直击华尔街，美股的投资新风向

直击华尔街，美股的投资新风向

AI、半导体、新能源等硬科技热潮席卷全球，华尔街正上演新一轮科技狂欢，资金加速涌入高景气赛道。

25 articles
US Stock Market Correction Warning: What are the Real Risks of AI? A Comprehensive Analysis of New Fund Flows in Software Stocks, Optical Interconnects, SpaceX, and Bitcoin
The inflection point for AI commercialization has arrived, with Nvidia and the optical interconnect sector experiencing explosive growth. How should investors position themselves in US stocks and cryptocurrencies amidst the reshaping of macro liquidity? Top investor Frank breaks down the cross-market investment framework.
168X2 authors
This group of cryptocurrency enthusiasts made 10 million in a week through arbitrage on US stocks.
Bitcoin plummeted from $120,000 to $60,000, yet the cryptocurrency market is eyeing arbitrage opportunities in US stock perpetual contracts. Samsung's annualized funding rate of 364% allowed skilled traders to earn $2.4 million on Hyperliquid. Institutional investors are also starting to position themselves, opening an early window for profit.
区块律动BlockBeats
Seeking Alpha Hot Article: Why might the US stock market crash in June?
Investors should prepare for a major pullback, potentially as severe as the bear markets of 2000 and 2008. Remember, bubbles always burst eventually.
Yuliya
This generation of stock market gurus no longer look at financial statements.
In 2026, the US stock market will witness an AI boom. A new stock market guru will not buy Nvidia, but instead make a fortune by targeting micro-cap stocks through the supply chain! A 22-year-old German turned $200 million into $14 billion. WSB retail investor Serenity's bet on AXTI surged tenfold. The secret to making huge profits without looking at financial statements is revealed.
区块律动BlockBeats
X List of 50 Top US Stock Investors and Traders (De-noiseed)
This article compiles a list of 50 of the most noteworthy US stock investment/trading accounts, providing you with a quick and comprehensive source of information on US stocks and tech stocks.
Biteye
The "account opening street" in Tsim Sha Tsui is empty; people trading Hong Kong and US stocks are flocking to secluded corners...
The surge in Hong Kong stock trading accounts has been met with a crackdown by regulators in both Hong Kong and mainland China, resulting in fines exceeding HK$2.2 billion for three platforms, including Futu and Tiger Brokers, significantly raising the bar for cross-border stock trading. Mainland investors are turning to overseas brokers and encrypted trading channels, further shrinking grey-area shortcuts.
Nancy
When Futu Community suddenly transformed into a matchmaking platform, overseas identity became a valuable commodity for the middle class.
For the foreseeable future, if you wish to open a new US stock account to buy Nvidia, Tesla, or an S&P 500 ETF, you must first possess proof of identity as a non-Chinese mainland resident.
深潮TechFlow
With no inflection point in AI demand yet, let's discuss how to analyze Nvidia's financial report, using it as an example.
Seven dimensions for analyzing US stock earnings reports: business model, revenue quality, profit margin, cash flow, balance sheet, management guidance, and valuation logic.
戈多Godot
六巨头诸神之战：13F 美股持仓全景，顶级机构开始互为对手盘？
2026 年 Q1，顶级机构们并没有放弃 AI，但它们已经不再买「同一个 AI」了。
MSX 研究院
债市给了AI牛市一记闷棍
全球债券收益率飙升，美股科技股估值承压，AI牛市面临终结风险。通胀重燃、美联储政策转向，投资者如何应对市场震荡？
吴晓波频道
Say Goodbye to the Copper Wire Era: Understanding the AI ​​Silicon Photonics Industry Chain and Key US Stock Targets
Bandwidth walls, scale walls, and power consumption walls are driving silicon photonics to replace copper; NVIDIA's strategic investment focuses on InP lasers; a review of key US-listed companies such as TSMC and Lumentum.
戈多Godot
美股AI狂欢！Cerebras CBRS IPO紧急提价，NVIDIA最强对手即将登陆
Cerebras IPO定价上调至160美元，超额认购20倍，AI推理速度超H100十倍，有望成2026年最大IPO，投资机会与风险全解析。
137Labs
The Nasdaq and S&P 500 hit new highs: Whoever controls memory and chips controls 2026.
AI trading is shifting towards hardware bottlenecks, with a surge in the memory chip sector driving US stocks to new highs. Intel and Micron are among the top gainers, but Wells Fargo triggered a sell signal indicating overheating.
华尔街日报
Making a fortune without buying Nvidia! The circle of the new US stock market guru is the biggest Alpha.
A 24-year-old German genius fund bet on AI infrastructure, refusing to buy Nvidia and focusing instead on power and chips, resulting in a 61% increase in two months. The portfolio reveals how the information advantage of the circle creates returns.
深潮TechFlow
Earnings Preview of the Big Five Companies: What is the Market Watching?
This week, US stocks will face a true "test week for core assets." Microsoft, Google, Amazon, and Meta will all release their earnings reports after the market closes on April 29, while Apple will announce its latest results after the market closes on April 30.
加密攻略
美股新太空经济：从“科幻”转向“硬通货”
2026年，太空不再是政府的实验室，而是华尔街的提款机。随着SpaceX开启史诗级IPO，太空经济正式进入“估值重构”元年。
BIT
GMO's legendary prophet is once again bearish: AI can't save the US stock market; the current market situation is as dangerous as in 2000.
Investment guru Jeremy Grantham shares his 60 years of market insights, analyzing the AI ​​boom, the seven tech giants, and the current market bubble, emphasizing that understanding the big picture and value investing are the keys to long-term success.
Felix
油价冲高、利率难降、七姐妹趴窝：Q2 美股的超额收益，该看哪些主线？
指数走弱≠没有机会，靠估值扩张吃 Beta 不灵了，超额收益开始更多藏在新主线里。
MSX 研究院
Warren Buffett's first public statement since stepping down: There are no good stocks in the US market, I sold Apple too early, and I strongly support the zero inflation target.
Warren Buffett stated that investment opportunities are hard to find after a stock market downturn, and he is holding a large amount of cash to wait for a market crash; he admitted to selling Apple stock too early and supports a zero inflation target. This is his first in-depth interview since stepping down as CEO.
PA荐读
霍尔木兹海峡关闭，全球市场“压力测试”开始了？
“史诗之怒”行动升级，伊朗最高领袖遇袭身亡，霍尔木兹海峡切断，油价暴涨（布伦特原油一度涨13%至82美元）。但市场恐慌有限，VIX仅温和突破20，美股盘中拉升，军工、能源股上涨。关键在于封锁持续时间——若长期中断，油价或冲击100美元并改变央行政策预期。
BiyaNews