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。
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Warsh鷹派發言？NVIDIA收購Hugging Face？Salesforce不被AI取代了？ - KP思考筆記(第57期)
大家好，我是 KP，歡迎來到第 57 期的《週末思考筆記》。
這期的前言稍微短一些，因為本週我準備了足足 6 個主題，內容資訊量相當大。
FOMO研究院電子報 is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber.
本週大家應該已經收到第二篇「財報解剖」，這次我們聚焦在 NVIDIA。...
瘋狂的增長預測？現金流大幅下降？- 財報解剖: Nvidia | 26年8月
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過去一週，加密市場從長時間的沉寂中突然醒來。
過去一週，加密市場從長時間的沉寂中突然醒來。
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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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