[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcioe0f8a527":3},{"user":4,"document":8,"mainDocument":28,"columnUrl":30,"subscription":31,"footer":43,"text":81},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":24,"videoId":6,"liveVideoUrl":6,"useContentVideo":5,"duration":25,"price":25,"priceText":26,"priceBadgeText":26,"priceBadgeClass":27,"freeForMinGroupLevel":25,"redirectUrl":6,"readyToStream":5},"dcioe0f8a527","感谢美股大跌，为我提供了捞底的机会！","\u002Fdoc\u002Fdcioe0f8a527","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>周三， AI股终于迎来反弹。\u003C\u002Fp>\u003Cp>SpaceX公布强劲财报后，股价盘中一度上涨12.4%；超微电脑（SMCI）上调业绩预期，股价盘中上涨约9.6%。 \u003C\u002Fp>\u003Cp> 前段时间，市场一直在担心 AI资本开支太大、融资压力太高，这么多钱砸进去，到底什么时候才能赚回来？结果不少科技股跟着一起下跌。\u003C\u002Fp>\u003Cp>但美股投资网认为，市场下跌不可怕，关键是要分清楚：究竟是公司的基本面变差了，还是市场情绪把价格打下来了？\u003C\u002Fp>\u003Cp>昨天我再次提示 VIP社群，194.8美元建仓网络安全公司OKTA，今天股价就上涨了8.3%。\u003C\u002Fp>\u003Cfigure class=\"image\">\u003Cimg src=\"\u002Fimg\u002Fstockwebsiteblob\u002Fweb-202610-stk\u002FUploader1fa5e138935847deb8c79498888be04b.png\" width=\"718\" height=\"461\">\u003C\u002Ffigure>\u003Cfigure class=\"image\">\u003Cimg src=\"\u002Fimg\u002Fstockwebsiteblob\u002Fweb-202610-stk\u002FUploader6784441cc93f458b84dd771787cea197.png\" width=\"324\" height=\"149\">\u003C\u002Ffigure>\u003Cp>事实上，我们早在9月1日就以165美元布局过OKTA，目前阶段性浮盈接近30%。 \u003C\u002Fp>\u003Cfigure class=\"image\">\u003Cimg src=\"\u002Fimg\u002Fstockwebsiteblob\u002Fweb-202610-stk\u002FUploaderc09414dfec28405595b12d1df87ecd62.jpg\" width=\"749\" height=\"607\">\u003C\u002Ffigure>\u003Cp>此外，我还捞底了另外一个 AI潜力公司，今天也大涨10%，想知道代号的可以加VIP领取。\u003C\u002Fp>\u003Cfigure class=\"image\">\u003Cimg src=\"\u002Fimg\u002Fstockwebsiteblob\u002Fweb-202610-stk\u002FUploaderec05408474b04cf7ae24629ca14f3e66.png\" width=\"292\" height=\"149\">\u003C\u002Ffigure>\u003Cp> \u003C\u002Fp>\u003Cp>当然，我不是说每次大跌都值得捞底。真正值得出手的前提，是你对公司的价值有自己的判断，而不是看见股价跌了就觉得便宜。\u003C\u002Fp>\u003Cp>这也是为什么，最近越来越多投资人警告AI泡沫时，我反而特别关注\u003Cstrong>橡树资本创始人霍华德·马克斯\u003C\u002Fstrong>的观点。\u003C\u002Fp>\u003Cfigure class=\"image\">\u003Cimg src=\"\u002Fimg\u002Fstockwebsiteblob\u002Fweb-202610-stk\u002FUploader6892a6493d5249cbb8c49606234c8419.jpg\" width=\"644\" height=\"476\">\u003C\u002Ffigure>\u003Cp> 马克斯目前并不认为市场已经达到真正意义上的泡沫状态。他有一句话，我觉得特别值得琢磨： \u003C\u002Fp>\u003Cp>泡沫的本质特征之一，是投资者对风险的“浑然不觉”。而当华尔街上下都在警惕泡沫风险时，这种“浑然不觉”恰恰是缺席的。\u003C\u002Fp>\u003Cp>这并不是说大家都在讨论泡沫，市场就一定安全了。\u003C\u002Fp>\u003Cp>\u003Cstrong>马克斯真正想提醒我们的是，泡沫不只是股价涨得高，更危险的是投资者陷入非理性繁荣，开始鲁莽冒进，甚至不再认真考虑风险。\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>回头看他的投资生涯，2000年科技股泡沫破裂前，他曾警告投机狂热；2007年，他再次提醒市场不要过度乐观。但到了2008年金融危机和2020年疫情暴跌期间，当市场被恐慌笼罩时，他又开始寻找低价买入的机会。\u003C\u002Fp>\u003Cp>同一个人，既能在狂热时提醒风险，也能在恐慌时寻找机会。 这才是我真正看重他的地方。\u003C\u002Fp>\u003Cp>回到现在的AI行情，我当然不会忽略资本开支、融资压力和估值风险。但我也不认为，只要市场开始讨论泡沫，就意味着每一次回调都是牛市结束的前兆。\u003C\u002Fp>\u003Cp>市场疯狂时，要警惕预期透支；市场恐慌时，也要看看有没有优质公司被错杀。\u003C\u002Fp>\u003Cp>这轮下跌，确实给了我重新审视、寻找入场机会的空间。