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黃金跌 3%、比特幣跌 5%、日圓破 160：沃什重設的是利率路徑，不是趨勢
上週五（8/29），新任聯準會主席沃什（Kevin Warsh）在傑克森霍爾年會首次登台。演講一結束，兩年期美債殖利率單日跳了約 12.4 個基點，是本世紀歷次傑克森霍爾演說後最大的一次。同一天，COMEX 黃金收跌 2.87%、盤中一度跌超 3%，比特幣從八萬一千美元上方一度回落逾 5%，日圓貶破 160。
週末又多了一條線。美軍打擊伊朗拉臘克島的兩處武器設施，伊朗向美軍基地發射導彈，雙方週末互襲，國際原油在週一亞洲盤初漲逾 2%。
一頭是鷹派央行，一頭是能源地緣風險，...
W35 週報｜輝達交出最好的一季，決定這一週的卻是週五早上的一場演說
本週重點
輝達單季營收 962 億美元、年增 106%，資料中心年增率從 56% 谷底回到 117%。這樣的成績單出來，費城半導體整週還是跌 2.31%，邁威爾上修財測後單日跌 10.28%。決定這一週的是週五早上：聯準會主席說通膨沒有在放慢，9 月升息機率一個上午從 35.4% 跳到 55.7%。市場沒有賣掉 AI，微軟漲 6.27%、Meta 漲 5.11%；被賣掉的是羅素 2000，而今年領先的正是小型股與價值股。
本報告整理公開市場資料，所有數字以原...
Salesforce 一天漲 22%：多出來的獲利，來自它投資的 AI 公司變貴
假設你手上的房子今年漲了三百萬。你沒有賣，戶頭裡也沒有多出三百萬。但如果有人要你報告今年「賺了多少」，這三百萬要不要算進去？
上週三晚上，兩家美國公司對這個問題給了相反的答案。
Salesforce（美股代號 CRM，全球最大的企業客戶管理軟體公司）說，這一季每股賺 5.90 美元。照會計準則老實算，是 4.29 美元。它把「房子漲價」那部分算進去了。
輝達（NVDA）說，這一季每股賺 2.22 美元。照會計準則算，是 2.46 美元。它把那部分拿掉了。
兩家漲價的還...
2026 Q2 13F｜80 家機構如何布局 AI？七大產業持股解析
LearnInvest 13F｜2026 Q2 會員季報
媒體說資金正湧進 AI 與半導體。但 80 家機構的實際持股，真的如此嗎？
W34 週報｜利率沒降，美元卻走弱：資金這一週湧向黃金與加密
本週重點
這一週聯準會其實偏鷹：7 月會議紀要顯示升息風險仍在，長端公債殖利率也沒有下降。照理說美元該走強，實際卻相反，美元指數跌 0.87% 跌破 99。當升息題材撐不動匯率、市場擔心的是財政與債務，資金就流向不靠殖利率的資產：黃金漲 5.56%、白銀漲 6.89%、布蘭特原油漲 6.63%，比特幣更是一週漲 24.4%。另一端，高估值的費城半導體跌 5.45%、那斯達克跌 2.05%、日經跌 3.93%，正好是這輪貶值輪動的資金來源。
本報告整理...
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