
[贊助] pay.soundon.fm/podcasts/3e2e8835-f13a-434b-add4-d37958da7db0 [EMAIL] nick.ccu@gmail.com [簡介] 國立大學財金系老師/經濟學博士,前證券投信基金經理人、上市櫃公司財務長/總經理。 [風險提示] 投資理財沒有絕對保證獲利,任何策略方法都有其適用性和限制性,內容僅供參考,投資有風險,請謹慎評估後操作! -- Hosting provided by SoundOn
| Publishes | Daily | Episodes | 81 | Founded | 6 months ago |
|---|---|---|---|---|---|
| Language | Number of Listeners | Categories | BusinessEducation |

美國最高法院以6比3的裁決,推翻了川普原本依據《國際緊急經濟權力法》(IEEPA)所課徵的大規模關稅。但川普並沒有退縮,他立刻啟動了Plan B(B計畫),也就是搬出一個五十多年沒用過的《1974年貿易法》第122條,宣佈對全球所有國家加徵為期150天的10%進口關稅,隨後更在社群媒體上放話,要直接拉高到法律上限的15%。
「這對台灣有什麼影響?台幣會不會跟著大貶或大升?」今天,我們把這次關稅對台幣的影響,拆解成三個關鍵核心來帶大家思考:第一,對全球與美國景氣貿易的影響;第二,對「美元本身」的... more
在當代商業與科技史中,伊隆·馬斯克(Elon Musk)無疑是一個巨大的「異類」。即使是航太、能源或神經科學領域的頂尖專家,往往需耗費數十年才能觸及行業天花板,但馬斯克卻能以驚人的速度從門外漢變身為規則制定者。這種跨領域的顛覆能力,常被大眾簡單歸因為「高智商」。然而,155 的智商或許能讓人成為優秀的工程師,卻不足以解釋為何他能同時在數個高門檻產業引發革命。事實上,馬斯克與常人的最大差距,不在於大腦的「智商」,而在於他運行了一套反直覺、甚至帶有攻擊性的「認知作業系統」。若我們剝除對天才的濾鏡,會... more
009816 的核心邏輯拆解,009816 雖然追蹤市值前 50 大,(類似 0050),但在權重分配上做了兩個關鍵改變,第一是設下天花板,單一個股權重上限為 30%,(主要針對台積電);第二是動能加權,當前五大成分股總權重超過 65%,或單一成分股超過 30% 時,多出來的權重不是平均分配,而是分配給 「動能指標」強勢 的股票。另外不配息的設計,是它最大的隱性護城河,股息直接滾入淨值,享受複利並可避稅。
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在股市投資的領域中,我們常聽到基本面、籌碼面或消息面。許多人一看到技術分析,腦中浮現的是滿銀幕複雜的線圖與指標,如 MACD、KD 或 RSI。但事實上,技術分析的核心非常單純,它是在研究「市場的行為」。基本面研究的是公司或產業的獲利能力,而技術分析則是透過圖形記錄市場參與者的集體行為。只要有交易、有圖形紀錄的市場,無論是台股、美股、甚至是黃金或虛擬貨幣,技術分析都能適用。
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希望背景音樂調小,或取消背景音樂,因為還是想要認真專心的聽清楚內容,感謝🙏
內容非常豐富,也很實用
人生致富法寶
讓我認識很多投信等背後的運作模式、投資理財觀念!!
非常好Podcast









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