Riding the Cycle: The Logic and Practice of Long-term Value Investing in US Stocks
This article provides an in-depth analysis of the investment logic, strategy selection, and practical methods of the US stock mark
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This article provides an in-depth analysis of the investment logic, strategy selection, and practical methods of the US stock mark
96 reads
In the second half of 2026, facing complex and volatile market environments, investors need to reassess their US stock portfolio a
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By end of Q2 2026, Berkshire Hathaway's cash reserves surpassed $200 billion for the first time, a record high. Amid high US stock
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As 2026 enters its second half, the US stock market, having experienced an AI-driven tech frenzy and subsequent pullback, sees inv
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In early August 2026, Amazon reported Q2 earnings with AWS cloud revenue growth accelerating markedly back to double digits. The s
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The US ISM Services PMI unexpectedly returned to expansion in July, shattering expectations of rapid economic cooling and triggeri
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NVIDIA's latest earnings report reveals that its GPU leasing and cloud services revenue surged 210% year-over-year in Q2 2026, bec
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The US July nonfarm payrolls released in early August 2026 significantly missed expectations, with the unemployment rate unexpecte
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In H1 2026, U.S. active funds saw sustained outflows, while passive index funds and bond ETFs became safe havens. This article ana
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US June Core PCE price index year-on-year growth slowed to 2.4%, below expectations; consumer spending grew by 0.5% month-on-month
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EIA数据显示原油库存超预期下降,国际油价大涨,能源板块领涨美股。本文分析能源股上涨逻辑,并探讨投资者如何通过行业轮动、仓位管理和多品类资产搭配来优化美股持仓,捕捉原油行情机遇。
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On Monday, US chip stocks were hit by a storm, with the Philadelphia Semiconductor Index plunging nearly 5% intraday. Nvidia, SanD
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Apple's Q3 FY2026 earnings showed services revenue up 15% YoY to a record, iPhone sales flat, AI spending doubled. This article an
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US Q2 GDP growth beats expectations, but corporate earnings outlook is uncertain. Investors adjust holdings, adding defensive sect
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When tensions in the Middle East rise, global stocks often come under pressure, but U.S. stocks tend to be more resilient. This ar
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