美股送分題
用分析師的視角，寫市場真正如何被判斷，而不是如何被解讀，把sellside與buyside的決策流程，翻譯成投資人看的懂的語言
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| Issues | 37 | Founded | 4 months ago | Last Issue | 2 days ago |
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《宋分分析師備忘錄 #12》下一個20年的入口革命開始了｜AI Agent、流量重分配與新的 Alpha
越來越多人覺得AI 普及之後，股票市場應該越來越有效率，因為所有人都能更快拿到資訊。但是當資訊本身開始快速商品化，未來真正稀缺的就不再是“資訊”了，經驗反而能讓人反向找到alpha
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同時另一件更大的事情也正在發生。
AI 已經不只是：聊天工具、搜尋工具、生成工具。
它開始慢慢變成新的 Internet 入口。...
《你以為的「安全邊際」，可能只是讓你錯過牛市的理由》
最近收到一些問題：
在這樣的盤勢下，自己已經突破紀律開了小槓桿，還是輸別人很多，自己是不是太保守？
還是牛市就是要捨棄價值投資？等熊市再玩價值投資？
資深前輩為何能夠隨著盤勢彈性調整操作紀律，為什麼我嚴守紀律停損停利，卻失去最好賺的一段？
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因為很多人都在執行安全邊際，但其實根本不知道安全邊際到底是什麼，...
《宋分分析師備忘錄 #11》市場不是過熱，是 AI 開始進入獲利擴散期｜當舊框架開始失效
很多人會覺得這一輪上漲開始從AI核心基建的標的蔓延到各行各業的標的，
認為全面性的廣度瘋漲是因為資金沒有地方去，因為盤勢太熱了，
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我原本也有這樣的錯覺，但上週跟幾個機構客戶討論，
先前市場討論過一次“AI實體“的議題，但當時市場認為那還要很久，並且認為AI實體主要是電力、水泥、變壓器這一類的AI基建，
但華...
《宋分分析師備忘錄 #10》油價、AI 與 Robotaxi 如何一起改變下一輪贏家
這一週的市場很矛盾，股市還在創新高，AI 與企業獲利持續上修，市場還在期待下一波 re-rate，可是當我接觸到資深的機構專家，他們的聲音卻是：能源市場正在面臨近代最劇烈的供應衝擊之一
如果油價真的這麼危險，股市為什麼不跌？
如果經濟真的開始承受壓力，為什麼企業獲利還能這麼強？
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因為市場已經把分化看的越來越...
《為什麼你總是在市場漲完之後，才開始相信？》
最近不少讀者發問：以為終於資金要輪到到自己手上的Mega Cap了，結果怎麼最會漲的又是記憶體、CPU?
明明手上的標的基本面都超級好，為什麼漲一兩天又停下來？
為什麼自己就是賺不到市場最肥的那一段？
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有一句話說：算不出來數字的最會漲？炒夢的更會漲
事實上，不是“算不出來”，反而是“還沒被算清楚的”最會...
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現役美股分析師｜給你機構的釣竿，跟機構一起釣到大魚 \ud83c\udfa3用機構的方式，拆解市場如何定價 ——— Threads/FB/IG｜市場解碼、評價溫度計 Substack｜投資紀律、分析師備忘錄、市場解碼深度
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