美股送分題

Substack by 美股送分題 · launched Feb 11, 2026

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

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Top in Finance

#211

Paid leaderboard

#159

Subscribers

15K

rounded by Substack

Paid subscribers

100+ paid

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Bestseller 100

Followers

19K

Paid plan

$24.99/mo

Recommends

7

other newsletters

Growth history

Stats worth sharing

Tracked since Sep 10, 2026 — 1 daily snapshot so far. The card below is built from what we track and refreshes nightly. It is free for 美股送分題 to post, embed or send to readers, as long as the watermark stays on it.

Percentile

Top 41%

of 525 ranked finance newsletters

Best rank seen

#211

on Sep 10, 2026

Posts

8

last 30 days

Reactions per post

129

average, recent posts

Reactions tracked

1.5K

across 12 posts

Tickers covered

4

in tracked posts

Most-reacted post we have seen: 《宋分| 分析師底層系統 #5 》 最硬核的一篇底層系統｜PE/PB/EV/sales/EV/EBITDA/DCF到底怎麼用？案例全公開｜ORCL PE 低於20倍真的被低估了嗎？親手帶你建一次ORCL DCF模型 — 241 reactions on Aug 10, 2026.

CIEN 1COHR 1LITE 1MRVL 1

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Recent posts

• 《市場解碼深度#12｜軟體股暴跌之後為什麼突然反彈？拆解 CRM、NOW、PLTR被市場price in到哪裡？下一次re-rate要看到什麼？》

  Sep 7, 2026Paid54 reactions16 comments5 restacks

• 《投資紀律#28｜股票跌了 20%，投資假設卻沒有改變：要怎麼知道這是市場錯殺，還是有你不知道的事？》

  Sep 5, 2026112 reactions7 comments3 restacks

• 《市場解碼深度#11｜光通這麼好，為什麼還不一定會 Re-rate？拆解LITE、COHR、CIEN：市場到底已經 Price in 多少？》

  Aug 31, 2026Paid129 reactions19 comments12 restacks

  LITECOHRCIEN

• 《Coverage Universe ｜投資假設驗證日誌#2 》2026.08｜MRVL突然翻身，但我們要找的是下一個：18家公司，誰的證據正在跑在股價前面？

  Aug 24, 2026Paid64 reactions6 comments4 restacks

  MRVL

• 《Founder’s Circle｜第一期提名與 Q&A 問題募集開始》

  Aug 23, 202627 reactions3 comments0 restacks

• 《投資紀律#27｜為什麼你總是被雙巴？從停損、技術面到長期持有，你可能一直搞錯投資跟交易》

  Aug 22, 2026149 reactions20 comments7 restacks

• 《市場解碼深度#10 | 當原本的投資假設開始被新證據挑戰：一個分析師如何重新研究 Google？首次公開「分析師思考手稿」》

  Aug 17, 2026Paid93 reactions27 comments4 restacks

• 《投資紀律#26 ｜所以現在要追高嗎？為什麼散戶永遠在等不會後悔的買點？不要讓一次錯誤，決定你接下來二十年的投資行為》

  Aug 15, 2026177 reactions13 comments7 restacks

• 《宋分| 分析師底層系統 #5 》 最硬核的一篇底層系統｜PE/PB/EV/sales/EV/EBITDA/DCF到底怎麼用？案例全公開｜ORCL PE 低於20倍真的被低估了嗎？親手帶你建一次ORCL DCF模型

  Aug 10, 2026Paid241 reactions39 comments21 restacks

• 《市場解碼深度#9 | 從 Apple、Intel、Broadcom 與 Marvell，看懂市場如何決定一家公司的估值》

  Aug 3, 2026Paid126 reactions16 comments6 restacks

• 《投資紀律#25 | 如果這兩週你爆倉了，被斷頭了，現在只剩下 30% 的本金，該怎麼辦？你還有機會嗎？》

  Aug 1, 2026226 reactions33 comments20 restacks

• 《Coverage Universe ｜投資假設驗證日誌#1 》2026.07｜18家coverage，市場定價對了幾家？看完顛覆想像

  Jul 27, 2026Paid144 reactions34 comments7 restacks

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