大叔美股筆記 Uncle Stock Notes
大叔美股筆記 Uncle Stock Notes, ❤️\ud83d\udd25 Anthony, \ud83c\udf44 K.C.「大叔美股筆記透過產業洞察、政策趨勢與財務分析，幫助讀者做出更聰明的投資判斷——同時穿插一些真實人生與幽默日常。」 “Uncle Stock Notes shares industry insights, policy trends, and financial analysis to help readers make smarter investment decisions—with a dose of real talk and life stories along the way.”
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 1120 | Founded | 2 years ago | Last Issue | 7 days ago |
| Active | Language |  ZH-TW | |||
Read this Newsletter
unclestocknotes.substack.comLatest Issues
每日重點 260809 Substack 大叔留言重點
✨內容皆為當日聊天紀錄，沒提到的股票只是沒提及
✨內容皆為當日聊天紀錄，沒提到的股票只是沒提及
高盛集團（The Goldman Sachs Group, Inc., $GS）2026年第二季財報解析
飛輪全開：高盛2Q26全面創紀錄背後，SLR天花板與亞洲槓桿的隱憂
藍色備註是大叔的想法
週報 2026.08.09
資料區間 2026.0801-0807
記憶體還是週期股，但這一輪週期，可能被 AI 拉長了
我想跟大家分享一下，我目前對記憶體產業的看法。大叔不是要大家無腦看多記憶體。
而是幫助大家如何去看待，記憶體本質上還是週期產業，半導體其實也都是週期產業。只是我認為，AI 正在改變這一輪週期的長度、供需結構，以及記憶體廠過去那種「擴產—過剩—削價競爭」的老劇本。很多投資記憶體很久的人，多少都曾經被這個產業傷過。
景氣好，大家一起擴產； 價格高，大家一起搶市占； 最後產能過剩，開始削價； ASP 下跌，毛利崩掉； 股票通常比財報更早往下跳。
所以現在市場一看到 Samsu...
你不是缺股票資訊，你是缺一套研究股票的方法
很多散戶投資一段時間後，會進入一個很尷尬的階段。財報看過。法說聽過。
X、YouTube、新聞、券商報告也都追。
每天接收的資訊很多，手機打開比 Bloomberg 還忙。但要下單時，心裡還是會冒出幾個問題：
這家公司到底值不值得買？我現在是在投資，還是在追故事？如果股價跌30%，我是該加碼，還是承認自己看錯？
這不是因為你不夠認真。常見的問題是你有資訊，卻沒有研究流程。投資需要建立的，不是「下一檔明牌」，而是一套可以重複使用的思考框架。
大叔自己研究股票，邏輯很...
Audience Metrics
Subscribers, engagement, traffic and sponsorship for 大叔美股筆記 Uncle Stock Notes.
| Subscribers | Engagement | 88 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
SEO Reach
Where 大叔美股筆記 Uncle Stock Notes ranks on Google, and how much search traffic it brings in.
| Ranked Keywords | 2.3k | Monthly Search Traffic | Top Keywords |
|---|
Chart Rankings
How this newsletter ranks in the official Substack charts.
| #17 | |
| #30 | |
| #26 | |
| #32 |
Authors
The writers behind this newsletter.
\ud83c\udf0d 美股財經評論家| 長期旅居美國 ✈️ 經常出差於全球，足跡遍及中國、台灣、北美及中南美洲 \ud83d\udd0d 擁有深入的總體經濟、國際關係、貿易與供應鏈管理經驗 \ud83d\udca1 熱衷分享美股投資觀點與市場資訊 ⚠️ 抄作業前請深思慎選，評估自身風險承受能力與資金管理 \ud83c\udfca\ud83c\udfc0\ud83c\udfcc️♂️ 熱愛游泳、籃球與高爾夫的大叔
You don't need a reason to help people.
Frequently Asked Questions
How can I access the email archive for 大叔美股筆記 Uncle Stock Notes?
You can find recent issues that have been published by 大叔美股筆記 Uncle Stock Notes 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 大叔美股筆記 Uncle Stock Notes have?
To see how many people subscribe to 大叔美股筆記 Uncle Stock Notes, 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 大叔美股筆記 Uncle Stock Notes?
Newsletter advertising can be extremely effective when it's done right. Before you pitch 大叔美股筆記 Uncle Stock Notes 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 大叔美股筆記 Uncle Stock Notes?
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 大叔美股筆記 Uncle Stock Notes using the contact information provided and ask for a copy of their media kit.
How can I find newsletters related to 大叔美股筆記 Uncle Stock Notes?
Scroll up to where it says Related Newsletters to see other publications like 大叔美股筆記 Uncle Stock Notes. You can also search our email newsletter directory to discover other newsletters that cover the topics you're interested in.
How do I contact 大叔美股筆記 Uncle Stock Notes?
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.