【美投Pro】华人美股投资者的股票研究平台，新用户前7天免费试用~ 详情点击：https://www.jdbinvesting.com?utm_source=mtq&utm_campaign=251011&utm_medium=yt_week_desc 【美投Pro】都有什么？ ✅一年50期视频，最深度的股票分析和跟踪 ✅专业分析师团队，以及上千会员共同交流 ✅每日分享投资观点，专业数据，以及交易总结 ✅已有120+期视频，10000+投资观点 【美投Pro】试看样片： 后现代周期 https://youtu.be/oVcFIiWpfW0?si=uxUJGLx_QSCVmvMJ 电动车投资 https://youtu.be/UPTGSoSjJI4?si=lw_0Yl0ovuyivkX3 战胜华尔街 https://youtu.be/pj9P-A57EJU?si=nY33Xyhct_C1TKuL 美债大结局 https://youtu.be/h9dFZa2j41w?si=NkEFdznxuWM56XsC 量化风险 https://youtu.be/OCT_XwOi0ME?si=E7rVodbOVOv2FAth ...

大多数人，不愿意持股1000天以上，他们用自己的视角去衡量别人的意图。小凡的策略在专栏里面更清晰，又不是买了就涨了，是买了1年多，2年多都套 着。 林园老师说过，挣大利润的人都是被深套的人，这样才有耐心持股，这句话很认同。小凡在没涨之前就套在里面几百天以上。 不用慌！ 一个不算黑天鹅的利空了，狼来了的故事讲了很多少，市场就会脱敏了。科技资产可能有些麻烦，关键是我们的科技指数利润基本锁定了。 不建议大家像我们抄底老登资产，如果您100万元都没有，没有必要提前1~3年就低吸潜伏，等待的价值在于收益额。 每次都是这样，什么筹码涨上来了，大家就有兴趣了，然后因为他没有买就说别人马后炮。 事实上，小凡的交易从来都是明牌，我又不是短线玩家，也不是股票玩家。一拿几年的策略，想造假都没有土壤，不是今天说，也不是明天说，是提前1~3 年就说了，只是他们不愿意承认自己踏空了。 左侧投资的上限很小，它只是具备安全边际，确定性。我不知道为什么那么连100万元本金都没有的人，天天追着你咬…… 没钱，做什么左侧投资？现实也是如此，投资不是投机，投机是用2元钱买个彩票就有机会挣500万元，投资是想挣500万元先投资500万元。没钱就上班攒 ...

海能投顾：如何把握全球市场的脉搏，引领投资新方向 在这样的背景下，投资策略也必须随之调整。智能化技术的应用要求投资者不断学习和适应新技术，提高自身的数据分析 能力。同时，全球化趋势要求投资者具备跨文化沟通能力和国际视野，以便更好地理解和把握全球市场的变化。 首先，智能化在投资市场中的体现主要在于大数据、人工智能和机器学习等技术的应用。这些技术使得投资者能够更快 速、更准确地分析市场数据，预测市场趋势，从而做出更明智的投资决策。智能化工具不仅提高了投资效率，还降低了人 为错误的可能性，使得投资更加科学和系统化。 其次，全球化趋势使得投资市场更加紧密相连。随着全球经济一体化的加深，资本流动更加自由，投资者可以在全球范围 内寻找投资机会。这种趋势促使投资者必须具备全球视野，了解不同国家和地区的经济状况、政策环境和市场特点，以便 在全球范围内进行资产配置和风险管理。 在当今这个快速变化的时代，投资市场正经历着前所未有的变革。智能化和全球化作为两大核心趋势，正在深刻地塑造着 行业的未来。本文将探索投资市场的最新动态，分析智能化与全球化如何影响投资策略，并探讨如何把握全球市场的脉 搏，引领投资新方向。 ...

