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 | 1043 | Founded | 2 years ago | Last Issue | 7 days ago |
| Active | Language |  ZH-TW | |||
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unclestocknotes.substack.comLatest Issues
每日重點 260718-0719 Substack 大叔留言重點
大叔看【AI 模型與算力成本】Kimi 的模型是讓硬體設備更需要，因為他的模組token需求更大，他挑戰的是 Anthropic 跟 Gemini、ChatGPT ，這些大廠花費巨資設計大模型，後續對於token收費的定價權是否可以維持。
✨內容皆為當日聊天紀錄，沒提到的股票只是沒提及
七月半導體重估 × 韓國去槓桿 × 光通訊去泡沫
散戶完整作戰手冊
這一波七月修正，我必須再次提醒這不是 AI 基本面崩掉，而是市場從 高預期、高擁擠、高槓桿，切換到 估值重估、倉位去風險的連鎖去槓桿。整個修正背後，可以拆成三股力量。
每日重點 260717 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
台積電 $TSM2026 財年第二季財報分析
67.7% 的毛利率是真的，55.6% 的淨利率不是
台積電於 7 月 16 日公布 2026 年第二季財報：
每日重點 260716 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
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\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
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