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大妮儿
05-08
Replying to
@帅帅的爸爸
:正常调整//
@帅帅的爸爸
:业绩大超预期股价却扑街,明摆着就是借利好出货
大妮儿
04-24
扩产都没扩完,下游需求也还没释放,Rubin,TPU都没出货呢,英特尔amd的设备也要内存,再冒出来一个特斯拉。内存供需缺口一定是持续超预期。有机构计算,按当前股价今年能到3倍市盈率,如果按10倍算,股价还有3.3x的空间。
大妮儿
04-24
没事折腾他干啥呢?高景气行业盯着行业拐点,其他时间不用折腾
大妮儿
03-19
战争历来就是短期扰动,去年就是川普送的礼,4月加的仓年底翻倍了。今年也是一样,超级景气周期遇到强外部扰动,这个黄金坑还不满仓,浪费机会。我把仓位集中到了弹性最大的AI标的,账户已经接近前高了。
大妮儿
03-06
Replying to
@美港探案
:你先看看市盈率再说话吧,量价齐升的超级景气企业,10倍市盈率哪里高呢?你看国内相关产业,150倍-300倍比比皆是,哪个行业地位能像海力士和三星?全球AI行业有停止或者反转的迹象吗?看着结果瞎分析。//
@美港探案
:这两天,韩国股市遭遇史诗级暴跌,两日暴跌近20%,一度触发熔断。 这种级别的恐慌,上一次见到还是在2008年的金融危机。 很多人喜欢把暴跌原因,归结为中东冲突。 其实这么想就简单了,外部炮火只是一个扳机,真正扣动它的,是韩国资本市场内部极度扭曲的系统脆弱性。 我们可以把它拆解为两重致命的矛盾。 第一重,是虚高预期与成本的对撞。 过去一年,韩国股市是全球最风光的赛道之一。 因为踩中了AI爆发的风口,存储芯片的狂热把大盘推到了一个极度危险的高位。 这就像一个吹得极其饱满的气球,表面光鲜,但张力已经到了极限。 而与此同时,韩国极其依赖外部能源。中东局势一旦恶化,原油价格飙升,对于这个全球第八大原油消费国来说,就是直接切断了制造业的利润动脉。 一边是透支未来的高估值,一边是瞬间承压的进口成本。稍微有点风吹草动,资本的第一反应绝对是落袋为安。 第二重,是人性贪婪引发的系统踩踏。 如果只是机构撤资,跌幅绝不会这么惨烈。真正让市场血流成河的,是高杠杆下的散户爆仓。 韩国人是全球范围内,最喜欢借钱炒股的人群,没有之一,尤其是散户加杠杆投资,非常激进。 数据显示,全韩融资贷款余额已接近 28万亿韩元(约合200多亿美元),这在韩国股市历史中处于极高位。同时,韩国散户通过“信用贷款”或“零
大妮儿
01-22
看清楚大的逻辑,一朝一夕的涨跌不需要去关注。这东西就是存量博弈,涨价的原因就是供不应求且产能补不上来,景气周期哪这么快结束,行情至少一年没问题
大妮儿
01-14
他还买茅台呢,需要的多吗?老登就别评论小登的事了,都不一个频道
抱歉,原内容已删除
大妮儿
01-12
这篇文章不错,转发给大家看看
@美股投资网:美股2026年必买10只股【中集】不为人知的潜力公司
大妮儿
01-05
不错
@美股投资网:在真正谈论个股之前,有一件事,比“买什么股”更重要——那就是:先看清 2026 年的大方向。 2026年将是美股的真正“分水岭”。全球经济与技术的底层逻辑将经历深刻变革,技术创新将从“概念炒作”过渡到“实质落地”。 在这条分水岭上,靠故事撑估值的公司会被加速淘汰;而那些拥有清晰商业模式、真实需求、以及长期护城河的企业,才会成为下一轮市场增长的核心支点。 为了把这个转折点看得足够清楚,美股投资网这段时间做了大量扎实而枯燥的工作。 我翻阅了华尔街最近三个月出炉的近几十份年度展望,从摩根斯坦利、高盛的盈利模型,到贝莱德的宏观资产配置偏好,从大型科技公司的资本开支节奏,到初创科技公司商业化路径的细微变化,甚至连财报中那些被多数人忽略的小数据,我都一一对照、反复推演。 最终,我梳理出了——2026 年美股的五大核心主线。我希望能让你先人一步,看到未来! 文章开始前祝大家圣诞快乐,美股投资网团队也趁着这机会,推出了全新的服务——Top Stock 强势上涨股清单,这是由我们AI量化分析团队打造的美股推介组合,自推出以来投资组合总回报高达 234.21%,远超同期标普500指数的 81.15%。 Image 我们通过大数据与 AI 多因子模型,结合公司基本面、股价趋势、机构资金流向与严格回测机制,从海量美股中筛选出最具长期上涨潜力的优质公司,分为大市值,中市值和小市值三个不同档位。 Image 每一家美股 公司都提供明确的Buy Point 参考、目标价区间与 0–100 分的综合评分,并在趋势变化时给出及时卖出提醒。无需盯盘、适合中长线投资者,不靠情绪,用数据与纪律,帮你构建一个真正跑赢市场的长期投资组合。 Image 主线一:太空经济 之所以把太空经济列为2026年五大主线的首位,是因为大多数投资者对这个板块存在严重误解。很多人一提到“太空”,脑海里浮现的往往是马斯克、贝索斯这些亿万
大妮儿
2025-12-10
同样的坑,傻子才会跌倒两次,即使有采购量,也会有限而且不可持续,中国政府要求的是自主可控,美国想把中国竞争对手消灭在商业化的早期阶段,套路太老了,
大妮儿
2025-11-25
即使没到位,也差不多了
大妮儿
2025-10-16
5倍杠杆,考验人性的利器
大妮儿
2025-10-02
$紫金黄金国际(02259)$
开仓还是等回调吧,如果有仓位我觉得可以拿着,黄金后市还有行情
大妮儿
2025-07-16
$特斯拉(TSLA)$
利好
大妮儿
2025-06-30
等着回本
大妮儿
2025-02-21
目前这市场氛围,可以打一下
大妮儿
2025-02-08
宇树在不在?
抱歉,原内容已删除
大妮儿
2025-02-07
收藏明年看
抱歉,原内容已删除
大妮儿
2025-02-06
AI应用层中国优势大,机器人产业链估计又是一场类似新能源的行情
大妮儿
2025-02-06
$美国超微公司(AMD)$
短期不会有什么起色
去老虎APP查看更多动态
