超级财经:带来超级回报的财经信号。 SuperFinance: Financial Signals That Bring Super Returns.

Worldwide
Joined August 2020
超级财经 SuperFinance retweeted
Does Vera Wang’s slender physique affect her bridal brand’s image? After all, health is more important than beauty, isn't it? Vera Wang once said, 'Weddings should be a person's most creative moment to be who they want to be.' BrandAI estimates her personal brand value at approximately $500 million. Her commercial value extends well beyond bridal wear, spanning apparel, jewelry, fragrances, and home goods, with global annual retail sales exceeding $700 million.
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超级财经 SuperFinance retweeted
巴菲特狡猾、绝情和爱吹牛。巴菲特说,“所有这些智商160的经济学家,他们一生都在研究经济,你能给我举出一个,通过证券赚钱的超级富有的经济学家的名字吗?”我知道的就有很多:大卫·李嘉图提出比较优势理论,他在那个时代就成了超级富翁;约翰·凯恩斯也是跑赢市场的富人。
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超级财经 SuperFinance retweeted
Apple, ranked as the world's most valuable brand by World Brand Lab, has a failed co-founder named Ronald Wayne. As Apple's third co-founder, Wayne held a 10% stake in the company. Just 12 days later, he stepped down, receiving a total of $2,300 across two payments. Today, Apple $AAPL commands a market capitalization of $5 trillion, leading Wayne to be widely called the most failed co-founder in history. On April 1, 1976, Steve Jobs and Steve Wozniak co-founded Apple. At 41, Wayne was the oldest of the trio, responsible for drafting the partnership agreement, designing Apple’s original logo, and writing the Apple I manual. Jobs and Wozniak each held a 45% stake, while Wayne held 10%—intended primarily as a mediator and tie-breaker for the two younger founders. Merely 12 days later, on April 12, 1976, Wayne relinquished his 10% stake and resigned. As a general partnership, Apple exposed partners to unlimited personal liability for company debts. Having previously failed in business and owning personal assets like real estate, Wayne feared the young founders' risky debt for raw materials would jeopardize his private property.
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超级财经 SuperFinance retweeted
演员朱锐,平时省吃俭用,把钱都押在了股票上。10多年了,包包省了,金表省了,项链也省了,最后股票还是亏了40%。朱锐关键澄清:炒股确实亏了很多钱,“受到了重创”,但“不至于破产”,因为自己“有车有房,虽然积蓄已全部造了”,目前生活来源主要靠母亲种菜。朱锐特别强调“不会直播带货,不需要人设,也不争取回本”。朱锐1987年出生,北电科班毕业。没读过金融理财的书。朱锐说,像她这样的金融小白,只要多阅读理财经典书籍,上当受骗也比较难。没时间看书,或读不下去怎么办?可以视频听书。譬如金融世界列举了100本财经必读经典。每天可以听1本视频财经书,10分钟帮你读完大部头。从每一本畅销书开始,持续投资您的智慧!这是他们的链接: youtube.com/@finworldtv
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超级财经 SuperFinance retweeted
Is the AI Storage Brand War Just Getting Started? In the general computing era, storage was merely a supporting actor. Today, in the age of LLMs and Agentic AI, it has evolved into the core foundation dictating GPU MFU, training throughput, and inference latency. According to BrandAI, the battle is transitioning from traditional capacity-and-cost competition to an architectural shift focused on pure compute throughput. This war is unfolding across four key battlegrounds: 1. HBM4 & The Memory Wall: SK Hynix, Samsung, and Micron $MU are redirecting nearly 70% of R&D and capacity to HBM. With HBM4 introducing 2048-bit interfaces and customized Logic Base Dies, HBM is transforming from commodity memory into tailored, compute-bound silicon. 2. High-Density Enterprise SSDs (eSSD): Driven by data preprocessing and KV Cache demands, 64TB and 128TB QLC eSSDs are rapidly replacing legacy storage arrays. Micron, Western Digital/SanDisk $SNDK , and Samsung are aggressively competing for market share in this high-margin segment. 3. Software-Defined & DASE Challengers: Next-gen vendors like VAST Data and WEKA leverage DASE architectures and all-flash performance to eliminate throughput bottlenecks, backing their surging valuations with heavy investment from NVIDIA. 4. Incumbent Defense: Legacy giants are adapting quickly—Pure Storage leverages all-flash DirectFlash for peak energy efficiency, while NetApp and Dell lock in $NVDA NVIDIA DGX SuperPOD certifications to migrate enterprise clients to AI data pipelines. Ultimately, AI storage is no longer about selling drives or NAND chips; it is a full-stack engineering contest spanning materials science, IC design, and data pipelines. The true winner will be decided over the next 3 to 5 years as inference scales globally.
