Hello Aether
My personal Substack
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 2231 | Founded | 2 years ago | Last Issue | 4 days ago |
| Active | Language |  ZH-TW | |||
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helloaether.substack.comLatest Issues
細行報告 —— Meta一個App引爆CPU重估潮
華爾街9月21日迎來一場典型的「敘事驅動」行情。Meta Platforms（META）旗下消費級AI代理App「Muse」迅速登頂美國App Store免費榜，直接點燃整個半導體板塊。
華爾街9月21日迎來一場典型的「敘事驅動」行情。Meta Platforms（META）旗下消費級AI代理App「Muse」迅速登頂美國App Store免費榜，直接點燃整個半導體板塊。
細行報告 —— 特朗普要讓華為在地球上消失（二）
2026年對支那來說，真的是「春秋大夢夢碎的一年」
2026年對支那來說，真的是「春秋大夢夢碎的一年」
日本投資 ---- 從月入3000到揸10層樓，這個日本廢青的買樓故事
12年間，一個日本年青人從生活拮据走上了財富自由。
他做對的只有一件事，投資買樓。
29歲的時候，當身邊的同齡人都逐漸步入職場正軌，升職加薪也已經落實的時候，山田健二還在底層掙扎。
大學畢業後，他進入了一家保安公司，之後來到了一家保險公司當Sale屎，收入很不穩定。最艱難的時候，他每個月收入只有5萬日元，連日本的徵稅起始線都沒達到。
平日里，他與當時的女朋友也是現在的妻子一起居住在月租5萬元，不到10平方米的單身公寓中，刨掉租金，生活過得非常拮据。
但生活不能再這樣...
細行報告 —— 國家隊落場，特朗普宣佈組建AI部隊
又是大勝的一天，9月21日，納斯達狂升600點，原因為何？
又是大勝的一天，9月21日，納斯達狂升600點，原因為何？
地緣政治 —— 特朗普要讓華為在地球消失
2026年9月，兩條看似平行、實則緊密交織的新聞線同時引爆國際關注。一方面，《華爾街日報》報道華為正加速推進AI晶片與超節點系統，目標明確指向成為「中國的輝達（Nvidia）」——在美國長期出口管制下，搶佔中國乃至全球AI算力市場的制高點。
2026年9月，兩條看似平行、實則緊密交織的新聞線同時引爆國際關注。一方面，《華爾街日報》報道華為正加速推進AI晶片與超節點系統，目標明確指向成為「中國的輝達（Nvidia）」——在美國長期出口管制下，搶佔中國乃至全球AI算力市場的制高...
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I'm Richard, I'm a serial investor, an IT geek, we share everything about life.
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