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to <a href=\"https://laohu8.com/U/3561899791972822\">@帅帅的爸爸</a>:正常调整//<a href=\"https://laohu8.com/U/3561899791972822\">@帅帅的爸爸</a>:业绩大超预期股价却扑街,明摆着就是借利好出货","listText":"Replying to <a href=\"https://laohu8.com/U/3561899791972822\">@帅帅的爸爸</a>:正常调整//<a href=\"https://laohu8.com/U/3561899791972822\">@帅帅的爸爸</a>:业绩大超预期股价却扑街,明摆着就是借利好出货","text":"Replying to 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href=\"https://laohu8.com/U/3505879823026033\">@美港探案</a>:这两天,韩国股市遭遇史诗级暴跌,两日暴跌近20%,一度触发熔断。 这种级别的恐慌,上一次见到还是在2008年的金融危机。 很多人喜欢把暴跌原因,归结为中东冲突。 其实这么想就简单了,外部炮火只是一个扳机,真正扣动它的,是韩国资本市场内部极度扭曲的系统脆弱性。 我们可以把它拆解为两重致命的矛盾。 第一重,是虚高预期与成本的对撞。 过去一年,韩国股市是全球最风光的赛道之一。 因为踩中了AI爆发的风口,存储芯片的狂热把大盘推到了一个极度危险的高位。 这就像一个吹得极其饱满的气球,表面光鲜,但张力已经到了极限。 而与此同时,韩国极其依赖外部能源。中东局势一旦恶化,原油价格飙升,对于这个全球第八大原油消费国来说,就是直接切断了制造业的利润动脉。 一边是透支未来的高估值,一边是瞬间承压的进口成本。稍微有点风吹草动,资本的第一反应绝对是落袋为安。 第二重,是人性贪婪引发的系统踩踏。 如果只是机构撤资,跌幅绝不会这么惨烈。真正让市场血流成河的,是高杠杆下的散户爆仓。 韩国人是全球范围内,最喜欢借钱炒股的人群,没有之一,尤其是散户加杠杆投资,非常激进。 数据显示,全韩融资贷款余额已接近 28万亿韩元(约合200多亿美元),这在韩国股市历史中处于极高位。同时,韩国散户通过“信用贷款”或“零","text":"Replying to @美港探案:你先看看市盈率再说话吧,量价齐升的超级景气企业,10倍市盈率哪里高呢?你看国内相关产业,150倍-300倍比比皆是,哪个行业地位能像海力士和三星?全球AI行业有停止或者反转的迹象吗?看着结果瞎分析。//@美港探案:这两天,韩国股市遭遇史诗级暴跌,两日暴跌近20%,一度触发熔断。 这种级别的恐慌,上一次见到还是在2008年的金融危机。 很多人喜欢把暴跌原因,归结为中东冲突。 其实这么想就简单了,外部炮火只是一个扳机,真正扣动它的,是韩国资本市场内部极度扭曲的系统脆弱性。 我们可以把它拆解为两重致命的矛盾。 第一重,是虚高预期与成本的对撞。 过去一年,韩国股市是全球最风光的赛道之一。 因为踩中了AI爆发的风口,存储芯片的狂热把大盘推到了一个极度危险的高位。 这就像一个吹得极其饱满的气球,表面光鲜,但张力已经到了极限。 而与此同时,韩国极其依赖外部能源。中东局势一旦恶化,原油价格飙升,对于这个全球第八大原油消费国来说,就是直接切断了制造业的利润动脉。 一边是透支未来的高估值,一边是瞬间承压的进口成本。稍微有点风吹草动,资本的第一反应绝对是落袋为安。 第二重,是人性贪婪引发的系统踩踏。 如果只是机构撤资,跌幅绝不会这么惨烈。真正让市场血流成河的,是高杠杆下的散户爆仓。 韩国人是全球范围内,最喜欢借钱炒股的人群,没有之一,尤其是散户加杠杆投资,非常激进。 数据显示,全韩融资贷款余额已接近 28万亿韩元(约合200多亿美元),这在韩国股市历史中处于极高位。同时,韩国散户通过“信用贷款”或“零","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/539750040339272","isVote":1,"tweetType":1,"viewCount":1592,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000463","authorId":"9000000000000463","name":"MurrayBulwer","avatar":"https://static.tigerbbs.com/86339b64cf42eeac7905c45fdbbed7fb","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000463","idStr":"9000000000000463"},"content":"市盈率10倍真不高,AI风口还在吹!","text":"市盈率10倍真不高,AI风口还在吹!","html":"市盈率10倍真不高,AI风口还在吹!"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":524547990380912,"gmtCreate":1769090069933,"gmtModify":1769090072887,"author":{"id":"3536855912478993","authorId":"3536855912478993","name":"大妮儿","avatar":"https://static.tigerbbs.com/00bb12446f72a8662bfcea127b163f10","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3536855912478993","idStr":"3536855912478993"},"themes":[],"title":"","htmlText":"看清楚大的逻辑,一朝一夕的涨跌不需要去关注。