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 | 265 | Founded | a year ago | Last Issue | 6 days ago |
| Active | Language |  Korean | |||
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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%。
「非農就業大超預期」反而導致股市大跌
美國勞工部公布 5 月新增就業 172,000 人。此結果遠高於經濟學家預估的 85,000 人。此外，3 月與 4 月的就業數據合計上修 93,000 人。失業率則持平於 4.3%。
此數據一出，S&P 500 下跌 2.6%，Nasdaq 下跌 4.2%。美股遭遇自去年 10 月以來的最糟單日表現。要拆解背後邏輯，我們便要抽離普通人的常識。
＜普通人的邏輯＞
✨就業好 👉👉 大家有錢花 👉👉 企業營收好 👉👉 股價漲。...
每月投資實盤操作更新 (6月6日)
本月本來還算順風的，來到最近的一周就全部反轉，又回到起點了。
不過我們應該抱著一個信念是，波動本來就是平常事，升時不要太興奮過頭。
下跌時也不要過於悲傷，儘諒保持樂觀的心境來心應對市場。
以不變的心情，應萬變的市場。
應該是由2月開始就一直做TEM的波段，我是沒有想過長持的。
所以這段時間有2-3次是清倉，低位又買回來，反反覆覆。
由於剛剛有10張Sell Put 被行權了，因此持股來到3000股。
期權金收益由上月的 $14580 ➡︎...
Tempus AI 近日新聞短評
🎈[2026-06-03] 成立數位病理學 IMS 開源聯盟 Tempus AI 宣布與耶魯紐黑文醫院 (Yale New Haven Hospital) 及紀念斯隆-凱特琳癌症中心 (MSKCC) 聯手成立數位病理學 IMS 開源聯盟，旨在開發通用的數位病理平台。
💥小白短評：長期利好。與頂尖醫療機構的合作能提升公司在精準醫療領域的學術與臨床地位，開源平台的推廣亦有助於擴大其數據生態系的影響力。
🎈[2026-06-01] 推出新型液態活檢產品 xH、獲 FDA...
選擇權(期權)的操盤進階篇_2
Credit Put Spread (牛市認沽期權價差) 是一種溫和看漲或看平的期權策略。
其核心邏輯是透過 Sell Put 來收取權利金，同時為了防止遇到黑天鵝事件，再花少部分錢買入更極端的保險(Buy Put) 來鎖死最大虧損。以下例子是我剛剛在X平台看到。
小白我是完全不認同這種操作，同時亦想提醒各位，絕對不要嘗試。
以上先簡單說明他的做法，他先買入$900標的的Put，同時間再賣出$950標的的Put.
$900的Buy Put 成本約為$7.13 (5張...
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