財報狗 - 掌握台股美股時事議題
財報狗 - 台灣最大基本面投資平台收聽財報狗 Podcast 節目，利用通勤、睡前的閒暇時間，掌握台股、美股重要情報。 財報狗是台灣最大的基本面投資平台，我們的目標是賦予每個人本身更好的投資能力，平等資訊，協助大家做出更好的決策，讓每個人有生活的選擇權！ 歡迎來到財報狗 ▶️ statementdog.com/ Podcast 業務合作信箱 ▶️ business@statementdog.com
| Publishes | Twice weekly | Episodes | 639 | Founded | 6 years ago |
|---|---|---|---|---|---|
| Language |  Chinese (Traditional) | Number of Listeners | Categories | InvestingBusiness |
Listen to this Podcast
Latest Episodes
▍NVIDIA 法說重點
00:08 本次 NVIDIA 法說重點。
07:29 RSI 技術介紹，以及相關發展對未來 Agentic AI 的算力需求的成長預期。
10:50 討論 NVIDIA 在推論端的市佔，以及 ASIC/XPU 的滲透狀況。
▍Hot Chips 2026 重點介紹
16:53 記憶體產業的前沿技術展示。
▍FOPLP 技術討論
23:15 力成 FOPLP 火力展示，以及相關技術介紹。
31:15 Sky 的投資想法。
＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿... more
＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿
本集由【BMW 總代理汎德】贊助播出
￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣
BMW 透過重塑時代的「Neue Klasse」新世代架構，展現真正的前瞻科技，始於「以人為本」的極致追求。
➤ 開車不再分心： 「Panoramic Vision全視域顯示系統」將關鍵行車資訊呈現在擋風玻璃下緣的視線水平線上；獨家專利塗層，即便強光直射依然清晰判讀，讓雙眼專注前方道路，實現更直覺安全的駕馭體驗
➤ 告別暈眩頓挫： 搭載「Heart of Joy」駕... more
最新一季美國基金經理人整體偏向減碼，並集中在大型權值 AI 如 Google、台積電、NVIDIA、VISA，但仍為重倉。所以更像是將部份部位移到估值相對合理的地方，像是移至 AI 端的硬體如電力基建、設備；或是非 AI 端的郵輪、保險、經濟、交易所、平台等。
▍經理人整體持股動向
01:16 本季國外基金經理人整體偏向減碼，並集中在大型權值 AI 如 Google、台積電、NVIDIA、VISA，但仍為重倉。所以更像是將部份部位移到估值相對合理的地方。
02:23 AI 題材端加碼最顯著... more
▍記憶體重點新聞
01:52 討論市場對於 HBF 的質疑觀點，以及 NAND Flash 天生的限制。
04:50 Intel 重返記憶體市場，推出 ZAM 與 XBM，並預計在 2029～2030 年商用化。
10:57 如何看待 Intel 重返記憶體市場事件。
15:00 Cathie Wood 近期指出記憶體價格過於昂貴，更傾向投資 Groq、Cerebras 等其他解決方案。
19:52 大聯大近期法說重點。
▍機器人產業動態與展望
21:55 討論中國機器人龍頭宇樹科技掛牌，以及... more
Key Facts
Similar Podcasts
People also subscribe to these shows.
