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狮山巡礼
投资杂谈
博文
(2025-12-03 09:24:00)
(2025-12-03 07:58:01)
IsHistoryRepeating? TheChartshowsthatassetbubblesalwaysareassociatedwithpowerfulcapitalspendingovershoots.Usually,whathappensisabigdropininterestrateswhenthebubblepeaks.Willthistimebethesame?And,whatimpactwilltheK-shapednatureofthe#AIboomhaveoncapitalspending,#interestratesand#BigTechstocks? [阅读全文]
(2025-12-03 07:49:57)
Thisisachartthatalwaysgivescomfort Whenthegoinggetsthough Onaveragetherearewaymorepositivethannegativeyears. 2025shapesuptobeastrong,eventhoughnotexceptionalyear. Slowlybutcertainlywewillbeturningourradartowards2026. [阅读全文]
(2025-12-03 07:24:15)
Circlesetsanewgoldstandardforcryptocurrencies
Cryptocurrencieshave,sincetheirinception,existedinakindoffinancialWildWest.Nolonger–theyareenteringthemainstream,andUS-listedCircleisideallyplacedtobenefit
? Technologicalimprovementshaveunrecognisablychangedmuchoftheglobaleconomyinthelast30years.Butoneareathatremainedsteadfastlystuckinthepastisoneofthemostfundamentalpartsofanyeconomy–money...[阅读全文]
? Technologicalimprovementshaveunrecognisablychangedmuchoftheglobaleconomyinthelast30years.Butoneareathatremainedsteadfastlystuckinthepastisoneofthemostfundamentalpartsofanyeconomy–money...[阅读全文]
(2025-12-03 05:35:11)
(2025-12-03 01:12:59)
微软（MSFT）在发布2026财年第一季度财报后，股价下跌了10%。尽管上周市场反弹，但该公司此次未能跟上上涨步伐。
那么问题来了，微软仍处于AI泡沫中吗？
分析师认为没有，因为其30倍的远期市盈率看似并无风险，且这一倍数实际上比过去5年平均值低5%。那微软究竟出了什么问题？ 多数AI相关公司（如微软）的走势，在很大程度上受AI增长或支出前景的短期情绪推[阅读全文]
分析师认为没有，因为其30倍的远期市盈率看似并无风险，且这一倍数实际上比过去5年平均值低5%。那微软究竟出了什么问题？ 多数AI相关公司（如微软）的走势，在很大程度上受AI增长或支出前景的短期情绪推[阅读全文]
(2025-12-03 01:04:23)
最近几周，炙手可热的人工智能（AI）交易似乎正面临着一次重大洗牌风险：谷歌杀出重围，风头盖过英伟达。但摩根士丹利（MorganStanley）最新安抚投资者称，目前还没有太多理由担心这家AI霸主。
英伟达的股价上个月下跌了9%，就连该公司第三季度的超亮眼成绩单也未能为其和更广泛的人工智能行业带来新的动力。日本首富、软银孙正义和亿万富翁彼得蒂尔（PeterThiel）等[阅读全文]
(2025-12-03 00:35:17)
https://view.inews.qq.com/a/20251203A047UG00?devid=4C3CC693-B6D7-49E8-946C-856D5CA8F7B5qimei=c151ef6bf95dad2ab3471de500001f814804
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(2025-12-02 13:49:10)
(2025-12-02 07:39:25)
Bitcoinralliedmid-morninginNewYork,bouncingbackto$90,000aftersufferingitsworstdaysinceMarchonMonday. Crypto-sensitivestocks,includingStrategy,RobinhoodandCoinbase,alsoroseTuesday. Bitcoinandotherdigitaltokenshavebeencaughtupinabroaderdeclineaffectingriskiertradesacrossmarkets. Thebiggestcryptocurrencyremainsdownalmost20%overthepastmonth. [阅读全文]
