衝衝衝的布萊德
布萊德<> 會做這個頻道的主要原因是因為我家族、朋友裡面，有很多爸爸媽媽、哥哥姐姐、叔叔阿姨們都對股票投資都很有興趣。 但有些科技產業的基本面、技術面，他們可能不太熟悉。 所以就由我這個小書僮來錄音做個紀錄，然後分享給大家來聽。 坦白說，其實就是我懶得一個一個的慢慢講，所以乾脆做個 Podcast。內容一定會有錯誤，不能拿來當投資的參考呦 !! -- Hosting provided by SoundOn
| Publishes | Twice weekly | Episodes | 4 | Founded | 18 days ago |
|---|---|---|---|---|---|
| Language |  Korean | Categories | BusinessInvesting | ||
Listen to this Podcast
Latest Episodes
在市場裡，真正影響股價的，往往不是財報數字本身，而是「分析師原本怎麼想」。
本集《衝衝衝的布萊德》第四集，帶你從投資學的核心概念出發，拆解什麼是分析師預期、為什麼公司在法說會上總是給保守指引，以及市場為何會因為「超出預期」而劇烈波動。
節目中，布萊德深入解析 Sell-side 與 Buy-side 分析師的角色差異，教你看懂分析師報告真正該看的重點──不是長篇文字，而是目標價與背後的預期調整邏輯。
本集也以聯發科與雙鴻為實際案例，說明外資如何「逐步」調整財務預估與目標價，以及當基本... more
🎧 本集必聽｜第三集
AI 真的有泡沫嗎？美股大跌，其實沒那麼簡單。
市場擔心龐大的 AI 資本支出無法回收，
Oracle、Broadcom 股價重挫，
讓投資人開始懷疑：AI 是否已經過熱？
本集節目直接給出結論——
👉 至少到 2027 年之前，AI 出現全面泡沫的機率不高。
先進製程產能與電力需求，
正限制 AI 的擴張速度。
近期的下跌，更像是漲多後的修正，
再加上年底基金結帳，
市場震盪本來就無法避免。
下半段，焦點轉向 Apple... more
🎙《衝衝衝的布萊德》EP2｜節目大綱
⭐ 節目內容摘要
本集分享兩大主題：
• 記憶體產業週期（DRAM Cycle）
• 光通訊產業鏈中的光收發器（Transceiver / 光模塊）
📌 大綱重點
🔹 開場與免責聲明
• 第一集粉絲回饋
• 處置股圈存流程與券商差異
• 投資原則：不要 All in、不槓桿、顧好現金流
🔹 主題一：DRAM 的產業週期
• DRAM 是大宗物資（commodity）
• 產業 cycle：PC → 手機 → AI more
[開場與節目介紹]
[科技業的快速變化（免責聲明）]
[暖身閒聊：捷運人生與香水哲學]
[主題一：Google TPU 與 NVIDIA GPU 的比較誤區]
[主題二：Google 訓練模型真的沒有用 NVIDIA GPU 嗎？]
[主題三：小書僮的重點研究 BBU（備用電池模組）]
1. 低壓 BBU（48V / 50V）
2. 高壓 BBU（HVDC：±400V / +800V）
** 高壓 BBU 爆發時間點預估**
[主題四：小資族值得關注的 BBU 供應商]
[... more
Key Facts
Chart Rankings
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #132 |  Taiwan/Business/Investing |
Top Investing Podcasts
Audience Metrics
Listeners, social reach, demographics and more for this podcast.
| Gender Skew | Location | Interests | |||
|---|---|---|---|---|---|
| Professions | Age Range | Household Income | |||
| Social Media Reach | |||||
Frequently Asked Questions About 衝衝衝的布萊德
Where can I find podcast stats for 衝衝衝的布萊德?
Rephonic provides a wide range of podcast stats for 衝衝衝的布萊德. 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 衝衝衝的布萊德 and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.
How many listeners does 衝衝衝的布萊德 get?
Rephonic provides a full set of podcast information for three million podcasts, including the number of listeners. View further listenership figures for 衝衝衝的布萊德, 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 衝衝衝的布萊德?
Rephonic provides comprehensive predictive audience data for 衝衝衝的布萊德, 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 衝衝衝的布萊德 have?
To see how many followers or subscribers 衝衝衝的布萊德 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.
How many episodes of 衝衝衝的布萊德 are there?
衝衝衝的布萊德 launched 18 days ago and published 4 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 衝衝衝的布萊德?
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 衝衝衝的布萊德?
Rephonic pulls ratings and reviews for 衝衝衝的布萊德 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 衝衝衝的布萊德?
Rephonic provides full transcripts for episodes of 衝衝衝的布萊德. 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.