https://iamjohnwang.com/Recent content on 扯谈艺术家Hugozh-cnThu, 08 Oct 2026 00:00:00 +0800https://iamjohnwang.com/posts/one-book-one-story/00-preface/Fri, 25 Apr 2025 00:00:00 +0800https://iamjohnwang.com/posts/one-book-one-story/00-preface/以书为线索，在技术、时代与个人经历交织的故事里，看清来时的路。https://iamjohnwang.com/posts/one-book-one-story/01-first-programming-book/Sun, 25 May 2025 00:00:00 +0800https://iamjohnwang.com/posts/one-book-one-story/01-first-programming-book/六年级买下的汇编教材，在书柜里躺了十年，直到大学才终于读懂。https://iamjohnwang.com/posts/one-book-one-story/02-first-commercial-system/Wed, 04 Mar 2026 00:00:00 +0800https://iamjohnwang.com/posts/one-book-one-story/02-first-commercial-system/2003 年，一句“强项啦”、一本 FoxBase 的书和莲香楼的宴席预订系统，让我第一次用代码赚到现金。https://iamjohnwang.com/about/Wed, 07 Oct 2026 00:00:00 +0000https://iamjohnwang.com/about/关于我，以及这个 Blog。https://iamjohnwang.com/posts/hello-world/Wed, 07 Oct 2026 00:00:00 +0800https://iamjohnwang.com/posts/hello-world/<p>欢迎来到我的博客！这是第一篇文章，可以修改或删除，并在 <code>content/posts/</code> 中添加自己的 Markdown 文章。</p>https://iamjohnwang.com/posts/industry-observation/pdd-privatization-shareholder-returns/Thu, 20 Aug 2026 00:00:00 +0800https://iamjohnwang.com/posts/industry-observation/pdd-privatization-shareholder-returns/从跨境资金结构、离岸流动性与资本配置优先级，探讨拼多多股东“零回报”背后的现实约束。https://iamjohnwang.com/posts/industry-observation/strategy-financing-machine/Thu, 25 Jun 2026 00:00:00 +0800https://iamjohnwang.com/posts/industry-observation/strategy-financing-machine/不是骗局，但这套融资机器比你想象的更脆弱。https://iamjohnwang.com/posts/industry-observation/strategy-convertible-bond-buyback/Tue, 09 Jun 2026 00:00:00 +0800https://iamjohnwang.com/posts/industry-observation/strategy-convertible-bond-buyback/从可转债套利、动态对冲与资金来源，观察 Strategy 债券回购中不同参与者的利益关系。https://iamjohnwang.com/posts/industry-observation/pdd-privatization-big-capital/Thu, 04 Jun 2026 00:00:00 +0800https://iamjohnwang.com/posts/industry-observation/pdd-privatization-big-capital/从大资金与散户的不同处境出发，推演私有化中的股权结转、资金需求与财务疑问。https://iamjohnwang.com/posts/industry-observation/strategy-bitcoin-occams-razor/Wed, 03 Jun 2026 00:00:00 +0800https://iamjohnwang.com/posts/industry-observation/strategy-bitcoin-occams-razor/借 Strategy 卖币，讨论参与 BTC 时，愿意接受多少额外假设与复杂度。https://iamjohnwang.com/posts/industry-observation/pdd-privatization-speculation/Thu, 28 May 2026 00:00:00 +0800https://iamjohnwang.com/posts/industry-observation/pdd-privatization-speculation/从现金储备、股东回报与控制权结构出发，提出关于拼多多私有化的假说。https://iamjohnwang.com/posts/industry-observation/ai-era-sk-hynix/Mon, 04 May 2026 00:00:00 +0800https://iamjohnwang.com/posts/industry-observation/ai-era-sk-hynix/关于海力士 HBM 优势、AI 资本开支风险与估值的几点个人思考。