美股投資研究筆記 My Alpha Portfolio
美股投資研究 My Alpha Portfolio長期投資。主題投資與交易。 這裡分享的投資相關內容, 不構成任何投資建議。 歡迎理性與建設性的交流討論。如果您不同意我的觀點, 那請以您的觀點為主。
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 456 | Subscribers | Read | alpha6688.substack.com |
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Recent posts by this newsletter. Browse the email archive.
[美股財報] 工業物聯網公司 Samsara (IOT) Q2/FY2026 財報與法說會內容整理, 護城河.
"你們的新增淨年度經常性收入(ARR)超預期的幅度是上市公司中最大的。("Largest net new ARR beat as a public company.")
讀書筆記: “精準選股：華爾街傳奇科技分析師的10堂投資課”
我當初有說, 做訂閱制, 除了原本分享的內容外, 為了感謝贊助我的讀者, 我預計分享一些在我學習投資過程中, 很有價值的內容, 如讀書筆記與心得("我也看了不少投資與商學相關書籍. 所以我也會慢慢分享這些讀書筆記與我的實戰心得。") 之後會定期分享(希望能夠每月一篇; 這也是一個給我繼續閱讀的動力).
[航太] 美股研究: Morgan Stanley (摩根史坦利) 對於航太產業的觀點, 太空產業趨勢.
我在去年有研究過一家衛星公司了. 對此有興趣的投資朋友可以找一下.
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長期投資。主題投資與交易。這裡分享的投資相關內容, 不構成任何投資建議。 歡迎理性與善意的交流討論。如果您不同意我的觀點, 那請以您的觀點為主。
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