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 | 156 | Founded | a year ago | Last Issue | 3 days ago |
| Active | Language |  ZH-TW | |||
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獲利沒有天花板？不給對手留一口肉？法說會的「潛台詞」是？財報解剖: 台積電| 26年10月
寫這份台積電財報的深度分析，比平常花多了不少時間。
寫這份台積電財報的深度分析，比平常花多了不少時間。
擴產 30% 仍供不應求？終於談妥漲價？舊機升級業務爆發？ 財報解剖: ASML | 26年10月
凌晨一點，我和團隊終於把這篇 ASML 分析寫完了。
凌晨一點，我和團隊終於把這篇 ASML 分析寫完了。
Marvell 營收翻十倍？SpaceX 下場做電信商？Google帶核電飛？ - KP思考筆記(第63期)
大家好，我是 KP，歡迎來到第 63 期的《週末思考筆記》。
大概兩個月前，我開了一個新欄目，叫「財報解剖」。當時有跟大家講，這是一個新嘗試，不保證更新頻率，先跑跑看。
兩個月下來，總共出了五篇，節奏慢慢穩了，我和團隊也越寫越順。所以今天想正式跟大家宣佈：這個欄目會一直做下去。
也就是說，FOMO 研究院現在有三條線：
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深入分析： 一個產業或公司主題，深挖到底，週中發出；
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思考筆記： 相對短一點，一週的市場觀察與隨筆，週末發出；
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財報解剖：...
AI時代的施工隊，先暴跌再大漲，AI是助力還是阻力？ - 深入分析第67期：Accenture
之前的周末筆記中，我提過高盛的AI受益名單里有Accenture。
之前的周末筆記中，我提過高盛的AI受益名單里有Accenture。
不叫AI，要叫SI？存儲迎來供應爆發？MongoDB CEO 竟離職投奔 Zuck？ - KP思考筆記(第62期)
大家好，我是 KP，歡迎來到第 62 期的《週末思考筆記》。
在進入今天的主題之前，想先跟大家分享一個好消息：我的二寶在這一週順利出生了。
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.
看著家裡迎來新成員，在感到開心的同時，我的內心其實也有一種很微妙的拉...
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Authors
The writers behind this newsletter.
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。
專注於企業、市場、總體經濟與科技趨勢的觀察者。 喜歡研究資本的流動軌跡與產業變革，並探索價值重新被定義的過程。 目前擔任FOMO Research 協力創作者。
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