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 | 649 | Founded | 6 years ago |
|---|---|---|---|---|---|
| Language |  Chinese (Traditional) | Number of Listeners | Categories | InvestingBusiness |
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Latest Episodes
00:32 聊對於近期美國十年期公債殖利率飆升的觀點，以及對 AI 供應鏈可能造成的影響。
06:36 討論市場謠傳台積電可能將赴德州設立第 2 園區，並再蓋 6 座晶圓廠消息，後續可能受惠的產業，以及當前的產業概況。
17:43 解析 NVIDIA 近期推出 AI 工廠全新認證規範計畫的用意，以及對相關散熱解決方案業者的影響。
21:37 聊近期中小型 Data Center 的趨勢發展。
26:16 解析近期台股的資金產業輪動狀況。
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過去 18 年，TMA 魔術大會一直是我每年最期待的活動，只要有辦，我一定參加。我自己也參加過國內外許多魔術大會，很多人說 TMA 是全亞洲、甚至全世界最好玩的魔術大會，說真的一點也不誇張。不用買機票，就能用很划算的價格看到世界頂尖魔術師，真的很難得。
以前比較難推薦給一般朋友，因為三天活動包含很多魔術師才會參加的研習會。今年 Mini TMA 取消研習會，改成兩天，早上比賽、下午晚會，也能單買晚會門票，加上嘉賓都是亞洲非常頂尖的魔術師，我覺得超級適合非魔術師的朋友來看。
即日起至 9/30... more
自從 AI 爆發後，台灣儼然成為全球焦點，從小至新創、大致 NVIDIA 這類全球巨頭都頻頻到台灣進行技術交流，同時也彼此爭奪有限的產能。本集節目邀請到從第一線半導體材料業者，到後續身份轉變為產業分析師，並創立面向全球的半導體與 AI 產業研調機構 SemiVision 的 Jett 來談談一路以來的心路歷程，以及對於當前產業的觀點。
▍SemiVision 公司介紹
01:00 SemiVision 公司介紹。
03:25 介紹 Jett 進入半導體產業的經歷，以及什麼是半導體材料？
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00:08 Anthropic 執行長與多間模型廠商共同表示，AI 訓練必須降速。
13:06 中國國際光電博覽會 CIOE 展覽內容，Pluggable、CPO、NPO 以及相關光通技術當前的發展與後續展望。
24:53 800G 到 1.6T 的進程若開始放量，有哪些受惠廠商？
31:29 華邦電購買英飛凌 NOR Flash 事業部。
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Podcast 回饋表單：statementdo... more
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- 威宇講超差
財報狗抄襲股市隱者的內容的問題，這樣的行為在專業與道德層面上都存在嚴重的問題。
財報狗作為一個金融資訊平台，應該以提供真實、原創的財務分析和投資建議為宗旨。抄襲他人內容不僅損害了原創作者的權益，也削弱了自身的公信力與品牌形象。
抄襲行為違反了知識產權法規。任何形式的抄襲，無論是文字、數據還是分析報告，都是對原創作者智慧財產的侵害，可能導致法律上的後果。此外，作為一家專業的金融資訊平台，財報狗應該有責任確保所有發布內容的合法性與原創性，否則將對投資者造成誤導，進而損害市場秩序。
財報狗主導抄襲行為損害了平台的信譽與用戶信任。投資者選擇財報狗，是基於對其專業性與可靠性的信任。一旦被揭露出抄襲行為，不僅會讓用戶對平台的專業能力產生質疑，更可能導致用戶流失，對平台的長期發展造成負面影響。
Apple Podcasts1曼報曼尼
Taiwana month ago - 質量
質量 怎麼了嗎？？？ 青鳥是吧！
一星都不如
Apple Podcasts1爽到抽蓄Taiwana month ago - 麻煩換個專業一點的主持人
沒在開車 不懂車也不做功課 都沒人了是嗎
那個威宇實在有點吵
Apple Podcasts1A大屁股大Taiwana month ago - 最新兩集滿讚的
這兩集 身為電子相關科系 也玩過Aoi 的我來說 聽的很開心
如果在我熟悉的領域來說 都能說到這種程度了
那其實可以想像到在其餘產業上的報導與分析 也相差不差了
會推薦給各位 聆聽此節目
Apple Podcasts5台中肥于晏Taiwan2 months ago - 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 Podcasts5PKmanggTaiwan3 months ago
Chart Rankings
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #131 | Taiwan/Top Podcasts |
Apple Podcasts | #8 | Taiwan/Business/Investing |
Apple Podcasts | #18 | Taiwan/Business |
Apple Podcasts | #66 |  Hong Kong/Business/Investing |
Apple Podcasts | #95 |  Indonesia/Business/Investing |
Apple Podcasts | #152 |  Japan/Business/Investing |
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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 649 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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