这东西就是存量博弈,涨价的原因就是供不应求且产能补不上来,景气周期哪这么快结束,行情至少一年没问题","listText":"看清楚大的逻辑,一朝一夕的涨跌不需要去关注。这东西就是存量博弈,涨价的原因就是供不应求且产能补不上来,景气周期哪这么快结束,行情至少一年没问题","text":"看清楚大的逻辑,一朝一夕的涨跌不需要去关注。这东西就是存量博弈,涨价的原因就是供不应求且产能补不上来,景气周期哪这么快结束,行情至少一年没问题","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/524547990380912","isVote":1,"tweetType":1,"viewCount":2697,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4204802400643660","authorId":"4204802400643660","name":"叁陆玖","avatar":"https://static.tigerbbs.com/5a61cb1fc8302cd28e8e2f9dd40fd661","crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"4204802400643660","idStr":"4204802400643660"},"content":"一年半到两年都没问题","text":"一年半到两年都没问题","html":"一年半到两年都没问题"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":521705307377936,"gmtCreate":1768386621962,"gmtModify":1768386627419,"author":{"id":"3536855912478993","authorId":"3536855912478993","name":"大妮儿","avatar":"https://static.tigerbbs.com/00bb12446f72a8662bfcea127b163f10","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3536855912478993","idStr":"3536855912478993"},"themes":[],"title":"","htmlText":"他还买茅台呢,需要的多吗?老登就别评论小登的事了,都不一个频道","listText":"他还买茅台呢,需要的多吗?老登就别评论小登的事了,都不一个频道","text":"他还买茅台呢,需要的多吗?老登就别评论小登的事了,都不一个频道","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/521705307377936","repostId":"2603685690","repostType":2,"isVote":1,"tweetType":1,"viewCount":2066,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3496918396089360","authorId":"3496918396089360","name":"武装的刺猬","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"3496918396089360","idStr":"3496918396089360"},"content":"茅台需求量不小,年收入50万以上的人群,逢年过节,日常接待点重要的朋友,基本还得是茅台,茅台从来都不是给一般人准备的。","text":"茅台需求量不小,年收入50万以上的人群,逢年过节,日常接待点重要的朋友,基本还得是茅台,茅台从来都不是给一般人准备的。","html":"茅台需求量不小,年收入50万以上的人群,逢年过节,日常接待点重要的朋友,基本还得是茅台,茅台从来都不是给一般人准备的。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":521017108129000,"gmtCreate":1768230149422,"gmtModify":1768230154734,"author":{"id":"3536855912478993","authorId":"3536855912478993","name":"大妮儿","avatar":"https://static.tigerbbs.com/00bb12446f72a8662bfcea127b163f10","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3536855912478993","idStr":"3536855912478993"},"themes":[],"title":"","htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/521017108129000","repostId":"520338910089720","repostType":1,"repost":{"id":520338910089720,"gmtCreate":1768011294426,"gmtModify":1768190185939,"author":{"id":"3478213283465426","authorId":"3478213283465426","name":"美股投资网","avatar":"https://static.tigerbbs.com/a1bfd2cf1aa240d7058795c83d419510","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3478213283465426","idStr":"3478213283465426"},"themes":[],"title":"美股2026年必买10只股【中集】不为人知的潜力公司","htmlText":"如果你错过了上期《2026 年必买股(上集)》,那你已经与 6 强势 家公司擦肩而过,文章发布后5 家已经显著上涨。