財經 Moon Talk - 宏觀&美股投資日誌
I’m Moon 🌙｜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 | 168 | Founded | 8 months ago | Last Issue | 6 days ago |
| Active | Language |  ZH-TW | |||
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moontalksmarket.substack.comLatest Issues
【Moontalk週報】聯準會不動 | Google搜尋減速、Intel 重挫 | AWS 現金流轉負 | 海力士 80% 利潤率
聯準會按住利率，Google 搜尋失速，Intel 指引重挫，Amazon 現金流轉負，海力士 80% 利潤率
文章概要： 一週資產表現
微軟 1QFY27 財報解讀：Azure 加速至 48%，企業 AI 飛輪開始轉動
財報超預期，盤後一度漲 6%，隔天收盤卻幾乎平盤（-0.16%）。市場賣的是資本支出的時間差，還是 AI 交易的擁擠？
前言 10 月 28 日盤後，微軟股價一度衝到 566 美元，漲幅超過 6%。那時候，交易員看到的是營收 923 億美元、年增 19%，調整後每股盈餘 4.89 美元，Azure 成長 48%，全部比市場共識好一截。盤後的流動性很薄，買盤一湧，價格很容易被推高。
【Moontalk資金流向日報】EP23 2026/10/29：Alphabet創史上最慘單日跌幅，小型股卻逆勢收紅
開始前先跟大家分享一下，Moon發佈了關於 利率怎麼決定、殖利率曲線怎麼讀 的文章。趁着FOMC會議，和大家一起拆解政策利率、兩年期與十年期:
過去 Moon 把完整的分析都放在 Substack，Facebook/Instagram 那邊卻沒有好好更新。接下來想認真經營，把短一點、即時一點的想法放在那裡。
如果這裡的內容對大家有幫助，請順手追蹤 Moon 的 Facebook/Instagram 專頁。對 Moon 來說，這是把這些研究繼續做下...
【Moontalk資金流向日報】EP22 2026/10/28：Fed按兵不動但兩票主張升息，Alphabet盤後重挫逾8%
開始前先跟大家分享一下，Moon昨天發佈了關於 利率怎麼決定、殖利率曲線怎麼讀 的文章。趁着FOMC會議，和大家一起拆解政策利率、兩年期與十年期:
過去 Moon 把完整的分析都放在 Substack，Facebook/Instagram 那邊卻沒有好好更新。接下來想認真經營，把短一點、即時一點的想法放在那裡。
如果這裡的內容對大家有幫助，請順手追蹤 Moon 的 Facebook/Instagram 專頁。對 Moon 來說，這是把這些研究繼續...
【Moontalk分析框架系列】利率怎麼決定、殖利率曲線怎麼讀（上）：拆解政策利率、兩年期與十年期
從泰勒規則衡量政策偏離，到兩年期定價未來議息會議，再到十年期拆出實質利率與期限溢價，一套可以直接拿來檢查的三層順序
前言 趁著 FOMC 會議，和大家拆解一下利率：政策利率、兩年期、十年期，三個價格各自在定價什麼~
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I’m Moon 🌙｜每日更新市場分析，用從前在投行訓練的框架理解市場 ｜每週詳細解讀市場、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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