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 | 276 | Founded | a year ago | Last Issue | 5 days ago |
| Active | Language |  Korean | |||
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Service Now 2026 Q2 財報分析
2026年7月22日，ServiceNow公布2026年第二季財報。
在此之前，市場對企業軟體最大的疑問，是AI預算會否全部流向GPU、伺服器及雲端基建，最終反而壓縮傳統軟體支出。ServiceNow近年不斷強調Agentic AI、Pro Plus及AI Control Tower，但投資者真正等待的，並不是更多AI概念，而是這些產品何時能夠轉化成實際訂單、收入及利潤。
本季財報開始給出答案。
ServiceNow要證明的，已不只是自己不會被AI取代，而是當企業部署愈...
IBM財報風暴
⭐IBM財報引發的連鎖反應
昨天，IBM在盤前公佈第二季度初步業績後，股價一度暴跌25%，創下自1968年以來的最大單日跌幅，單日市值蒸發近690億美元。市場的恐慌迅速蔓延至整個軟體板塊，ServiceNow、Salesforce等企業軟體巨頭集體受創，軟體ETF當日跌幅超過4%。
根據 IBM 突然公布第二季初步業績，收入約 172 億美元，按年只增長 1%；軟體業務增長 5%，顧問業務持平，Infrastructure 則下跌 7%。
IBM 說，企業正在把更...
甲骨文近日新聞總結 (2026-07-11)
🎈【2026-07-10】Oracle 被英國列為金融業「關鍵第三方」科技供應商
英國財政部正式將 Oracle Corporation UK、AWS、Google Cloud 及 Microsoft 的相關實體指定為金融體系的 Critical Third Parties（關鍵第三方）。由 7 月 13 日起，英倫銀行、PRA 及 FCA 將直接監督這些供應商涉及英國金融業的關鍵服務，包括要求進行韌性測試、自我評估及重大事故匯報。
這件事一方面反映 Oracle 的...
TTD 近日新聞總結 (2026-07-6)
🎈多項人事變動
6月1日：任命 Nate Olmstead 為新任 CFO。然而，市場對其「一年內更換三任 CFO」的頻繁人事異動感到擔憂，導致 6 月 2 日股價下跌超過 7%。
6月9日：David Haddad 加入董事會。
6月11日：任命 Sarah Gavin 為 CMO。
6月初：CRO - Anders Mortensen 離職，僅任職7個月（2025年11月加入）。COO Vivek Kundra 暫代其職責。這也是公司近期一系列高管變動...
每月投資實盤操作更新 (7月3日)
本周正式全部清倉，持股為零。
由2月開始一直不斷大量賣出Call 及 Put ，同時包括大量波段做T。
5個月間，總利潤為$62555。如果回調的話會重新再做波段，如果真的一飛上天。那就只好說聲「再會了」。
期權金收益由上月的 $22440 ➡︎ $27865
在6月中開始，DUOL便開始顯得強勢，在上升過程中我在$118.6賣出500股。
之後便一飛沖天，甚至於6月24日升至$138，觸及幾個月以來的高位。
同時間我多次嘗試賣...
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