來聽美股吧，用說的給你聽
Albert Liou頻道簡介： 用中文聽懂華爾街！【來聽美股吧】致力於打破語言屏障，同步更新美股市場的第一手資訊。 市場瞬息萬變，我們不只追逐熱點，更關注影響股價的底層機制： 財報季全追蹤： 從半導體到傳統製造業，解讀每一份財報背後的增長密碼。 地緣政治與政策： 分析出口管制、關稅政策對跨國企業的實質影響。 多元產業鏈： 從上游原材料到下游終端產品，看透全球供應鏈的賽局。 訂閱【來聽美股吧】，讓您的視野不再侷限於單一版塊，掌握跨產業的投資商機。 Powered by Firstory Hosting
| Publishes | Daily | Episodes | 5 | Founded | 19 days ago |
|---|---|---|---|---|---|
| Language |  Korean | Categories | InvestingBusinessEducationHow To | ||
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在這集的精采節目中，我們將以幽默風趣但不失專業的風格，為您深度解析企業軟體巨頭 ServiceNow（美股代號：NOW）近期的狂飆之路！ ServiceNow 的股價在五月份大漲近 40%，創下自2012年上市以來的最佳單月表現。先前華爾街曾經恐慌 AI 代理會取代軟體的訂閱制，讓 NOW 的股價一度慘遭錯殺；但現在市場風向大變，發現它根本不是受害者，而是最強的「AI 受益者」！ 本集節目亮點搶先看： 近期大漲與即將突破頸線：NOW 股價在大量買盤推動下，近期成功突破了長達數月的「下降楔形」型態... more
在軟體股一片哀嚎、市場紛紛擔憂 AI 的開源工具會消滅傳統 SaaS 商業模式的同時，有一家 B2B 企業卻逆勢狂飆，跌破了所有人的眼鏡！ 它就是當今的「數據巨獸」—— Databricks！ 這家公司近期宣布，其年化營收正式突破 54 億美元大關，且在如此龐大的量體下，年成長率竟然還高達驚人的 65%！更誇張的是，憑藉著最新一輪的 50 億美元融資，Databricks 的估值被推上了駭人聽聞的 1,340 億美元。 他們到底施了什麼魔法？昔日數據基礎設施的老大哥 Snowflake 營收已經... more
歡迎來到"來聽美股吧，用說的給你聽"！節目開始前，請記得訂閱、分享、開啟小鈴鐺，您的支持是頻道製作優質影片的最大動力！ 本集節目將為您深度解析數據雲端巨頭 Snowflake (SNOW) 剛出爐的 Q1 FY2027 史上最強財報。Snowflake 這次帶來了哪些震撼市場的消息，讓股價在 5/27 盤後大漲高達 37%？我們將從核心驅動因素為您拆解：包括產品營收（13.3億美元）與 EPS（0.39美元）大幅超越市場預期，以及全年財測的大幅上修。 此外，我們還會深入探討 Snowflake ... more
歡迎來到「來聽美股吧，用說的給你聽」！ 節目開始前，請記得訂閱、分享、開啟小鈴鐺，您的支持是頻道製作優質影片的最大動力！ 本集我們將為您帶來2026年「美股太空產業與低軌衛星」的重磅深度分析！太空產業的估值邏輯正在發生系統性的轉變，已經從過去高風險的「太空夢」正式轉變為具備訂閱制穩定現金流的「電信基礎設施」！ 本集節目重點精華： 🔥 SpaceX 史上最大 IPO 即將落地：預計2026年6月掛牌，目標估值高達1.75兆美元，這將如何大幅拉抬整個太空板塊的估值天花板？ 📡 FCC 頻譜新... more
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來聽美股吧，用說的給你聽 launched 19 days ago and published 5 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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