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 | 325 | Founded | 6 years ago |
|---|---|---|---|---|---|
| Language |  Korean | Number of Listeners | Categories | Society & CultureBusiness |
Listen to this Podcast
Latest Episodes
6 月以來市場震盪加劇，半導體與 AI 相關板塊波動尤其明顯！超強記憶體週期也導致蘋果面臨成本壓力而漲價。
本集邀請研究副總監 Vivianna 與 研究員 JC 來跟大家聊聊，在生成式 AI、AI Agent 的趨勢推動下，記憶體供給何時舒緩？AI 需求如何翻轉過去由終端品牌主導的供應鏈議價權？以及消費性電子漲價是否將影響整體經濟動能?
📌 記憶體超級週期導致蘋果罕見漲價
📌 蘋果供應鏈管理哲學
📌 電子業由買方市場轉向賣方市場
📌 AI 資本支出與潛在總經風險檢視 more
全球大震盪，費半指數一度單日大跌近 8%！本集邀請研究員 Jat 來跟大家聊聊，美光財報救場後 AI 投資態勢，短期內還有什麼因素可能讓市場再次波動？
除了股市，這集也聊到「台灣房市」。央行管制「就到這邊」，加上資金外溢至股市、房價修正緩慢，短期仍不會全面鬆綁的情況下，台灣房市展望究竟如何？
📌 美光財報驗證 AI 需求強勁，HBM 與 DRAM 供需仍緊
📌 GLM-5.2 引發 AI CapEx 投報和 IPO 估值疑慮
📌 央行信用管制不鬆綁，房市量縮延續，中古屋、新屋表... more
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掌握 FOMC 後市場如何重新定價利率路徑：CME FedWatch 根據聯邦基金利率期貨即時推算市場對未來升降息的機率。
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6 月新主席 Warsh 的 FOMC 首秀！邀請研究副總監... more
本集邀請 JC 財經觀點 Jenny 與研究員 Ralice 拆解當前是「修估值」還是長線趨勢出現變化 ? 從 Oracle 與 Broadcom 財報切入，延伸到記憶體降規疑慮、AI 五層蛋糕投資地圖。同步聚焦最新 CPI 和就業數據，及新任主席上任後的聯準會政策變化。
最後也深入聊到 SpaceX IPO、xAI 併入後的算力版圖、Anthropic 與 OpenAI 的上市期待，帶你掌握 AI、總經與 IPO 狂潮交錯下的波動行情。
📌AI 股震盪，是估值修正還是趨勢轉弱
📌暴... 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
Taiwana month 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Taiwana month 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Taiwan2 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 KuanTaiwan5 months ago - 測試
測試看看
Apple Podcasts5聽說這裡很靈Taiwan7 months ago
Chart Rankings
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #70 | Taiwan/Top Podcasts |
Apple Podcasts | #12 | Taiwan/Business |
Apple Podcasts | #50 |  Hong Kong/Business |
Apple Podcasts | #125 |  Singapore/Business |
Apple Podcasts | #213 |  Philippines/Business |
Audience Metrics
Listeners, social reach, demographics and more for this podcast.
| Listeners per Episode | Gender Skew | Location | |||
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| Interests | Professions | Age Range | |||
| Household Income | Social Media Reach | ||||
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Which podcasts are similar to MacroMicro 財經M平方?
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MacroMicro 財經M平方 launched 6 years ago and published 325 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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