
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 | 45 | Founded | 5 months ago |
|---|---|---|---|---|---|
| Language | Number of Listeners | Categories | InvestingBusiness |

• 投信一個人的武林: 這週帶頭買盤不是外資,是投信狂扛 700 億。外資雖然週三加了個 900 億的 Buff,但其他四天合計賣超 36 億。這種「風雨來、風雨去」的節奏,代表大師兄根本沒想留下來吃飯。
• 記憶體的「死貓跳」還是真復甦? 華邦電(+25%)、旺宏(+20%)漲得很兇,但翻開來看,外資這五天竟然是大賣兩萬多張。這只是「殺過頭」後的超跌反彈,離前高還有三層距離,別看到紅 K 就忘了地心引力。,
• 空單在說實話: 指數在漲,但外資的大台期貨空單不但沒補,還擴大到 8.1 萬口。台... more
因為禮拜五奎叔要舉辦Obsidian知識筆記的臺北場見面會,所以禮拜五的節目要順延到禮拜六錄製,先跟各位說聲抱歉,今天大盤週報也會延續到禮拜六完整解析。
這禮拜奎叔請到一位「重量級少年股神」Brian。他目前是大四學生,卻在今年上半年創下 10 萬翻到 5,000 萬的驚人戰績,把「動能」與「隔日沖」玩到了極致。這集我們要來拆解這套「小蝦米翻身」的投資心法:
• 開盤 5 分鐘決定生死: 隔日沖不是買了就睡覺。開盤前 1 到 5 分鐘,決定生死
• 聯動單與龍頭股: 看到富喬漲停,你要懂得去鎖... more
聯準會連五次不動,但九比三的票數裡,反對的那三票要的不是降息,是升息。市場都在等降息,這三票在看什麼?
• 日月光投控外資連賣六天,公司卻在法說把第三季指引往上調、資本支出再加碼。籌碼跟公司說的方向剛好相反,誰看錯了。
• 力成毛利率十六季最高、欣興 EPS 創新高,股價那三天照樣跌兩成。財報好不好,這禮拜跟股價脫鉤了。
• 三十年期美國公債一年給你 5.2%,2007 年以來最高。那你為什麼還要等一家公司五年後才開始賺錢。
• 這禮拜全市場漲最凶的是金融保險。那正好是我上禮拜叫大家看戲就好、... more
台積電這三天跌 6.4%,加權指數跌 8.3%。台積電比大盤還抗跌,那多出來的兩個百分點,是誰的鍋?
• 一天 115 檔跌停,兩市 1,510 檔收黑。
• 聯準會還沒開口,台股就先跌完了。中間差 12.5 小時,那今天到底在跌什麼?
• 凱因斯說一百年後一週只要工作十五小時。今年到期剩四年。這波 AI,我們真的會變比較閒嗎。
• 這禮拜我第一次買做空的權證,其中一檔還掛在我自己追蹤名單的主攻格。
觀念分享、非投資建議、不報明牌。
我能賺錢,相信你們也能,一起發揮韭菜之力。用散戶視角,與... more
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整體很有內容,說話的節奏耶很舒服,很適合參考,重點主持人超用心會整理資料在threads,這麼好的節目推推👍👍👍
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韭菜之聲|散戶敢問,大戶敢說 launched 5 months ago and published 45 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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