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 | 431 | Subscribers | Read | unclestocknotes.substack.com |
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2025/9/19 川普 H-1B 行政命令
9/20/2025 有新的聲明。需要重新聲明調整的是：
Chair Jerome Powell 演說
### Federal Reserve issues FOMC statement
FDA 警告信對NVO, LLY, HIMS 的看法
看完三封警告信，看來都是針對同一個事情，FDA 對整個 GLP-1 減重藥物市場（從製造商到銷售渠道）進行的監管收緊。FDA 的核心目標非常明確，遏止因過度激進和誤導性行銷而導致的公共衛生風險，並告訴所有製藥公司，即使是你們的金雞母產品，也絕不允許在行銷上越過紅線。
無人機與反無人機防禦市場的投資與戰略分析
天空的新規則： #ONDS, #AVAV, #RCAT, #KTOS
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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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