invest, AI/ML, venture, and thoughts
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 737 | Founded | 2 years ago | Last Issue | 4 days ago |
| Active | Language |  Korean | |||
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美股市場分析
布蘭特油價破百美元，七雄單日蒸發8,000億；AI帳單正式失控
週四美股遭受財報季最沉重的一擊。那斯達克重挫2.2%、標普500跌1.2%、道瓊跌1%（近500點），三大指數同步收跌。Alphabet跌7.1%、特斯拉崩跌14.5%，七雄合計單日蒸發7,970億美元市值，創2025年4月關稅崩盤以來最慘烈的單日表現。布蘭特原油首度收盤破百、WTI漲至92美元，美債十年期殖利率觸及4.71%，為2025年1月以來新高，市場對7月底升息的定價從一週前的12%直接跳升至3...
美股市場分析
Alphabet財報強勁卻盤後重挫；AI帳單失控，特斯拉現金流首度轉負
週三美股正規盤小幅收低，靜候七雄開幕財報。那斯達克跌 0.6%、標普 500 跌 0.1%、道瓊幾近平盤。市場重心在盤後——Alphabet 與特斯拉同日公布財報，結果一喜一憂，但市場給出的都是懲罰。
Alphabet：雲端爆炸成長，Capex超標震驚市場
Alphabet Q2 各項核心數據均超預期：總營收 1,198 億美元、年增 24%；Google Cloud...
美股市場分析
晶片股單日最強反彈終結三連跌
週二美股全面止跌反彈，連跌三日的頹勢就此打住。那斯達克漲1.3%、標普500漲0.9%、道瓊漲0.7%（約384點）。費城半導體指數創逾一個月最大單日漲幅，記憶體股領漲全場：Roundhill Memory ETF（DRAM）大漲11%，美光漲12.2%至970美元，SK海力士ADR漲13.8%至171.94美元，SanDisk、西部數據、希捷各漲11%至14%。SOXX ETF漲5.5%，AMD漲8%、英特爾漲8.6%、Marvell...
美股市場分析
財報季前夕，三大指數開高走低；美光止跌
週一美股全面高開後逐步回落，收盤小幅下跌。道瓊跌 0.6%、標普 500 跌 0.2%、那斯達克幾近平盤（跌不到 0.1%）。半導體與記憶體股小漲不足 1%，並未延續上週跌勢，但也無力突破。本週為財報季最密集的一週——Alphabet 與特斯拉週三盤後報告，市場進入備戰等待模式。
WTI 原油上漲 0.7% 至 83 美元、布蘭特漲至 89 美元，三名美軍士兵遭伊朗軍事打擊身亡，川普在 Truth Social 警告「每次伊...
美股本週重要事項
本週美股超級財報季將進入首波科技巨頭重頭戲。在全球資金與供應鏈高度緊繃的當下，市場最核心的聚焦在於 「AI 基礎建設投報率（ROI）」 與 「傳統半導體景氣復甦拐點」。
三大觀察重點
1. AI 基礎建設巨頭：Alphabet (GOOGL)
市場目前對 Hyperscalers 破萬億美元的資本支出（CapEx）已變得非常神經質。Alphabet 的財報將是檢驗 AI 實質變現能力的試金石。
- CapEx 與指引...
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Authors
The writers behind this newsletter.
I work in capital markets, tracking the pulse of stocks and investments. Beyond that, I explore philosophy to understand the deeper connections between humanity and the universe.
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