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今天我們來聊聊通膨趨勢的轉向。通膨高峰是否已過了，經濟將開始緩慢衰退？前陣子我們討論過糧食危機，危機是否已解除？貴金屬、大宗原物料跌價，市場通膨預期有下滑的跡象，投資人應該注意什麼？ 零售通路庫存過剩是否引發通貨緊縮循環？ 零售業何時開始復甦？ more
財報狗每個月會有一集與今周刊的合作。今天我們要聊聊今周刊第 1330 期，「用電太便宜電網韌性、產業轉型恐跛腳」，相較於亞鄰國家，台灣的用電非常便宜，導致我們沒有好好發展效率節電與儲能技術的誘因，也成為台灣產業轉型的困境之一。任何變動的背後往往都蘊含投資的機會，在電費調漲的過程中，我們該如何針對不同情境，找到適合的投資機會與正確的應對方法？ more
今天我們來聊聊 5 月營收表現亮眼的製鞋產業，雖然今年歐美在高通膨壓力下的消費動能減緩疑慮仍在，但由於鞋類低庫存水位、終端銷售暢旺，製鞋廠今年訂單仍持續滿手，全年訂單無虞，今年也將擴產因應。 more
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財報狗 - 掌握台股美股時事議題 launched 2 years ago and published 144 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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