財經 Moon Talk - 宏觀&美股投資日誌
I’m Moon \ud83c\udf19｜多年金融人，現用過去投行訓練的框架觀察宏觀與股票 ｜用顯淺易懂的文字分享大戶思維、投資與資產配置 ｜ 純屬個人分享小天地，不構成投資建議
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 123 | Founded | 6 months ago | Last Issue | 8 days ago |
| Active | Language |  Korean | |||
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moontalksmarket.substack.comLatest Issues
【Moontalk週報】Warsh改寫Fed反應函數 | Salesforce反擊SaaS末日論 | Nvidia AI需求仍在加速
Warsh 改寫九月利率交易，NVIDIA 延續 AI CapEx 狂潮，Salesforce 則讓市場重新思考 AI 對軟體產業的真正影響
Moon 這週想重點跟大家聊聊 Jackson Hole 的市場含義、SaaS 板塊，以及 NVIDIA 最新財報，所以這期週報就聚焦在這三個部分。
【Moontalk 市場觀察】Warsh 即將登場：Jackson Hole 市場在等什麼？
從 9 月降息門檻到 AI productivity，拆解今晚最重要的四個政策訊號
前言 截至 8 月 27 日，美國聯準會的 Jackson Hole Economic Policy Symposium 已經進入正式議程前的關鍵窗口。聯準會公開行事曆顯示，主席 Kevin Warsh 將於 8 月 28 日紐約時間上午 10 點發表 keynote remarks。
【Moontalk產業分析】Neocloud 產業全解析（下）：GPU只是入場券｜Neocloud 有護城河嗎？
從電力、長約、軟體到私募信貸，拆解 Neocloud 的成長邏輯與高槓桿風險
前言 上週我們提到，生成式 AI 出現後，企業需要的已經不只是傳統的雲端服務，而是能夠一次取得數千甚至數萬顆 GPU，並讓這些 GPU 高速協同運作。於是，Neocloud 就像 AI 時代的「算力房東」，提前準備好 GPU、機房和電力，再出租給急著發展 AI 的企業。
【Moontalk週報】Treasury回購難救長債 | Nvidia開始替AI背信用 | Moderna上演生技股重估 | Google分散GPU依賴
從 Treasury 回購難解的長端殖利率壓力，到 AI 基礎設施逐步走向金融化，再到 Moderna 的估值重估與 Google 客製化晶片布局，本週拆解政策、資本、信用與算力競爭背後更容易被忽略的第二層邏輯
前言 美債市場在長端殖利率高位震盪之際，美國財政部擴大長期國債回購；英偉達開始透過信用支持參與 AI 基礎設施建設；Moderna 的癌症疫苗數據讓市場重新評估生技公司的長期價值；Marvell 與 Google 的客製化晶片協議，則把 AI 算力需求、長期採購與股...
【Moontalk分析框架系列】債券收益率怎麼走？從經濟、通脹到資金面的完整框架
從經濟、通膨、聯準會到資金與市場預期，拆解長短債殖利率的定價邏輯
前言 美國長期公債殖利率在週三（8月19日）顯著回落，從先前創下的19年高點附近下滑。此前，美國財政部宣布將長期公債的流動性buyback規模擴大至少一倍，試圖改善長債市場流動性，並緩解市場對財政赤字與通膨的擔憂所推高的借貸成本。
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I’m Moon \ud83c\udf19｜宏觀與市場分析，用從前在投行訓練的框架理解市場 ｜用顯淺易懂的文字分享大戶思維、投資與資產配置 ｜ 純屬個人分享小天地，不構成投資建議
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