美股投资-深度报告
美股投资网分享美国股票投资干货，技术分析+基本面核心知识与实用技巧！ 美股投资网 是一家专门研究美国股票的金融科技公司，由前纽约证券交易所分析师Ken创立，成立于美国硅谷，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用大数据和人工智能，配合十多年美股实战经验和业内量化模型，建立了一个股市数据库 StockWe.com/，以追踪华尔街机构期权异动，暗池主力大单和每天突发新闻，挖掘潜力大牛股，发送美股实时行情、投资策略、交易技巧、公司研究报告、量化交易。
| Publishes | Weekly | Episodes | 58 | Founded | a year ago |
|---|---|---|---|---|---|
| Language |  ZH-CN | Number of Listeners | Categories | InvestingBusiness |
Listen to this Podcast
Latest Episodes
我已经提前申购了1万股SpaceX的预售股，估计我们是全网唯一一家，敢SpaceX上市前，坦然的公布我们仓位的财经媒体，我在我的Schwab券商提交了COTP （有条件认购股份申请），流程并不复杂。在美股投资网微信公众号的文章有分享具体步骤和申购条件，在这里我不重复说明了。
你可能会问我，不担心SpaceX估值过高吗？不担心上市后老股东套现，股价跌破发行价，最后亏钱吗？
坦白说，我并不担心这些问题，视频后面会解释为什么？而我买SpaceX并不是为了赚快钱，甚至不是为了赚多少钱。
我买Spa... more
当别人还在盯着英伟达，美光内存的时候，我们已经画了一张AI上下游产业链地图，阅读了海量第一手华尔街顶级投行一手研究报告。
我们分析出芯片内部互连和长距离通信，MRVL将从800G到1.6T DSP市场份额增长及超大规模NPO需求提升中受益，Marvell最容易被市场低估的资产之一是其光模块DSP芯片，光纤传输的信号会失真、衰减、产生噪音。DSP就像一个实时翻译官和纠错系统，如果没有DSP：800G和1.6T光模块几乎无法稳定工作。
Marvell在2021年收购了 Inphi，花了约100亿... more
当前美股正在走向明显的两极分化。我们先用几个数字，直观感受一下这个市场结构。
标普500今年累计上涨约10%，从整体来看，表现还算不错。
但你仔细看——科技和TMT相关股.票，就贡献了其中85%的涨幅。
这里的TMT，不只是传统科技股，还包括信息技术、通信服务，再加上亚马逊和特斯拉。
如果把这些股.票全部踢掉，标普500实际上只涨了3%。
这意味着什么？
意味着现在的市场不是500家公司一起涨，而是AI一条腿扛着整个指数。
这时候，真正的问题来了：
这笔交易继续涨，大家当然都开心... more
英伟达的护城河，可能正在被撕开一道真正的裂口。
本周四，一家AI算力公司Cerebras，代码CBRS，将在美股上市。
它做的芯片，连英伟达自己都不敢想。英伟达是把成千上万颗GPU连在一起，拼算力集群；Cerebras更激进——直接把一整片晶圆做成一颗超级芯片。打个比方：英伟达在拼乐高，Cerebras想直接造出一整面算力墙。
现在IPO路演已经把市场情绪点着了。这周一，因为订单需求直接超出发行量20倍，Cerebras自己把发行价从115-125美元提到了150-160美元，发行量也加了... more
Key Facts
Similar Podcasts
People also subscribe to these shows.
Chart Rankings
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #93 |  Hong Kong/Business/Investing |
Apple Podcasts | #218 | Hong Kong/Business |
Audience Metrics
Listeners, social reach, demographics and more for this podcast.
| Listeners per Episode | Gender Skew | Location | |||
|---|---|---|---|---|---|
| Interests | Professions | Age Range | |||
| Household Income | Social Media Reach | ||||
Frequently Asked Questions About 美股投资-深度报告
Where can I find podcast stats for 美股投资-深度报告?
Rephonic provides a wide range of podcast stats for 美股投资-深度报告. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to 美股投资-深度报告 and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.
How many listeners does 美股投资-深度报告 get?
Rephonic provides a full set of podcast information for three million podcasts, including the number of listeners. View further listenership figures for 美股投资-深度报告, including podcast download numbers and subscriber numbers, so you can make better decisions about which podcasts to sponsor or be a guest on. You will need to upgrade your account to access this premium data.
What are the audience demographics for 美股投资-深度报告?
Rephonic provides comprehensive predictive audience data for 美股投资-深度报告, including gender skew, age, country, political leaning, income, professions, education level, and interests. You can access these listener demographics by upgrading your account.
How many subscribers and views does 美股投资-深度报告 have?
To see how many followers or subscribers 美股投资-深度报告 has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.
Which podcasts are similar to 美股投资-深度报告?
These podcasts share a similar audience with 美股投资-深度报告:
1. 美股投資學-財女珍妮
2. 夢想家說股事
3. 財報狗 - 掌握台股美股時事議題
4. 游庭皓的財經皓角
5. 聽天下：天下雜誌Podcast
How many episodes of 美股投资-深度报告 are there?
美股投资-深度报告 launched a year ago and published 58 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
How do I contact 美股投资-深度报告?
Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.
Where can I see ratings and reviews for 美股投资-深度报告?
Rephonic pulls ratings and reviews for 美股投资-深度报告 from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.
View all the reviews in one place instead of visiting each platform individually and use this information to decide if a show is worth pitching or not.
How do I access podcast episode transcripts for 美股投资-深度报告?
Rephonic provides full transcripts for episodes of 美股投资-深度报告. Search within each transcript for your keywords, whether they be topics, brands or people, and figure out if it's worth pitching as a guest or sponsor. You can even set-up alerts to get notified when your keywords are mentioned.