認真思考
Samuel6788invest, AI/ML, venture, and thoughts
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 654 | Subscribers | Read | samuel6788.substack.com |
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美股市場分析
### 一、指數表現：四月的最後一棒，歷史高位收官
美股市場分析
今日市場的焦點無疑被四家科技巨頭（Hyperscalers）——Alphabet (Google)、Microsoft、Meta 與 Amazon 的財報「超級星期三」所佔據 。儘管聯準會（Fed）如預期維持利率不變 ，但科技巨頭在 AI 基礎建設上的瘋狂投入、OpenAI 爆出的成長瓶頸疑雲，以及鮑爾（Jerome Powell）罕見的留任聲明，共同勾勒出一個充滿不確定性卻又極具變革性的市場輪廓。
美股市場分析
### 一、指數表現：從高點退潮的一日
美股市場分析
週一美股帶著謹慎的樂觀開盤——標普 500 與那斯達克雙雙收出歷史新高，分別上漲 0.1% 與 0.2%，道瓊則微跌 0.1%。三大指數的分歧本身便是一個耐人尋味的訊號：市場在慶祝，但並非毫無保留。
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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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