MacroMicro 財經M平方
MacroMicro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 | 333 | Founded | 6 years ago |
|---|---|---|---|---|---|
| Language |  Chinese (Traditional) | Number of Listeners | Categories | BusinessSociety & Culture |
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Latest Episodes
【👉友站推廣 】更多免費學習資源｜芝商所CME黃金期貨
芝商所CME 提供多元自學資源，一般免費帳號登入後即可使用進階模擬器功能，直接模擬交易黃金期貨，以真實市場數據在零風險的場景下，發掘潛在機會！
全球股市震盪、半導體承壓，黃金與比特幣卻同步走強，美債長端殖利率也居高不下，反映市場擔憂正從利率轉向美元與美國財政紀律的「貶值交易」。
本集邀請研究副總監 Vivianna，解析財政部擴大美債回購、長債期限溢價與「長債沒有買家」的疑慮出發，... more
美股反攻後轉入震盪，美債長天期殖利率攀升與地緣政治風險壓抑科技股；隨後美國財政部擴大長債回購、以及 marvell 和 SK 海力士等半導體公司釋出利多，帶動市場止跌。
本集邀請研究員 Jat 解析南韓股市的槓桿籌碼、AI 與記憶體帶動的經濟基本面，以及近期韓圜、台幣升值背後的資金與利率因素。
📌 南韓散戶資金減少但融資餘額回升，市場風險仍樂觀
📌 AI 推升 HBM 高階記憶體需求，南韓基本面仍有撐？
📌 美元轉弱推升亞幣，海外資金回流亞洲
📌 記憶體報價漲幅收斂，下一... more
美國非農就業意外轉弱、CPI 符合預期，市場升息疑慮快速降溫，帶動美股、台股與半導體迎來一波強勁反彈！不過，當市場從「漲價題材」轉向大型權值股，這波反彈是否也透露 AI 行情正進入新的階段？
本集邀請研究副總監 Vivianna 與研究員 Ralice 從美國就業與通膨數據出發，拆解勞動市場是否真的轉弱，以及後續 PCE、非農基準修訂的觀察重點；並進一步解析台股、半導體近一波報復性反彈背後的資金和產業訊號。最後回到 Q2 美股財報，從科技巨頭、CSP 到半導體供應鏈的獲利上修差異，觀察下一階段... more
近期地緣政治反覆、關稅議題再起，加上財報季登場，市場持續震盪。本集難得邀請財經 M 平方創辦人 Rachel 與「PCB 女王」廖婉婷 Tina，從總經與產業雙視角拆解近期市場：美債殖利率、關稅與地緣政治如何牽動資金？聯準會政策如何影響後續行情？AI 供應鏈基本面是否真的出現變化？
兩位也將分享近 20 年研究職涯累積的方法與判斷框架，以及 AI 時代下「研究員」不可取代的價值。
📌 自金融海嘯時逐步建立起的研究框架
📌 市場核心觀察指標：美債利率、油價
📌 行情波動下必須關注... more
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Reviews
- 接地氣 說人話
權證的說明像背書一樣 最少也舉實例買權？賣權
Apple Podcasts3119-4 4樓
Taiwan3 months ago - 一直以來
感恩m平方的分享，對於掌握大方向非常有用
Apple Podcasts5看對下大捏卵蛋Taiwan3 months ago - 謝謝財經M平方的分享
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。
Apple Podcasts5Samantha晴晴Taiwan4 months ago - 台美股市震盪劇烈之際 這一輯竟然聊「黃金」！
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👏！
Apple Podcasts5Lee Sheng KuanTaiwan7 months ago - 測試
測試看看
Apple Podcasts5聽說這裡很靈Taiwan9 months ago
Chart Rankings
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #220 | Taiwan/Top Podcasts |
Apple Podcasts | #33 | Taiwan/Business |
Apple Podcasts | #87 |  Singapore/Business |
Audience Metrics
Listeners, social reach, demographics and more for this podcast.
| Listeners per Episode | Gender Skew | Location | |||
|---|---|---|---|---|---|
| Interests | Professions | Age Range | |||
| Household Income | Social Media Reach | ||||
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MacroMicro 財經M平方 launched 6 years ago and published 333 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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