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金融人看世界
@fundmanworldTracked since May 2026
正在創作港股+美股+加密貨幣的投資分析.
Observed Aug 27, 2026 · staleModeled revenue
Paid members
Unavailable
growth unavailable
Total audience
Unavailable
not publicly listed
Monthly gross
Unavailable
Starting price
$20/mo
2 membership tiers
Pricing and benefits captured publicly
Membership tiersPatreon is not exposing patron counts by tier for this creator, so this section shows public prices and benefits only.
$0/moFreePublic prices and benefits only
$20/mo金融人VIP金融人VIP可以睇到深度文章+影片，內容包括:
✅港股+美股業績+加密貨幣的分析技巧
✅不同行業板塊的估值模型
✅財務數據的深入解讀
✅股票與加密貨幣的操盤技巧
✅重要市況時的獨家評論及數據分享
✅未來十年的投資風口
會員內容全部經過大量調研，以客觀數據作為支撐，以市場最新情況作為案例，冒求令大家緊貼市場地學習，「既可求知，又可投資」。
Growth signals: 金融人看世界
Not measurable
MembershipLast observed 2026-08-27. Not enough recent observation yet for a 30-day reading.
010
May 202618 weeks trackedNow
金融人看世界members unavailable · revenue unavailable
The chart only uses 金融人看世界's observed public history. Comparison peers are listed below, but comparable trend series are not available yet.
Where 金融人看世界 ranks
Creator comparisonsCompare within
Not enough data0 of 5 cohort creators measured
Paid members in Recommended cohort
Semantic matches are not ready, so this fixed cohort uses the best available category, audience, pricing, and cadence evidence.
金融人看世界 does not yet have a measured paid-member count. 0 of 5 cohort creators are measured for this metric.Ranking data · includes stale rows| Rank | Creator and why included | Paid members | Gap vs 金融人看世界 | Freshness |
|---|---|---|---|---|
| Not ranked |  金融人看世界ProfileUncategorizedPaid members position in Recommended cohort | Not measured | Reference | Aug 27, 2026Stale |
| Not ranked |  Sleepy Bear Market ResearchCommunityCategory, audience, pricing & cadence | Not measured | Not comparable | Aug 28, 2026 |
| Not ranked |  FUT POLICE TRADINGCommunityCategory, audience, pricing & cadence | Not measured | Not comparable | Aug 28, 2026 |
| Not ranked |  Texas LobosCommunityCategory, audience, pricing & cadence | Not measured | Not comparable | Aug 27, 2026 |
| Not ranked |  TheHillcrestManorCommunityCategory, audience, pricing & cadence | Not measured | Not comparable | Aug 27, 2026 |
The rank uses the full fixed cohort. This table shows up to five creators around 金融人看世界; the coverage summary above still counts everyone.
Recent posts
