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 | 67 | Founded | 7 months ago | Last Issue | 5 days ago |
| Active | Language |  ZH-TW | |||
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openbookandeasypoint.substack.comLatest Issues
《Coverage Universe ｜投資假設驗證日誌#3 》2026.09｜AI需求繼續成長之後，18家公司誰能把證據變成下一輪現金流？｜Coverage Universe 季度調整公告
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。
《投資紀律#30｜高 Beta 股第二波又來了：你現在買進，是因為 Alpha 重新變大，還是只是不想再錯過一次？》
最近資金又重新回到半導體，尤其過去一年漲幅最大的那些族群，在經歷一段整理、質疑與估值壓縮之後，其中一部分公司開始帶著新的訂單、定價能力與獲利預期，重新回到市場中心。
也就是很多人在等待的：高 Beta 族群第二波。
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可是第二波行情...
《宋分｜分析師底層系統 #6》從一份10-Q到目標價：手把手建立NVDA第一個Model＋DCF｜算出合理價之後，怎麼知道不是自己在Excel裡自嗨？
前面五篇《分析師底層系統》已經從大方向學到三表以及DCF、PE的用意。
前面五篇《分析師底層系統》已經從大方向學到三表以及DCF、PE的用意。
《投資紀律#29｜為什麼「總經盤」特別難做？因為你把自己無法預測的事情，變成每天都要做的決定》
這一週，大多數只研究科技股的投資人都會有無力感，市場開始交易殖利率、每天決定股價的東西，好像突然變成了自己平常根本不研究的事情。
油價漲了多少、10年期美債殖利率會不會突破5%、CPI會不會高於預期、Fed會不會重新升息、日本資金會不會撤出美債，甚至中東局勢接下來會怎麼發展。
This Substack is reader-supported. To receive new posts and support my work, consider becoming a fr...
《市場解碼深度#12｜軟體股暴跌之後為什麼突然反彈？拆解 CRM、NOW、PLTR被市場price in到哪裡？下一次re-rate要看到什麼？》
從③-A預期耗盡、③-B未來狀態惡化，到新的①′：拆解 CRM、NOW、PLTR，市場到底是在修復估值，還是真的重新相信 AI 能改寫軟體公司的長期獲利能力？
上半年市場對軟體的擔憂相信大家都知道了，市場這半年也已經有非常多文章寫軟體，所以我這篇不會再重新寫一次。這一篇是要來講最新的市場疑惑：這些Saas擔憂明明一個都還沒有完全消失，為什麼最近軟體股卻突然開始漲了？
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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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