其中RDW 累计涨幅达 53%;ONDS 涨幅更是高达 78%。文章回顾:美股 2026年五大投资主题!千万别错过!美股 2026年10家不为人知的潜力公司【上集】今天我们将继续揭晓 另外 4 只尚未被市场充分认知的潜力股(中集),这些公司同样具备清晰的产业逻辑与成长空间。在正式公布名单之前,我们先来复盘 2025 年《必买 13 只美股》的真实战绩。为了尽可能客观、透明地呈现结果,我们采用了 两种不同的统计方式。第一种计算方式:以年初发文发布时的推介入场价为起点,以 2025 年 12 月 31 日的收盘价作为统计终点。最终结果显示:13 只股中,11 只实现上涨,整体胜率高达 85%;3 只股实现翻倍,另有 6 只涨幅超过 50%。第二种,依旧以年初推介价为基准,但这一次,我们统计的是一年内的最高涨幅。原因很简单——在股价于高位实现翻倍时,理性的投资者都会选择止盈, 而非死守到年末。结果,比第一种统计方式更加惊人:CRDO 累计最高涨幅 218%;CLS 累计最高涨幅 290%;MU 累计最高涨幅 223%;INOD 累计最高涨幅 168%。最终统计结果显示:13 只股全部实现上涨,胜率 100%; 8 只股在一年内翻倍。电力基础设施公司AEP <a href=\"https://laohu8.com/S/AEP\">$美国电力(AEP)$</a>第一只是American Electric Power,中文名称是美国电力,美股代号AEP。AI 的尽头是电力。为了支撑数万亿次的逻辑运算,芯片里的晶体管必须高速开关,这本质上是将海量电能转化为算力与热量的过程。但全美当前的痛点在于“送电难”:数据中心建设太快,电网带宽严重滞后。谁能把跨州的高压电稳准狠地送","listText":"如果你错过了上期《2026 年必买股(上集)》,那你已经与 6 强势 家公司擦肩而过,文章发布后5 家已经显著上涨。其中RDW 累计涨幅达 53%;ONDS 涨幅更是高达 78%。文章回顾:美股 2026年五大投资主题!千万别错过!美股 2026年10家不为人知的潜力公司【上集】今天我们将继续揭晓 另外 4 只尚未被市场充分认知的潜力股(中集),这些公司同样具备清晰的产业逻辑与成长空间。在正式公布名单之前,我们先来复盘 2025 年《必买 13 只美股》的真实战绩。为了尽可能客观、透明地呈现结果,我们采用了 两种不同的统计方式。第一种计算方式:以年初发文发布时的推介入场价为起点,以 2025 年 12 月 31 日的收盘价作为统计终点。最终结果显示:13 只股中,11 只实现上涨,整体胜率高达 85%;3 只股实现翻倍,另有 6 只涨幅超过 50%。第二种,依旧以年初推介价为基准,但这一次,我们统计的是一年内的最高涨幅。原因很简单——在股价于高位实现翻倍时,理性的投资者都会选择止盈, 而非死守到年末。结果,比第一种统计方式更加惊人:CRDO 累计最高涨幅 218%;CLS 累计最高涨幅 290%;MU 累计最高涨幅 223%;INOD 累计最高涨幅 168%。最终统计结果显示:13 只股全部实现上涨,胜率 100%; 8 只股在一年内翻倍。电力基础设施公司AEP <a href=\"https://laohu8.com/S/AEP\">$美国电力(AEP)$</a>第一只是American Electric Power,中文名称是美国电力,美股代号AEP。AI 的尽头是电力。为了支撑数万亿次的逻辑运算,芯片里的晶体管必须高速开关,这本质上是将海量电能转化为算力与热量的过程。但全美当前的痛点在于“送电难”:数据中心建设太快,电网带宽严重滞后。谁能把跨州的高压电稳准狠地送","text":"如果你错过了上期《2026 年必买股(上集)》,那你已经与 6 强势 家公司擦肩而过,文章发布后5 家已经显著上涨。其中RDW 累计涨幅达 53%;ONDS 涨幅更是高达 78%。文章回顾:美股 2026年五大投资主题!千万别错过!美股 2026年10家不为人知的潜力公司【上集】今天我们将继续揭晓 另外 4 只尚未被市场充分认知的潜力股(中集),这些公司同样具备清晰的产业逻辑与成长空间。在正式公布名单之前,我们先来复盘 2025 年《必买 13 只美股》的真实战绩。为了尽可能客观、透明地呈现结果,我们采用了 两种不同的统计方式。第一种计算方式:以年初发文发布时的推介入场价为起点,以 2025 年 12 月 31 日的收盘价作为统计终点。最终结果显示:13 只股中,11 只实现上涨,整体胜率高达 85%;3 只股实现翻倍,另有 6 只涨幅超过 50%。第二种,依旧以年初推介价为基准,但这一次,我们统计的是一年内的最高涨幅。原因很简单——在股价于高位实现翻倍时,理性的投资者都会选择止盈, 而非死守到年末。结果,比第一种统计方式更加惊人:CRDO 累计最高涨幅 218%;CLS 累计最高涨幅 290%;MU 累计最高涨幅 223%;INOD 累计最高涨幅 168%。最终统计结果显示:13 只股全部实现上涨,胜率 100%; 8 只股在一年内翻倍。电力基础设施公司AEP $美国电力(AEP)$第一只是American Electric Power,中文名称是美国电力,美股代号AEP。AI 的尽头是电力。为了支撑数万亿次的逻辑运算,芯片里的晶体管必须高速开关,这本质上是将海量电能转化为算力与热量的过程。但全美当前的痛点在于“送电难”:数据中心建设太快,电网带宽严重滞后。