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 | 55 | Founded | 6 months ago | Last Issue | 6 days ago |
| Active | Language |  ZH-TW | |||
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《宋分| 分析師底層系統 #5 》 最硬核的一篇底層系統｜PE/PB/EV/sales/EV/EBITDA/DCF到底怎麼用？案例全公開｜ORCL PE 低於20倍真的被低估了嗎？親手帶你建一次ORCL DCF模型
本文將從公開資訊開始，手把手建立 Oracle 的 SOTP + DCF Model，最後算出合理目標價。
有人說 PE10倍很便宜，PE 30倍一定會太貴，但是，如果PE真的有答案，市場就不需要分析師了，大家只要把PE排一排，最低的那一家，全部買進，躺平，賺錢。
《市場解碼深度》從 Apple、Intel、Broadcom 與 Marvell，看懂市場如何決定一家公司的估值
PE只是結果，真正決定估值的，是市場如何一步一步改變對未來的機率判斷。
很多人學估值，第一個學的是 PE，接著開始學 DCF、EV/EBITDA、PEG……
《投資紀律#25 | 如果這兩週你爆倉了，被斷頭了，現在只剩下 30% 的本金，該怎麼辦？你還有機會嗎？》
很多人以為，投資是一場考分析能力的比賽，誰研究得比較深？誰看財報比較仔細？誰比較早看見趨勢？但這兩週，甚至是這一週，你應該會很有感覺，市場不是在考你有多聰明，市場考的是你能不能活到答案公布。
這一週大家都知道25 歲的 Leopold發生了什麼事，一個比大多數人都更懂 AI 的人，最後還是輸給了市場，前OpenAI研究員，也是近一年 AI 投資圈最受矚目的人物之一，離開 OpenAI 後，成立了對沖基金 Situational Awareness，短時間內管理的資金規模快速...
《Coverage Universe ｜投資假設驗證日誌》2026.07｜18家coverage，市場定價對了幾家？看完顛覆想像
尚未被市場完全定價的假設，這個月又往前走了多少？
閱讀前說明 這份《Coverage Universe Update》，不是一份新聞整理，也不是一份每月財報摘要，是我的研究紀錄，應該說，它是我把分析師平常工作的研究底稿，整理成你們也能持續追蹤的版本。
《投資紀律#24｜如果有一筆交易，把你好不容易累積的獲利吐回去，你真正該檢討的是什麼？》
(不少讀者希望標題更明確標示這是投資紀律還是市場解碼，因此我從這篇開始明確標注在標題上喔)
股票市場裡，真的只要找到一個真正有效的方法，學會它、複製它，就可以開始穩定賺錢嗎？
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不少讀者長期持有特斯拉，在這週徹底瓦解對...
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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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