JS投資筆記
多年機構投資分析及個人投資經驗，信奉價值投資，環球投資佈局，分享內容及主題包括但不限於股票／債券／期權／地產／宏觀／地緣政治，追求簡單易明及反脆弱的投資機會︱重要提醒：本平台僅為個人的知識及經驗分享，所有內容概不構成任何理財建議。投資之前請獨立思考、不要盲目跟從、審慎評估並自負盈虧。
| Platform |  | Pricing | Only free issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 48 | Founded | a year ago | Last Issue | 16 days ago |
| Active | Language |  ZH-TW | |||
Read this Newsletter
jc12693677.substack.comLatest Issues
高息環境的投資佈局
重要提醒：本文僅為個人的知識及經驗分享，所有內容概不構成任何理財建議及理據。投資之前請獨立思考、不要盲目跟從、審慎評估並自負盈虧。
閱讀前後，幫忙點讚與訂閱，就是對JS最大的支持
This Substack is reader-supported. To receive new posts and support my work, consider becoming a free or paid subscriber.
最近整理了一下對高息及宏觀環境的想法，記下來。先前...
散户的力量與優勢
重要提醒：本文僅為個人的知識及經驗分享，所有內容概不構成任何理財建議及理據。投資之前請獨立思考、不要盲目跟從、審慎評估並自負盈虧。
閱讀前後，幫忙點讚與訂閱，就是對JS最大的支持
This Substack is reader-supported. To receive new posts and support my work, consider becoming a free or paid subscriber.
其實散户比起機構更具投資上的優勢，本文將整理屬於散...
梳理石油行業投資及思考框架—上篇
重要提醒：本文僅為個人的知識及經驗分享，所有內容概不構成任何理財建議及理據。投資之前請獨立思考、不要盲目跟從、審慎評估並自負盈虧。
整體大方向：
-
不應以預測短期油價升跌而獲利
-
石油屬於消耗品但具備貨幣屬性，貨幣長遠必然貶值的前提下，名義油價超長遠必升（猶如土地價值/房地產）
-
判斷未來供應遠較預測需求容易，宏觀層面應重視中長期供應端，而不是過度關注短期需求及地緣政治博奕
-
高價治高價、低價治低價，極端的大宗商品價格本質...
JS 對中概股/港股的進階思考、如何避開/降低虧損風險
重要提醒：本文僅為個人的知識及經驗分享，所有內容概不構成任何理財建議及理據。投資之前請獨立思考、不要盲目跟從、審慎評估並自負盈虧。
中概/港股的整體現象
必須承認的事實—整個市場都以短線、投機、零和、博弈為主導，大部分時間 (80%-90%) 投資體驗很差
包括：
This Substack is reader-supported. To receive new posts and support my work, consider becomin...
JS 對於 AI 使用、應用、想法及投資實踐
重要提醒：本文僅為個人的知識及經驗分享，所有內容概不構成任何理財建議及理據。投資之前請獨立思考、不要盲目跟從、審慎評估並自負盈虧。
先前JS都有靜心回顧自己在AI研究的應用、學習與反思：
This Substack is reader-supported. To receive new posts and support my work, consider becoming a free or paid subscriber.
這次想把現在JS在腦海的一些...
Key Facts
Audience Metrics
Subscribers, engagement, traffic and sponsorship for JS投資筆記.
| Subscribers | Engagement | 76 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
Explore More
Authors
The writers behind this newsletter.
多年機構投資分析及個人投資經驗，信奉價值投資，環球投資佈局，分享內容及主題包括但不限於股票／債券／期權／地產／宏觀／地緣政治，追求簡單易明及反脆弱的投資機會︱重要提醒：本平台僅為個人的知識及經驗分享，所有內容概不構成任何理財建議。投資之前請獨立思考、不要盲目跟從、審慎評估並自負盈虧。
Frequently Asked Questions
How can I access the email archive for JS投資筆記?
You can find recent issues that have been published by JS投資筆記 on Reletter by scrolling up to where it says Latest Issues. Tap on the link for any of the most recent emails or hit More Issues to see older ones.
How many subscribers does JS投資筆記 have?
To see how many people subscribe to JS投資筆記, simply upgrade your Reletter account. We provide readership numbers and lots of other stats for this newsletter so you can decide if it's worth reaching out to.
How can I advertise in JS投資筆記?
Newsletter advertising can be extremely effective when it's done right. Before you pitch JS投資筆記 as a potential sponsor or partner, make sure that you've done your research and checked its newsletter stats with Reletter.
Then, personalize one of our winning pitching templates and send it to the right person using the contact info provided.
How much does it cost to sponsor a publication like JS投資筆記?
Newsletter ad rates (or CPM) vary depending on many factors, including industry, number of subscribers, open rate, ad placement and more.
To find out how much an ad will cost, contact JS投資筆記 using the contact information provided and ask for a copy of their media kit.
How can I find newsletters related to JS投資筆記?
Scroll up to where it says Related Newsletters to see other publications like JS投資筆記. You can also search our email newsletter directory to discover other newsletters that cover the topics you're interested in.
How do I contact JS投資筆記?
Reletter provides this newsletter's website URL above, where you will often find their contact information. We also provide links to associated social media accounts and pitching templates so you can reach out fast.