Sun Sun
Sun Sun 小白亂世投資日記投資小白在亂世胡亂投資之路
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 286 | Founded | a year ago | Last Issue | 5 days ago |
| Active | Language |  ZH-TW | |||
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Opfi 2026 Q2 財報簡讀
上季寫OPFI時，小白為它留下了三道很清楚的驗證門檻：壞帳要開始回落、LOC要交出初步數據，以及公司要真正執行回購。
原因很簡單。當一間公司的投資故事開始出現疑問，我們就不能再聽管理層講下一個產品、下一套模型或下一宗收購有多好，而是要把故事變成數字，下一季逐項驗收。
到了2026 Q2，OPFI並非三項全部落空。最受關注的淨沖銷率由上季42.5%回落至39.5%，剛好跌穿小白定下的40%門檻。單看這一項，至少證明信用表現沒有繼續按季惡化。
問題是，它只過了這一道門檻，而...
每月投資實盤操作更新 (８月８日)
DUOL本月操作其實不多，主要集中在財報前後。
其實財報是不錯的，投資年理論是去年說的，今季初露曙光。希望好好保持。
上次我賣在阻力位，這個月該位置已經變底部。成本目前已壓到很低。
早就已是盈利倉位。
期權金收益由上月的$25255 ➡︎ $31265
增幅不少，原因就是多次賣Put，希望收取期權金的同時把貨接回。
在$118標的連續賣了4次，暫時已有4次以價外終結，下星期還有一組$112標的Put。
我估計都是過期的多….Duol 我是不會清倉的。...
The Trade Desk (TTD) 2026Q2 財報分析
很老實說，今次 TTD 的財報，我看完第一個感覺不是「差」，而是「怪」。
2026 Q2 Revenue $715M，YoY仍然有3%增長。單看這個數字，你可以說公司只是增長放慢，甚至可以搬出Macro(宏觀經濟)、廣告客戶削減預算等等理由來解釋。
但最奇怪的地方是，TTD的Customer Retention仍然維持在95%以上。
即是說，客戶沒有大規模離開。
那問題來了：客戶仍然在，為甚麼收入突然只剩3%增長？
這個問題非常重要。因為Customer Reten...
Duolingo (DUOL) Q2 2026 財報&故事驗證報告
2026年對 Duolingo 來說，本來就不是一個追求短期數字最好看的年份。
由今年開始，我一直在追蹤同一件事：公司主動把資源重新投放到用戶增長，願意犧牲一部分短期變現，究竟最後可以換到甚麼？
所以今季財報，我最關心的其實不是單純 Revenue Beat 了多少、EPS 又 Beat 了多少。
真正重要的是……這個故事到底有沒有開始轉彎？而 Q2 終於出現了第一個值得注意的變化。人，開始回來了。但錢，還沒有。
這兩件事同時發生，亦令今季變得特別有意思。因為如果用戶...
PLTR ： “請問，還有哪裡需要加強“ ？
2026 Q2 神話
分析PLTR有一個很麻煩的地方：每當你以為它的增長速度差不多要開始回落，它便會用下一份財報告訴你，過去那套估算方法可能又錯了。
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