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。

70 articles
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
Micron Global Expansion Accelerates: A Battle Over AI Memory Has Begun
Micron Technology announced that the groundbreaking ceremony for its advanced memory chip factory in Hiroshima, Japan, with a total investment of approximately 1.5 trillion yen (about 9.3 billion USD), was officially held. The factory will focus on producing key AI chips such as HBM (High Bandwidth Memory), with shipments expected to begin around 2028.
CryptoPulse
木头姐6月抄底7700万美元，加密股票真的是比特币的“平替”吗？
投资加密股票并不等同于持有比特币。大多数加密股票的波动率远超比特币，且受企业经营、行业竞争（如稳定币大战）及业务转型（如矿企转 AI 算力）等独立风险影响。
Cryptoslate
US Stock Market Returns After Long Weekend: AI Hype Enters the 'Second Half', Three Major Bottlenecks Hide Big Opportunities
TSMC's financial report affects AI chip supply chain, CoWoS capacity expansion benefits AMKR; Nvidia shifts to high-power liquid cooling, power bottlenecks spawn new opportunities like NRG. Storage HBM prices soar, MLCC shortage risk intensifies, seize the opportunity.
雨中狂睡
July US Stock Market Scenario: AI Trading Enters a 'Gear Shift Period', from Aggregate Frenzy to ROI Test
The S&P 500 is likely to fluctuate at high levels, while the Nasdaq and semiconductors experience significantly amplified volatility. The real watershed is the June CPI on July 14, followed by the start of Q2 earnings reports and the FOMC meeting at the end of the month.
qinbafrank
2026-2028 AI Hardware Investment Guide: From Electronic Cloth Deadlock to Glass Substrates and CPO Sequential Leap
An overview of the power dynamics and core investment targets across the chain in China, the US, Japan, and South Korea.
animajoe
When Meta Prepares to Peddle Computing Power, Is the 'Ghost Story' of the AI Bull Market Coming?
My AI hasn't even broken even yet — is the computing power of the giants really already in surplus?
MSX 研究院
Broadcom and Marvell are taking over the underlying narrative of AI data centers
Broadcom is ASIC, Marvell is optical interconnect.
戈多Godot
How can ordinary people participate in the robotics track? Bet on the entire industry chain with ETFs.
The first half of AI is cloud and software, the second half is the physical world.
看不懂的SOL
Meta Made a Decision, Storage Crashes
Meta builds cloud computing business to sell AI computing power. After the news broke, Meta surged but tanked US AI infrastructure stocks, with CoreWeave and Nebius plunging. Is this an AI computing power oversupply warning?
PA宏观
ByteDance employee quits after earning 30 million from stock trading: I bought a hard drive on Pinduoduo and accidentally invested in storage? How ordinary people capture “information around you” to trade?
Pay attention to anomalies in daily life, ask one more layer of why, find the listed company behind it, and then use 13F to see if professional funds agree. Next time something you often buy suddenly increases in price, you can think along the lines: who is earning that money, and is that company already listed.
PA荐读
Easy Money Time Is Over! How to Trade in July? Storage Price Surge, Dollar and Asian Stock Market Long-Short Playbook
From Micron's earnings, storage 'family annihilation', Tokenmaxxing, Hyperscaler CapEx, and all the way to China's TRS controls, dollar and U.S. debt risks, and Microsoft's surrender.
168X
AI Second Half: Full Overview of the US Stock Market Humanoid Robot Industry Chain
AI moves from virtual to reality, the investment inflection point for the robot industry chain has arrived. Biteye systematically sorts out the core targets of US stock robots and supply chain: perception, execution, energy, control, humanoid robots fully analyzed, seize the next wave.
Biteye