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 | 55 | Founded | a year ago |
|---|---|---|---|---|---|
| Language |  ZH-CN | Number of Listeners | Categories | BusinessInvesting |
Listen to this Podcast
Latest Episodes
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
视频正式开始之前先回顾一下我们最近视频给出的股票战绩。
3月份视频《2026年 AI 智能体爆发年，极度利好两家美股公司！》中就首推了AI智能体第一股——DOCN。当时它的价格仅为82.48美元，而本周二单日直接拉升40%，本周三收盘160.99美元。
你要是看过那期视频并买入DOCN，这波2倍的行情，就是稳稳握在手里的利润，这家并不是什么低价小盘股，而是市值150亿美元的中性硅谷科技公司。
这是很多财经博主不会给你推介的机会，因为他们并没有一个几十人的 AI 工程师团队，也没有真正参与过... more
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
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 | #107 |  Taiwan/Business/Investing |
Apple Podcasts | #211 |  Hong Kong/Business/Investing |
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. 財經一路發
5. 鈔錢部署｜盧燕俐
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 55 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.