接下来，我仍会把精力放在公司的基本面、估值和风险回报上，而不是试图猜中市场的最低点。\u003C\u002Fp>\u003Cp>别人恐慌时，不代表一定要买；但当价格跌出了价值，至少应该有勇气认真研究，而不是被情绪吓退。 \u003C\u002Fp>\u003Cp>美股投资网是一家专门研究美股的金融科技公司，2008年成立于美国硅谷，由前纽约证券交易所分析师Ken创立，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化模型，建立了一个股市数据库 https:\u002F\u002FStockWe.com\u002F 每天处理千万级股票数据：捕捉期权大单，实时主力资金流向、机构持仓变化、川普突发新闻 \u003C\u002Fp>","\u002Fimg\u002Fstockwebsiteblob\u002Fweb-202610-stk\u002FUploader55a4f6e31fd44ee0900602232e6a11a3.jpg","2026-10-22T01:08:02.34","2026.10.22","2026\u002F10\u002F22",42712,[22,23],"OKTA","SPCX","Article",0,"免费","success",{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":29,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":24,"videoId":6,"liveVideoUrl":6,"useContentVideo":5,"duration":25,"price":25,"priceText":26,"priceBadgeText":26,"priceBadgeClass":27,"freeForMinGroupLevel":25,"redirectUrl":6,"readyToStream":5},[22,23],"\u002Fcol\u002Fstocknews",{"visible":5,"marketingHtml":32,"services":33,"recentDocuments":42},"\u003Cfigure class=\"image\">\u003Ca href=\"https:\u002F\u002Fstockwe.com\u002Fdoc\u002Fdcio537efad5\" rel=\"noopener 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href=\"https:\u002F\u002Fstockwe.com\u002Fdoc\u002Fdcio537efad5\">案例介绍：英伟达深度研究报告\u003C\u002Fa>\u003C\u002Fh2>\u003C\u002Fdiv>",[34,38],{"productId":35,"serviceName":36,"priceText":37},"prod_PPxdDdK87QaiLv","月付","$12.95美元",{"productId":39,"serviceName":40,"priceText":41},"prod_PPxeMs3bix1da5","年付","$149.00美元",[],{"links":44,"images":72,"summaryHtml":77,"aboutTitle":78,"aboutHtml":79,"copyrightHtml":80},[45,48,51,54,57,60,63,66,69],{"label":46,"url":47},"深度报告","\u002Fcol\u002FdepthReport",{"label":49,"url":50},"VIP会员","\u002Fvip",{"label":52,"url":53},"期权推荐","\u002FOption",{"label":55,"url":56},"低价暴涨股","\u002FPenny",{"label":58,"url":59},"AI智能体","\u002FAiAgent",{"label":61,"url":62},"常见问题","https:\u002F\u002Fstockwe.com\u002FFAQ",{"label":64,"url":65},"美股课程","\u002Fcol\u002Fvideos",{"label":67,"url":68},"免责声明","\u002Fdisclaimer",{"label":70,"url":71},"联系我们","\u002FContactUs",[73,74,75,76],"\u002Fimages\u002Ffooter\u002Ffooter-1-wechat.gif?v=20260930c","\u002Fimages\u002Ffooter\u002Ffooter-2-telegram.png?v=20260930c","\u002Fimages\u002Ffooter\u002Ffooter-3-whatsapp.png?v=20260930c","\u002Fimages\u002Ffooter\u002Ffooter-4-line.png?v=20260930c","邮箱: buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 \u003Ca href=\"https:\u002F\u002Fstockwe.com\" rel=\"noopener\">StockWe.com\u003C\u002Fa> 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理海量股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，美股买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":82,"search":83,"searchPlaceholder":83,"hotContent":84,"draft":85,"noData":86,"searchNoData":87,"courseContent":88,"more":89,"buyNow":90,"subscribeNow":91,"encoding":92,"paidContent":93},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]