今天这样涌入大量资本时，纳指暴跌了78%，花15年才恢复过来。那是互联网泡沫时期。如今，AI泡沫也已经到处冒泡。
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英伟达赚得盆满钵满，黄仁勋认为Blackwell芯片蕴藏着“万亿美元”的商机。
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博通和Marvell业绩屡创新高。
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甲骨文公布了5530亿美元的剩余履约义务。
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五家超大数据中心运营商仅今年一年就在AI基础设施上投入了超过5000亿美元。
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OpenAI和Anthropic都在筹备今年1万亿美元的IPO...
白宫的现实扭力场，最被低估的AI势力
锁定康宁产能，凸显光纤供应瓶颈
锁定康宁产能，凸显光纤供应瓶颈
比特币死区，时间窗口已现身
一种资产在没有任何打击的情况下跌15%，只说明抛压是结构性和系统性的
今年2月23日我写过《比特币的路径，我修正了自己的看法》，对今年的表现不是很看好，因为各方面因素都不支持这个共识性资产今年的走高，并且我基于四年周期提供了一个可能的转机时间点。
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Authors
The writers behind this newsletter.
美股分析，解析个股机会，分享财经洞察。
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