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。

82 articles
Cook Bids Farewell, Apple Enters the Ternus Era
Apple CEO Cook officially steps down, and John Ternus takes over as the third CEO in Apple's history. During Cook's 15-year tenure, revenue quadrupled and market value soared 15-fold. Ternus faces multiple challenges including the foldable iPhone and Siri AI reshaping. This article reviews Cook's farewell letter to all employees and interprets the new CEO's background and the key to Apple's transformation in the AI era.
独角兽挖掘机
Semiconductor Mid-Stage Review: How Much Room Is Left in the Tail-End Market?
Is the semiconductor market replicating Nvidia's 2024 playbook? Review the characteristics of tops and bottoms, teach you to identify topping signals and bottoming signals, and grasp the timing for reducing positions and buying the dip.
XinGPT
Is the US stock market rally too smooth? BTIG warns: systemic correction risk for US stocks rises from August to October
Historic highs and low volatility enter the midterm election year curse window; a correction of at least 7% may occur from August to October.
华尔街见闻
Nonfarm Payrolls Shock and Buffett Steps In: Two Key Signals for US Stock Market Stabilization and Rebound
Buffett's move essentially says: In the second half of the AI trade, certainty is worth more than volatility.
BIT
Google AI Earthquake! Jeff Dean Leaves to Start a Business, Takes the 'Most Luxurious' Technical Team
Jeff Dean announces departure to start a business, Google AI core team collectively leaves, stock price plummets 1.34 trillion, DeepMind power structure undergoes major reorganization.
独角兽挖掘机
AI Bubble, Storage Cycle, and Demographic Dividend: Top Investor Bill Qian Reveals the Rise and Fall of Nations and Investment Logic Under the AI Wave
Chinese models are too successful, global intelligence prices collapse. Will AI, like electric vehicles, win the technology but lose the investment?
168X2 authors
The second half after AI computing power: Why is 'optical interconnect' the core battlefield of the future?
AI data center optical interconnect demand surges, NVIDIA CPO officially mass-produced, indium phosphide laser shortage becomes new bottleneck, optical module sector faces expectation gap and catalyst window.
qinbafrank
Goldman Sachs Details 8 Korean Memory Focus Points: Valuation, Long-Term Agreements, Inventory, ChangXin Impact, Buybacks, etc.
Goldman Sachs reiterates Buy on Samsung Electronics and SK Hynix, noting market concerns over HBM pricing, inventory, and ChangXin impact are excessive. The report expects HBM average price could double by 2027, with AI demand continuously outpacing supply, long-term agreement terms favorable to suppliers, current valuations at extreme pessimism, earnings and shareholder returns underestimated.
华尔街见闻
SpaceX's First Financial Report on the Horizon: Will AI Investment Pay Off? Starlink Growth and Unlock Pressure Become Key Focuses
SpaceX will release its first quarterly financial report since going public after the US stock market closes on August 4. This report card will not only show the company's operating performance to the market for the first time, but will also serve as an important window for outsiders to gauge the commercialization progress of its AI business, Starlink satellite internet, and space business.
BiyaNews
South Korean stock market frequently triggers circuit breakers, is a global financial crisis really coming?
A crisis may be brewing, but ordinary people need not panic; they should control their positions and hold cash.
看不懂的SOL
Calmly Viewing Domestic Lithography Machines: Five Units Delivered, How Far from Challenging ASML?
The mass production of domestic DUV lithography machines has sparked heated discussions in the market, but what is the truth? This article deeply dissects five units, yield data, and the gap with ASML, rationally analyzes the real impact on investors, and avoids blind optimism.
Hanya Hu
From HBM to Cold Storage: The Six Storage Giants at a Crossroads, What Will Drive the Next Wave?
From HBM, server DRAM, enterprise SSDs, NAND to HDDs, the six AI storage giants have all undergone significant revaluation.
MSX 研究院
Crypto & US Stocks Watch: CRCL, HOOD, COIN and MSTR, What Are They Trading Recently?
USDC shrinking volume, Robinhood launching a chain, Strategy selling coins, what new variables are repricing them?
MSX 研究院
NVIDIA Partners with Hugging Face: Is Robotics AI Replicating the Explosive Path of Large Models?
Recently, NVIDIA announced a deepened cooperation with Hugging Face, the world's largest AI open-source community, integrating capabilities such as Isaac GR00T, Cosmos world model, and robotics datasets into the LeRobot open-source ecosystem, jointly building a robotics open-source model development platform. This appears to be just a technical cooperation, but it quickly attracted attention from the entire robotics industry.
CryptoPulse
AI Semiconductor 'Era of Easy Money' Ends: Beware of the Unfolding 'Ghost Stories'
AI semiconductors enter 'hard mode', Big Teacher breaks down SK Hynix ADR, Meta selling computing power, and Rubin mass production bottlenecks; how to survive the high-volatility shakeout?
168X
Memory Cycle Peaking? Take This 'Fundamental Mental Massage' from Bank of America
From Meta's external cloud services, Changxin's potential entry into Apple's supply chain, and South Korea's production expansion, to DRAM/NAND prices and cloud capital expenditure, the industry's demand and capacity release rhythm has not seen a substantial reversal.
MSX 研究院
SemiAnalysis: Nvidia Is Leveraging Its AA Credit Rating to Roll a $7 Trillion Debt Snowball
Nvidia's 'Backstop Plan' revealed, AI debt may exceed $7 trillion by 2029, SemiAnalysis deep dive into GPU financing dilemma and Nvidia's central bank role.
华尔街见闻2 authors
From AI Beta to Profit Realization: How to Find New Ways to Make Money in US Stocks in Q3?
The AI main theme is not over yet, but funds are shifting from broad CapEx narratives to verifiable segments such as storage, optical interconnects, power, and data center infrastructure.
MSX 研究院
Goldman Sachs U.S. Semiconductor Q2 Outlook: Fundamentals Are Good, but the Market's "Fault Tolerance" Has Decreased
Goldman Sachs expects that computing power, memory, equipment, packaging and testing, testing, and some analog chains still have fundamental upward revisions, but SOX has significantly outperformed in Q2, and the market's optimistic expectations for AI capex have been priced in.
qinbafrank
Serenity：谁是下一个光电巨头？Sivers ($SIVE) 翻倍潜力全解析
SIVE代币被指有望成为下一个LITE，激光器量产与CPO布局获超大规模云服务商青睐，机构融资助力产能提升，等待2026年下半年规模化爆发。
Serenity