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 | 53 | Founded | 10 months ago |
|---|---|---|---|---|---|
| Language |  ZH-CN | Number of Listeners | Categories | BusinessInvesting |
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Latest Episodes
本周，决定美股是否阶段性见顶的关键时刻来了！亚马逊、Meta、谷歌、微软、苹果，5家科技巨头扎堆发财报。
这期文章，我不会重复那些你已经听腻的东西。
什么“营收预计增长多少”，
什么“EPS 有没有 beat”，
什么“华尔街一致预期是多少”。
因为真正的大资金，看的从来不只是这些表面数字。我会带你用机构视角看三件事：
每家公司最值得盯的核心指标是什么；
市场现在最容易忽略的细节是什么；
当前股价到底已经 Price in 了多少预期。
更重要的是，财报出来之后，什么情况会让资... more
一个视频彻底聊透光通信：从核心技术到投资机会
我们每天阅读几十份美国顶级投行的研报，最终发现它们不约而同地指向了一个确定性极高的结论：
在未来半年到数年之间，光通信市场将迎来爆发式增长。
说白了就是用光来传输数据，随着 AI 数据中心的算力需求飙升，当 GPU 集群从几百颗扩展到上千颗时，铜线传输数据已经不够用，必须光传输，我们在前几期的视频里面已经反复强调，感兴趣的朋友可以回头去看看。
与此同时，光通信技术本身也在持续迭代升级，关键路径非常清晰：从 800G 光模块迈向 1.6T，再进... more
我想问大家一个问题：当模型能力和算力投入都已经卷到今天这个阶段，
AI 的下半场，我们到底应该关注什么？
过去这一轮 AI，本质上是在做一件事——“回答问题”。你问一句，它答一句。
谁的模型更强，谁的算力更充足，谁就更容易胜出。
但现在，拐点已经出现了。
AI 正在从“回答问题”，走向“执行任务”。也就是我们常说的 AI Agent（智能体）。
它面对的，不再是单轮对话，而是一整条完整的任务链：
从理解目标、拆解步骤，到调用工具、连接系统、读取数据、管理状态，最终把任务真正落地执行... more
最近这段时间，我真的太忙了。
一边公司在搞新产品研发，节奏特别紧；另一边办公室又刚好在装修，现场天天就是电钻、敲墙，桌子椅子全被搬来搬去，根本没法录视频。所以原本可以提前做好的这期内容，就被硬生生拖到了现在。
给大家看一下截图，这是上周三（3月25日）。其实那时候我们团队就已经定好了，这周的视频一定要讲 Firefly(FLY)。
为什么？因为当时我们判断，它是市场上最纯正、而且性价比最高的“小 SpaceX”对标标的。
重点来了——那时候它多少钱？
才23.62美元。
但就这么几天... more
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Apple Podcasts | #52 |  New Zealand/Business/Investing |
Apple Podcasts | #152 |  Singapore/Business/Investing |
Apple Podcasts | #160 | New Zealand/Business |
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美股投资-深度报告 launched 10 months ago and published 53 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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