（抛砖引玉）大家炒美股都看哪些网站/资讯源？
美股资讯源讨论新增Bg2播客链接及Twitter关注建议
1. 关键信息
- #47 @Ss004 推荐新一期 Bg2 播客（#47），提供 YouTube 观看链接。
- #44 @Ss004 此前推荐关注 Fermi Energy (FRMI)：引用 Citizens 研报，指出 OpenAI 可能通过 Nvidia 资助租赁俄亥俄州 10GW 数据中心，利好 FRMI（股价涨13%至$6.35）。
- #44 @Ss004 补充三个具内容的 EC（Event Catalyst）标的及财报电话会议链接：AMAT, CAMT, FRMI。
- #45 @AWS 建议专注 Twitter (X)，提及拥有专门的 trader twitter 账号，并表达对 Chamath 的负面看法。
2. 最新动态
- #47 @Ss004 持续补充音频/视频类深度资讯源（Bg2 播客），延续其分享高质量分析素材的习惯。
3. 争议或不同意见
- #16 @nkc 认为炒股看新闻无意义，主打“vibe”。
- #17 @gcy 总结为“赌博”。
- #24 #25 强调定投无需看新闻，调侃式建议忘记密码即可。
- #30 @Coinbase 批评论坛用户投资水平低，薅羊毛高手多。
- #35 #37 提出“一亩三分地反买”逻辑（如狗家、微软），暗示论坛信息需反向参考，与主流追涨思路形成分歧。
- #39 被动投资理念与多数主动交易推荐存在理念冲突。
4. 行动建议
我自己目前主要看的有： WSJ（信用卡报销） 华尔街见闻 偶尔刷 X / Reddit 所以想认真问问论坛里长期做美股的大佬： 你们每天固定会看的信息源有哪些？ 感谢！
泥潭唯一指定sellthenews，看一个就够，最多加上google finance
https://sellthenews.org/ https://sellthenews.org/ Real-time US market news aggregated from WSJ, Bloomberg, NYT & FT live coverage, with AI-powered r/wallstreetbets (WSB) sentiment analysis, Trump Truth Social market-impact tracker, per-ticker stock news, and an options GEX dashboard. Free, fast,...
美卡论坛理财版、败家版（迫真）
Rosmontis: sellthenews 谢谢，很不错的网站
https://uscardforum.com
泥潭理财版综合楼
我用 reddit 和 sellthenews，不看 X。 reddit 目前看还是高质量 UGC 最多的，去年 10 月份就有很多关于存储 的分析。但也有很多 bot，亲眼见证了几个 pump&dump 的骗局。 sellthenews 质量很高，虽然可以设置里改成英文但我觉得主流使用者还是中文用户？真的考虑多去外网推广下 /u/bluetea 。FinancialJuice 那种 80 年代 UI 怎么看得下去
@饺子大佬
感谢大佬分析
感谢使用。确实从后台数据来看，选择中文展示的用户还是大多数 之所以还没有做外网的推广，主要还是感觉运维起来有些麻烦。虽然很多都被自动化了，但是经常还是会有各种奇怪的问题（比如今天家里WiFi挂了这种）。目前主业工作还是挺忙的 去年底开始沉迷炒股，做这个网站的初衷是想要一个高质量的中文信息获取源，并支持 AI 分析、社交媒体上的讨论等等。调研了一圈，居然发现完全没什么能打的竞品。大部分能用的，要不是上古原始界面、不支持手机端正常显示、要登录开会员或者贴片广告满天飞。体验极差 就比如之前想在手机上随时看MU的max pain点位，结果Google出来的网站https://chartexchange.com/symbol/nasdaq-mu/optionchain/summary/ 一进去上下左右全是广告真是绷不住了，更别提超原始界面了
https://truthsocial.com/@realDonaldTrump https://truthsocial.com/@realDonaldTrump
or this https://sellthenews.org/truth https://sellthenews.org/truth Every Donald Trump Truth Social post scored by AI for US stock market impact. Tariffs, Fed, China, and policy announcements, analyzed the moment they hit.
