invest, AI/ML, venture, and thoughts
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 802 | Founded | 2 years ago | Last Issue | 3 days ago |
| Active | Language |  ZH-TW | |||
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美股市場分析
10年期殖利率衝破5.20%創2007年新高，三大指數黯淡；Meta Connect讓Muse威力再添柴火；Akamai盤後暴漲18%
週四美股在債市崩潰的陰影下勉強整理，道瓊跌0.3%、標普500跌不到0.1%、那斯達克幾近平盤，呈現「市場已筋疲力竭、等待方向」的特徵。10年期美債殖利率再漲8個基點，收在5.20%，盤中高點觸及5.20%以上，是2007年以來最高；30年期利率升至5.40%，創2004年以來最高。紐約Fed主席Williams在倫敦的發言「今年再...
Muse：巨型龍蝦上岸
9 月 21 日，星期一。美股收盤，Meta 的市值在一個交易日裡多出了 1,920 億美元。股價大漲 11%，收在 741.25 美元，這是去年 10 月底以來的最高收盤。九月至此累計漲幅約三成，若能守住，將是 2013 年 7 月以來最好的單月表現。同一天，AMD 市值首度站上一兆美元，Arm 飆漲 17%，Intel 漲 12%。這些晶片公司當天沒有發布任何新聞。到了星期二，另一批股票開始流血：嘉信理財跌 6%，LPL Financial 跌 7%，Marsh McLe...
美股市場分析
10年期殖利率創2007年19年新高，那斯達克連創紀錄終結
週三美股在強勁PMI數據、弱勢公債拍賣、油價反彈三重衝擊下全面下挫，終結那斯達克兩日連創歷史高點的格局。那斯達克跌1.1%、標普500跌0.8%、道瓊跌0.7%（352點）。10年期美債殖利率盤中飆至5.12%、30年期觸及5.4%，兩者均創2007年以來19年最高，是本季最關鍵的宏觀事件之一。DRAM ETF跌3%、SOXX跌1.5%，記憶體族群再度承壓，但美光目標價分別獲Citi上調至1,300美元、U...
美股市場分析
那斯達克連創歷史新高，Muse衝擊波擴散至金融、旅遊、保險
週二美股繼續分歧，但科技與記憶體仍是市場支柱。那斯達克再漲0.5%，連續第二日締造收盤歷史新高；標普500收平；道瓊跌0.4%，金融股是最大拖累。DRAM ETF漲3.5%、SOXX漲2.5%延續昨日大漲，SanDisk漲6.8%、美光漲3.7%、SK海力士ADR漲2.9%，是標普500當日最佳成員之列。蘋果盤中市值短暫突破5兆美元（盤中高點345.34美元），終場微漲0.2%至339.75美元（市值4.9...
美股市場分析
那斯達克創歷史新高，AMD市值突破1兆美元；Meta Muse 登頂App Store引爆AI代理革命
週一美股以強力多頭姿態開啟新週。那斯達克漲2.3%創歷史收盤新高（超越6月2日紀錄）、標普500漲1.5%（距歷史新高僅0.4%）、道瓊漲0.7%（366點）。七雄全數收紅，Meta大漲11.4%領銜，AMD漲9.9%創歷史新高並首破1兆美元市值，Intel漲12%、Arm漲17%。SOXX ETF漲近5%、DRAM ETF漲3.5%、Roundhill七雄ETF...
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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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