韭菜之聲｜散戶敢問，大戶敢說
奎叔白天在 IPO 輔導公司看盡上市內幕，下班後是個流著賭徒血液的台股散戶。 每週三固定上架，週五或六擇一天上架。大戶座談不定時上架 本節目從散戶視角出發，邀約大戶與業內人士座談，挖出那些刷新三觀的市場觀點。 Apple | Spotify | Youtube | Instagram Powered by Firstory Hosting
| Publishes | Twice weekly | Episodes | 21 | Founded | 2 months ago |
|---|---|---|---|---|---|
| Language |  Korean | Number of Listeners | Categories | BusinessInvesting |
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Latest Episodes
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• 記憶體的「真・結帳」： 我賣掉了晶豪科，留魚尾給別... more
做節目最難的不是預測，是敢回頭檢查自己講過的話。這集奎叔要來一場「臉腫檢查」，拆解這週大盤在高檔震盪、外資卻天天提款的真面目：
• PCB 的精品店與快閃櫃： 5 月初大家都瘋臻鼎，但我當時提醒「看對族群也可能買錯股」。結果到今天，台燿噴了 43.6%，南電卻跌了 12%。這告訴我們：拿到百貨公司入場券，不代表每個專櫃都會排隊。
• 記憶體不是換季，是重新定價： 5/6 點火的南亞科、華邦電、晶豪科，至今證明是目前最有延續性的主線。權證跟現股要怎麼拿得住？看的是「數據」而不是「信心」。
•... more
這集比較抱歉，因為請新的剪輯，不小心把節奏剪得太快了
• 散戶不一定要照抄大戶： 大戶像貨櫃車，進出會撞到山洞，所以他們不得不有耐心；散戶像機車，鑽巷子、轉身快才是你的優勢。別放著機車不騎，非要學貨櫃車轉彎。
• 「模糊的成功」最危險： 賺錢不代表流程正確。如果你說不清楚後面在等什麼，只是因為賺錢就開始腦補劇本，那這種成功只會變成下一次大賠的毒藥。
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這週的台股簡直比雲霄飛車還刺激，市場在恐慌時，我們該看「價格」還是在看「資料」？這集我們拆解幾個扎心的真相：
• 記憶體是「雨傘店」： 別把記憶體當成每天賣飯糰的便利商店。當清明過後天氣放晴，大家覺得傘不重要就亂丟（外資大砍力積電、南亞科）；但資料一出來（營收、報價上修），大家才發現梅雨季剛要來。
• AI 故事換人講： 市場確認「屋頂還在」後，資金不再只擠台積電。發哥攻漲停、IC 設計、CPO 族群開始被重新定價，這代表 AI 的錢開始往外發散了。
• 晶豪科 (3006) 的驗證： 四... more
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Apple Podcasts | #47 |  Taiwan/Business/Investing |
Apple Podcasts | #154 | Taiwan/Business |
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韭菜之聲｜散戶敢問，大戶敢說 launched 2 months ago and published 21 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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