https://www.reddit.com/r/wallstreetbets/ /uploads/short-url/k42qP5ULc08WkPt0KUklZ91NveC.jpeg?dl=1
https://sellthenews.org/wsb?lang=zh&truthShowAll=1
炒股绝对不能看新闻，因为新闻所有人都能看到，炒股就是主打一个vibe
省流：赌博
X，financialjuice，还有泥潭啥的
大家觉得华尔街见闻怎么样？国内的资讯源有没有啥推荐的? 财新网越来越贵了
你如果只是要快讯，金十就好了，免费的
Reddit板块好多啊 哪些板块
也想看些内容分析，不过现在更多时候是把头条丢给AI帮我分析
定投不要看新闻，重复一遍，定投不要看新闻
把定投账户密码忘了就可以去看了
喜欢干着急
morningstar 同为小白，不是大佬，最近我开始多关注基本面，主要参考这些report valueline argus report from etrade refinitiv report from etrade cfra from schwab morgan stanley security report from etrade jpm security report from jpm self-invested brokerage
请教大佬们 reddit 和 x 上有哪些好的KOL？那些正真分享思考而不是只会展示自己永远正确的
我用 twitter 和 futubull, 尽管再也不敢在国内券商那开户，app news还是很不错了。
substack ： 推荐semianalysis 美股宋分题 Fomo研究院 Trendforce的各种研究报告，非常贵，也非常有价值。最近很火的光通信 存储 hbm之类，几年前trendforce就看到趋势了 这个论坛薅羊毛高手很多，投资水平就有点难以直视了。个人觉得 可以看 /u/ss004 x：Macro_lin，郭明琪。x上面吹嘘自己的股神很多，注意鉴别
我是新手，只是花的时间比较多，太多了有点想不过来，最后有几个sub付费的，但前提是得花点时间才值得付费，借卡帕西一句名言： you can outsource your thinking, but never your understanding https://medium.com/@adnanmasood/you-can-outsource-thinking-you-cant-outsource-understanding-fd02f1994e02 从免费的开始说： 机构： https://x.com/coatuemgmt https://a16zgrowth.substack.com/welcome https://a16zgrowth.substack.com/welcome Deep dives into what makes companies truly great—from the investors and operators at a16z Growth. Click to read a16z Growth Newsletter, a Substack publication. https://semianalysis.com/ https://semianalysis.com/ Bridging the gap between the world's most important industry, semiconductors, and business. https://www.youtube.com/@sequoiacapital https://www.youtube.com/@sequoiacapital We help the daring build legendary companies – from idea to IPO and beyond. https://www.youtube.com/channel/UCIrwad_7c54tEweM0YCsfmg https://www.youtube.com/channel/UCIrwad_7c54tEweM0YCsfmg Altimeter is a technology-focused investment firm built by a founder for founders. Our mission is to help entrepreneurs build iconic companies, disrupt markets, and improve lives at every stage of growth. Altimeter manages funds that invest across... 博客： https://www.youtube.com/@allin https://www.youtube.com/@DwarkeshPatel https://www.youtube.com/@DwarkeshPatel Deeply researched interviews https://www.youtube.com/@Bg2Pod https://www.youtube.com/@Bg2Pod Open Source bi-weekly convo w @altcap & @bgurley on all things tech, markets, investing & capitalism https://www.youtube.com/@stripe https://www.youtube.com/@stripe Building programmable financial services. Advancing ideas for progress. https://www.youtube.com/@business https://www.youtube.com/@business Bloomberg Originals offers bold takes for curious minds on today’s biggest topics. Hosted by experts covering stories you haven’t seen and viewpoints you haven’t heard, you’ll discover cinematic, data-led shows that investigate the intersection of... 名人： https://x.com/GavinSBaker https://x.com/altcap?lang=en https://x.com/dylan522p https://x.com/TMTBreakout https://x.com/FundaAI https://x.com/karpathy https://x.com/bcherny https://x.com/cHHillee Citrini系列 https://x.com/jukan05 https://x.com/zephyr_z9 https://x.com/citrini
还有楼主在另一篇里提到过的Irrational Analysis，对于半导体的研究非常深入 https://www.uscardforum.com/t/topic/370293/1037
对的对的 那个irrational analysis上次看你推荐我也关注了
Google Finance其实也挺好用
一亩三分地反买 别墅靠大海 参考去年狗家
其实Nancy Pelosi的持倉也很有参考性，国会山女股神的名号不是叫假的。全美国我最不舍得退休的国会议员
那今年就是微软了
最近听的的3个pod https://www.youtube.com/watch?v=Mmj_G9RlW-I https://www.youtube.com/watch?v=wEEZPpx8qow https://www.youtube.com/watch?v=ygtPaOhI0ak 我觉得3个有内容的EC AMAT, CAMT, FRMI https://finance.yahoo.com/quote/AMAT/earnings/AMAT-Q2-2026-earnings_call-543062.html https://finance.yahoo.com/quote/CAMT/earnings/CAMT-Q1-2026-earnings_call-559247.html https://finance.yahoo.com/quote/FRMI/earnings/FRMI-Q1-2026-earnings_call-536421.html
每次想操作就读一下圣经： https://www.bogleheads.org/wiki/Main_Page
Bloomberg terminal
https://truthsocial.com/@realDonaldTrump https://truthsocial.com/@realDonaldTrump
allin Sarah Friar, compute cost dropped 95%, from 17:20; pod released around 12pm EST, px of NV, ORCL, CRWV, NBIS… “The good news on compute is that there is a massive deflationary curve on cost right from chat GBT uh five to 54 I think the deprecation of cost was something like 97%. It’s like kind of an amazing curve. Actually, I’m slightly from four to 54, it was 97%. But that happened in like two years.” https://www.youtube.com/watch?v=TjrShuj_Zsg&t=998
推荐一个allin x c:\ https://www.youtube.com/watch?v=UIoV8rG_25s
FRMI: “Citizens views The Information’s report that OpenAI is in talks talks to lease a 10-gigawatt data center in Ohio through funding provided by Nvidia (NVDA) bodes well for Fermi (FRMI). The news bodes well for the likelihood of a significant signed lease with Fermi, as the company attempts to sign its first lease on its developing 11 GW natural gas powered complex, the analyst tells investors in a research note. Shares of Fermi are up 13% to $6.35 following Citizens’ note.” /uploads/short-url/loV1WBdRRvrpKfpWjqoR8K9mPOY.png?dl=1 Ss004: 我觉得3个有内容的EC AMAT, CAMT, FRMI https://finance.yahoo.com/quote/AMAT/earnings/AMAT-Q2-2026-earnings_call-543062.html https://finance.yahoo.com/quote/CAMT/earnings/CAMT-Q1-2026-earnings_call-559247.html https://finance.yahoo.com/quote/FRMI/earnings/FRMI-Q1-2026-earnings_call-536421.html
x 关注好了感觉别的不用管 我有个专门的trader twitter https://www.uscardforum.com/t/topic/505137/43 fuck chamath, he can suck my pp
美卡论坛 理财板块 美股心灵spa的标题
新一期Bg2 https://www.youtube.com/watch?v=Tx9jT2c6e3U