
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 | 630 | Founded | 6 years ago |
|---|---|---|---|---|---|
| Language | Number of Listeners | Categories | InvestingBusiness |

00:07 宣傳財報狗在 X 持續發布英文產業資訊。
03:24 討論 Meta 出租算力事件背後可能的盤算。
05:44 透過雲端產業的成長歷史,來看待現在 AI 的發展。
12:32 回顧過去 AI 行情,出現哪些推升股價的節點。
13:55 如何看待當下的修正,以及記憶體類股的疲軟。
18:26 討論成熟製程代工後續狀況。
21:00 討論近期 Intel 的疲軟,以及後續 AI 行情的展望。
34:02 有哪些相關的投資機會?
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00:07 探討如果認為 AI 行情是泡沫,可以採取哪些投資行為&台股相關機會。
08:24 討論近期韓股&記憶體下跌行情。
16:25 探討部分企業開始控制在 AI 使用上的支出,是否會影響到 CSP 獲利能力與後續 AI 行情。
29:27 討論台股融資額度被用完的事件,是否代表槓桿過高?
40:48 對於 AI 發展日漸成熟,進入下一階段的想法。
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Podcast 回饋表單:https:... more
當 AI 越來越強大,也讓駭客變得無孔不入。國家和企業資料安全全年無休,因此更需仰仗 AI資安防護工具。本集節目來賓是奧義賽博吳明蔚董事長,他將為我們分享國防和資安在 AI 及 Agentic AI 趨勢下,有哪些資安防護手段。
▍公司相關介紹
01:25 吳明蔚董事長背景介紹。
04:25 探討國防&無人機產業如何結合 AI 工具。
10:40 奧義賽博三位創辦人創業背景介紹,以及公司成立沿革。
40:20 公司的財務規劃。
1:15:10 公司未來三年的短中期規劃。
▍公司產品... more
▍康寧新技術引光通大逃殺
00:47 FAU(Fiber Array Unit)介紹。
06:25 GlassBridge 介紹。
11:37 為什麼本次康寧推出 GlassBridge 會影響市場對於光通訊產業的評價。
20:41 從投資觀點如何看待本次事件?
▍Meta 進軍雲服務
21:52 討論 Meta 打算出租算力,進軍雲服務背後動機。
31:13 從投資觀點如何看待本次事件?
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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
欸嘿!不要一直插嘴來賓好嗎?感覺很不尊重人。
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
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!
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?
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #199 | |
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Apple Podcasts | #7 | |
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Apple Podcasts | #25 |
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財報狗 - 掌握台股美股時事議題 launched 6 years ago and published 630 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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