谁能把跨州的高压电稳准狠地送","images":[{"img":"https://static.tigerbbs.com/952c83b8170461e8c347d12573a4dc59"},{"img":"https://static.tigerbbs.com/f655f6b641a2cbd08360a48c1783d596"},{"img":"https://static.tigerbbs.com/570071504f89fe3aca3093268bc95e35"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/520338910089720","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":28,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2450,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":518235357504744,"gmtCreate":1767551591589,"gmtModify":1767551593731,"author":{"id":"3536855912478993","authorId":"3536855912478993","name":"大妮儿","avatar":"https://static.tigerbbs.com/00bb12446f72a8662bfcea127b163f10","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3536855912478993","idStr":"3536855912478993"},"themes":[],"title":"","htmlText":"不错","listText":"不错","text":"不错","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/518235357504744","repostId":"514794862519184","repostType":1,"repost":{"id":514794862519184,"gmtCreate":1766712707060,"gmtModify":1766727906571,"author":{"id":"3478213283465426","authorId":"3478213283465426","name":"美股投资网","avatar":"https://static.tigerbbs.com/a1bfd2cf1aa240d7058795c83d419510","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3478213283465426","idStr":"3478213283465426"},"themes":[],"title":"美股 2026年五大投资主题!千万别错过!","htmlText":"\n \n \n 在真正谈论个股之前,有一件事,比“买什么股”更重要——那就是:先看清 2026 年的大方向。 2026年将是美股的真正“分水岭”。全球经济与技术的底层逻辑将经历深刻变革,技术创新将从“概念炒作”过渡到“实质落地”。 在这条分水岭上,靠故事撑估值的公司会被加速淘汰;而那些拥有清晰商业模式、真实需求、以及长期护城河的企业,才会成为下一轮市场增长的核心支点。 为了把这个转折点看得足够清楚,美股投资网这段时间做了大量扎实而枯燥的工作。 我翻阅了华尔街最近三个月出炉的近几十份年度展望,从摩根斯坦利、高盛的盈利模型,到贝莱德的宏观资产配置偏好,从大型科技公司的资本开支节奏,到初创科技公司商业化路径的细微变化,甚至连财报中那些被多数人忽略的小数据,我都一一对照、反复推演。 最终,我梳理出了——2026 年美股的五大核心主线。我希望能让你先人一步,看到未来! 文章开始前祝大家圣诞快乐,美股投资网团队也趁着这机会,推出了全新的服务——Top Stock 强势上涨股清单,这是由我们AI量化分析团队打造的美股推介组合,自推出以来投资组合总回报高达 234.21%,远超同期标普500指数的 81.15%。 Image 我们通过大数据与 AI 多因子模型,结合公司基本面、股价趋势、机构资金流向与严格回测机制,从海量美股中筛选出最具长期上涨潜力的优质公司,分为大市值,中市值和小市值三个不同档位。 Image 每一家美股 公司都提供明确的Buy Point 参考、目标价区间与 0–100 分的综合评分,并在趋势变化时给出及时卖出提醒。无需盯盘、适合中长线投资者,不靠情绪,用数据与纪律,帮你构建一个真正跑赢市场的长期投资组合。 Image 主线一:太空经济 之所以把太空经济列为2026年五大主线的首位,是因为大多数投资者对这个板块存在严重误解。很多人一提到“太空”,脑海里浮现的往往是马斯克、贝索斯这些亿万\n \n","listText":"在真正谈论个股之前,有一件事,比“买什么股”更重要——那就是:先看清 2026 年的大方向。 2026年将是美股的真正“分水岭”。全球经济与技术的底层逻辑将经历深刻变革,技术创新将从“概念炒作”过渡到“实质落地”。 在这条分水岭上,靠故事撑估值的公司会被加速淘汰;而那些拥有清晰商业模式、真实需求、以及长期护城河的企业,才会成为下一轮市场增长的核心支点。 为了把这个转折点看得足够清楚,美股投资网这段时间做了大量扎实而枯燥的工作。 我翻阅了华尔街最近三个月出炉的近几十份年度展望,从摩根斯坦利、高盛的盈利模型,到贝莱德的宏观资产配置偏好,从大型科技公司的资本开支节奏,到初创科技公司商业化路径的细微变化,甚至连财报中那些被多数人忽略的小数据,我都一一对照、反复推演。 最终,我梳理出了——2026 年美股的五大核心主线。我希望能让你先人一步,看到未来! 