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 | Only free issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 41 | Founded | 4 months ago | Last Issue | 3 days ago |
| Active | Language |  ZH-TW | |||
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《為什麼你總是在錯誤的地方重壓？真正值得重壓的，是“認知優勢最大”的公司》
大概是每個人都會經歷過的：看對飆股，只買3%，然後股價漲兩倍，總資產只增加6%，
研究都對呀，但沒有把研究成果轉化成部位
為什麼？因為你根本沒有建立信心與部位之間的連結
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如果你看了我很多文章，你會發現機構的套路就是那幾種，而最重要的就是部位配置，
很多散戶認為研究公司跟產業還有產品技術超級重要，你會瘋狂在網...
《宋分分析師備忘錄 #13》市場最大的風險不是AI失敗，是AI成功得不夠快
最近最常被問到的問題：市場是不是太貴了？
很多人開始擔心牛市是不是快結束了？
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但我最近跟不少機構客戶聊，以及上週Microsoft Build Day之後，我反而產生了一個不同的想法：市場最大的風險可能不是AI失敗，而是AI成功得不夠快。
過去兩年市場交易的是AI是不是假的？但現在已經沒有人在質疑AI，
現...
《為什麼左側價值投資人總是賺不到右側？ 股票越漲越不敢買？結果當你決定加入右側交易，卻迎來第一根大跌》
這一波對於左側價值投資人只有更痛，沒有最痛，
漲的還是那些標的，每天動輒8%10%在漲，
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而你手上的價值股呢？可能便宜、可能獲利穩定，但就是不漲，甚至越買部位越大，績效原地踏步，
很多人開始懷疑自己，是不是市場變了？是不是價值投資失效了？是不是以後都只能追高？
最近就有讀者問我：為什麼這一輪真正賺最多的人，...
《宋分｜分析師底層系統 #3》90% 散戶只看損益表，真正的分析師都在看資產負債表。分析師研究的第三步：用NVDA 最新財報拆解，怎麼提前看出需求是真是假？哪些公司其實早就在惡化？
很多人對資產負債表很陌生，其實研究公司，就跟你要打量一個新的對象沒有兩樣，
只要想像你是在相親，用你打量對象的方式在看他的資產(他有房、有車、有多少黃金、保單？)，你就會知道這個人值不值得你交往
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也很多人覺得資產負債表跟無聊，資產有多少哪重要，EPS大噴就夠了，
但接下來你會發現，很多真正的大地雷、大行情、大...
《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。...
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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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