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 | 116 | Founded | a year ago | Last Issue | 8 days ago |
| Active | Language |  Korean | |||
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會員投票!!! + KP商周專欄(第2009，2010期)
本來說好不會將這系列文章轟炸大家信箱的，但我昨天實在太大意了，忘了將投票放在深入研究中，所以麻煩各位會員在這裡投下下期主題的一票!
本來說好不會將這系列文章轟炸大家信箱的，但我昨天實在太大意了，忘了將投票放在深入研究中，所以麻煩各位會員在這裡投下下期主題的一票!
HBM DRAM不夠用？NVIDIA 記憶體分層革命? SSD當記憶體？ - 深入分析第53期：NAND Flash控制器 (慧榮 SIMO，群聯)
過去大半年，整個 AI 產業都意識到，算力已經不再是唯一的瓶頸。真正卡住所有人、讓運算效率無法提升的，是記憶體。
過去大半年，整個 AI 產業都意識到，算力已經不再是唯一的瓶頸。真正卡住所有人、讓運算效率無法提升的，是記憶體。
SpaceX一上市就收購Cursor？微軟與甲骨文談崩了？Nvidia 為何要借錢？- KP思考筆記(第47期)
大家好，我是 KP，歡迎來到第 47 期的《週末思考筆記》。
這個星期的市場節奏完全由宏觀因素主導，主要圍繞著兩件大事：一是美伊停戰的進展，二是Fed新主席 Kevin Warsh 的首次公開談話。
首先，美伊停戰的消息當然至關重要。
大家回頭看最近幾個月的數據，CPI 之所以居高不下，很大程度是受高油價持續維持在高位所拖累。而市場之所以從原本預期「降息」轉向擔憂「加息」，本質上也是對這些 CPI 數據的過激反應。
邏輯很簡單：如果戰爭真的平息，油價隨之回落，通膨壓力...
矽不夠用了？SiC與GaN怎麼分工？800V究竟來了沒？供應鏈誰是贏家？ - 深入分析第52期：功率半導體
兩週前，我們一起討論了 AI 資料中心的電力革命，並聊到了台達電在 800V 高壓直流（HVDC）趨勢下的關鍵角色。
兩週前，我們一起討論了 AI 資料中心的電力革命，並聊到了台達電在 800V 高壓直流（HVDC）趨勢下的關鍵角色。
800 VDC延期了？SpaceX IPO後會如何？WWDC沒有新意？ - KP思考筆記(第46期)
大家好，我是 KP，歡迎來到第 46 期的《週末思考筆記》
這個星期的市場情緒就像過山車一般，前一天剛看到反彈的曙光，隔天又陷入大跌的陰霾，接著又反彈。這種頻繁的切換，讓不少投資者感到精疲力竭。
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坦白說，沒人...
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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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