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 | 600 | Founded | 6 years ago |
|---|---|---|---|---|---|
| Language |  Korean | Number of Listeners | Categories | InvestingBusiness |
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—— 以上為 Firstory Podcast 廣告 ——
00:07 近期美伊衝突，以及伊朗宣布將擴大攻擊範圍事件。
10:04 荷姆茲海峽受阻對石油價格... more
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—— 以上為 KKBOX 與 Firstory Podcast 廣告 ——
▍經理人整體持股動向
03:35 國外基金經理人大持股整體變動不大，可能因為年底為獲稅務減免有一些小的倉位調整。
04:25 較多經理人購... more
▍伊朗衝突的近況與後續影響
01:02 討論本次伊朗衝突的近況。
03:37 探討衝突若持續，對油輪航道與通膨可能造成哪些影響。
14:31 無人機攻擊在本次衝突獲得顯著效果帶來的啟示。
18:07 討論無人機攻擊波及 AWS 在杜拜的資料中心可能造成的後續。
▍光進銅退
22:04 討論近期的光進銅退，以及銅與光纖在互聯各自扮演哪些角色。
25:02 光通訊目前在 AI Server 的出貨量狀況，以及技術上的區別。
＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿
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▍軟體硬體風水輪流轉
06:03 回顧軟體與硬體產業近十年的興衰流轉。
09:58 探討近期美股軟體股下殺的脈絡與邏輯。
11:47 Sky 與威宇對於近期軟體下殺敘事的觀點。
26:29 未來軟體與硬體的銷售模式可能的改變方向。
▍川普關稅違憲
29:43 探討川普關稅違憲後對產業的影響。
33:06 可能有機會的特定產業。
▍NVIDIA 法說超預期
34:00 討論本次 NVIDIA 法說內容以及相關供應鏈的變動。
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Reviews
- 好節目
聽一陣子了，第一次評論，實話很多的節目，值得嘉許
Apple Podcasts5yulingii
Taiwan2 months ago - 感恩
感謝分享產業趨勢分析，非常讚、非常有幫助、非常感謝
Apple Podcasts5向前向後向左向右拉拉拉Taiwan3 months ago - Nvidia的發音
Nvidia的發音，2位主持人都念錯。聽了超不順。哈。
Apple Podcasts5阿茹下Taiwan4 months ago - 不要用中國用語
Channel 翻譯成”管道”，請不要用中國用語，你們的聽眾是台灣人。
Apple Podcasts4JackoneooneTaiwan5 months ago - 五星好評
讚讚讚
Apple Podcasts5嗚—嗚—嗚哇哇嗚哇Taiwan5 months ago
Chart Rankings
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #200 |  Australia/Business/Investing |
Apple Podcasts | #120 | Taiwan/Top Podcasts |
Apple Podcasts | #4 | Taiwan/Business/Investing |
Apple Podcasts | #15 | Taiwan/Business |
Apple Podcasts | #77 |  Hong Kong/Business/Investing |
Apple Podcasts | #77 |  Philippines/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 | ||||
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財報狗 - 掌握台股美股時事議題 launched 6 years ago and published 600 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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