文章开始前祝大家圣诞快乐,美股投资网团队也趁着这机会,推出了全新的服务——Top Stock 强势上涨股清单,这是由我们AI量化分析团队打造的美股推介组合,自推出以来投资组合总回报高达 234.21%,远超同期标普500指数的 81.15%。 Image 我们通过大数据与 AI 多因子模型,结合公司基本面、股价趋势、机构资金流向与严格回测机制,从海量美股中筛选出最具长期上涨潜力的优质公司,分为大市值,中市值和小市值三个不同档位。 Image 每一家美股 公司都提供明确的Buy Point 参考、目标价区间与 0–100 分的综合评分,并在趋势变化时给出及时卖出提醒。无需盯盘、适合中长线投资者,不靠情绪,用数据与纪律,帮你构建一个真正跑赢市场的长期投资组合。 Image 主线一:太空经济 之所以把太空经济列为2026年五大主线的首位,是因为大多数投资者对这个板块存在严重误解。很多人一提到“太空”,脑海里浮现的往往是马斯克、贝索斯这些亿万","text":"在真正谈论个股之前,有一件事,比“买什么股”更重要——那就是:先看清 2026 年的大方向。 2026年将是美股的真正“分水岭”。全球经济与技术的底层逻辑将经历深刻变革,技术创新将从“概念炒作”过渡到“实质落地”。 在这条分水岭上,靠故事撑估值的公司会被加速淘汰;而那些拥有清晰商业模式、真实需求、以及长期护城河的企业,才会成为下一轮市场增长的核心支点。 为了把这个转折点看得足够清楚,美股投资网这段时间做了大量扎实而枯燥的工作。 我翻阅了华尔街最近三个月出炉的近几十份年度展望,从摩根斯坦利、高盛的盈利模型,到贝莱德的宏观资产配置偏好,从大型科技公司的资本开支节奏,到初创科技公司商业化路径的细微变化,甚至连财报中那些被多数人忽略的小数据,我都一一对照、反复推演。 最终,我梳理出了——2026 年美股的五大核心主线。我希望能让你先人一步,看到未来! 文章开始前祝大家圣诞快乐,美股投资网团队也趁着这机会,推出了全新的服务——Top Stock 强势上涨股清单,这是由我们AI量化分析团队打造的美股推介组合,自推出以来投资组合总回报高达 234.21%,远超同期标普500指数的 81.15%。 Image 我们通过大数据与 AI 多因子模型,结合公司基本面、股价趋势、机构资金流向与严格回测机制,从海量美股中筛选出最具长期上涨潜力的优质公司,分为大市值,中市值和小市值三个不同档位。 Image 每一家美股 公司都提供明确的Buy Point 参考、目标价区间与 0–100 分的综合评分,并在趋势变化时给出及时卖出提醒。无需盯盘、适合中长线投资者,不靠情绪,用数据与纪律,帮你构建一个真正跑赢市场的长期投资组合。 Image 主线一:太空经济 之所以把太空经济列为2026年五大主线的首位,是因为大多数投资者对这个板块存在严重误解。很多人一提到“太空”,脑海里浮现的往往是马斯克、贝索斯这些亿万","images":[{"img":"https://static.tigerbbs.com/6641ff411542bbf30c09bad895a99cf6","width":"946","height":"512"},{"img":"https://static.tigerbbs.com/37bfb66b55ecddbb5d4c76e5cfd4c31a","width":"1080","height":"1450"},{"img":"https://static.tigerbbs.com/86e724823023fc916f8ac3d1398fa496","width":"640","height":"640"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/514794862519184","isVote":1,"tweetType":2,"object":{"id":"d45c7467d7f04971be8b4bf83cc4374c","tweetId":"514794862519184","videoUrl":"https://1254107296.vod2.myqcloud.com/b94982e0voduse1254107296/3c86fc7c5145403710250664648/bheZQ1JwcucA.mp4","poster":"https://static.tigerbbs.com/dcb45a241075df074de836a1c52e22f5"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":33,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2647,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":509357585580224,"gmtCreate":1765340964594,"gmtModify":1765341126926,"author":{"id":"3536855912478993","authorId":"3536855912478993","name":"大妮儿","avatar":"https://static.tigerbbs.com/00bb12446f72a8662bfcea127b163f10","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3536855912478993","idStr":"3536855912478993"},"themes":[],"title":"","htmlText":"同样的坑,傻子才会跌倒两次,即使有采购量,也会有限而且不可持续,中国政府要求的是自主可控,美国想把中国竞争对手消灭在商业化的早期阶段,套路太老了,","listText":"同样的坑,傻子才会跌倒两次,即使有采购量,也会有限而且不可持续,中国政府要求的是自主可控,美国想把中国竞争对手消灭在商业化的早期阶段,套路太老了,","text