美股煉金筆記
在瘋狂世界，做個清醒的長期主義者。每週提煉華爾街頂級 Podcast 與好書精華，同步升級「財富 x 認知」
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 124 | Founded | 6 months ago | Last Issue | 6 days ago |
| Active | Language |  ZH-TW | |||
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【大師筆記】光纖、電源都在漲——你買的是真翻身，還是短缺地雷？｜Whale Rock 創辦人 Alex Sacerdote
同一座機櫃裡，記憶體、光纖、電源、組裝五個環節都在飆，命運卻天差地別。在 Whale Rock 做了二十年科技股的 Alex Sacerdote，用一套穿越多輪週期的尺，分辨哪一層是真翻身、哪一層只是缺貨幻象——這篇，拆給你他怎麼照。
過去三年，晶片龍頭輝達（NVIDIA）、晶圓代工霸主台積電，還是各種標榜「賣鏟子」的設備廠，股價幾乎一路狂飆。
【財報解讀】FedEx 給 2029 開了張大支票——分拆後第一張成績單，該追還是該等？
二月，FedEx 給 2029 立了張大支票：本業利潤和現金流都要大增；六月分拆後的第一份成績單，卻是目標重申、利潤率先掉。這檔剛創新高的轉型股，該追、該等，還是已錯過？這篇幫你自己判斷。
FedEx 剛交出一份超出預期的財報——這一季每股盈餘和營收都打敗了華爾街預期，過去一年股價更漲了約九成、不久前才創下新高。照理說該歡呼，但財報一出，股價盤後一度急殺約 6%，隔天卻幾乎全部收回、收平。市場顯然拿不定主意。
【深度閱讀】《一如既往》EP2: 你付的股價,有多少是「故事」?
摩根.豪瑟在《一如既往》裡說:每一個價格,都是今天的數字,乘上明天的故事。這一集,我們把這把『故事溢價尺』交到你手上,再用 Palantir 走一遍——看清你付的價裡,有多少其實是故事。
2021 年,一家賣電玩光碟、眼看就要倒閉的公司——GameStop——在 Reddit 上被一群散戶講成了一場「軋空華爾街」的聖戰。故事傳開,股價像失控般往上衝,它的市值一度衝上 110 億美元。
【大師筆記】你最討厭的那套爛軟體，為什麼正在幫你挑 AI 股？｜T. Rowe 科技基金經理 Dom Rizzo
管理 87 億美元科技基金、三年年化大幅跑贏大盤的 Dom Rizzo 說：AI 不會殺光軟體，但會把它劈成兩半——你手上那幾檔，是會被焊得更牢的，還是會被沖成水管的？
你最討厭的那套公司系統，正在替你篩選 AI 股
【大師筆記】AI 泡沫何時破？Gavin Baker 點破盲點：真正的開關，握在台灣一間公司手上
對沖基金 Atreides 投資長 Gavin Baker 說,要判斷這輪 AI 會不會泡沫,別盯股價——電會被資本主義解決,真正的關卡是晶圓;而短缺裡漲最兇的,未必是真贏家。你手上那檔,是哪一種?
過去三年最會漲的那批 AI 股,在 2026 年三四月那場大跌裡被一起砸了下來。但到了六月,大盤已重返高點、不久前更創下新高,連當時跌得最兇的 AI 名字,多數也重新逼近高位。
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你的知識提煉者。將厚重的華爾街頂級訪談、經典硬書與深度財報，還原成你自己也能上手的實戰工具。在瘋狂的市場裡，陪你過濾 99% 雜訊，做個清醒的長期主義者。
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