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 | 127 | Founded | 2 years ago |
|---|---|---|---|---|---|
| Language |  Korean | Number of Listeners | Categories | EducationBusiness |
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這集《財鯨動向》從臺股高檔的「槓槓槓」情緒聊起：當指數衝上歷史高位，投資人到底該追、該慢慢買，還是該先冷靜？節目中也深入討論金管會開放「外國債券可抵押借新臺幣」的新政策，這會不會替市場帶來新的資金活水？又會流向股市、房市，還是只是讓既有高資產族群多一層操作空間？
接著，我們聚焦臺積電法說會。從 EPS、營收展望、毛利率、3 奈米與 2 奈米製程推進，到先進封裝與 CoWoS 產能，拆解臺積電為什麼能站上高估值，以及市場喊出 2000 元目標價背後真正的邏輯。節目也提醒，臺積電的關鍵不只在 2 ... more
本集《財鯨動向》，我們從川普、伊朗、以色列與國際油價的混亂局勢切入，拆解「油價上漲＝通膨升溫＝升息壓力＝市場下跌」這條看似合理、卻可能被過度簡化的邏輯鏈。節目中不只談到國際局勢如何牽動原油、通膨與市場情緒，也進一步分析這些變化，究竟會怎麼傳導到台灣。
這一集也特別聚焦台灣視角：為什麼國際油價明明大漲，很多台灣人卻「體感不深」？台灣又為什麼比許多國家更能承受油價與原物料波動？從匯率調控、國營事業吸收成本，到整體產業結構與通膨數據的落差，我們嘗試用更白話的方式，把背後真正的經濟邏輯講清楚。
另外... more
本集《財鯨動向》，我們先從川普針對伊朗情勢的最新演說切入，拆解他對外宣稱「勝利」背後的矛盾訊號，並進一步討論美國、中東局勢、荷莫茲海峽與油價之間的連動關係。當市場面對戰爭、通膨與政策雜訊時，投資人究竟該看表面消息，還是回到真正影響資產價格的核心變數？
接著，我們聊到蘋果 AI 的最新進展，從外界對 WWDC 的期待、蘋果與 Gemini 的合作傳聞，到蘋果在 AI 戰局中的位置，深入分析它是否真的有機會靠既有生態系重新拿回主導權。同時也會談到蘋果近年的定價能力、產品策略，以及在當前市場環境下，... more
本集節目，我們先從 Sora 與 AI 產業的最新變化切入，聊聊當 AI 影片生成從話題走向現實，市場開始正視背後高昂的算力成本、變現效率，以及科技巨頭在資本支出上的壓力。當大家都還在期待 AI 持續高速成長的同時，節目也進一步帶到 scaling law 的討論：如果未來 AI 的成長不再是指數型擴張，那現在市場對 AI 的估值與想像，是否也會開始出現修正？
接著，我們把視角拉到半導體產業。這一集不只談台積電、三星與特斯拉可能切入晶片製造的布局，更重要的是拆解這波市場真正強勢的，為什麼不一定... more
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Reviews
- 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 Podcasts5happyboy819
Taiwana month 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 513Taiwan3 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Taiwan4 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 - 針對鯨日有約後半段
「有些人買股票認定它會回來的哈哈哈」有研究有信仰就持續買進持續投資（例如指數），不能這樣嗎？能否開示好笑的點在哪？
很想給一顆星，但既然誠心發問就給五顆，如果願意回應的話感謝
Apple Podcasts5JackyJWCTaiwana year ago
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Apple Podcasts | #91 | Taiwan/Business |
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財鯨動向 - 你的財鯨好夥伴 launched 2 years ago and published 127 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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