如果你在找「明牌」代號，只想問漲跌，那這裡不適合你。 但如果你想建立自己的投資決策系統，在噪音中找到穿越週期的訊號，歡迎上船。
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 124 | Founded | a year ago | Last Issue | 5 days ago |
| Active | Language |  Korean | |||
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(研究院最硬核一篇)記憶體擺脫週期了？單位數PE真的是在撿便宜？ - 深入分析第56期：美光，SK海力士，三星
「美光 Forward PE 只有 7 倍，美國人真的不會做股票，這麼便宜都還要下跌。」
「美光 Forward PE 只有 7 倍，美國人真的不會做股票，這麼便宜都還要下跌。」
DeepSeek 2.0時刻？Kimi令AI支出大幅減少？大科技才是受益者？- KP思考筆記(第51期)
大家好，我是 KP，歡迎來到第 51 期的《週末思考筆記》。
這幾天，一位朋友傳訊息問我：「KP，最近市場跌成這樣，你電子報的閱讀量有下滑很多嗎？」
我苦笑著回答：「確實，最近的點閱率下降了不少。」
看到這裡，你可能會想：「你總是說這麼多大道理，分析一大堆的。但事實上，我們現在大家不都還是在賠錢嗎？」
確實，我也一樣。在這波回檔裡，我也從高點吐回了不少利潤。老實說，這世界上沒有人能精準預測高點和低點，這是不可能的事。
我永遠不會宣稱自己有這種神預測的超能力。雖然幾週...
3D封裝的下一步是？混合鍵合(Hybrid Bonding)被推遲了？BESI、ASMPT 與韓美的設備大鬥法- 深入分析第55期：3D封裝
在半導體的世界裡，曾有一個維持了幾十年的鐵律：前段負責在矽晶圓上刻出最微小的電晶體，創造核心價值；後段封裝則負責把晶片包裝好、安全出貨，保護價值。
在半導體的世界裡，曾有一個維持了幾十年的鐵律：前段負責在矽晶圓上刻出最微小的電晶體，創造核心價值；後段封裝則負責把晶片包裝好、安全出貨，保護價值。
Nvidia延期了？SK海力士ADR要點？Meta新動作解讀？- KP思考筆記(第50期)
大家好，我是 KP，歡迎來到第 50 期的《週末思考筆記》。
又是一個震盪的星期。現在的個股波幅，單日上下 5% 似乎已成常態，動輒 10% 的跳空才叫「正常」。
為什麼會變成這樣？
首先要明白，市場上擠滿了背景迥異的玩家：深挖基本面的、看動能的、定期定額的，還有程式交易員（CTA），五花八門。
過去幾個月，市場的主旋律非常清晰：AI 資本支出巨大、尋找供應鏈瓶頸、等待雲端巨頭買單，資金因而瘋狂湧入半導體股。
這個邏輯完全正確，但這並不代表股價每天都會乖乖往上爬。...
AI 代理人越多，它收的保護費越多？AI是助力並非阻力？- 深入分析第55期：Datadog
(我家有隻柴犬，所以私心將它放在今期的封面圖片中，哈哈哈)
(我家有隻柴犬，所以私心將它放在今期的封面圖片中，哈哈哈)
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我是KP，在金融界打滾多年，負責投資。 分享對市場的深度想法，不一定對，但保證有邏輯。 免責聲明: 本人為香港證監會持牌人士。所有內容僅屬意見分享用途，並不構成投資建議。
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