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超级财经 SuperFinance retweeted
The eraser turning 'Impossible' into 'Possible' perfectly captures the spirit of branding in the AI-driven world. The technological barriers that once constrained brand reach, product development, and personalized communication are rapidly being dissolved by AI and LLMs. BrandAI @Brand argues the old rulebooks of marketing are being rewritten, but this power must be handled with care. A strong brand identity is no longer defined by its limitations but by its imaginative application of these new capabilities. This means using AI not just for efficiency, but to build deeper, more meaningful human connections—a key consideration I emphasized during my participation in branding-related events. While technology makes personalization and scalability effortless, true brand strength will continue to lie in its core, human-driven message and purpose.
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超级财经 SuperFinance retweeted
阿里主席蔡崇信女友曝光:王秋怡,1995年生,天津大學本科畢業,哥倫比亞大學碩士,比蔡崇信小31歲。據說,阿里創始人馬雲的女友,也已呼之欲出,也小30歲左右。蔡崇信還是沒走出王石怪圈,田樸珺小王石30歲。最狠的是段永平,女友小40歲,喜歡拉布布,老段就重倉泡泡馬特。
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超级财经 SuperFinance retweeted
Loyalty is not won by being first. It is won by being best. In the AI era, speed is everywhere. New models and tools appear daily. First-mover advantage fades fast. What endures is excellence. At BrandAI, we reject the race to launch earliest. We race to deliver the highest standard—more accurate, more reliable, more human, more trustworthy. Every update must prove we are still the best choice. Our strategy is simple: define quality so clearly that users feel it, measure it, and refuse to settle for less. Build experiences that become habits. Speak with transparency. Evolve publicly. Protect privacy fiercely. Users do not stay because we arrived first. They stay because nothing else matches the standard we set—and keep raising. Be the best. That is how loyalty is earned.
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超级财经 SuperFinance retweeted
段永平坦言:“即使马斯克给我钱,我也不跟他做朋友。个人层面上,并不喜欢马斯克的品行”。段永平认为,投资某家公司,本质上也是在“和创始人做朋友”,而他不想与一个自己不认同的人“同行”。昨天,有人问段永平,如果泡泡玛特老板,王宁出现意外/不幸,对泡泡玛特公司影响是多大?段永平意外回答:“肯定比你意外不幸的影响要大很多,但你出意外的机会肯定也要大很多的”。 比较离奇的是,2025年11月20日,段永平证实,他在前一周到当周(即2025年11月中旬),已开始逐步买入/做多特斯拉。当时股价400美元。他表示,只要判断“10年后回头看是个便宜的价格”,就会持续卖出Put。更离奇的是:2026年6月中旬,SpaceX完成IPO上市,SPCX股价大幅上涨。段永平在6月16日发表研判,表示“这很可能不是个泡沫”,3万亿美元市值并不离谱,坦言“想不佩服马斯克都难”。 明确卖Put操作:2026年7月下旬,段永平在回复网友互动时明确表示,除了继续卖出特斯拉(TSLA)、美光(MU)的Put外,也正在卖出SPCX的看跌期权(Sell Put),正式将其纳入自身的AI与硬科技资产布局池中。卖出Put的心态只有两种情况:1.认为股价不会大跌或会继续上涨:期权到期归零,白白赚取全额权利金;2.极度看好公司的长期价值,希望“打折建仓”:如果股价真的跌破行权价,顺理成章以自己认可的便宜价格接盘买入股票。
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超级财经 SuperFinance retweeted
马斯克谈的是“资本主义,通过AI和机器人,之后实现工厂主义”。终局并非乌托邦,而是“技术封建主义”:极少数掌控顶级AI与机器人供应链的“科技领主”,譬如马斯克、黄仁勋,垄断了生产要素;而绝大多数失去了劳动力价值的人类,沦为依赖领主赏赐或补贴的“数字农奴”。这不是陷阱?
