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BIGECON 站在巨人肩膀看世界經濟

BIGECON

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

PublishesDailyEpisodes1182Founded5 years ago
Language
Korean
Number of ListenersCategories
NewsBusiness

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Artwork for BIGECON 站在巨人肩膀看世界經濟

Latest Episodes

• 通膨與就業數據集體延後 12月利率決策更難判讀

• 高市內閣推21兆刺激案 通膨破3%再掀升息預期

• 歐元區PMI放緩 川普逼烏一週內接受和平計畫

*本篇由AI朗讀

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1:30 從10月底以來AI伺服器陣營連貫的利空衝擊

4:17 本質上是同一個故事,一一檢視AI買家的現金流

6:43 輝達營收獲利展望,打敗買方預期,無庸置疑的好

8:00 資本市場的公司債與利率,it does matter!

9:25 老黃關於AI泡沫論與折舊6年的正面回應

14:13 關於現金流不足與供應鏈融資,就顯得含糊其辭

16:26 市場質疑應收帳款(AR)增加,事實上增加比例很正常!

21:00 供應鏈融資的疑慮存在,重點是看雲端算力回租合約!

2... more

(0:27) 美股走勢分析

(2:51) 從今年四月以來已經漲多,修正是合理的

(4:24) 國際重要數據回顧:美元指數、原油、比特幣、科技股

(6:16) 聯準會官員對於12月降息態度謹慎,造成市場大幅修正

(7:38) 目前市場處在較驚慌失措的狀態,即使輝達財報結果佳,但因指數過高,需要去化不安的因素

(10:24) 我們不建議現階段用槓桿方式操作,缺乏預判未來的能力,風險就過大

(11:34) 誰能決定走勢?資金還有市場

(13:05) 從四月修正後一路超漲我們... more

• 美國史上最長政府關門落幕 12月降息機率大幅下滑

• AI與科技股估值過熱引爆賣壓 日經重挫

• 比特幣跌入熊市金價突破4,200美元

*本集為AI朗讀

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4.6 out of 5 stars from 74 ratings
  • 優質節目

    內容好,但準先生聲音太小,建議換個設備

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    3
    王則惟
    Taiwana month ago
  • 🙏🏻

    謝謝隼先生的分享!

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    5
    C12880
    Taiwan3 months ago
  • 超優質

    隼先生終於回來,耳朵懷孕

    Apple Podcasts
    5
    Alston.huang
    Taiwan2 years ago
  • 優質節目

    期待準先生復出

    Apple Podcasts
    5
    王則惟
    Taiwan3 years ago
  • 優質節目

    Apple Podcasts
    5
    王則惟
    Taiwan3 years ago

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These podcasts share a similar audience with BIGECON 站在巨人肩膀看世界經濟:

1. MacroMicro 財經M平方
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How many episodes of BIGECON 站在巨人肩膀看世界經濟 are there?

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