美股早咖啡
Meng昨晚美股资讯第一时间送达。让您永远走在市场前面。播客文稿站：www.wallstreetbrew.com 欢迎商务联系nonhelix@gmail.com, 加群小助手：alteri 公众号：暴富代码。
| Publishes | Daily | Episodes | 180 | Founded | 10 months ago |
|---|---|---|---|---|---|
| Language |  ZH-CN | Number of Listeners | Categories | InvestingBusiness |
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Latest Episodes
📅 2026年06月27日【06月27日美股早咖啡】震撼来袭！纳斯达克指数遭遇今年最长五连跌，科技巨头光环褪色了吗？数据显示，上周科技板块资金史无前例地流出超90亿美元，与此前百亿流入形成鲜明对比，这究竟是AI热潮退烧，还是市场在寻找新的避风港？
本期节目，我们将深入剖析这场“乾坤大挪移”：为何“七巨头”股票集体承压，而工业、金融板块却逆势劲升近5%？资金正从高估值的科技幻想转向务实盈利的传统行业，甚至连美光科技等周期股的泡沫化也引人深思。面对这波剧烈轮动，你的投资策略该如何调整？立即收听，... more
📅 2026年06月26日今日美股市场冰火两重天！存储芯片板块势不可挡：美光科技财报惊艳，股价狂飙16%，闪迪克飙升20%，存储巨头全线飘红，预示供应紧张将持续至2027年！然而，上游狂欢却让下游巨头承压。苹果宣布MacBook和iPad涨价100-300美元，股价应声下跌超6%，创一年多来最差表现。微软Xbox也加入涨价行列，股价收跌3.5%。当市场资金从“神奇七股”向外轮动，这到底是良性调整还是潜在风险？苹果库克口中的“不可避免”涨价，将如何影响消费者和投资者？立即收听【06月26日美股早... more
📅 2026年06月25日今天的《美股早咖啡》为您揭秘市场焦点！芯片巨头美光（Micron）财报惊艳全球，不仅营收实现令人咋舌的四倍增长，更狂签高达1000亿美元、覆盖至2030年的14份战略长约！存储芯片的春天真的汹涌而至了吗？我们将深入探讨美光高达80%的惊人毛利率，以及HBM和DRAM在AI浪潮中的核心地位。但这高光时刻是预示着结构性转变，还是昙花一现？其毛利率甚至让英伟达（NVIDIA）都相形见绌！立即收听，洞悉这波狂热行情背后的机遇与潜在风险！
🎧 每日美股精华
播客文稿站：w... more
📅 2026年06月24日【06月24日美股早咖啡】带你直击市场风云变幻！今日美股开场即“跳水”，芯片板块血流成河，**美光科技、西部数据**领跌，**Roundhill内存ETF**更是暴跌**14%**！这不禁让人担忧，人工智能热潮是否正在退潮？我们深入剖析半导体板块过去惊人的**680%**涨幅背后，是超买后的正常回调，还是更大趋势的开端？
然而，市场并非一片狼藉。**微软逆势上涨近2%**，**亚马逊**也稳健收涨，消费必需品和医疗保健等防御性板块表现抢眼。资金正在流向何处？立即收听... more
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Apple Podcasts | #55 |  Taiwan/Business/Investing |
Apple Podcasts | #95 |  Singapore/Business/Investing |
Apple Podcasts | #137 |  Hong Kong/Business/Investing |
Apple Podcasts | #181 | Taiwan/Business |
Apple Podcasts | #188 |  New Zealand/Business/Investing |
Apple Podcasts | #242 | Singapore/Business |
Audience Metrics
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| Listeners per Episode | Gender Skew | Location | |||
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Which podcasts are similar to 美股早咖啡?
These podcasts share a similar audience with 美股早咖啡:
1. 美股投資學-財女珍妮
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How many episodes of 美股早咖啡 are there?
美股早咖啡 launched 10 months ago and published 180 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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