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
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 61 | Founded | 7 months ago | Last Issue | 7 days ago |
| Active | Language |  ZH-TW | |||
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《市場解碼深度｜光通這麼好，為什麼還不一定會 Re-rate？拆解LITE、COHR、CIEN：市場到底已經 Price in 多少？》
拿出外資機構報告，帶你看分析師到底怎麼判斷：一家公司現在是在估值擴張、基本面跟上估值，還是已經走向估值壓縮？
這一篇深度文沒有廢話，我把LITE、COHR、CIEN從2023年底到現在的幾家外資報告全部重新看過，總共破百份，也對照了當時市場給的預期營收獲利以及forward PE，把這三家走過哪些階段、市場在買什麼、而現在市場又在等待什麼全部整理出來，
《Coverage Universe ｜投資假設驗證日誌》2026.08｜MRVL突然翻身，但我們要找的是下一個：18家公司，誰的證據正在跑在股價前面？
尚未被市場完全定價的假設，這個月又往前走了多少？
又到了每月的Coverage Universe Update，如果你是新加入的讀者，歡迎先到上個月第一篇Coverage Universe開始(點擊)，那一篇會有閱讀前說明、本系列內容規劃、目前追蹤公司有哪些、Investment Dashboard 評分方式、Coverage Universe 未來更新規劃，以及特定公司re-rate的理由做出更深入的補充。
《Founder’s Circle｜第一期提名與 Q&A 問題募集開始》
各位 Founder 大家好，
各位 Founder 大家好，
《投資紀律#27｜為什麼你總是被雙巴？從停損、技術面到長期持有，你可能一直搞錯投資跟交易》
常常有讀者問我：「停損是要設定 10%，還是20%呢？破五日線比較即時，還是破十日線？」
而近期不少讀者，又開始面臨到被多空雙巴的痛。股票漲的時候不敢買，突破了追進去，結果一追隔天就跌，跌破五日線又趕快停損，停損之後市場再反彈，又重新追回去。
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《市場解碼深度》當原本的投資假設開始被新證據挑戰：一個分析師如何重新研究 Google？首次公開「分析師思考手稿」
從 Jeff Dean、Hassabis、Gemini、TPU、GCP，到 Ecosystem、Synergy Value 與 Incremental ROIC——我如何判斷 Google 究竟是在退出 Frontier AI，還是在重新配置 AI 的價值鏈？
先說結論： 如果你點進這篇文章，是想知道現在 $345 的 Google 到底低估還是高估，這篇文章不會直接給你答案。這篇文章不是要告訴你 Google 今天值多少，但我會告訴你：Google 在什麼證據出現之後，才...
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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 ———市場解碼深度、分析師底層系統、Coverage Universe、週末投資紀律
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