財報狗 - 掌握台股美股時事議題
Claim This Podcastby 財報狗 - 台灣最大基本面投資平台
Podcast Overview
<p>收聽財報狗 Podcast 節目，利用通勤、睡前的閒暇時間，掌握台股、美股重要情報。 <br /> <br />財報狗是台灣最大的基本面投資平台，我們的目標是賦予每個人本身更好的投資能力，平等資訊，協助大家做出更好的決策，讓每個人有生活的選擇權！ <br /> <br />歡迎來到財報狗 ▶️ https://statementdog.com/ <br />Podcast 業務合作信箱 ▶️ business@statementdog.com</p>
Language
🇨🇳
Publishing Since
5/17/2020
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Recent Episodes
June 2, 2026
528.【達人聊產業】從 CPO 到機器人，直得的微型機械&馬達商機 ft.許心璞總經理特助
<p>今天的來賓是精密機械設計與控制的專家，直得科技的總經理特助許心璞和產品開發部經理吳軒俊。直得長期致力於機械微型化與控制，不論是控制器、馬達、滑軌、機械手臂、機器人零件...等。線性馬達、控制器、模組正搭上這波 CPO 設備及人形機器人的關節模組的大趨勢。</p><p>▍公司介紹</p><p>01:20 許心璞特助背景。</p><p>03:12 直得公司介紹。</p><p>▍產業與產品線介紹</p><p>11:41 產品組合與營收佔比。</p><p>13:51 公司透過微型馬達切入 CPO 的背景介紹。</p><p>31:24 從公司的觀點來看台灣與海外的 CPO 設備商的優缺點比較。</p><p>39:44 機器手臂產品線介紹。</p><p>57:17 公司對於當前機器人產業觀點。</p><p>1:11:48 公司與其他非紅機器人廠商差異比較。</p><p>1:20:31 公司對於機器狗、AMR、半導體等產業的市場需求展望。</p><p>▍節目定番問題</p><p>1:28:20 許心璞特助推薦書籍。</p><p>1:32:00 投資人如果想要持續關注直得或機器人產業，推薦的領先指標。</p><p>＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿</p><p>￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣</p><p>▍6/15 漲價，6/14 前訂閱永遠享有優惠價</p><p>最便宜方案 349 → 599，現在訂閱省 3,000 元／年</p><p>立即訂閱：<a target="_blank" rel="noopener noreferrer nofollow" href="https://statementdog.com/pricing">https://statementdog.com/pricing</a></p><p>Podcast 回饋表單：<a target="_blank" rel="noopener noreferrer nofollow" href="https://statementdog.cc/PMOa8">https://statementdog.cc/PMOa8</a></p><p>Podcast <a target="_blank" rel="noopener noreferrer nofollow" href="mailto:業務合作聯絡信箱：business@statementdog.com">業務合作聯絡信箱：business@statementdog.com</a></p>
May 28, 2026
527.【財經時事放大鏡】舊記憶體轉生新元件 IPC & IPD
<p>02:57 討論美光近日宣布將在 Fab 6開始投產 DDR4 事件。<br>11:20 近期半導體各大業者開始出現將控制 IC、HBM Base Die 外包的趨勢。<br>13:34 介紹 IPC、IPD、IVR 元件與相關機會，以及被動元件、MOSFET 的關係。<br>＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿<br>￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣<br>▍6/15 漲價，6/14 前訂閱永遠享有優惠價<br>最便宜方案 349 → 599，現在訂閱省 3,000 元／年<br>立即訂閱：<a target="_blank" rel="noopener noreferrer nofollow" href="https://statementdog.com/pricing">https://statementdog.com/pricing</a><br><br><br>Podcast 回饋表單：<a target="_blank" rel="noopener noreferrer nofollow" href="https://statementdog.cc/PMOa8">https://statementdog.cc/PMOa8</a><br>Podcast <a target="_blank" rel="noopener noreferrer nofollow" href="mailto:業務合作聯絡信箱：business@statementdog.com">業務合作聯絡信箱：business@statementdog.com</a></p>
May 26, 2026
526.【台股美股提款機】NAND Flash 產業：高 IOPS SSD 需求上升拖慢供給增加速度，2026 下半年供不應求加劇
