invest, AI/ML, venture, and thoughts
| Platform |  | Pricing | Only free issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 836 | Founded | 2 years ago | Last Issue | 44 hours ago |
| Active | Language |  Korean | |||
Read this Newsletter
samuel6788.substack.comLatest Issues
美股市場分析
AI trade 崩潰一日，Nasdaq創史上最大單日市值蒸發
大選後的第二天，市場想通了。我希望大家都有看到我週三盤前的 Note。
周三那場選後狂歡，只持續了 24 小時。周四開盤，資金殺聲震天，沒有任何一個角落得以倖免——科技、工業、能源、甚至消費必需品，全面翻紅變綠。道瓊斯跌1,835點（-3.4%），S&P 500重挫4.3%，Nasdaq暴跌5.5%，正式進入修正領域。費城半導體指數單日崩跌12%，創下COVID以來最慘單日跌幅。Nasdaq 100蒸...
美股市場分析
民主黨藍潮席捲，市場大反彈但 AI Trade 出現結構性裂痕
選舉結果落地，市場最大的敵人——不確定性——終於暫時退場。道瓊大漲 1569 點，漲幅 3%，創史上第五大單日點數漲幅，超越 2024 年川普勝選隔日的 1500 點紀錄；標普 500 上漲 1.6%，納斯達克上漲 1.4%。股票期貨在開票夜一度重挫，然而當民主黨掌控國會兩院的規模逐漸明朗，資金迅速逆轉。確定性本身，就是最好的催化劑。
然而，這一天並非所有人都在慶祝。市場對「民主黨全面執政」的解讀，在...
美股市場分析
晶片股觸底反彈，AMD財報力挽狂瀾
終於，市場在連跌三日後喘了一口氣。標普 500 上漲 0.4%，納斯達克上漲 0.8%，道瓊則逆向下跌 0.4%。這是一次典型的「財報驅動、晶片領漲」的技術性反彈——SOXX 半導體 ETF 收漲 2.5%，Nvidia 漲 2%，Broadcom 漲 3%，Intel 在連跌三日累跌 37% 後終於小漲 1%。市場在等待一個訊號，而 AMD 的財報，就是那個訊號。
宏觀面：美債殖利率回升，選舉夜前夕
1...
美股市場分析
AI 現金流風暴延燒，Marvell豪賭光互連
十月的創傷尚未癒合，十一月的第一個交易日繼續考驗市場的耐心。納斯達克下跌 1.1%，標普 500 下跌 0.5%，道瓊工業指數微漲 0.4%，呈現出典型的「科技繼續賣、舊經濟繼續買」輪動格局。盤中曾因中東外交訊號短暫反彈，但下午科技股重新走弱，漲幅全數回吐。這已是納斯達克連續第三個交易日出現較大跌幅，而十月那 5.3% 的單月跌幅，如幽靈般持續壓制市場情緒。
Marvell 豪賭 1150 億美...
AI Trade 大潰散
兩週之內，故事從「誰在建」變成「誰付得起」
十月最後兩週，是 AI Trade 從信仰走向審計的兩週。Meta 在 10 月 21 日率先交卷，Alphabet、Microsoft、Amazon 接著在 28、29 日連袂登場，四份財報攤開來，雲端營收沒有一家是差的，Google Cloud 年增 103%，AWS 仍在近 18 季最快的成長軌道上。然而市場這一次不看營收表，它翻到了現金流量表的最後一行。
結果是 Nasdaq 100 十月單月下跌 6.7%，創下...
Audience Metrics
Subscribers, engagement, traffic and sponsorship for 認真思考.
| Subscribers | Engagement | 84 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
Explore More
SEO Reach
Where 認真思考 ranks on Google, and how much search traffic it brings in.
| Ranked Keywords | 100 | Monthly Search Traffic | Top Keywords |
|---|
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.
Frequently Asked Questions
How can I access the email archive for 認真思考?
You can find recent issues that have been published by 認真思考 on Reletter by scrolling up to where it says Latest Issues. Tap on the link for any of the most recent emails or hit More Issues to see older ones.
How many subscribers does 認真思考 have?
To see how many people subscribe to 認真思考, simply upgrade your Reletter account. We provide readership numbers and lots of other stats for this newsletter so you can decide if it's worth reaching out to.
How can I advertise in 認真思考?
Newsletter advertising can be extremely effective when it's done right. Before you pitch 認真思考 as a potential sponsor or partner, make sure that you've done your research and checked its newsletter stats with Reletter.
Then, personalize one of our winning pitching templates and send it to the right person using the contact info provided.
How much does it cost to sponsor a publication like 認真思考?
Newsletter ad rates (or CPM) vary depending on many factors, including industry, number of subscribers, open rate, ad placement and more.
To find out how much an ad will cost, contact 認真思考 using the contact information provided and ask for a copy of their media kit.
How can I find newsletters related to 認真思考?
Scroll up to where it says Related Newsletters to see other publications like 認真思考. You can also search our email newsletter directory to discover other newsletters that cover the topics you're interested in.
How do I contact 認真思考?
Reletter provides this newsletter's website URL above, where you will often find their contact information. We also provide links to associated social media accounts and pitching templates so you can reach out fast.