投资TALK君
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从事保险金融投资领域;专注于金融投资科普和分享投资思路本频道专注公司基本面和宏观免责声明: 本频道推荐的任何投资和分析 ...
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✨【投资TALK君1485期】市场傻眼,非农炸裂!加息风云再起。NKE要步LULU后尘?✨20260904#CPI #nvda #美股 #投资 #英伟达 #ai #特斯拉

✨【投资TALK君1484期】经济数据,别再乱看了,美联储看这个!再再再暴雷,LULU✨20260903#CPI #nvda #美股 #投资 #英伟达 #ai #特斯拉

✨【投资TALK君1483期】"AI营收翻倍再翻倍“,博通财报好吗?日本准备加息2码!✨20260902#CPI #nvda #美股 #投资 #英伟达 #ai #特斯拉

✨【投资TALK君1482期】买黄金,看什么?加仓的逻辑。准备好,市场进入超卖✨20260901#CPI #nvda #美股 #投资 #英伟达 #ai #特斯拉

✨【Investing TALK #1481】3 Oversold Sectors! How Important is Non-Farm Payroll? 2% Inflation is Tou...

✨【Investing TALK Ep. 1480】Warsh turns unexpectedly hawkish, at odds with Bessent? Semiconductor o...

✨【Investment TALK Episode 1479】No More Hiding, The Cards Are On The Table! NVIDIA Drops A Blockbu...

✨【投资TALK君1478期】英伟达:便宜。师傅:贝森特你错了!又一软件暴雷?✨20260825#CPI #nvda #美股 #投资 #英伟达 #ai #特斯拉

✨【Investment TALK Episode 1477】Chip Valuations Are Cheap! Will Warsh Give Bessent a Boost?✨ 08/23...

✨【Investment TALK Episode 1476】Digital Gold: Bitcoin. Reviewing the Second Half and Future Outloo...

✨【Investment TALK Episode 1475】Perfect Prediction: The Logic Behind the Gold Rally! Intel Is a Bu...

✨【投资TALK君1474期】模型护城河崩塌?可能是好事!META和BRKB的估值✨20260818#CPI #nvda #美股 #投资 #英伟达 #ai #特斯拉

✨【Investment Talk Ep. 1473】A 12-Year Low: Value Trap or Opportunity? Thinking About: The Risks of...

✨【投资TALK君1472期】别再凭感觉买了,一个指标看懂黄金!风控秘诀:相关性✨20260813#CPI #nvda #美股 #投资 #英伟达 #ai #特斯拉

✨【投资TALK君1471期】先暴涨,再大跌!AI推理新星,加仓标的:CBRS✨20260812#CPI #nvda #美股 #投资 #英伟达 #ai #特斯拉

✨【Investment Talk Ep. 1470】Betting America's Future: $500 Billion in Funding! Wall Street Goes Al...
![✨[Investment Talk #1469] H2 Outlook Update! Keep an Eye on This Sector! Wednesday's CPI Expectati...](/api/img?u=https%3A%2F%2Fi.ytimg.com%2Fvi%2Fwk_uW-bYOV4%2Fhqdefault.jpg)
✨[Investment Talk #1469] H2 Outlook Update! Keep an Eye on This Sector! Wednesday's CPI Expectati...

✨【投资TALK君1468期】宏观利好出现!估值的正确使用方法,标普新高但不贵✨20260809#CPI #nvda #美股 #投资 #英伟达 #ai #特斯拉

✨【投资TALK君1467期】AI支付时代来临!大非农的隐藏信号!加仓一个标的✨20260807#CPI #nvda #美股 #投资 #英伟达 #ai #特斯拉

✨【Investment TALK Episode 1466】Software Stocks Strike Back! Big Tech Default Risks! Non-Farm Payr...

✨【投资TALK君1465期】全部下跌!APP从神探陨落;CRCL不及预期;闪迪努力摆脱周期✨20260805#CPI #nvda #美股 #投资 #英伟达 #ai #特斯拉

✨【投资TALK君1464期】马斯克ALL IN 数据中心!AMD暴雷?看看估值✨20260804#CPI #nvda #美股 #投资 #英伟达 #ai #特斯拉

✨【Investment Talk No. 1463】30-Year Treasury Yields Top 5%: Must Stocks Fall? Nasdaq & Chip Valuat...

✨【Investment TALK Episode 1462】Bessent Intervenes to Save the Yen: Is the Carry Trade Risk Back? ...

✨【Investor TALK 1461】The Fall of a Genius, Bond Market Doubts Walsh, Key Tech Earnings Highlights...

✨【Investment TALK 1459】Reflections on the Tech Bubble, Rate Hike Strategies, BE Earnings, and Val...

✨【投资TALK君1458期】非对称风险:加息!黄金的交易逻辑。不一样的诺基亚✨20260726#CPI #nvda #美股 #投资 #英伟达 #ai #特斯拉

✨【投资TALK君1457期】机会还是风险?科技股集体跳水!英特尔财报再次满分✨20260723#CPI #nvda #美股 #投资 #英伟达 #ai #特斯拉