<p>＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿</p><p>本集贊助：TORRAS 圖拉斯 全球第一頸掛空調</p><p>￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣</p><p>財報狗專屬優惠：輸入【DOGCOOL2】立享91折優惠！</p><p>夏日救星！旗艦AI頸掛空調風扇：<a target="_blank" rel="noopener noreferrer nofollow" href="https://s.witsper.com/torras">https://s.witsper.com/torras</a></p><p>高溫來襲，受夠汗流夾背、濕黏難耐了嗎？</p><p>COOLIFY Cyber Fold、2S Pro 真．AI 智慧頸掛冷暖空調風扇</p><p>不只出風更能一秒置身冷氣房！</p><p>隨身冷氣帶著走，這個夏天再讓 COOLIFY 帶你清涼一夏</p><p>一秒體感降溫 20 度，超大制冷面積給你極致冰涼享受</p><p>🥶 全新升級雙向轉軸設計，風向自由調整，想怎麼吹就怎麼吹</p><p>🥶 不只製冷，風量還超強，頭頸、後背同享超 COOL 感受</p><p>🥶 市場唯一支援 App 自訂操控，調節出風量、冷熱模式</p><p>🥶 全機防汗、防火、防腐蝕，多重安全充電保護超安心</p><p>🥶 C型機身適配各式脖圍，醫療級矽膠給你最佳親膚配戴體驗</p><p>即日起至8/31 於 TORRAS 官網購買 COOLIFY 全系列以及足球系列手機殼</p><p>使用財報狗專屬折扣碼【DOGCOOL2】，立享 91 折優惠！</p><p>一秒置身冷氣房 👉 <a target="_blank" rel="noopener noreferrer nofollow" href="https://s.witsper.com/torras">https://s.witsper.com/torras</a></p><p>＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿</p><p>￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣</p><p>本集產業報告: <a target="_blank" rel="noopener noreferrer nofollow" href="https://statementdog.com/industry_reports/44">https://statementdog.com/industry_reports/44</a></p><p>01:40 財報狗網站概念股頁面改版資訊分享。</p><p>07:21 探討近期市場懷疑 HDD、SSD 實際需求不如市場預期樂觀的可能性。</p><p>13:49 討論為什麼 STX 決定不大幅提升產能的原因，以及 HDD 產業的 HAMR 技術升級對供給端來的提升。</p><p>22:02 解析 NAND Flash 產業供需狀況，以及 2026 全年展望。</p><p>31:22 AI 推理與代理如何帶動對於 NAND Flash＆SSD 的需求增加。</p><p>45:38 NAND Flash 消費性終端市場的狀況分析。</p><p>55:12 AI 客戶需求從 QLC 轉向 TLC 的邏輯與對 NAND Flash 產業的影響探討。</p><p>＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿</p><p>￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣</p><p>▍6/15 漲價，6/14 前訂閱永遠享有優惠價</p><p>最便宜方案 349 → 599，現在訂閱省 3,000 元／年</p><p>立即訂閱：<a target="_blank" rel="noopener noreferrer nofollow" href="https://statementdog.com/pricing">https://statementdog.com/pricing</a></p><p>Podcast 回饋表單：<a target="_blank" rel="noopener noreferrer nofollow" href="https://statementdog.cc/PMOa8">https://statementdog.cc/PMOa8</a></p><p>Podcast <a target="_blank" rel="noopener noreferrer nofollow" href="mailto:業務合作聯絡信箱：business@statementdog.com">業務合作聯絡信箱：business@statementdog.com</a></p>
621 total episodes available
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羅翔煒 Andy
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廖盈婷 Snow
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Hu Heng-shih
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- What is 財報狗 - 掌握台股美股時事議題?
<p>收聽財報狗 Podcast 節目，利用通勤、睡前的閒暇時間，掌握台股、美股重要情報。 <br /> <br />財報狗是台灣最大的基本面投資平台，我們的目標是賦予每個人本身更好的投資能力，平等資訊，協助大家做出更好的決策，讓每個人有生活的選擇權！ <br /> <br />歡迎來到財報狗 ▶️ https://statementdog.com/ <br />Podcast 業務合作信箱 ▶️ business@statementdog.com</p> - How often does this podcast release new episodes?
This podcast updates daily.
- Where can I listen to this podcast?
This podcast is available on 9 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
Yes, this podcast regularly features guests.
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