美股投資研究筆記 My Alpha Portfolio
美股投資研究 My Alpha Portfolio10多年美股主動投資經驗。商學相關背景。 長期投資, 主題交易。 喜歡研究公司(尤其是好公司); seeking alpha, 並期望打造一個積極穩健的投資組合。 歡迎理性與善意的交流討論。 這裡分享的投資相關內容, 不構成任何投資建議。
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 648 | Founded | a year ago | Last Issue | 45 hours ago |
| Active | Language |  Korean | |||
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[美股財報] 網飛 Netflix $NFLX Q2/2026 財報電話會議速記
NFLX最會漲的時候已經過去了. 現在NFLX也不貴了. 如果投資朋友對NFLX沒有特別要投資的理由, 要不然會有其他更好的選擇(就目前股價來說. 如果就管理團隊來說的話, NFLX的管理團隊真的是非常好). 目前NFLX有在使用AI來製片—這是我認為能夠幫助NFLX提升利潤的秘密武器; 希望這能夠幫助他們提升利潤, 增加營運效率. 前陣子看了一部Netflix上面的短影集”The Four Seasons(四季)”, 它辛辣詼諧又幽默地探討了中年婚姻, 友誼與死亡等議題(有...
[給訂閱讀者的信] Have a nice Summer; 財報週
Hello:
幾件事情:
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最近因故, 我發送信件晚了些. 抱歉, 在接下來一週我的文章可能也因此有延誤(不過每周固定的資金輪動資訊會照常). 謝謝你們的包涵與體諒.
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另外, 財報週開始了, 我會將注意力轉到財報閱讀與分享上.
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我希望有投資朋友注意到, 我從六月初就在祝大家有個好夏天了. 從我最近觀察到的數據, 某些大烏雲(如, 半導體)可能沒那麼快散開, 所以投資朋友就請趁這段時間, 做些對身心有益的事情(進修為未來做準備, 看劇看書,...
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10多年美股主動投資經驗。商學相關背景。長期投資, 主題交易。喜歡研究公司(尤其是好公司); seeking alpha, 並期望打造一個積極穩健的投資組合。歡迎理性與善意的交流討論。這裡分享的投資相關內容, 不構成任何投資建議。
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