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13

Jun 2026

宇航员视角：超越人工智能泡沫

宇航员拍极光启示：AI行情已从芯片外溢至电网、数据中心、卫星与DeFi。别只争“泡沫”，更要看跨资产风险周期与资金轮动。

12

Jun 2026

哪家美国航空公司将抢占2026年世界杯出行热潮？

世界杯掀跨国追赛潮，但燃油成本暴冲吞噬利润。美航覆盖最广却负债高；联合靠决赛枢纽与强资产负债表更可能赢；阿拉斯加油价敏感，达美偏高端稳。

10

Jun 2026

黄金对比比特币：哪个更适合作为价值储存？

金价2026年初冲破每盎司5,000美元，央行买盘+危机抗跌凸显优势。比特币靠2100万上限与现货ETF加持，却波动大、监管风险高，更适合战术配置。

8

Jun 2026

未来一周：比特币受挫，SpaceX成为焦点

比特币逼近6万美元生死线：现货ETF连日净流出、美元走强压制风险偏好。本周CPI/核心CPI/PPI与欧央行决议定调，失守或看58,700至54,000。

5

Jun 2026

迈威尔科技在人工智能不断扩张的多重宇宙中

不只押注英伟达，AI第二层受益者Marvell强势回归：数据中心、定制芯片与光互连带动营收加速；黄仁勋点名加持推高估值，后续靠业绩兑现。

3

Jun 2026

AI无处不在，为何只有少数公司成赢家？

AI热潮不是泡沫：2026年CapEx或破7000亿美元，但利润仍集中云与芯片龙头。七巨头推高指数、集中度风险升温；下一波赢家看谁把AI效率变现。

2

Jun 2026

未来一周：OpenAI与IPO竞逐

OpenAI传拟IPO，成AI主题投资关键公投：若上市强势，纳指、半导体、云与数据中心续受追捧；但烧钱、估值、利率与融资收紧恐泼冷水。

30

May 2026

AI需求正迈向量子级规模

量子商用还远，但国家资金已抢先铺路：美国投20亿美元、法国15亿欧元，绑定芯片与零组件。投资先看混合系统、控制硬件与后量子安全，警惕概念股估值。

28

May 2026

黄金在2026年会再次突破5000美元吗？

金价2026年初史上冲破每盎司5,000美元，降息预期、核心通胀、央行抢金与地缘风险共振；但美元走强、真实收益率升温拖累回调。年内能否再破关？关键看美元与利率博弈。

25

May 2026

未来一周：债券暴跌冲击市场

债券收益率高企压制全球资产，油价成最大变数；美伊缓和拖累原油，短暂提振风险偏好。本周澳洲CPI、纽央行、美国核心PCE与GDP将定方向。

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