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 | 269 | Founded | a year ago | Last Issue | 7 days ago |
| Active | Language |  Korean | |||
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Sofi 近日新聞總結 (2026-06-25)
🎈2026年6月24日：
SoFi 股價動態與管理層內部增持。SoFi 股價年初至今下跌約 33%，但市場焦點轉向其「輕資產 (capital-lite)」商業模式的轉換。據報導，SoFi 執行長 Anthony Noto 在今年內已分 5 次在公開市場增持自家公司股票。此外，其股票目前市盈率 (P/E) 約為 34.7 倍，市銷率 (P/S) 約為 5.1 倍。
💡小白短評 :
股價雖然跌了不少，但CEO自己一直在掏錢買股票，這通常是內部人覺得「股價被低估...
Service Now AI Control Tower 解說
說AI會殺死軟件，我們聽了接近10個月。故事無新意，但我們必須認真了解後，才能在迷霧中看清。到底是市場沒有看錯，還是軟件真實地步向消亡。
小白花了很長時間反復拆解Service Now的武器，我不想下定論，只將我知道的都拆出來給大家思考。
CFO明確指出，目前高達一半的新業務已不再依賴傳統的「按使用者席次」收費模式，而是全面轉向以用量與消費為主導的計費架構。但目前仍有不少人不理解，像Now一樣的公司，到底如何在此急遽的轉變中，有那種辦法生存下來？
答案就是AI Con...
ACN 2026Q3 財報分析解說
2026 年 6 月 18 日，全球 IT 諮詢巨頭 Accenture (ACN) 公佈了 Q3 FY2026 財報。儘管公司交出了一份營收微增、EPS 超預期、自由現金流穩健的「標準優等生」成績單，但市場卻並不買單，股價單日暴跌近 18%，跌至 2017 年以來的低點。
這場「戴維斯雙殺」的核心，並非 ACN 當季賺得少，而是市場對其未來成長敘事產生了根本性的動搖：在 AI 自動化浪潮下，傳統「賣顧問人頭」的商業模式是否正在被侵蝕？公司大手筆併購資安平台，究竟是前瞻性的...
Oppfi 最新投資者說明補充
剛剛就在昨天，OppFi 公佈最新的投資者簡報書，補完了很多在財報中沒詳細說明的事。讓我們能更清晰地看到這公司的前景及正在進行的轉變。
oppfi-investor-presentation
本文主要是將該簡報中文化，以及重點說明及對比早前的財報。
簡報之初只是簡單介紹Oppfi的目標客戶，基本上有跟進開的的應該會知道。所以就不在此浪費時間去解說了。如果你不知道的話，建議看看我以前的舊文章。
本文對象是已對Oppfi有一定了解的人。
上次我們深度拆解了 OppFi...
財報完整檢視甲骨文的危與機
一文看清！！
2026年6月10日，Oracle交出了一份堪稱炸裂的 2026Q4 財年成績單。然而，與這份亮眼財報形成強烈反差的，是市場用腳投票的冷酷反應 ~ 財報發布後，股價盤後重挫超過 10%。
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