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理財幹話王

Uncle Wave & 發仔

幹話解析,領先大盤;毋需置產,荷包滿滿。 疑難雜症 or 任何幹話 歡迎來信|Uncleandfazei@gmail.com

PublishesTwice monthlyEpisodes298Founded5 years ago
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ZH-TW
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Latest Episodes

為何客家小炒與九份芋圓能讓Uncle🧑‍🦲吃得如此憤慨?

2023 年以來,AI 股成為市場最亮眼的明星,不論是美國的輝達、微軟、Meta,還是台股的 AI 概念股,幾乎天天創新高。但就在輝達 8 月底公佈財報、MIT 也釋出企業 AI 使用狀況調查後,市場開始重新審視:這一波 AI 熱潮,會不會是下一個「網路泡沫」的重演?

麻省理工學院的最新報告,有 95% 的企業尚未從生成式 AI 中獲得任何實質回報。與此同時,輝達資料中心的年增長也首次不如市場預期,這讓投資人對 AI 資本支出前景... more

最近大家都在關心通膨、關稅、聯準會到底什麼時候降息,但《華爾街日報》指出——美國正面臨史無前例的「性蕭條」!根據研究,美國人不只不買股票、不買房,就連「做那件事」的頻率也創下歷史新低。

你以為這只是私領域的無聊八卦?錯了,它可能是經濟寒冬的前兆!

📉 為什麼每次性生活頻率下滑的年份,S&P500 表現也跟著低迷?

📉 難道這是一種奇妙的「宏觀預測指標」?

📉 如果大家不再「衝動行事」,市場是不是也會缺乏激情?

這一集,Uncle🧑‍🦲要來開箱這個怪到不行、卻又數據吻合的對照組... more

當市場一片歡騰、科技股狂飆創高,資金卻正在偷偷「避險搬家」?這一季,波克夏到底在買什麼、賣什麼、又看上了誰?

什麼是13F報告?雖然延遲45天,但這份報告能讓我們一窺頂級資金的思路,找到市場的潛流方向,對散戶來說就是免費抄作業的絕佳機會!

這一季,波克夏重磅買入某家大家都不看好的公司,甚至斥資超過30億美元。

你可能以為它是危機,但巴菲特看到的是「轉機」。

想知道這份報告背後的玄機?這一集,Uncle🧑‍🦲帶你一頁一頁拆解波克夏的佈局邏輯,學習巴菲特如何在高檔市場中穩住腳步、迎接下一... more

你聽過鐵頭功嗎?Uncle🧑‍🦲的同學曾經靠這門失傳30年的技藝,撞出人生中的第一桶金,原來賺錢靠的真是腦袋?

為了將美國對我國的關稅從 20% 談到 15%,我們還要扛下日本這樣的國家級投資額度,而我們的經濟規模,只有日本的五分之一。

川普要的,不只是訂單,不只是合作,而是你要把錢、把人、把整個產業的未來綁上來。

這集 Uncle🧑‍🦲要來拆解這場台美之間的「用頭腦換折扣」戲碼,看看我們到底是為了什麼在談、談到什麼程度。還有最重要的,靠什麼投資才能從中獲利!

當代價這麼高的折扣... more

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4.9 out of 5 stars from 3.4k ratings
  • 老爸爸的兒子

    再來追蹤一下穩懋吧,基本面、技術面、籌碼面,感謝兩位。

    Apple Podcasts
    5
    老爸爸2022
    Taiwan10 days ago
  • 加密大破浪

    超喜歡兩位用幽默風趣的談話來跟我們分享股市跟投資相關的知識,一定要一直幽默健健康康長長久久分享下去喔!不知道能不能分享一下最簡單的大波浪技術分析的方法呢?或是有什麼推薦參考的書籍?感謝分享

    Apple Podcasts
    5
    Sean52099
    Taiwan23 days ago
  • 感謝Uncle與發仔分享

    感謝Uncle與發仔分享,好久沒有寫評論,趕快上來留言,

    祝福你們健康平安每一天!

    Apple Podcasts
    5
    Lisa516
    Taiwana month ago
  • (●°u°●)​ 」

    Uncle發仔好~好久沒有來留言了 每集都還是有持續聆聽!私心希望uncle多介紹一些美股個股資訊 不知道有沒有機會😊

    Apple Podcasts
    5
    林口陳意涵
    Taiwana month ago
  • 五星好評

    尢扣有鼻音 要保重耶

    Apple Podcasts
    5
    So Happyfamily
    Taiwana month ago

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#236
Australia/News/Business News
Apple Podcasts
#13
Taiwan/News/Business News
Apple Podcasts
#85
China/News/Business News
Apple Podcasts
#92
Philippines/News/Business News
Apple Podcasts
#106
Taiwan/News
Apple Podcasts
#107
Japan/News/Business News

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1. 兆華與股惑仔
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4. 股市隱者
5. 鈔錢部署|盧燕俐

How many episodes of 理財幹話王 are there?

理財幹話王 launched 5 years ago and published 298 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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