財鯨動向 - 你的財鯨好夥伴
財鯨動向投資理財不應該是少數人專屬的知識，我們相信每個人都應該學習正確提升財富的方法，這也是我們設計此社群的初衷，讓人輕易上手，快樂分享，跟著社群的大家一起進步一起學習～ -- Hosting provided by SoundOn
| Publishes | Weekly | Episodes | 140 | Founded | 2 years ago |
|---|---|---|---|---|---|
| Language |  ZH-TW | Number of Listeners | Categories | EducationBusiness |
Listen to this Podcast
Latest Episodes
本集節目對2026上半年進行一場全面的投資實戰覆盤！
我們從聽眾熱情贊助的「包飯店」超美味滷味開箱吃播展開，感謝聽眾的暖心支持。
接著，我們深入解析了超過30位聽眾匿名分享的投資問卷，揭曉了驚人發現：高達71%的聽眾在上半年實現獲利！究竟大家是賺是賠？績效分佈又是如何？節目中，我們盤點了聽眾持有率最高的股票，果不其然，台積電與NVIDIA等半導體股依然是信仰所在。
同時，我們也公布了聽眾票選的「最愛」與「最討厭」公司排行榜，為何台積電穩坐最愛寶座，而特斯拉卻引來兩極評價？最有趣的是，我們探... more
本集節目深入探討當前詭譎多變的投資市場。首先，我們剖析為何美股科技七巨頭表現疲軟，而以台、韓為首的亞洲股市卻迎來驚人漲幅。這背後代表的，是 AI 發展初期，資金從軟體巨頭輪動至關鍵硬體供應商的趨勢。
然而，這場硬體派對是否已接近尾聲？我們將探討下一波資金輪動到軟體應用的可能性，並提醒投資人如何辨別真正利用 AI 提升效率的公司，避開只會喊口號的「大雷包」。此外，節目也涵蓋了近期幾大產業動態：蘋果無預警宣布多項產品漲價，背後反映了記憶體成本的巨大壓力，iPhone 18 的價格也備受關注；資安龍... more
本集節目深入解析全球財經熱點。首先，探討記憶體巨頭美光（MU）亮眼財報，分析其在AI浪潮下DRAM與HPM業務的爆發性成長，並討論記憶體產業是否已擺脫週期性宿命。接著，聚焦G7高峰會，剖析川普與伊朗的停火協議對地緣政治、油價及中東局勢的深遠影響。
更重要的是，節目深入探討軟銀孫正義為何豪擲千億歐元投資法國AI數據中心，揭露歐洲在核電與數據主權上的獨特優勢，以及其能否在美中科技戰中開闢新局。
最後，在會員直播當中獨家拆解馬斯克旗下SpaceX的商業帝國，從火箭運輸、星鏈（Starlink）通訊... more
本集節目深入解析Fed新主席Wash上任後的政策方針及其對市場的深遠影響。Wash強調貫徹始終、不干預市場，並將通膨視為唯一核心目標，不再參考點陣圖或過度關注就業數據，預示著高利率和縮表將成為常態。
節目中詳細對比了新舊主席的政策差異，並探討了AI作為結構性通膨力量，如何成為維持高利率的底氣。面對市場波動加劇的新時代，主持人分享了實用的投資策略，包括提高現金水位、善用波動工具、聚焦實質基本面，以及對高估值科技股進行嚴格的獲利能力檢視。
此外，也回顧了2022-2023年數據驅動的市場反應，並... more
Key Facts
Similar Podcasts
People also subscribe to these shows.
Reviews
- 期待更好
每位主持人都很用心準備各自負責的部分，也很喜歡。
但就收聽者的聽感來說，會一直聽到調動麥克風啵啵啵的雜訊相對困擾，希望未來有機會改善，讓我有機會回來改成5⭐️
Apple Podcasts3書書VL
Taiwan3 months ago - 價值話題
恐怖谷的話題非常好，值得深思AI未來世界會是怎麼樣的時代。
Apple Podcasts5happyboy819Taiwan4 months ago - 主持人的傻笑好吵
主持人一直傻笑打斷內容覺得很吵。很喜歡節目的內容，但不知道為什麼主持人一直心虛的傻笑，讓原本專業的內容變得很像國中生的打鬧對話，導致想聽的內容斷斷續續無法連貫起來，也打斷思考，排除90%時間傻笑的部分，整體節目算有料。
Apple Podcasts1Vicky Liu 513Taiwan6 months ago - 一直被打斷
明明是好節目，但是開場一句話都講不完整，頻頻被打斷，講到一半就分心，一句話講完整要三四次（同一個主持人上，應該很好判斷是哪一位），聽得很痛苦。聽了兩集，開頭都這樣。很想聽下去，盼改善。
Apple Podcasts3Qq軒Taiwan7 months ago - 六星好評
一群人坐在一起講廢話不簡單，我聽快要一年的廢話也不簡單，我五星、你們一星合起來六星。
Apple Podcasts1JackyJWCTaiwana year ago
Chart Rankings
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #140 | Taiwan/Business |
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 財鯨動向 - 你的財鯨好夥伴
Where can I find podcast stats for 財鯨動向 - 你的財鯨好夥伴?
Rephonic provides a wide range of podcast stats for 財鯨動向 - 你的財鯨好夥伴. 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 財鯨動向 - 你的財鯨好夥伴 and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.
How many listeners does 財鯨動向 - 你的財鯨好夥伴 get?
Rephonic provides a full set of podcast information for three million podcasts, including the number of listeners. View further listenership figures for 財鯨動向 - 你的財鯨好夥伴, 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 財鯨動向 - 你的財鯨好夥伴?
Rephonic provides comprehensive predictive audience data for 財鯨動向 - 你的財鯨好夥伴, 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 財鯨動向 - 你的財鯨好夥伴 have?
To see how many followers or subscribers 財鯨動向 - 你的財鯨好夥伴 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 財鯨動向 - 你的財鯨好夥伴?
These podcasts share a similar audience with 財鯨動向 - 你的財鯨好夥伴:
1. 韭菜畢業班
2. Gooaye 股癌
3. 游庭皓的財經皓角
4. M觀點 | 科技X商業X投資
5. 財報狗 - 掌握台股美股時事議題
How many episodes of 財鯨動向 - 你的財鯨好夥伴 are there?
財鯨動向 - 你的財鯨好夥伴 launched 2 years ago and published 140 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 財鯨動向 - 你的財鯨好夥伴?
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 財鯨動向 - 你的財鯨好夥伴?
Rephonic pulls ratings and reviews for 財鯨動向 - 你的財鯨好夥伴 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 財鯨動向 - 你的財鯨好夥伴?
Rephonic provides full transcripts for episodes of 財鯨動向 - 你的財鯨好夥伴. 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.