
BIGECON結合BIG與ECONOMICS 讓你站在巨人的肩膀上看經濟 以簡單的方式呈現世界經濟 內容兼具廣度和深度 讓知識傳遞更加簡明與普及化 -- Hosting provided by SoundOn
| Publishes | Daily | Episodes | 1235 | Founded | 6 years ago |
|---|---|---|---|---|---|
| Language | Number of Listeners | Categories | NewsBusiness |

1:10 台股盤勢的極端異相與各種創紀錄
3:00 類當沖的思維是本週頻繁利用的應對
4:30 行情本質就是過熱,融漲籌碼>基本面
6:16 第一個指標: 飆漲數倍的興櫃股,會先去槓桿!
8:35 開盤熱門興櫃股3~5分鐘,跌多於漲就是訊號
10:20 第二個指標: 小型300指數、上櫃半導體指數
11:55 指標開盤不久跌破日均價,就是訊號
14:00 漲停打開案例,如果又進處置、認售權證的多殺多…
16:57 第三個指標:台指期的期現貨正價差
18:20 ... more
0:30 國際股市有稍微修正
2:37 科技硬體公司表現強,後面走勢會震盪整理
3:31 國際指數:風險性資產比較有熱度
4:13 Tesla雖有修正但未來性沒問題,不用看壞
5:03 Apple換CEO市場正面評價,NVIDIA是火車頭,大型科技股有成長性
7:42 目前投資行情忽漲忽跌的分析
12:27 戰事會拖多久?如果沒有一方有足夠的能力來解決,這個戰爭就不會結束
14:32 若戰事無法結束,受石油影響的國家,已積極找其他替代方式以擺脫中東影響
17:01... more
IMF 下修全球成長預測 能源風險成最大變數
美國通膨降溫與消費動能並存 經濟基本面仍穩
政策擺盪下的中東風險 油價與市場正在被重新定價
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1:16 法說的「語氣與情緒」,氣氛佳&幽默對股價通常有幫助,反之…
7:51 回歸到財報與展望數據,台積電打敗高標,輕鬆越過及格線
關於營運公司釋出的細節:
10:00 營收展望上調至above30%
11:00 資本支出區間沒有調整,但暗示高標,預期下次會調高下限
13:00 毛利率很好,相關分析沒有新東西可分享,除了提到中東影響
15:35 能源供應不中斷,代價是加價搶現貨,東亞國家比較有錢
18:05 零組件漲價持續, 終端消費市場有負面影響
23:00 N... more
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聲音有變大聲就是100分
內容好,但準先生聲音太小,建議換個設備
謝謝隼先生的分享!
隼先生終於回來,耳朵懷孕
期待準先生復出
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BIGECON 站在巨人肩膀看世界經濟 launched 6 years ago and published 1235 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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