":"同样的坑,傻子才会跌倒两次,即使有采购量,也会有限而且不可持续,中国政府要求的是自主可控,美国想把中国竞争对手消灭在商业化的早期阶段,套路太老了,","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/509357585580224","isVote":1,"tweetType":1,"viewCount":2023,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274809858351","authorId":"3479274809858351","name":"Thatway","avatar":"https://static.laohu8.com/picture172","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3479274809858351","idStr":"3479274809858351"},"content":"这波套路确实过时了,自主可控才是硬道理!","text":"这波套路确实过时了,自主可控才是硬道理!","html":"这波套路确实过时了,自主可控才是硬道理!"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":504001951400608,"gmtCreate":1764057761097,"gmtModify":1764057763803,"author":{"id":"3536855912478993","authorId":"3536855912478993","name":"大妮儿","avatar":"https://static.tigerbbs.com/00bb12446f72a8662bfcea127b163f10","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3536855912478993","idStr":"3536855912478993"},"themes":[],"title":"","htmlText":" 即使没到位,也差不多了","listText":" 即使没到位,也差不多了","text":"即使没到位,也差不多了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/504001951400608","isVote":1,"tweetType":1,"viewCount":2350,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":489889995719208,"gmtCreate":1760629655835,"gmtModify":1760629658289,"author":{"id":"3536855912478993","authorId":"3536855912478993","name":"大妮儿","avatar":"https://static.tigerbbs.com/00bb12446f72a8662bfcea127b163f10","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3536855912478993","idStr":"3536855912478993"},"themes":[],"title":"","htmlText":"5倍杠杆,考验人性的利器","listText":"5倍杠杆,考验人性的利器","text":"5倍杠杆,考验人性的利器","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/489889995719208","isVote":1,"tweetType":1,"viewCount":2086,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":484868796400296,"gmtCreate":1759404757836,"gmtModify":1759404759798,"author":{"id":"3536855912478993","authorId":"3536855912478993","name":"大妮儿","avatar":"https://static.tigerbbs.com/00bb12446f72a8662bfcea127b163f10","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3536855912478993","idStr":"3536855912478993"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02259\">$紫金黄金国际(02259)$</a> 开仓还是等回调吧,如果有仓位我觉得可以拿着,黄金后市还有行情","listText":"<a href=\"https://laohu8.com/S/02259\">$紫金黄金国际(02259)$</a> 开仓还是等回调吧,如果有仓位我觉得可以拿着,黄金后市还有行情","text":"$紫金黄金国际(02259)$ 