每週約 4 篇市場文章和 1 份週報，用圖表說清楚資金往哪裡走、產業鏈卡在哪裡。這裡不談明牌，適合想自己做判斷的你。 Charts and context on where money is moving and where the supply chain is tight. No stock tips.
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| Issues | 184 | Founded | a year ago | Last Issue | 13 days ago |
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W43 週報 · AI股拋售、油價走高(PDF報告免費下載)
完整圖表與英文版：https://learninvest.co/weekly/2026-w43-overview
本週重點
Meta 與科林研發 10/21 美股盤後公布財報，Meta 自由現金流轉負、科林示警供應限制；10/22 費半單日跌 6.72%，等權標普 ETF 當天反漲 0.73%。一週下來等權標普漲 1.14%、羅素 2000 漲 2.00%，標普 500 跌 0.47%。10 年期公債殖利率 10/22 單日降 17 個基點，一週收 5.00%。12 月布...
台股休市四天，海外強勢拋售AI
完整圖表與英文版：https://learninvest.co/daily-brief/2026-10-23-daily
10月22日美股收盤，標普500指數跌1.21%，但503檔成分股裡有337檔收高。過去一年漲最多的五分之一股票，這一天平均跌2.63%；過去一年跌最多的五分之一，平均反而漲2.49%。
同一天，那斯達克指數跌2.60%，費城半導體指數跌6.72%；布蘭特原油漲4%，10年期美債殖利率卻跌回5%以下。
台股沒有參與這一天。台積電10月22日下午收在2...
Meta備好新股、特斯拉備好借款：AI的帳開始向外找錢
完整圖表與英文版：https://learninvest.co/daily-brief/2026-10-22-daily
10月21日美股收盤後，Meta（美股代號META）和特斯拉（Tesla，美股代號TSLA）同一晚公布第三季財報。兩家的現金帳剛好相反：
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Meta：本業收進327.9億美元現金，買伺服器、蓋資料中心卻花了349.1億美元，自由現金流負21.2億美元
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特斯拉：本業收進62.6億美元，資本支出47.3億美元，自由現金流正15.3億美元，分...
SpaceX燒掉350億美元照漲，Netflix賺進95億反跌
完整圖表與英文版：https://learninvest.co/daily-brief/2026-10-21-daily
10月20日美股收盤後，SpaceX（美股代號SPCX）和Netflix（美股代號NFLX）同一晚公布第三季財報，兩家股價往相反方向走：
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SpaceX：今年前九個月自由現金流負350億美元，盤後約漲8%
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Netflix：同期自由現金流正95億美元，盤後約跌6%
圖 1｜第三季營收年增率SpaceX為161%、Netflix為1...
法國暴亂之後：公債被賣、銀行夾在中間，大企業借錢比政府便宜
完整圖表與英文版：https://learninvest.co/daily-brief/2026-10-20-daily
法國上週末爆發全國暴亂，內政部統計約2,400人被捕，巴黎、里爾、馬賽等地實施局部宵禁或禁止集會。週一（10月19日）法國10年期公債殖利率升到約4.85%，對德國的利差一度擴大8個基點，達到146個基點，是兩週來最寬（1個基點等於0.01個百分點）。義大利10年期殖利率約4.52%，法國政府借錢已經比義大利、希臘都貴。同一天，法國興業銀行收跌3.41%...
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