Analysis Suite (Google Sheets Version)
learn.investInstitutional-grade valuation models tailored for individual investors. 提供機構級估值模型，協助你做出理性的投資決策。
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 42 | Subscribers | Read | learninvestnote.substack.com |
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從爸媽的退休試算,到一個持續成長的工具
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EP.39 | 【股市週報】科技巨頭 AI 豪賭 vs 市場結構脆弱化 Big Tech's $650B Bet, Wall Street's Empty Clip
四大科技巨頭同日交卷,AI 變現邏輯首次大規模驗證。但市場反應分歧極大:Alphabet 雲業務暴增 63% 盤後狂噴 7%,Meta 因 capex 上調但缺雲收入背書盤後跌近 7%。
EP.38【The AI War：Too Big to Fail? 當 OpenAI 成為所有人的風險 】
上週，如果你有在追 AI 產業，你的資訊流應該是爆炸的。
EP.37 | 【股市週報】 停火反彈下的分歧與隱憂 Ceasefire Rally: Divergence & Risks
美伊停火協議落地，全球風險資產迅速反彈，標普500自週一低點回升，油價創2020年來最大單日跌幅，VIX跌破20。但反彈之下暗流湧動：散戶逢漲減倉、CTA空頭接近歷史極值、95%標普成分股處於回購限制期。這場反彈是新多頭的起點，還是暴風雨前的寧靜？
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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)
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