开仓还是等回调吧,如果有仓位我觉得可以拿着,黄金后市还有行情","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/484868796400296","isVote":1,"tweetType":1,"viewCount":2725,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":457063730577728,"gmtCreate":1752625083827,"gmtModify":1752625085155,"author":{"id":"3536855912478993","authorId":"3536855912478993","name":"大妮儿","avatar":"https://static.tigerbbs.com/00bb12446f72a8662bfcea127b163f10","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3536855912478993","idStr":"3536855912478993"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> 利好","listText":"<a 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无论哪个方向,可以降低风险。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/259562514743488","isVote":1,"tweetType":1,"viewCount":4941,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":524547990380912,"gmtCreate":1769090069933,"gmtModify":1769090072887,"author":{"id":"3536855912478993","authorId":"3536855912478993","name":"大妮儿","avatar":"https://static.tigerbbs.com/00bb12446f72a8662bfcea127b163f10","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3536855912478993","authorIdStr":"3536855912478993"},"themes":[],"title":"","htmlText":"看清楚大的逻辑,一朝一夕的涨跌不需要去关注。这东西就是存量博弈,涨价的原因就是供不应求且产能补不上来,景气周期哪这么快结束,行情至少一年没问题","listText":"看清楚大的逻辑,一朝一夕的涨跌不需要去关注。这东西就是存量博弈,涨价的原因就是供不应求且产能补不上来,景气周期哪这么快结束,行情至少一年没问题","text":"看清楚大的逻辑,一朝一夕的涨跌不需要去关注。这东西就是存量博弈,涨价的原因就是供不应求且产能补不上来,景气周期哪这么快结束,行情至少一年没问题","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/524547990380912","isVote":1,"tweetType":1,"viewCount":2697,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4204802400643660","authorId":"4204802400643660","name":"叁陆玖","avatar":"https://static.tigerbbs.com/5a61cb1fc8302cd28e8e2f9dd40fd661","crmLevel":5,"crmLevelSwitch":0,"idStr":"4204802400643660","authorIdStr":"4204802400643660"},"content":"一年半到两年都没问题","text":"一年半到两年都没问题","html":"一年半到两年都没问题"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":556891979387032,"gmtCreate":1776988556415,"gmtModify":1776988559608,"author":{"id":"3536855912478993","authorId":"3536855912478993","name":"大妮儿","avatar":"https://static.tigerbbs.com/00bb12446f72a8662bfcea127b163f10","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3536855912478993","authorIdStr":"3536855912478993"},"themes":[],"title":"","htmlText":"扩产都没扩完,下游需求也还没释放,Rubin,TPU都没出货呢,英特尔amd的设备也要内存,再冒出来一个特斯拉。内存供需缺口一定是持续超预期。有机构计算,按当前股价今年能到3倍市盈率,如果按10倍算,股价还有3.3x的空间。","listText":"扩产都没扩完,下游需求也还没释放,Rubin,TPU都没出货呢,英特尔amd的设备也要内存,再冒出来一个特斯拉。内存供需缺口一定是持续超预期。有机构计算,按当前股价今年能到3倍市盈率,如果按10倍算,股价还有3.3x的空间。","text":"扩产都没扩完,下游需求也还没释放,Rubin,TPU都没出货呢,英特尔amd的设备也要内存,再冒出来一个特斯拉。内存供需缺口一定是持续超预期。有机构计算,按当前股价今年能到3倍市盈率,如果按10倍算,股价还有3.3x的空间。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/556891979387032","isVote":1,"tweetType":1,"viewCount":1076,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}