What they publish223Profile posts3 postsLast month100%Members-only
Previews available for 35 of 223 posts
Article Latest post$20 tier & up阿里巴巴(9988)與騰訊(700)業績分析︳兩者在AI競賽下的不同取態︳阿里配股800億的深層解讀︳早前，睇完好多美股，返來睇下中國科網巨企既現狀。大家應該仲記得，早前由Google、Meta、Microsoft，一路寫到NVDA同CRWV，我反覆提及既核心問題都係同一個：AI本身未必係泡沫，但由AI衍生出來既資本開支增長速度，已經開始快過唔少公司既盈利同現金流增長。
4 days ago at Aug 27 crawl 0 likes 0 commentsNVDA 5000億融資平台的本質︳CRWV最新業績的印證︳AI硬件發展的新風險階段︳最近NVDA宣佈同Apollo、Blackstone等六大金融巨頭合作，搭建一個預計規模達5,000億美元既融資平台，簡單理解，就係NVDA督自落埋場，幫下游客戶(NeoCloud)擔保借錢。同時間，NeoCloud代表CoreWeave (CRWV) 亦公佈左最新業績。PollAugust 17$20 tier & up 0 0Palantir Q2業績分析︳業績會上透視的「AI威脅論」︳估值修正帶來的反思︳大家應該仲記得，由去年開始，我對Palantir (PLTR) 既睇法係，佢係一間好好既公司，業績增長強勁，CEO有性格，盈利同現金流亦都越做越好。ArticleAugust 9$20 tier & up 0 0Meta + Microsoft業績分析︳Meta的現金流假象︳Microsoft RPO透視增長瓶頸已到︳上星期我地分析過左Google業績，見到佢自由現金流轉負同瘋狂融資既警號，今日，我地再一次過拆解另外兩大巨頭- Meta & Microsoft新鮮出爐既業績數據。ArticleAugust 2$20 tier & up 0 0Google Q2業績分析︳自由現金流轉負與瘋狂融資︳下半年業績將繼續受壓的原因︳Google今個季度業績，可以話係一個極具標誌性既轉捩點。我由上年尾開始已經不斷提及，四大科技巨頭因為AI資本支出瘋狂燒錢，自由現金流好大機會變負數既預測，終於係Google身上提早成真。市場反應亦都偏向悲觀，業績後股價大跌接近7%。到底呢份表面風光既業績背後，隱藏住咩致命傷？連股神巴菲特都入場，背後又有咩邏輯矛盾？...ArticleJuly 27$20 tier & up 0 0Reddit (RDDT)業績分析︳AI浪潮下的超強增長︳投資價值分析︳早前我地分析過Meta出售算力既深層邏輯，指出AI硬件板塊雖然敘事未完，但風險同波動性已經越來越高。一個負面消息可以令股價大跌，稍有利好又可以大升，就好似最近SK Hynix既急升急跌，要輕易駕馭絕對唔容易。ArticleJuly 20$20 tier & up 0 0Meta出租算力的深層邏輯︳AI熱潮的轉角位將至?︳早前我地分析過美光(MU)既SCA合約，拆解左科技巨頭點樣透過合約條款去對沖產能過剩既風險。上個星期，市場傳出左一個非常簡短，但邏輯上極度重要既消息：Meta準備出售過剩既AI算力。ArticleJuly 13$20 tier & up 0 0CRCL急跌的成因︳OUSD的真實威脅評估︳目前估值是否吸引︳如果你有一直跟住我之前既分析，應該記得我提過弱市之中，RWA（真實世界資產）板塊係一個值得關注既防守反擊點，而CRCL正正係當中既龍頭。不過，CRCL近期既股價於早前出現急跌至60-70蚊區間，唔少讀者對此都有疑問。ArticleJuly 7$20 tier & up 0 0美光(MU)最新業績分析︳SCA合約是否能阻擋周期見頂，令MU成為Nvidia級別霸主?︳MU剛剛公佈左最新一季（3-5月）既業績，數字可以話係好到炸裂，收入、毛利率、經營利潤率都瘋狂上升，股價亦都趁機破過頂，最高曾經衝上1255蚊，單單今年第二季既升幅接近4倍。但光鮮既數據之下，當我地細心拆解管理層係業績會上既言論，特別係關於「策略客戶協議」（SCA）既細節，就係時候反思一下，MU係咪已經完全成功擺脫周期，去到有NVDA霸主級別既地位呢?ArticleJune 28$20 tier & up 0 0FOMC內容分析︳Kevin Warsh「減低透明度」+「搬龍門」的真正意圖︳早前既文章已經提及過，數據上通脹最差既情況仲未出現，而今個星期市場既焦點，亦好自然地落係新任聯儲局主席Kevin Warsh既首次FOMC會議上。ArticleJune 21$20 tier & up 0 0ORCL最新業績分析︳現金流及股東權益的惡化風險︳科技巨頭即將面對的縮映︳最近，美伊衝突雖然好似有緩和跡象，美股表面上亦有反彈，但如果我地結合最新既宏觀數據，再睇埋剛剛公佈既Oracle (ORCL) 業績，就會發現一個危險既現實：通脹最差既情況仲未出現，繼而又會令科技巨頭既資金鏈壓力增加，最終會唔會爆煲都係未知之數。ArticleJune 17$20 tier & up 0 0市場急跌的成因︳AI及幣圈出現的流動性問題︳未來投資賽道部署︳自從我上篇已經提及過宏觀經濟風險後，不幸地上個星期尾段，環球市場已經開始有反應，而我亦收到唔少讀者來訊，除左關注AI板塊既去向外，Crypto亦都係關注點。今日我會就住今次急跌既成因進行分析，亦都會就於逆市時既投資部署，以及未來我會關注既賽道進行分享。...ArticleJune 9$20 tier & up 2 2
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