HeyJared美股送分題
用分析師的視角，寫市場真正如何被判斷，而不是如何被解讀，把sellside與buyside的決策流程，翻譯成投資人看的懂的語言
- Indexed issues, last 90 days
- 18
- Latest publication
- Sep 29, 2026
- Audience
- Checking…
- Earliest in this view
- Aug 3, 2026
Latest issues
《Price-in #2｜$1000的美光，price in了幾年的缺貨？財報前必讀》 (opens the original)
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<img alt="" class="sizing-normal" height="971" src="https://substackcdn.com/image/fetch/$s_!xbFi!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F0d17a393-a49b-402c-b523-869bd66d8db2_1536x1024.pn
《市場解碼深度#13｜誰能收走企業的「AI複雜稅」？拆解CRWD、PANW、SNOW、DDOG、MDB的下一輪Re-rate》 (opens the original)
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上一篇《市場解碼深度 #12》，我才剛寫完：這一輪軟體股反彈，市場並沒有突然得到「AI 不會顛覆 SaaS」的答案。CRM、NOW 當時比較像從③-B「未來狀態惡化型」估值壓ಞ
《投資紀律 #1～#30 閱讀地圖｜從30篇裡面找到你的操作問題解答》 (opens the original)
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《投資紀律》寫到第 30 篇了。第一篇，我寫的是：「為什麼你明明看對公司，卻還是賺不到錢？」This Substack is reader-supported. To receive new posts and support my work, consider becoming a free or paid subscriber.<form class="subscription-w
《Price-in #1｜AMD 已經漲到這裡，Muse 帶來的 CPU 復興到底 Price-in 多少了？》 (opens the original)
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《Coverage Universe ｜投資假設驗證日誌#3 》2026.09｜AI需求繼續成長之後，18家公司誰能把證據變成下一輪現金流？｜Coverage Universe 季度調整公告 (opens the original)
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又到了每月的Coverage Universe Update，如果你是新加入的讀者，歡迎先到第一篇Coverage Universe開始(點擊)，那一篇會有閱讀前說明、本系列內容規劃、目前追蹤公司有哪些、Investment Dashboard 評分方式、Co
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