在波動劇烈的行情裡，投資的紀律操作看起來反而像「短線交易」。但這真的是短炒投機嗎？ 還是嚴謹的風險管理呢？本周分享一下我們最近的投資觀察心得，拋磚引玉。

In a highly volatile market, disciplined investing can easily look like short‑term trading. But is it really speculation? Or is it simply rigorous risk management? This week, we’re sharing some of our recent investment observations to spark further discussion.

The hottest thing in tech right now isn’t a new chip or a flashy product launch — it’s a lobster!

最近科技圈最火的，不是什麼新晶片，而是一隻龍蝦！