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超级财经 SuperFinance retweeted
罗伯特·蒙代尔被誉为“欧元之父”和“国际宏观经济学的灵魂”,他的思想重塑了我们对现代开放经济体的理解。如今,他的儿子比尔·蒙代尔继承了这一通过金融创新促进社会福祉的遗产。诺奖得主罗伯特·蒙代尔设想了一个高效、稳定且无国界的全球金融秩序。他理想中的世界以类似于金本位制的稳定货币体系为中心,优先考虑固定汇率以最大限度地降低交易成本。 罗伯特·蒙代尔(Robert Mundell)于2021年去世后,全球经济进入了一个前所未有的复杂时代,对传统理论提出了挑战。首先,去全球化和地缘政治碎片化削弱了资本自由流动的假设,阻碍了最优货币区的逻辑发展。其次,数字货币和去中心化金融(DeFi)的兴起颠覆了主权货币的地位和央行的传导机制。尤其关键的是,在长期低利率或负利率环境下,“不可能三角”在全球金融周期中演变为“两难困境”:只要资本流动自由,无论汇率制度如何,一个国家都难以维持货币独立性。 为了应对本世纪日益加剧的贫富差距和社会不稳定,比尔·蒙代尔(William Mundell)将其父辈的宏观洞见,转化为解决不平等问题的微观方案。他指出,现代财富增长主要由股权资产驱动,但绝大多数普通员工却被排除在这些资本收益之外。为了解决这一问题,他牵头制定了员工持股指数(EO指数),倡导广泛的股权激励(例如员工持股计划),使员工成为公司所有者。这项创新不仅旨在提高企业竞争力,而且旨在通过“金融民主化”弥合阶级鸿沟,为后蒙代尔时代的社会稳定提供新的理论和实践框架。 从主权财富基金到私募股权投资机构,越来越多的机构投资者,得出了一个看似简单的结论:与员工共享股权的公司能为股东创造更多价值。2026年4月,全球最大主权财富基金的管理人挪威银行投资管理公司发布正式声明,指出“精心设计的员工持股计划能够为公司、股东、员工和社会创造长期价值”。贝莱德、先锋集团和加州公共雇员退休系统(CalPERS)在其代理投票指南中也表达了类似的观点。一项涵盖102项研究和近57,000家公司的全球荟萃分析证实,员工持股与公司业绩之间存在正相关关系。
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超级财经 SuperFinance retweeted
JUST IN: Michael Burry says the end is near for AI stocks. He is the equivalent of Jim Cramer, so do the exact opposite. This knucklehead gets it wrong 85% to 90% of the time and just got lucky on real estate. His fund even closed due to massive wrong calls. Mark this post. Michael Burry: "Donald Trump could never understand or navigate my Substack essays. But he can shoot from the hip and make money for himself and his cronies better than anyone."
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超级财经 SuperFinance retweeted
马斯克和比尔盖茨,这两位世界首富,哪个笑到最后?马斯克是All In押注一切,盖茨则是分散投资,包括农业和土地。《金钱心理学》作者豪塞尔认为,懂微积分的金融天才,如控制不好贪婪与恐惧,照样会破产。有钱人真正赢在金钱性格。看起来,马斯克的风险更高?你认为呢? youtu.be/fAY7BN9MP7Q?si=GhvZ…
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超级财经 SuperFinance retweeted
$SNDK $MU 储存只是AI产业链一个板块,最近遇到估值分歧。HBM(高带宽内存)明年会继续上涨,匹配的 $MU $DRAM 估值理性。AI其它明星 $AMD $INTC 相对 $NVDA 可能还要上涨。今天道指史再创历史新高。部分资金撤离AI半导体,受益的首先是加密板块的 $HOOD $COIN $CRCL $CLSK $MARA 。但最大的变量是川普。
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超级财经 SuperFinance retweeted
麦肯锡,一个商业怪胎:同时为利益冲突的双方服务。一边拿着五角大楼数千万美元合同,另一边却在为独裁国家提供咨询;一边为医药监管机构(如FDA)服务,一边又在为被监管的制药巨头出谋划策。纽约时报著名记者@PekingMike的名作《当麦肯锡来到小镇》被制作成8分钟视频。 youtu.be/rbn2apIb60s?si=Pb-x…
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超级财经 SuperFinance retweeted
字节股神Leto,传说炒股赚3000万,毛币、美刀、韩元不确定。但是他分享了自己的投资书单:投资入门可以看“持续买入”,进阶选股看彼得林奇“战胜华尔街”。其实,这些财经书,金融世界TV都有,这是链接 youtube.com/@finworldtv 立即订阅,每1本畅销书开始,持续投资您的智慧,每本书只需8分钟就可读完。
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超级财经 SuperFinance retweeted
纽约。自由女神。美国独立日。250周年。一个耐人寻味的小故事:1956年,匈牙利处于苏联高压统治。父亲决定带全家逃离。儿子:去哪里?父亲:美国。儿子追问:为什么美国?父亲平静地说:孩子,我们本来就是美国人,只是被生错了地方。这是匈牙利籍美国政治学者施拉姆的故事。
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超级财经 SuperFinance retweeted
俄羅斯為何貧窮?普京設計的。為何有些國家富裕,有些國家卻永遠貧窮?2024年諾貝爾經濟學獎得主,給出殘酷答案:貧窮,是當權者精准設計的。一個普通人,如何擺脫貧困?讀書,特別是財經書。最速成的辦法,每天聽1本財經書,只需8分鐘。這是鏈接:youtube.com/@finworldtv
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超级财经 SuperFinance retweeted
Alex Karp’s chaotic CNBC outburst is a masterclass in rogue branding. While institutions cringe, the market follows the numbers. With $PLTR targeting $7.2B in 2026 revenue and a 127% Rule of 40 score, this wasn’t a gaffe—it was a declaration of dominance.
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超级财经 SuperFinance retweeted
一个人到底凭什么变富?是靠点子、运气,还是靠所有权?AI创业、巨额融资和估值泡沫的背景下,从《致富之道》讲起,拆解对财富、执行、风险和所有权的冷硬判断,分析为何赚钱的人不是追逐概念,而是把机会变成现金流、议价权和可累积的资产。8分钟帮不把财经畅销书读完: youtu.be/Qj9hzHUOe6Y?si=fABO…
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