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 | 168 | Founded | a year ago | Last Issue | 3 days ago |
| Active | Language |  Korean | |||
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fomosoc.comLatest Issues
Intel出事它卻沒事？營收上升但毛利下降？ 財報解剖: AMD| 26年11月
10 月6 日到11 月3 日財報公布前，AMD的股價從649.42 美元一路跌到483.90 美元，不到一個月摔掉了165.52 美元（跌幅25.5%）。
10 月6 日到11 月3 日財報公布前，AMD的股價從649.42 美元一路跌到483.90 美元，不到一個月摔掉了165.52 美元（跌幅25.5%）。
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這次我們想做個新嘗試。
這次我們想做個新嘗試。
Anthropic S-1 中，你需要知道的所有事情 - KP思考筆記(第66期)
大家好，我是KP，歡迎來到第66期的《週末思考筆記》。
呼，瘋狂的一週，發生的事真的太多。
科技巨頭的財報接踵而來、聯準會的FOMC 會議（雖然這次好像完全被大家忽略了）、Marvell傳出收購Lumentum，Binance被入侵，還有Anthropic 正式遞交了S-1 招股書。
老實說，如果這些財報分散在不同星期，我每一家都想拿出來深入拆解。
我實在不太理解，為什麼這些科技巨頭總喜歡擠在同一個星期公布數據（好啦，其實我理解背後的運作，純粹是發個牢騷）。
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這大概是這一輪財報季裡，最好的一份成績單。
這大概是這一輪財報季裡，最好的一份成績單。
先大跌後打平，究竟亞馬遜的財報OK嗎？ 財報解剖: Amazon 亞馬遜| 26年10月
如果這份成績單放在兩年前，亞馬遜的股價大概當天就會大漲。
如果這份成績單放在兩年前，亞馬遜的股價大概當天就會大漲。
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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。
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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