Reviews
- 財報狗加油
主持人開場的尬聊其實可以省略，哈哈。跟總監的對談，感覺的出來有準備，比較像是把近期產業新聞整理，然後以聊天方式呈現，但有時候覺得滿空泛的、很模糊，或許是我個人問題，如果貴台檢討後覺得無須改變，忽略這留言即可，哈哈
Apple Podcasts5PKmangg
Taiwan2 months ago - 哥布林來了
欸嘿！不要一直插嘴來賓好嗎？感覺很不尊重人。
Apple Podcasts1畢達哥布林Taiwan2 months ago - 2026/05/18 ep523 請校閱內容
請您重新校閱一下 2026/05/18 ep523 關於eSSD/長鑫存儲那些描述。 謝謝
Apple Podcasts1林口隔壁鄰居Taiwan3 months ago - 感謝財報狗的知識分享
謝謝財報狗長期分享產業資訊
幾年前曾聽你們談過美光和記憶體產業，當時是記憶體寒冬，你們說美光的本益比罕見的低於10，幾乎是歷史最低點了
我在聽完你們的分享後就買了美光，相信他們是產業龍頭公司不可能永遠趴在地上，放到現在已經漲十倍了，謝謝你們持續產出的內容，我會繼續收聽並定期把股票獲利拿去捐款做善事，讓善念循環！
Apple Podcasts5好薩瑪利亞人Taiwan3 months ago - 後製節目的是耳聾嗎
主持人沒在聽自己節目？講話糊成那樣都幾年了然後聲音又小，另一個講話明亮又大聲，後製是不會Master嗎？忽大忽小是熱水器？
Apple Podcasts1飯後冷萃紅Taiwan4 months ago
Chart Rankings
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #217 |  Australia/Business/Investing |
Apple Podcasts | #116 | Taiwan/Top Podcasts |
Apple Podcasts | #6 | Taiwan/Business/Investing |
Apple Podcasts | #16 | Taiwan/Business |
Apple Podcasts | #69 |  Hong Kong/Business/Investing |
Apple Podcasts | #125 |  Singapore/Business/Investing |
Audience Metrics
Listeners, social reach, demographics and more for this podcast.
| Listeners per Episode | Gender Skew | Location | |||
|---|---|---|---|---|---|
| Interests | Professions | Age Range | |||
| Household Income | Social Media Reach | ||||
Frequently Asked Questions About 財報狗 - 掌握台股美股時事議題
Where can I find podcast stats for 財報狗 - 掌握台股美股時事議題?
Rephonic provides a wide range of podcast stats for 財報狗 - 掌握台股美股時事議題. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to 財報狗 - 掌握台股美股時事議題 and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.
How many listeners does 財報狗 - 掌握台股美股時事議題 get?
Rephonic provides a full set of podcast information for four million podcasts, including the number of listeners. View further listenership figures for 財報狗 - 掌握台股美股時事議題, including podcast download numbers and subscriber numbers, so you can make better decisions about which podcasts to sponsor or be a guest on. You will need to upgrade your account to access this premium data.
What are the audience demographics for 財報狗 - 掌握台股美股時事議題?
Rephonic provides comprehensive predictive audience data for 財報狗 - 掌握台股美股時事議題, including gender skew, age, country, political leaning, income, professions, education level, and interests. You can access these listener demographics by upgrading your account.
How many subscribers and views does 財報狗 - 掌握台股美股時事議題 have?
To see how many followers or subscribers 財報狗 - 掌握台股美股時事議題 has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.
Which podcasts are similar to 財報狗 - 掌握台股美股時事議題?
These podcasts share a similar audience with 財報狗 - 掌握台股美股時事議題:
1. MacroMicro 財經M平方
2. 美股投資學-財女珍妮
3. 游庭皓的財經皓角
4. Gooaye 股癌
5. M觀點 | 科技X商業X投資
How many episodes of 財報狗 - 掌握台股美股時事議題 are there?
財報狗 - 掌握台股美股時事議題 launched 6 years ago and published 639 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
How do I contact 財報狗 - 掌握台股美股時事議題?
Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.
Where can I see ratings and reviews for 財報狗 - 掌握台股美股時事議題?
Rephonic pulls ratings and reviews for 財報狗 - 掌握台股美股時事議題 from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.
View all the reviews in one place instead of visiting each platform individually and use this information to decide if a show is worth pitching or not.
How do I access podcast episode transcripts for 財報狗 - 掌握台股美股時事議題?
Rephonic provides full transcripts for episodes of 財報狗 - 掌握台股美股時事議題. Search within each transcript for your keywords, whether they be topics, brands or people, and figure out if it's worth pitching as a guest or sponsor. You can even set-up alerts to get notified when your keywords are mentioned.