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 | 148 | Founded | 7 months ago | Last Issue | 3 days ago |
| Active | Language |  ZH-TW | |||
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moontalksmarket.substack.comLatest Issues
【Moontalk週報】美債殖利率拍賣有撐|法國赤字發債壓力升|SpaceX 股權與債市的拉鋸|OpenAI收入落差
美債殖利率創高但拍賣需求仍有承接，法國赤字與抗議推升創紀錄發債壓力，SpaceX因太空算力與國防合約題材帶動股價走強，OpenAI則因成長率與資金成本落差使銀行融資態度轉嚴。
開始週報之前想跟大家說一聲~ 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。
【Moontalk資金流向日報】2026/10/8：OpenAI營收低於預估，費半重挫3.4%，道瓊卻逆勢收紅
開始今天的日報之前，先跟大家說一聲~ Moon 昨天發布了最新的產業分析，主題是 AI 資料中心的電力產業鏈。
這一輪 AI 的瓶頸中，電力缺的主要是時間。文中把把電送到機櫃拆成七層產業鏈，也整理了摩根士丹利對 2028 年缺口的測算。
有興趣的朋友可以參考看看：
還有就是，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...
【Moontalk資金流向日報】2026/10/7：殖利率創24年新高、Fed紀要暗示再升息，美股自紀錄高點回落
開始今天的日報之前，先跟大家說一聲~ Moon 昨天發布了最新的產業分析，主題是 AI 資料中心的電力產業鏈。
這一輪 AI 的瓶頸中，電力缺的主要是時間。文中把把電送到機櫃拆成七層產業鏈，也整理了摩根士丹利對 2028 年缺口的測算。
有興趣的朋友可以參考看看：
還有就是，過去 Moon 把完整的分析都放在 Substack，Facebook 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...
【Moontalk產業分析】EP8：AI 資料中心電力產業鏈全解析：從燃料到機櫃的七層結構｜錢到底流向哪一層？
從五種發電方式、關鍵材料、變壓器與配電，到工程統包、基礎設施資本與雲端業者，拆解七層價值鏈的定價權與時間成本
前言 美國資料中心的用電量，從 2014 年的 58 TWh 增加到 2023 年的 176 TWh，占全美用電約 4.4%。機構推估 2028 年會落在 325 到 580 TWh 之間。摩根士丹利把 2028 年美國資料中心的淨電力缺口估在 32 GW，相當於同期需求電力的 34%。
【Moontalk資金流向日報】2026/10/6：Google核電大單加AI股撐盤，標普首度收上7,800點
大盤總覽
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標普500指數：7,818.93點（+44.98，+0.58%）
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道瓊工業指數：51,521.28點（+253.38，+0.49%）
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那斯達克綜合指數：27,599.79點（+122.48，+0.45%）
標普500前一個交易日（10月5日）收7,773.95點，今天再漲44.98點，首度站上7,800點，刷新8月13日7,798.99點的收盤紀錄。那斯達克綜合指數連兩個交易日創收盤新高，標普自3月底低點起累計反彈約23%...
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I’m Moon \ud83c\udf19｜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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