然而，交易系统也有其短处。它只能跟随在趋势之后，无法提前预知趋势的变化。而且在无趋势时，容易造成亏损。 想要在投资领域有所斩获的你，一定要来anzocapital官网了解交易系统！在anzocapital昂首资本官网，我们可以深入了解交易系 统的相关知识。交易系统在投资领域有着重要的地位，它既有长处，也存在短处。 用交易系统操作的长处显著。首先，它能消除人的情绪影响，避免因情绪波动而做出不理智的交易决策。其次，有明确的进出 场点，让交易更加规范。再者，一致性交易成为可能，有助于稳定的投资策略实施。最后，能让利润充分增长，同时把损失减 到最低。 法国文艺复兴后期的代表人物蒙田说过："人最难做的是始终如一，而最易做的是变幻无常。做个一成不变的人是一件了不起的 大事。"在交易时，交易者一定要按照系统信号去进行交易。即便连续遭受挫折，也不应怀疑系统的有效性，要坚定不移地执行 新的交易信号。 任何系统都不是绝对完美的，我们不是神，世界上最成功的投资人也无法准确把握入市和离场的时机。我们能做的就是把握市 场的大势，在市场逆转之前，获利出局。没有失败的交易信号是不可信的，没有任何"噪音"的交易系统也是不可信的。交易时 出现 ...

杜绝弄虚作假，以实事求是为准。大家好，我是冷艺婕。（添加冷老师即刻给出每日操作思路精准策 略） 这次长达半个月的中线空失败。实盘中大多数利润已经回吐。我们实事求是，绝不弄虚作假！目前实盘 4月到10月。目前多个账户增倍！可惜这几次中线的布局。大多数利润回吐了。 | 16:35 A | | | | :: ( | 16:35 4 | | | | :!!! 令 79 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 目 | | 四 | 月份 血定义 | | 日 | 지 | 月份 | 自定义 | | | 57.240 -> 56.649 | | | | 886.50 | 3233.04 -> 3218.13 | | | | 1 192.80 | | XAUUSD, sell 12.00 | | | | 2025.05.01 14:04:22 | USOIL.JUN25, sell 1.50 | | | | 2025.05.01 11:42:13 | | 3225.28 -> 3226.01 | | | | -876.00 | 57.24 ...

Core Viewpoint - The current market is characterized by investors riding momentum without fully considering macro fundamentals, particularly in relation to major tech companies like Nvidia, Microsoft, and Meta [1][2]. Group 1: Market Dynamics - Investors are likely to continue their strategies of buying dips and chasing rallies, driven by fear of missing out (FOMO) [2]. - The potential impact of a government shutdown on major tech companies is minimal in the short term, as their investment theses remain intact [2]. - Oracle's financial commitments to OpenAI raise questions about the sustainability of its revenue model, given OpenAI's current cash burn and revenue figures [3][4]. Group 2: Financial Commitments and Risks - Oracle has borrowed $18 billion in advance to meet its commitments, which could echo historical precedents of companies facing financial strain due to large commitments [4]. - The major tech companies, referred to as the "Mag 7," are currently spending down their free cash flow, leading to concerns about high price-to-free cash flow valuations [6]. - There is a growing concern about whether the cash being absorbed by these companies is generating adequate returns on investment (ROI) compared to their core business operations [8][10]. Group 3: Historical Context - A relatively small number of current portfolio managers experienced the late 1990s market dynamics, suggesting a potential for repeating historical patterns [9]. - While there is no immediate indication of an impending disaster, there is a need for scrutiny regarding the cash flow required to sustain ongoing investments and whether these expenditures are being made wisely [10].

