周三居韭屋
ACY證券「老是被當投資冤大頭？」 「受夠被叫韭菜了嗎？」 這一次，就從韭菜界畢業！ 掌握財經熱門趨勢，帶你成為獨具慧眼的投資高手！ - ACY證券全新推出的在線Podcast節目—【周三居韭屋】。 由ACY量化策略分析師－Cindy Tsai，由淺入深帶您從宏觀經濟認識各大產業板塊，從中挑選合適個股標的並加以分析，在這個動盪的大環境中，找出最有潛能的投資機會。 第一季【周三居韭屋】將針對「數位金流」、「機器人與大數據」、「區塊鏈」、「雲端和資訊安全」等各大熱門產業進行介紹與分析。 Cindy除了會聊聊產業現況和紅利，更會透過基本面和財報分析判斷最佳入場時機！ 想了解時下最熱的財經話題—區塊鏈，是如何應用在生活的方方面面？NFT究竟是一場泡沫還是商機無限? 哪些公司又是箇中翹楚？亦或是數位金流您該如何超前部署，抓住下一波崛起的超新星公司？ 各種熱門財經話題都將在【周三居韭屋】呈現給您，每週三請鎖定A... more
| Publishes | Weekly | Episodes | 140 | Founded | 4 years ago |
|---|---|---|---|---|---|
| Language |  Korean | Categories | InvestingBusiness | ||
Listen to this Podcast
Latest Episodes
💡川普格陵蘭風波落幕， TACO交易迅速發生，美股短線回彈，標普500上周仍收跌0.3%，黃金衝破5000美元/盎司，美元重挫近2%，外部地緣風險升溫，加上美聯儲主席人選未定，市場仍高度敏感。
💡美國政府入股後，英特爾股價翻倍上漲，加上 CPU產能緊俏及AI需求飆升，傳統伺服器業務回到成長軌道，華爾街多家投行上調目標價。但財報後卻暴跌17%，是否為抄底良機？
💡Netflix收購華納兄弟探索帶來不確定性，原本的現金＋股票併購改成全現金，增加財務壓力並暫停庫藏股，使股價承壓。雖然估值仍吸... more
💡美國12月就業數據顯示勞動市場僅放緩未衰退，推升聯準會1月按兵不動機率至95%。川普關稅案雖具不確定性，但多已反映在價格中。另彭博大宗商品指數再平衡，短期壓抑金銀走勢。💡消費電子展 CES 2026焦點是輝達執行長黃仁勳提出的「物理AI」概念，並與賓士合作推自駕推理模型，短期對特斯拉是否造成威脅？
-
💰新戶註冊立享$5000贈金 ➤ reurl.cc/A6LG8j
🏎️存入2000元！豪車、iPhone帶回家 ➤ reurl.cc/V0QyXA more
💡2025 年美股雖受關稅利空衝擊，但標普 500 仍上漲 16%，連續第三年收漲。11 大板塊中僅房地產下跌，原物料在金銀銅帶動下成為最大黑馬，其次為通訊服務與金融。
💡2026 年科技與通訊服務仍具配置價值。AI 應用進入規模化階段，帶動數據中心、軟體與 IT 服務支出成長，高階運算需求強勁。通訊服務板塊短期承壓，網飛、Meta 在利空反映後具有估值修復空間。
💡2026 年持續看好金融與公用事業。金融板塊受惠監管放鬆與降息環境，資本約束下降、回購與分紅空間擴大。公用事業則受 AI... more
💡美國就業數據表面優於預期，但下修後顯示下半年就業近乎停滯。CPI雖大幅降溫，卻因樣本缺口與估算引發失真疑慮，住房通膨仍高，市場反應冷淡，對短期降息保持觀望。
💡日本央行如期升息至 0.75%，象徵政策持續正常化。但因市場早已充分預期、央行釋出不急於連續升息的訊號，日元反而走貶。展望明年，在刺激政策與金融環境轉緊下，日元續貶空間有限。
💡美光成為AI新亮點！財報顯示 AI 記憶體需求強勁，營收、毛利率與現金流全面改善，產業前景轉佳，但股價今年已翻三倍，追價需留意技術面與記憶體報價趨勢。... more
💡聯準會如預期降息一碼，並啟動每月購買短期國債，釋放明確鴿派訊號，成功穩住市場情緒。美股一度創新高，卻因 AI 巨頭財報疑慮迅速回落，行情轉趨震蕩。
💡甲骨文財報獲利質量與高負債引發市場疑慮，AI訂單反成風險，股價重挫；博通基本面穩健卻因毛利與展望保守遭拋售，相較之下更具逢低布局價值。
💡好市多財報優於預期，電商與會員續費表現穩健，但高估值拖累股價、今年明顯跑輸大盤；若想配置零售股，更看好具轉型空間的沃爾瑪。
-
💰新戶註冊立享$5000贈金 ➤ reurl.cc... more
💡上週ADP小非農意外轉為負成長但初領失業金低於預期、 PCE通脹符合預期，市場押注本月降息機率將近九成。即使本次不降息，明年寬鬆仍為大勢所趨，替美股提供下檔支撐，羅素2000指數表現亮眼。
💡今年表現最佳的股市其實不是美國，而是日本與歐洲：日本央行暗示12月可能升息，使日元止貶回升、日股短線震盪後有望續漲；歐股則在國防支出提升、景氣信心回升與寬鬆與財政政策配合下，呈現低基期復甦
-
💰新戶註冊立享$5000贈金 ➤ reurl.cc/A6LG8j
🏎️存入200... more
💡美股11月先弱後穩，感恩節週強彈近4%，整月仍收紅。經濟數據走弱推升12月降息預期至八成以上，中美熱線與輝達出口放寬也改善情緒。但市場擔憂鷹派降息，本週需慎防指數回調。
💡自Google推出Gemini 3搭載TPU後， Google股價大漲、輝達下跌。但Google TPU真能取代輝達GPU嗎？
💡禮來憑雙激動劑減肥藥猛健樂與Zepbound崛起，市值突破一兆美元，瘦瘦針營收年增兩倍、毛利率達8成，美國降價與保險覆蓋進一步推升需求，股價在什麼價位適合介入做多？
-
💰新戶註冊... more
💡輝達第三季財報全面超預期，數據中心營收大增、出貨強勁，帶動未來展望繼續上修，庫存天數上升成小隱憂，但整體動能仍強，股價短線震蕩但不改長期趨勢。
💡上週美股受輝達財報與9月非農影響，降息預期混亂、恐懼情緒攀升，標普其實僅回檔5%，投資人反應趁反彈調整倉位，控制風險。
