美股
This category mixes single-stock earnings analysis with technology sector coverage. On earnings it covers Amazon, Google, Uber and Coinbase for Q4 2025, each post isolating the one or two numbers that mattered most and explaining the market reaction — Amazon’s $200bn capital expenditure, or why Uber grew revenue 20% while book net income collapsed. Sector coverage includes the $60bn AMD–Meta GPU agreement, weekly round-ups across Musk’s companies, and a piece on gaining indirect exposure to the still-private SpaceX through US-listed funds and public companies that hold shares in it.
Elon Musk
2026-02-24
馬斯克企業週報：Boring Company 拿下兩大隧道案、Falcon 9 刷新復用紀錄、X 連續大當機
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