90s.pm.investing
90後PM｜拒絕童話故事，堅持用科學畫樹，走出個人投資者的黑暗時代、邁向啟蒙 ｜所有言論皆為學術研究用途，不構成任何投資意見
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 245 | Founded | a year ago | Last Issue | 3 days ago |
| Active | Language |  ZH-TW | |||
Read this Newsletter
90spminvesting.substack.comLatest Issues
現在是牛市裡的正常回調，還是市場已經轉入崩盤模式？
量化巨頭文藝復興 Medallion Fund 的武器： 隱馬可夫模型（Hidden Markov Model）
過去一個月，費城半導體指數從高點回落超過兩成，標普 500 科技板塊錄得一年多來最大的單月跌幅。Amazon 與 Alphabet 每年數千億美元的 AI 資本支出開始受到華爾街質疑，Intel 因財測不如預期單日大跌近三成，Nvidia 與 CoreWeave 也接連出現賣壓。
Marvell 收購 Lumentum：1,150 億美元買下雷射，為何市場先砍一刀？
併購套利、協同效應
2026 年 11 月 2 日，晶片設計公司 Marvell 宣布收購光學與雷射龍頭 Lumentum，企業價值約 1,150 億美元。按條款，每股 Lumentum 將換取 4.5 股 Marvell，預計 2028 年上半年交割。
大跌那晚，你在找解釋，還是在對答案？
用 Google 與 Intel 的財報，看事前寫下的框架怎樣連接業務變化與股價
10 月 29 日，Alphabet 收市跌 12.6%，市值一天少了約 5,000 億美元，是 Google 上市以來最差的一天。同一晚，Intel 公佈財報，盤後再跌近兩成。
Hermès International | RMS.PA
這次大跌會是黃金坑嗎？ 我們畫樹
一、為皇室打造馬具的奢侈品王者 - Hermès
了解奢侈品股：從入門到精通
市值蒸發 2,510 億歐元之後，拆解奢侈品生意的底層邏輯與估值地圖
2026 年 10 月下旬，歐洲奢侈品股公布第三季成績表，股價全線下挫 。
Key Facts
Audience Metrics
Subscribers, engagement, traffic and sponsorship for 90s.pm.investing.
| Subscribers | Engagement | 76 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
SEO Reach
Where 90s.pm.investing ranks on Google, and how much search traffic it brings in.
| Ranked Keywords | 47 | Monthly Search Traffic | Top Keywords |
|---|
Chart Rankings
How this newsletter ranks in the official Substack charts.
| #230 |
Authors
The writers behind this newsletter.
90後PM｜投資筆記｜拒絕童話故事，堅持樹狀思維、科學驗證｜每個人都有能力做高品質的投資決策｜所有頻道的發言只作研究用途，不構成任何投資建議，投資人應獨立判斷，審慎評估並自負風險
Frequently Asked Questions
How can I access the email archive for 90s.pm.investing?
You can find recent issues that have been published by 90s.pm.investing on Reletter by scrolling up to where it says Latest Issues. Tap on the link for any of the most recent emails or hit More Issues to see older ones.
How many subscribers does 90s.pm.investing have?
To see how many people subscribe to 90s.pm.investing, simply upgrade your Reletter account. We provide readership numbers and lots of other stats for this newsletter so you can decide if it's worth reaching out to.
How can I advertise in 90s.pm.investing?
Newsletter advertising can be extremely effective when it's done right. Before you pitch 90s.pm.investing as a potential sponsor or partner, make sure that you've done your research and checked its newsletter stats with Reletter.
Then, personalize one of our winning pitching templates and send it to the right person using the contact info provided.
How much does it cost to sponsor a publication like 90s.pm.investing?
Newsletter ad rates (or CPM) vary depending on many factors, including industry, number of subscribers, open rate, ad placement and more.
To find out how much an ad will cost, contact 90s.pm.investing using the contact information provided and ask for a copy of their media kit.
How can I find newsletters related to 90s.pm.investing?
Scroll up to where it says Related Newsletters to see other publications like 90s.pm.investing. You can also search our email newsletter directory to discover other newsletters that cover the topics you're interested in.
How do I contact 90s.pm.investing?
Reletter provides this newsletter's website URL above, where you will often find their contact information. We also provide links to associated social media accounts and pitching templates so you can reach out fast.