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美股投資研究筆記 My Alpha Portfolio

10+年美股經驗。商學相關背景。市場的學生。 這裡分享的投資相關內容, 不構成任何投資建議。 歡迎理性與建設性的交流討論。如果您不同意我的觀點, 那請以您的觀點為主。

Newsletter · By 美股投資研究 My Alpha Portfolio · English · Paid tier available · Official site

Indexed issues, last 90 days
22
Latest publication
Sep 30, 2026
Audience
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Earliest in this view
Aug 29, 2026

Latest issues

  1. Issue · Sep 30, 2026

    [產業趨勢][題材股] 資安產業會議筆記 (opens the original)

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  2. Issue · Sep 30, 2026

    [題材股] ECOC (歐洲光通訊大會)會議記錄筆記 (opens the original)

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  3. Issue · Sep 28, 2026

    [題材股] 搭上雙題材, 讓它成為Q2/2026最賺錢的大銀行. Q3/2026財報前瞻分析. (opens the original)

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  4. Issue · Sep 27, 2026

    美股財報: 專注於利基(niche)市場而脫穎而出的公司? Part 3: Q2/F2027財報電話會議內容, 估值, 以及META被火紅下載的Muse對它的意義 (opens the original)

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  5. Issue · Sep 27, 2026

    美股財報: 受惠於日新月異的科技研發與材料研發的龍頭公司Q3/2026財報整理, 估值 (opens the original)

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