Market Overview - The S&P 500 has increased nearly 13% in 2025 and recently reached an all-time high, following a significant sell-off that raised concerns about a potential bear market [1] Investor Behavior - Many investors continue to lose money due to repeated mistakes, primarily driven by emotional decision-making [2] - Emotional investing, particularly influenced by fear and greed, is identified as the worst mistake investors make [3] Emotional Investing Consequences - Panic-selling during market downturns leads to locking in losses and missing recovery opportunities [4] - Chasing trends without understanding fundamentals results in buying high and selling low, exemplified by meme stocks and speculative tech stocks [4] Investment Strategies - Defining clear investment goals is essential, including understanding the purpose of investing, time horizon, and risk tolerance [5] - Creating a rules-based investment plan that outlines asset allocation and rebalancing strategies is recommended [5] - Utilizing tools to automate investment discipline, such as automatic contributions and self-balancing portfolios, can help mitigate emotional decision-making [5]

美联储正着手降息，全球主要资产价格高歌猛进。 隔夜，英伟达对OpenAI的巨额投资再次引爆AI热潮，推动美国三大股指接连刷新高点。其中，标准普尔500指数今年第28次创下新高。 COMEX黄金价格在周一收盘在3775.10美元，创下年内第36个收盘历史新高，经通胀调整后的黄金价格已超过1980年1月的高点。今年以来，金价 累计涨幅已达约43%。 风险资产与避险资产同步攀升至历史高点，这种矛盾且罕见局面，让投资者怀疑市场"完美定价"了吗？是否已经充分反映所有利好，未来涨不动 了？ 01 市场远未"完美定价"，还要"涨涨涨"？ 美国银行策略师Michael Hartnett指出，关税削减、税收削减和利率削减共同构成了"高热运行"（run-it-hot）的政策环境，并为经济和股市提供了 隐性的"大到不能倒"担保。尽管泡沫迹象明显，但可能尚未见顶。 德意志银行9月22日发布的研报认为，市场远未达到"完美定价"的状态，认为"市场几乎没有进一步上涨空间的观点是错误的"。反而充斥着对未来 风险的担忧，但这也为市场潜在的上涨提供了空间。 比如，黄金价格创历史新高、持续的通胀和关税担忧、劳动力市场放缓以及央行降息预期，都反映出 ...

Group 1 - The retirement planning process involves deciding when to retire, which impacts longevity planning, required minimum distributions (RMDs), and Social Security benefits timing [3][4] - Full retirement age is 67, allowing for full Social Security benefits, with options to start as early as 62 (reduced benefits) or delay until 70 (increased benefits) [4][7] - Individuals can choose to retire and claim Social Security benefits at different times, affecting portfolio withdrawals and income gaps [5][6] Group 2 - A 63-year-old with $1.35 million in a traditional IRA and $2,200 monthly Social Security benefits can expect significant portfolio growth before retirement [1][8] - Investment strategies will influence retirement outcomes, with conservative mixes providing steadier returns and aggressive mixes offering higher growth potential but increased volatility [9] - The maximum Social Security benefit at full retirement age in 2025 is projected to be $4,018 per month, with variations based on the age of claiming [7]

Core Insights - FedEx is scheduled to announce its fiscal Q1 2026 earnings on September 18, 2025, with historical stock performance showing a tendency to decline post-announcement [2][3] - Analysts project earnings of $3.64 per share and sales of $21.7 billion for Q1 2026, compared to $3.60 per share and $21.6 billion in the same quarter last year [3] - FedEx has a current market capitalization of $55 billion, with $88 billion in revenue, $6.0 billion in operating profits, and a net income of $4.1 billion over the past twelve months [4] Earnings Reaction History - Over the past five years, FedEx has recorded 19 earnings data points, with 8 positive and 11 negative one-day returns, resulting in a 42% occurrence of positive returns [7] - The median of positive returns is 6.6%, while the median of negative returns is -4.0% [7] - The percentage of positive returns increases to 45% when considering the last three years [7] Post-Earnings Returns - Historical data indicates correlations between 1-day, 5-day, and 21-day returns post-earnings, which can inform trading strategies [8][9] - A strategy based on the correlation between short-term and medium-term returns may help traders make informed decisions following earnings announcements [8]