💡沃爾瑪財報亮眼，第三季營收與利潤超預期，全年財測上調，電商、物流加速及廣告/第三方市場帶動業績，股價逆勢大漲6%，必需消費股成資金避風港。
-
💰新戶註冊立享$5000贈金 ➤ reurl.cc/A... more
Top Investing Podcasts
Audience Metrics
Listeners, social reach, demographics and more for this podcast.
| Gender Skew | Location | Interests | |||
|---|---|---|---|---|---|
| Professions | Age Range | Household Income | |||
| Social Media Reach | |||||
Frequently Asked Questions About 周三居韭屋
Where can I find podcast stats for 周三居韭屋?
Rephonic provides a wide range of podcast stats for 周三居韭屋. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to 周三居韭屋 and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.
How many listeners does 周三居韭屋 get?
Rephonic provides a full set of podcast information for three million podcasts, including the number of listeners. View further listenership figures for 周三居韭屋, including podcast download numbers and subscriber numbers, so you can make better decisions about which podcasts to sponsor or be a guest on. You will need to upgrade your account to access this premium data.
What are the audience demographics for 周三居韭屋?
Rephonic provides comprehensive predictive audience data for 周三居韭屋, including gender skew, age, country, political leaning, income, professions, education level, and interests. You can access these listener demographics by upgrading your account.
How many subscribers and views does 周三居韭屋 have?
To see how many followers or subscribers 周三居韭屋 has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.
Which podcasts are similar to 周三居韭屋?
These podcasts share a similar audience with 周三居韭屋:
How many episodes of 周三居韭屋 are there?
周三居韭屋 launched 4 years ago and published 140 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
How do I contact 周三居韭屋?
Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.
Where can I see ratings and reviews for 周三居韭屋?
Rephonic pulls ratings and reviews for 周三居韭屋 from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.
View all the reviews in one place instead of visiting each platform individually and use this information to decide if a show is worth pitching or not.
How do I access podcast episode transcripts for 周三居韭屋?
Rephonic provides full transcripts for episodes of 周三居韭屋. Search within each transcript for your keywords, whether they be topics, brands or people, and figure out if it's worth pitching as a guest or sponsor. You can even set-up alerts to get notified when your keywords are mentioned.