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      "date": "2026-06-19",
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      "id": "0001-power-tree-map",
      "title": "功率樹：每檔台股坐落在哪個節點",
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      "source": "gooayeskill"
    },
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      "id": "0002-three-component-types",
      "title": "三種元件類型：離散元件、功率 IC、系統模組",
      "description": "用毛利率、設計周期與客戶黏性區分三種電源元件投資節奏。",
      "date": "2026-06-19",
      "category": "Learning",
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        "台達電",
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      "description": "Rubin 世代 AI 伺服器高壓化，將電源管理價值鏈從 GPU 周邊推向功率半導體、PMIC、離散元件與導線架。",
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        "Rubin",
        "PMIC",
        "導線架"
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      "title": "功率半導體 / 800VDC 統整標的清單",
      "description": "把股癌 EP671 的功率半導體 thesis、800V HVDC 新聞與台股供應鏈 mapping 收斂成可追蹤標的清單。",
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      "category": "Reference",
      "tags": [
        "功率半導體",
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        "HVDC",
        "台股",
        "AI電源",
        "AI data center"
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      "url": "references/power-semiconductor-integrated-targets.html",
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      "title": "功率半導體 / 800VDC 整合研究：公司定位與市場看好點",
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      "category": "Research",
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        "功率半導體",
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        "HVDC",
        "台股",
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        "茂達",
        "朋程",
        "台達電"
      ],
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      "source": "analysis/kami_outputs/power-semiconductor-published-bundle/power-semiconductor-integrated-research.html"
    },
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      "title": "台指期夜盤暴跌 3000 點：超跌判定白皮書",
      "description": "本白皮書檢驗作者以台積電 ADR 與權重推算台指期夜盤超跌的判斷，並用 2026-06-08 現貨結果驗證。",
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        "交易策略",
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        "風控"
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      "category": "Research",
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        "SOX",
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        "semiconductor",
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        "gamma",
        "CPI",
        "FOMC"
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      "url": "research/sox-deleveraging-report/sox-deleveraging-report-en.html",
      "source": "analysis/kami_outputs/sox-deleveraging-report/sox-deleveraging-report-en.html"
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      "description": "一份關於 2026 年 6 月半導體去槓桿震盪、費半修復失敗、宏觀事件風險與交易觸發條件的戰術報告。",
      "date": "2026-06-18",
      "category": "Research",
      "tags": [
        "SOX",
        "美股",
        "風險管理",
        "半導體",
        "去槓桿",
        "Gamma",
        "CPI",
        "FOMC"
      ],
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    },
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      "description": "用 2018 年缺貨循環拆解 2026 年國巨與被動元件族群的 EPS 上修、合理 P/E 與股價空間。",
      "date": "2026-06-18",
      "category": "Research",
      "tags": [
        "被動元件",
        "EPS",
        "PE",
        "國巨",
        "毛利率",
        "P/E"
      ],
      "url": "research/passive-components-2018-eps-pe-framework/passive-components-2018-eps-pe-framework.html",
      "source": "analysis/kami_outputs/passive-components-2018-eps-pe-framework/passive-components-2018-eps-pe-framework.html"
    },
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      "id": "research-yageo-2327-bull-thesis-yageo-2327-bull-thesis",
      "title": "國巨（2327）超循環投資論文",
      "description": "為什麼如此看好國巨：超循環 EPS 框架、目標價矩陣、與必須緊盯的警告數據",
      "date": "2026-06-18",
      "category": "Research",
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        "國巨",
        "被動元件",
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        "目標價"
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    },
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      "id": "research-800vdc-power-semi-watchlist-800vdc-power-semi-watchlist",
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      "description": "一頁式整理 NVIDIA 800 VDC 題材下，台股與美股功率半導體、資料中心電力基建的觀察順序。",
      "date": "2026-06-18",
      "category": "Research",
      "tags": [
        "800VDC",
        "觀察名單",
        "功率半導體",
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        "台達電",
        "Navitas",
        "Vertiv"
      ],
      "url": "research/800vdc-power-semi-watchlist/800vdc-power-semi-watchlist.html",
      "source": "analysis/kami_outputs/800vdc-power-semi-watchlist/800vdc-power-semi-watchlist.html"
    },
    {
      "id": "research-power-semiconductor-integrated-targets-power-semiconductor-integrated-t",
      "title": "功率半導體 / 800VDC 統整標的清單",
      "description": "把股癌 EP671 的功率半導體 thesis、800V HVDC 新聞與台股供應鏈 mapping 收斂成可追蹤標的清單。",
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        "HVDC",
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      "url": "research/power-semiconductor-integrated-targets/power-semiconductor-integrated-targets.html",
      "source": "analysis/kami_outputs/power-semiconductor-integrated-targets/power-semiconductor-integrated-targets.html"
    },
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      "id": "podcast-KbP_w4zFBGo",
      "title": "EP667 | 🌍",
      "description": "股癌 podcast 自動分析、個股提及與 conviction matrix。",
      "date": "2026-06-03",
      "category": "Podcast",
      "tags": [
        "股癌",
        "Podcast",
        "Conviction Matrix"
      ],
      "url": "reports/ep667-.html",
      "source": "https://notebooklm.google.com/notebook/7c0abcd5-aaaf-4059-b516-67d1d71e58d1"
    }
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}