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btyc

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Issues179Founded10 months agoLast Issue10 days ago
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Latest Issues

2026 年 5 月 16 日宏觀數據週報

週報數據截止 2026 年 5 月 15 日週五,僅供投資人參考,非任何投資建議。

週報數據截止 2026 年 5 月 15 日週五,僅供投資人參考,非任何投資建議。

10 days ago
90
55
Paid

EOSE:Frontier 帶來新的空間,也帶來新的疑慮

營收 5,700 萬美元,年增 445%

營收 5,700 萬美元,年增 445%

12 days ago
43
2
Paid

SpaceX 是在補貼 Tesla,還是 Tesla 買到了一張 SpaceX 的入場券?

這篇文章是我自己在自言自語,讀者不用太認真哈


前陣子,Tesla 在 4 月 30 日補交了一份 10-K/A 修正版財報。其中有一個細節被市場抓著不放:「SpaceX 在 2025 年 Q4 採購了大量的 Cybertruck」。

數據顯示,2025 年 Q4 美國 Cybertruck 的登錄量有 7,071 台,SpaceX 一家公司就採購了 1,279 輛,佔比 18%。再加上 xAI、The Boring Company、Neuralink 等馬斯...

14 days ago
64
8

2026 年 5 月 09 日宏觀數據週報

週報數據截止 2026 年 5 月 08 日週五,僅供投資人參考,非任何投資建議。

週報數據截止 2026 年 5 月 08 日週五,僅供投資人參考,非任何投資建議。

18 days ago
58
18
Paid

從古至今的貨幣政策變革

本專欄已經一陣子沒有從歷史的影子,解讀現代經濟了,本篇獻給我那些熱愛歷史又熱愛金融的讀者們。

我們讀三國演義,總覺得劉備是個仁義愛民的好大哥,諸葛亮是鞠躬盡瘁的神人。但讀者有沒有想過,蜀漢政權的人口當時只佔了全國人口的 12%。怎麼會有足夠的稅收一直北伐?

如果我們把視角切換到經濟學,去看看他們在入主巴蜀後執行的貨幣政策,讀者會發現祖先不虧是祖先,因為在近一千八百年前,蜀漢政權就已經把今天各國央行玩的那套「印鈔票、割韭菜、轉嫁危機」的手段,玩得爐火純青了。

    • *...
19 days ago
75
6

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    投資人二代,自小被當「理財小孩」養成。長大後沒跑掉,反而更著迷於尋找中小型的科技黑馬。涉獵廣泛,只要有趣的東西都喜歡研究。人生理念是愛老婆發大財

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