invest, AI/ML, venture, and thoughts
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 782 | Founded | 2 years ago | Last Issue | 4 days ago |
| Active | Language |  Korean | |||
Read this Newsletter
samuel6788.substack.comLatest Issues
美股市場分析
Waller鴿派發言打破升息預期，三大指數暴漲
週四美股強力反彈，道瓊漲1.2%（逾600點）、標普500漲1.1%、那斯達克漲1.4%，為自8月4日以來最佳單日表現。聯準會理事Waller在演講中拋出鴿派訊號，9 月升息機率從前日的 63% 瞬間腰斬至 50%，市場如釋重負。七雄全數收紅，輝達漲近 2%、特斯拉漲 5.4%、SpaceX 漲 6.5%；Robinhood 暴漲 17% 領銜標普 500；軟體族群全面慶功，Snowflake 漲 17%、Palant...
美股市場分析
三連跌終結，Broadcom 財報逆轉敘事
週三美股三大指數小幅反彈，道瓊漲 0.6%、標普500漲 0.5%、那斯達克漲 0.5%，終結連續三日跌勢。然而油價維持高位（WTI站上 91 美元、布蘭特 95.55 美元）、10年期美債殖利率盤中短暫觸及 4.82%（2023 年11月以來最高），市場在兩難之間以微漲收場。七雄中輝達漲逾3%、Meta 漲逾 2.5% 領銜，Dell 延續財報後慶功暴漲 15.8%。ADP 私部門就業僅增 3.8 萬人（預期4.7萬人）...
挺過 SaaS 末日論風暴的倖存者
並非所有SaaS公司命運都一樣悲慘，有些股票挺過來了，例如 Salesforce、Crowdstrike、Okta，而且活得很好
美股市場分析
美伊衝突推油價至90美元，10年期殖利率逼近5%警戒線
週二（9月1日）美股九月首個交易日即告重挫，道瓊跌0.8%（約420點）、標普500跌0.7%、那斯達克跌1%。雙重壓力同步引爆：美軍對伊朗IRGC目標展開最新一輪打擊（川普前晚向Fox News宣告「我們要重擊他們」），WTI原油飆升5.6%至90.55美元、布蘭特升5.1%至95.15美元；10年期美債殖利率升至4.77至4.80%，創2025年1月以來新高，9月升息機率從上週約40%一路跳升至68%至70...
美股市場分析
八月寫下五年最強表現，九月卻是歷史最弱月
週一（8月31日）美股以小跌收尾，為八月畫下句點。道瓊跌0.7%、標普500跌0.3%、那斯達克跌0.1%，月線卻是亮麗收場：那斯達克月漲3.9%、標普500漲2.6%、道瓊漲1.3%，S&P 500與那斯達克並列2021年以來最強八月表現。然而九月歷史上是美股最弱的月份（S&P 500平均跌1.1%、道瓊平均跌1.1%、那斯達克平均跌0.8%），疊加地緣緊張、通膨壓力、升息預期三重逆風，Baird策略師Mayfield直言...
Key Facts
Audience Metrics
Subscribers, engagement, traffic and sponsorship for 認真思考.
| Subscribers | Engagement | 82 | 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.