
財經M平方匯集總經數據並即時更新,秉持著「重視基本面」以及「為自己的投資負責」的兩項初衷,將關鍵的數據轉化為友善的圖表,協助大家創立屬於自己的投資地圖;並希望透過 Podcast 管道,提供所有關注總經趨勢的聽眾更即時的資訊與觀點! 官網連結:www.macromicro.me 【聯繫我們】贊助推廣合作歡迎來信:business@macromicro.me -- Hosting provided by SoundOn
| Publishes | Weekly | Episodes | 340 | Founded | 6 years ago |
|---|---|---|---|---|---|
| Language | Number of Listeners | Categories | BusinessSociety & Culture |

美債殖利率仍處高檔,美股受科技股支撐續創歷史新高、台股同步創高,但歐股卻仍處於低檔,尤其法國引爆全球長債警訊,法德利差一度突破 150 個基點,導致歐元同步受壓!
本次邀請研究員 Ralice 上節目解析:法國預算僵局與政局不穩如何推升長債殖利率,是否重演 2022 年的英國債務風暴?美債殖利率突破 5% 有哪些結構變化,如何判斷高殖利率是否壓抑股市!
📌 法國引爆全球長債警訊,重演英國 2022 風暴?
📌 美債殖利率為何續升?高殖利率是否壓抑股市?
📌 通膨與油價的最壞時刻... more
美光 Q3 財報再創獲利新高,但市場仍存疑「高獲利能持續多久?」當前 AI 供應鏈變動快速下,題材多樣、如何快速掌握供應鏈變化成為關鍵!
本集邀請研究副總監 Vivianna 與研究員 JC,介紹全新推出 AI 的供應鏈專區,如何涵蓋晶片層、基礎建設層、算力供應層,並從電力瓶頸、庫存週期、毛利率看 2027 年 AI 供應鏈的方向,用數據全面追蹤整個產業鏈!
📌 AI 供應鏈追蹤指標:晶片、基礎建設、算力
📌 展望 2027 年關注關鍵變數:電力瓶頸
📌 AI 動能看懂三張圖... more
祝大家中秋愉快、洞見如月!🌕
台股創高、ETF 熱度持續升溫!然而,聯準會重啟升息、全球公債殖利率走高,投資人不得不面臨關鍵問題:手上的 ETF 配置了哪些資產與風險?
本集邀請研究經理 Dylan,從景氣、製造業與生產力循環出發,解析當前 ETF 的配置思維;並比較台股與海外市場的選擇、升息環境下的佈局及熱門標的容易忽略的風險,並實測「ETF AI 模組」把研究框架應用於自身持股提問!
📌 三大循環透露訊號?從總經位階思考ETF配置
📌 ETF 兩大龍頭怎麼選?評比費用、規... more
中美伊戰事持續延燒,油價一度衝破100美元,通膨數據跟著回溫,導致 FOMC 在 9 月會議以 12 比 0 一致決議重啟升息。這波升息,究竟是見好就收的預防性動作,還是新一輪緊縮循環的起點?
本集由財經 M 平方研究副總監 Ryan 與美國研究員 Ralice,一起拆解這次 FOMC 會議的聲明稿變化、點陣圖與經濟預測(SEP),並解析 Warsh 主席首場記者會展現的全新決策風格,同時解讀美伊戰事對油價、通膨路徑的牽動,以及美股、公債殖利率的最新反應。
📌 FOMC重啟升息!聲明稿刪修... more
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權證的說明像背書一樣 最少也舉實例買權?賣權
感恩m平方的分享,對於掌握大方向非常有用
讓原本不太懂總經的我也能慢慢地進入這個領域,而且提出的觀點都有數字佐證不會空口說白話,看法也很深入讓我學習更多角度看待趨勢。
每週週末必聽財經M平方的Podcast 享受滿滿的「財經心靈雞湯」 !但在台美股市震盪劇烈之際 多數的投資人應是極待財經M平方的專業解析 藉以評估投資決策 惟令人「小失望」的是這一輯竟然是談「黃金」!身爲財經M平方長期用戶與訂閱者 期待財經M平方能盡可能的結合當下全球財經重要事件為主談議題 藉以提供用戶有專業且深入的分析 讓用戶作較佳的投資決策!謝謝!加油👏!
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MacroMicro 財經M平方 launched 6 years ago and published 340 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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