HeyJared大叔美股筆記 Uncle Stock Notes
「大叔美股筆記透過產業洞察、政策趨勢與財務分析，幫助讀者做出更聰明的投資判斷——同時穿插一些真實人生與幽默日常。」 “Uncle Stock Notes shares industry insights, policy trends, and financial analysis to help readers make smarter investment decisions—with a dose of real talk and life stories along the way.”
- Indexed issues, last 90 days
- 45
- Latest publication
- Oct 1, 2026
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- Sep 12, 2026
Latest issues
每日重點 260930 Substack 大叔留言重點 (opens the original)
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✨內容皆為當日聊天紀錄，沒提到的股票只是沒提及🧧產業趨勢與大盤邏輯【倉位控制 / 操作紀律】各位朋友，請注意我的提醒：無論是台股（還是美股
美光科技 $MU FY2026 第四季財報分析 (opens the original)
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美光 FQ4-26 營收、毛利率與 EPS 三項同步超越指引上緣，FY2026 全年營收 1,331.9 億美元、年增 256%，DRAM 單一品類全年營收突破千億美元。然而本季重點不是「又一次大幅超預期」，而是本季
✨Stock Watchlist Snapshot— October 2026 (opens the original)
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Purpose:To help members stay current on Uncle’s personal positions and the stocks he continues to follow.Update frequency:This article is republished and pinned on the first of each month. It will continue to be updated as circumstances change.Disclaimer:Do not chase stocks out of FOMO. Please manage your own position sizing and risk. 1. Uncle’s Current Investment Strategy</
伊頓 Eaton $ETN 2026 年第二季財報分析 (opens the original)
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伊頓第二季營收 85.3 億美元，年增 21%，調整後 EPS 3.15 美元，雙雙超過市場預期，全年指引也第二度上修。這份財報要分兩層看。需求端很強：美洲電氣滾動訂單年增 41%。</
Netlist 把 $MU 告進 ITC (opens the original)
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9 月 29 日，Netlist 向美國國際貿易委員會(ITC)提出 Section 337 申訴，要求對美光及下游客戶 Nvidia、博通、Google 展開調查，主張美光 的 HBM3E、HBM4、HBM4E 侵犯兩項美國專利。消息出來，市場就恐慌，目前已經
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