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 | 43 | Founded | 5 months ago | Last Issue | 10 days ago |
| Active | Language |  ZH-TW | |||
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《如果大型科技股也會跟著跌，那我到底為什麼要買它？ 》
每一種投資策略，都有它應該接受的代價。
做短線的人，要接受不停停損、追高、換股的代價。
做價值投資的人，要接受有一段時間落後市場的代價。
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買大型科技股的人，要接受它不一定每一波都領漲，但也會在市場回檔時一起波動。
很多人不是不能接受波動，而是買進之前，從來沒有想清楚自己到底在玩哪一場遊戲。
在開始之前...
《為什麼你總是賣飛十倍股？因為你的研究停留在買進那一天｜給重壓後卻沒抱住的你 》
上週那一篇「重壓」的投資紀律道出今年太多人的心聲，但更多讀者反應比重壓更難的是“持有“
讀者說：我有重壓啊，可是MU目標價400到了我就賣了，就一路目送他到1100了
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台灣的朋友一定很有經驗，身邊散戶大媽超愛說：這隻好，20塊買，70塊賣！
然後過兩年已經漲到200了，大媽還在說：兩年前老王就跟我說可以買，底...
《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，...
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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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