Analysis Suite
learn.investDaily charts distilled into one narrative — in your inbox every trading day.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 129 | Founded | 10 months ago | Last Issue | 8 days ago |
| Active | Language |  Korean | |||
Read this Newsletter
learninvestnote.substack.comLatest Issues
W32 週報｜PMI 擴張，就業與成本分化
本週重點
美國 7 月製造業與服務業 PMI 升至 55.6 與 54.1，但服務業就業降到 47.4，非農就業減少 2.3 萬人。第二季非農生產力年化增加 1.4%，單位勞動成本增加 1.3%，美債殖利率全週下行；台灣 7 月出口 753.0 億美元、出超 171.7 億美元。景氣仍擴張，但用工轉弱與成本壓力並存。
本報告為公開市場資料整理，所有數據以原始來源為準，不含預測，不涉及個別投資決策。
© 2026 LearnInvest · learninv...
非農轉負：招聘快停了，裁員潮還沒來
7 月初我們寫過，美國就業市場是「招聘慢了，裁員還沒來」。一個月後，後半句還成立，前半句卻更弱了。
美國 7 月非農就業減少 2.3 萬人，市場原本預估會增加約 8.7 萬人。5 月和 6 月也被大幅下修，最近三個月平均每月只增加 2 萬人。
美國企業已經大幅減少招聘，但還沒有普遍裁員；這讓 Fed 更難再升息，卻還不足以證明衰退已經開始。
招聘不只是變慢，而是快停了
這次最重要的不是 7 月單月少了 2.3 萬份工作，而是前兩個月也沒有原先想得那麼強。
5...
黃金一天漲 188 美元，非農會讓逼空續命嗎？
8 月 5 日美盤，現貨黃金單日上漲 188 美元、漲幅 4.48%，收在每盎司 4,246.79 美元，創今年 2 月以來最大單日漲幅，幅度遠超一般避險反彈。
弱 ADP、美元跌破 100 與美債殖利率下行是引信；黃金突破 4,200 美元與 50 日均線後，空頭回補進一步放大漲幅。隔一個交易日，黃金盤中再漲逾 1% 後回落，期金最後小跌 0.09%。空頭回補已經發生，主動多頭尚未把價格穩在盤中高位。
同一時間，《金融時報》引述知情人士稱，如果未來幾週的通膨數據偏熱，而...
SpaceX：AI 資本支出，是連線業務獲利的近十倍
SpaceX 公布上市後首份季報，隔日股價下跌 13.6%。但這不是一份典型的衰退財報：第二季營收 78.14 億美元，年增 92%；淨虧損從去年同期的 10.08 億美元縮至 5.41 億美元。
更有意思的是，股價下殺並沒有把散戶趕走。Yahoo 奇摩股市刊載的報導引述 Vanda Research 資料：8 月 5 日開盤首小時，散戶淨買入約 2,270 萬美元，為 SpaceX 上市 37 個交易日以來第三高；隔天又有 9.115 億股取得出售資格。短線交易因此不只是...
Samsung 記憶體獲利創高，AMD 卻跌逾 8%：AI 利潤開始往瓶頸集中
8 月 4 日美股交易時段，費城半導體指數漲逾 7%；收盤後，AMD 公布第二季財報，盤後卻跌逾 8%。
兩組財報把差異寫得很清楚。AMD 資料中心營收翻倍，第三季營收指引仍季增約 13%，但毛利率預計停在 56%。記憶體另一邊，Samsung 同時看到 DRAM 與 NAND 位元銷售創高、產業價格上行、伺服器營收占比創高；半導體部門大賺，裝置部門卻因零組件成本上升而虧損。
AI 資本支出仍在增加，但經濟利潤正在往能控制瓶頸的環節集中。AMD 下一步要證明的是營收成長能...
Audience Metrics
Subscribers, engagement, traffic and sponsorship for Analysis Suite.
| Subscribers | Engagement | 78 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
Explore More
Authors
The writers behind this newsletter.
Institutional-Grade Valuation Model ｜ Index Investing | Data Automation | Critical Thinking (指數化投資.自動化數據分析.批判性思維)
Frequently Asked Questions
How can I access the email archive for Analysis Suite?
You can find recent issues that have been published by Analysis Suite 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 Analysis Suite have?
To see how many people subscribe to Analysis Suite, 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 Analysis Suite?
Newsletter advertising can be extremely effective when it's done right. Before you pitch Analysis Suite 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 Analysis Suite?
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 Analysis Suite using the contact information provided and ask for a copy of their media kit.
How can I find newsletters related to Analysis Suite?
Scroll up to where it says Related Newsletters to see other publications like Analysis Suite. You can also search our email newsletter directory to discover other newsletters that cover the topics you're interested in.
How do I contact Analysis Suite?
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.