美利堅股市 來個Chitchat

產業亂流 EP4 ⊥英飛凌&通用汽車投資者日解讀，Cree改名Wolfspeed換手氣

#usstockmarket #usstockchitchat #autosemi #infineon #generalmotors #cruise #autonomousdriving #capitalmarketsday #investorday #wolfspeed #cree #IHS #OSAT #siliconcarbide

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不專業美股分析/

可能聽到睡著慎入///

⚠️相關投資建議僅供參考，請審慎斟酌⚠️

Available on podcast platforms and YouTube channel.

【美利堅股市 來個Chitchat】

IG: instagr.am/usstockchitchat

image source: infineon/GM/Wolfspeed

EP20 ⊥數位化時代的雲端資安龍頭

#usstockmarket #usstockchitchat #secureaccessserviceedge #SASE #zscaler #paloaltonetworks #cisco #symantec #zerotrust #securewebgateway #CASB #cloudflare #akamai #pointofpresence #cloudworkloadprotection #Gartner #magicquadrant

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不專業美股分析/

可能聽到睡著慎入///

⚠️相關投資建議僅供參考，請審慎斟酌⚠️

Available on podcast platforms and YouTube channel.

【美利堅股市 來個Chitchat】

IG: instagr.am/usstockchitchat

image source: splunk/masergy

產業亂流 EP3 ⊥Epic Games槓上App Store，反壟斷判決解讀  

#usstockmarket #usstockchitchat #appstore #epicgames #fortnite #applepay #antitrust #googleplay #appdeveloper #mobilegamer #adnetwork #antisteeringprovision #directpayment  

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不專業美股分析/  

可能聽到睡著慎入///  

⚠️相關投資建議僅供參考，請審慎斟酌⚠️  

Available on podcast platforms and YouTube channel.  

【美利堅股市 來個Chitchat】  

IG: instagr.am/usstockchitchat  

image source: 4Gamers

產業亂流 EP2 ⊥能源部太陽能研究報告解讀

#usstockmarket #usstockchitchat #departmentofenergy #solarfuturesstudy #solardeployment #PVinverter #cleantech #bidenadministration #decarbonization #decarbonizedgrid #LCOE #newenergyvehicle #hydroelectric

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不專業美股分析/

可能聽到睡著慎入///

⚠️相關投資建議僅供參考，請審慎斟酌⚠️

Available on podcast platforms and YouTube channel.

【美利堅股市 來個Chitchat】

IG: instagr.am/usstockchitchat

image source: DOE

EP19 ⊥先買後付BNPL新浪潮崛起

#usstockmarket #usstockchitchat #buynowpaylater #fintech #loanfacilitator #affirm #amazon #afterpay #klarna #quadpay #zip #paypal #pointofsale #installment #ecommerce

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不專業美股分析/

可能聽到睡著慎入///

⚠️相關投資建議僅供參考，請審慎斟酌⚠️

Available on podcast platforms and YouTube channel.

【美利堅股市 來個Chitchat】

IG: instagr.am/usstockchitchat

image source: viebelles.com

產業亂流 EP1 ⊥安森美半導體收購Cree競爭同業GTAT

#usstockmarket #usstockchitchat #compoundsemiconductor #OnSemiconductor #GTAdvancedTechnologies #CREE #IIVI #STMicro #Infineon  #siliconcarbide #galliumnitride #newenergyvehicles #chargingpiles #communicationinfrastructure #powerdevice #sicmaterials #sicmosfet #PVinverter #IGBTs

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不專業美股分析/

可能聽到睡著慎入///

⚠️相關投資建議僅供參考，請審慎斟酌⚠️

Available on podcast platforms and YouTube channel.

【美利堅股市 來個Chitchat】

IG: instagr.am/usstockchitchat

image source: unitedsic.com

EP18 ⊥衝擊傳統產險市場的AI線上投保平台

#usstockmarket #usstockchitchat #lemonade #everquote #selectquote #gohealth #insurtech #propertyandcasualty #petinsurance #artificialintelligence #machinelearning #AIMaya #AIJim #insuranceclaim #giveback #benefitcorporation #directtocustomer #peronalauto #lifeinsurance #premiums #underwriting

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不專業美股分析/

可能聽到睡著慎入///

⚠️相關投資建議僅供參考，請審慎斟酌⚠️

Available on podcast platforms and YouTube channel.

【美利堅股市 來個Chitchat】

IG: instagr.am/usstockchitchat

image source: lemonade.com

EP17 ⊥OTT時代的尼爾森

#usstockmarket #usstockchitchat #roku #therokuchannel #ott #videostreaming #nielsen #advertisement #adtargeting #streamingstick #chromecast #appletv #amazonfiretv #dataxu #connectedtv #smarttv #tcl #mso #vmvpd #svod #avod #tvod #rokuos #comscore #integraladscience 

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不專業美股分析/

可能聽到睡著慎入///

⚠️相關投資建議僅供參考，請審慎斟酌⚠️

Available on podcast platforms and YouTube channel.

【美利堅股市 來個Chitchat】

IG: instagr.am/usstockchitchat

image source: anvilmediainc.com/ roku.com

EP16 ⊥俄羅斯網路經濟藍海，全盤通吃的Yandex

#usstockmarket #usstockchitchat #yandex #YNDX #mail.rugroup #wildberries #google #searchengine #ecommerce #ridehailing #selfdriving #food delivery #FAS #russiantech #interneteconomy #digitaladvertisement #lockdown #economicrecovery #antongorelkin #didiglobal #smartphonepenetration #ecommercepenetration

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不專業美股分析/

可能聽到睡著慎入///

⚠️相關投資建議僅供參考，請審慎斟酌⚠️

Available on podcast platforms and YouTube channel.

【美利堅股市 來個Chitchat】

IG: instagr.am/usstockchitchat

image source: wildberries.ru/ yandex.com/ mail.ru

EP15 ⊥超產業增速的能量飲料新紀元

 #usstockmarket #energydrink #monsterbeverage #pepsico #cocacola #rockstar #cokerenergy #vpxbang #redbull #Caffeine # aminoacid #creatine #performanceenergy #fitness #workingout #gym #conveniencestore #mergersandacquisitions

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不專業美股分析/

可能聽到睡著慎入///

⚠️相關投資建議僅供參考，請審慎斟酌⚠️

Available on podcast platforms and YouTube channel.

【美利堅股市 來個Chitchat】

IG: instagr.am/usstockchitchat

image source: monsterbevcorp.com/ redbull.com/ bangenergy.com