Reletter
Artwork for 不預測漲跌

不預測漲跌

Tens of paid subscribers

替你追 AI 巨頭的錢:誰拿到合約、交付了什麼,付款與收入又有多少證據。

Platform
Substack
PricingFreemiumPublishesDaily
Issues193Founded6 months agoLast Issue6 days ago
Active
Language
ZH-TW

Read this Newsletter

gooptions.substack.com
Artwork for 不預測漲跌

Latest Issues

板塊資金流向調查報告 — 2026-10-29

每日從「面上強的 vs 底下動的」追板塊資金。完整 Layer 0/1/3/4/5 互動報告 → gooptions.cc/trend-core-daily-report

① 我的研判

💎 今日強共振訊號

同時具備:均線多頭排列 + 近 3 日新趨勢上升訊號 + RSI 甜蜜點。⭐ = 近 14 日有內部人買入。

  • ENTG(Technology)$160.00|訊號日 10/29

  • CCNEP(Financial)$25.05|訊號...

6 days ago
1

微軟 FY2027 第一季:資本支出 452 億美元因第三方算力晚到而低於指引,Azure 年增 48%,投入要連租約一起看

Microsoft(MSFT)FY2027 第一季 Azure 年增 48% 高於指引,含融資租賃的資本支出 452 億美元低於上一季給的指引,財務長歸因第三方算力延後交付。本文判斷這是交付時點問題,並把改列營業租賃的資料中心租約與 3,646 億美元待起租的租約算進微軟的投入。

微軟(MSFT)2026 年 10 月 28 日公布 FY2027 第一季財報並召開法說,這一季是 2026 年 7 到 9 月,含融資租賃的資本支出 452 億美元,低於上一季給的指引。看到「微...

6 days ago
3
Paid

板塊資金流向調查報告 — 2026-10-28

每日從「面上強的 vs 底下動的」追板塊資金。完整 Layer 0/1/3/4/5 互動報告 → gooptions.cc/trend-core-daily-report

① 我的研判

💎 今日強共振訊號

同時具備:均線多頭排列 + 近 3 日新趨勢上升訊號 + RSI 甜蜜點。⭐ = 近 14 日有內部人買入。

  • OKTA(Technology)$226.07|訊號日 10/27

  • TEL(Technology)$225.35|訊號...

6 days ago
1

板塊資金流向調查報告 — 2026-10-27

每日從「面上強的 vs 底下動的」追板塊資金。完整 Layer 0/1/3/4/5 互動報告 → gooptions.cc/trend-core-daily-report

① 我的研判

💎 今日強共振訊號

同時具備:均線多頭排列 + 近 3 日新趨勢上升訊號 + RSI 甜蜜點。⭐ = 近 14 日有內部人買入。

  • AER(Industrials)$150.05|訊號日 10/27

  • OKTA(Technology)$226.07|訊...

6 days ago
1

板塊資金流向調查報告 — 2026-10-26

每日從「面上強的 vs 底下動的」追板塊資金。完整 Layer 0/1/3/4/5 互動報告 → gooptions.cc/trend-core-daily-report

① 我的研判

💎 今日強共振訊號

同時具備:均線多頭排列 + 近 3 日新趨勢上升訊號 + RSI 甜蜜點。⭐ = 近 14 日有內部人買入。

  • J(Industrials)$147.14|訊號日 10/26

  • FOXA(Communication Services...

6 days ago
2

Key Facts

Contact Information
Newsletter Author
Number of Subscribers
Find out how many people subscribe to this newsletter.

Audience Metrics

Subscribers, engagement, traffic and sponsorship for 不預測漲跌.

SubscribersEngagement77Monthly Web Visits
Accepts SponsorsEstimated Cost per Ad

Authors

The writers behind this newsletter.

  • 不預測漲跌

    我替你追 AI 巨頭的錢:微軟、Google、Meta、NVIDIA 宣布的支出,後來變成誰的合約、交付了什麼,付款與收入又有多少證據。每一關各自查證,查不到就標未取得。深度研究照常做,主線是 AI 算力、CPO、CPU 新週期與 800VDC 供電。不報明牌,每個判斷都寫失效條件。

  • Frequently Asked Questions

    How can I access the email archive for 不預測漲跌?

    You can find recent issues that have been published by 不預測漲跌 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 不預測漲跌 have?

    To see how many people subscribe to 不預測漲跌, 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 不預測漲跌?

    Newsletter advertising can be extremely effective when it's done right. Before you pitch 不預測漲跌 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 不預測漲跌?

    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 不預測漲跌 using the contact information provided and ask for a copy of their media kit.

    How can I find newsletters related to 不預測漲跌?

    Scroll up to where it says Related Newsletters to see other publications like 不預測漲跌. You can also search our email newsletter directory to discover other newsletters that cover the topics you're interested in.

    How do I contact 不預測漲跌?

    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.