
About this episode
🤍 每天早上8:30 跟大家分享投資市場大小事
🤍 訂閱Jenny 財經分析專欄:https://reurl.cc/YqOVrl
【追蹤各大平台最新資訊】
🤍 IG: / jcinsightgroup
🤍Threads:https://www.threads.net/@jcinsightgroup
🤍 FB: / jcinsightgroup
🤍 Podcast:財女珍妮:https://reurl.cc/XRWqYR
🤍 著作《美股投資學》:https://reurl.cc/A2k4eK
✅ 美股財報分析 ✅
👉 IBM:從諮詢到AI整合,打造企業轉型飛輪,預估市場三倍成長,股價還能創高?
🔗 https://reurl.cc/ekD8vm
👉 直覺手術(ISRG):AI加持、全球擴張衝成長,如何在高估值下尋找突破?
🔗 https://reurl.cc/WOGLak
👉 Alphabet(GOOG):AI驅動廣告與雲端雙引擎成長,擴大資本支出能帶來回報?
🔗 https://reurl.cc/kolNLL
👉 特斯拉(TSLA):陷入「詭異過渡期」股價大跌,AI驅動未來還能說服市場嗎?
🔗 https://reurl.cc/1Oejo8
👉 Netflix(NFLX):成長趨緩疑慮,AI加速競爭,廣告業務能否撐起下一波股價飛漲?
🔗 https://reurl.cc/Rkvnbx
👉 Arista(ANET):AI浪潮下的雲端基礎建設新秀 Arista的布局與成長潛力
🔗 https://reurl.cc/EQzK0a
👉 Nu Holdings(NU):AI驅動的拉美金融科技巨頭,投資組合中被忽略的巨大機會
🔗 https://reurl.cc/Nx6aMm
👉 美光(MU):AI數據中心業務成長,HBM需求強勁 但股價風險不容忽視
🔗 https://reurl.cc/GNrk63
👉 Uber:特斯拉威脅Uber自駕車佈局? 開放AI平台,打造下個成長引擎
🔗 https://reurl.cc/OYdmqX
👉 Coinbase(COIN):穩定幣監管法案利多在望,從波動市場到主流金融的平台擴張戰略
🔗 https://reurl.cc/RYAk19
👉 博通(AVGO):AI需求強勁,軟體整合有成,新產品有望加速營收成長
🔗 https://reurl.cc/LaYn07
👉 AMD:美中禁令衝擊營收,數據中心強勁增長,股價落底了嗎?
🔗 https://reurl.cc/8DVZKb
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