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Artwork for 金庫密碼

金庫密碼

軍師小葉

金庫密碼

PublishesTwice weeklyEpisodes28Founded4 months ago
Language
ZH-TW
Number of ListenersCategories
BusinessEducation

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Artwork for 金庫密碼

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各位聽眾朋友大家好,歡迎收聽《金庫密碼》,我是軍師小葉。

今天要跟大家聊一間超有故事的公司。它從做瓷磚開始,後來做環保,再一路做到蓋豪宅、造城鎮。

這家公司叫——潤隆建設(代號1808)。

很多人第一次聽到潤隆會以為是新公司,但其實它年紀比你想像的還大。

它最早是做陶瓷磚的,後來轉戰環保,結果又被興富發集團收編,正式辨身成房地產戰將。

這轉型幅度之大,連老天爺都要按個讚。

這集節目,我們就要來聊聊:

1.到底AI是怎麼把記憶體市場搞瘋的?

2.為什麼DDR4反而變成「黃金級收藏品」?

3.還有,這波漲勢會不會只是短期炒作?

4.又有哪些台灣公司因為這波缺貨潮偷偷賺翻?

最近是不是覺得市場有點像坐雲霄飛車?有時一早醒來看到美股大漲,心想:「哇,終於要回春了!」結果隔天又跌個三百點,彷彿市場在跟你玩心理遊戲。

尤其最近川普又開啟他的「關稅2.0」劇本、美中貿易戰升級、聯準會主席鮑威爾又出來講幾句「估值偏高」的話,全球投資人都像被按了暫停鍵:到底現在要進?還是要退?

今天就要跟你講一個我自己也在用、也推薦給許多投資朋友的策略,那就是:多重資產基金。

各位投資朋友,最近國際新聞有個大事件:

中美要進行第五輪貿易談判,這次可不只是關稅、農產品那種老掉牙話題,

而是——中國拋出一個一兆美元的投資提議!

中國大陸投資1兆美元以上規模,令歐盟與日韓等其他國家相形見絀,但目前尚不清楚將採取何種模式,任何允許大規模中方投資的協議,也將涉及美中過去十年政策的重大逆轉,因為在2016年達到創紀錄的570億美元後,大陸對美投資就逐年下滑,今年上半年更只有21億美元。

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Reviews

5.0 out of 5 stars from 10 ratings
  • 軍師太讚啦

    內容非常扎實非常多的細節,還有不同的觀點讓我學習很多

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1. 韭菜畢業班
2. Gooaye 股癌
3. 科技浪 Tech.wav
4. 兆華與股惑仔
5. 跳脫Do式圈

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金庫密碼 launched 4 months ago and published 28 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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