https://blog.alansun.host/categories/%E6%8A%95%E8%B5%84%E4%B8%8E%E4%BA%A4%E6%98%93%E7%AD%96%E7%95%A5/Recent content in 投资与交易策略 on 没用知识库Hugo -- gohugo.iozh-cnalansundy@gmail.com (羊羊羊)alansundy@gmail.com (羊羊羊)© 2026 羊羊羊Thu, 05 Nov 2026 00:00:00 +0000https://blog.alansun.host/posts/20261105_%E6%8A%95%E8%B5%84%E7%BB%84%E5%90%88%E8%B0%83%E6%95%B4%E5%8D%81%E4%B8%AA%E7%BB%93%E8%AE%BA%E4%B8%8Esoxx%E9%BB%84%E9%87%91%E6%8E%A8%E6%BC%94/Thu, 05 Nov 2026 00:00:00 +0000alansundy@gmail.com (羊羊羊)https://blog.alansun.host/posts/20261105_%E6%8A%95%E8%B5%84%E7%BB%84%E5%90%88%E8%B0%83%E6%95%B4%E5%8D%81%E4%B8%AA%E7%BB%93%E8%AE%BA%E4%B8%8Esoxx%E9%BB%84%E9%87%91%E6%8E%A8%E6%BC%94/Andy lee 视频笔记：梳理当前美股市场的十个核心结论，涵盖 Marvell 收购 LITE 折射的硬件毛利率见顶、科技巨头财报分化、云厂商现金流转负与 AI 卖方自证瓶颈、中金模型与三日隧道下的黄金 4105 中枢，以及参照 2025 年一季度英伟达推演费城半导体（SOXX）底部的仓位管理计划。https://blog.alansun.host/posts/20261023_%E5%9B%9B%E5%A4%A7%E5%9B%A0%E5%AD%90etf%E7%BB%84%E5%90%88%E8%B0%83%E6%95%B4%E4%B8%8E%E9%BB%84%E9%87%914050%E5%85%B3%E5%8F%A3/Fri, 23 Oct 2026 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交易机会。https://blog.alansun.host/posts/20260513_%E8%82%A1%E7%A5%A8%E8%B5%9A%E9%92%B1%E6%89%8B%E5%86%8C_%E4%BA%94%E9%9D%A2%E8%81%94%E5%8A%A8%E6%8A%95%E8%B5%84%E6%A1%86%E6%9E%B6/Wed, 13 May 2026 00:00:00 +0000alansundy@gmail.com (羊羊羊)https://blog.alansun.host/posts/20260513_%E8%82%A1%E7%A5%A8%E8%B5%9A%E9%92%B1%E6%89%8B%E5%86%8C_%E4%BA%94%E9%9D%A2%E8%81%94%E5%8A%A8%E6%8A%95%E8%B5%84%E6%A1%86%E6%9E%B6/系统拆解决定股价涨跌的“基本面、资金面、技术面、消息面、情绪面”五维联动机制，并结合中国船舶等大周期实战案例，阐述从散户追涨杀跌到体系化投资的进阶路径。https://blog.alansun.host/posts/20210217_%E6%8A%9B%E7%89%A9%E7%BA%BF%E8%A1%8C%E6%83%85%E4%B8%8E%E5%B8%82%E5%9C%BA%E9%A1%B6%E9%83%A8%E7%9A%84%E5%8D%96%E5%87%BA%E7%AD%96%E7%95%A5/Wed, 17 Feb 2021 00:00:00 +0000alansundy@gmail.com (羊羊羊)https://blog.alansun.host/posts/20210217_%E6%8A%9B%E7%89%A9%E7%BA%BF%E8%A1%8C%E6%83%85%E4%B8%8E%E5%B8%82%E5%9C%BA%E9%A1%B6%E9%83%A8%E7%9A%84%E5%8D%96%E5%87%BA%E7%AD%96%E7%95%A5/拆解加速上涨（抛物线行情）末段的识别方法与退出纪律：结合三段式推动趋势线、波动率扩张与回踩反弹减仓法则，将“顶部卖出”转化为可执行的交易系统。