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>
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Publishing Since
5/17/2020
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Recent Episodes
July 9, 2026
538.【財經時事放大鏡】Token 經濟若失速，硬體估值臉著陸
<p>00:07 探討如果認為 AI 行情是泡沫，可以採取哪些投資行為＆台股相關機會。</p><p>08:24 討論近期韓股＆記憶體下跌行情。</p><p>16:25 探討部分企業開始控制在 AI 使用上的支出，是否會影響到 CSP 獲利能力與後續 AI 行情。</p><p>29:27 討論台股融資額度被用完的事件，是否代表槓桿過高？</p><p>40:48 對於 AI 發展日漸成熟，進入下一階段的想法。</p><p>＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿</p><p>￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣</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>
July 5, 2026
537.【達人聊產業】駭客正義 ! 匿於國防與企業後的資訊安全 ft. 奧義賽博吳明蔚董事長
<p>當 AI 越來越強大，也讓駭客變得無孔不入。國家和企業資料安全全年無休，因此更需仰仗 AI資安防護工具。本集節目來賓是奧義賽博吳明蔚董事長，他將為我們分享國防和資安在 AI 及 Agentic AI 趨勢下，有哪些資安防護手段。</p><p>▍公司相關介紹</p><p>01:25 吳明蔚董事長背景介紹。</p><p>04:25 探討國防＆無人機產業如何結合 AI 工具。</p><p>10:40 奧義賽博三位創辦人創業背景介紹，以及公司成立沿革。</p><p>40:20 公司的財務規劃。</p><p>1:15:10 公司未來三年的短中期規劃。</p><p>▍公司產品線介紹</p><p>14:10 當前 AI 模型不斷進步，對資安產業造成哪些影響？</p><p>20:00 奧義賽博三大產品線介紹：資安 AI 化、透過 AI 守護客戶 AI 模型、國防無人機偵測與反制。</p><p>36:38 無人機產業的快速迭代與展望＆國防部如何與台灣業者合作。</p><p>48:00 公司各項產品的發展規劃＆切入海外市場的策略與競爭優勢。</p><p>▍節目定番問題</p><p>1:21:03 Bensen 的推薦書籍。</p><p>1:22:05 聽眾可以透過哪些領先指標關注資安產業＆奧義賽博未來發展。</p><p>＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿</p><p>￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣</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>
July 2, 2026
536.【財經時事放大鏡】玻璃橋 x Meta 有一批算力好便宜
<p>▍康寧新技術引光通大逃殺</p><p>00:47 FAU（Fiber Array Unit）介紹。</p><p>06:25 GlassBridge 介紹。</p><p>11:37 為什麼本次康寧推出 GlassBridge 會影響市場對於光通訊產業的評價。</p><p>20:41 從投資觀點如何看待本次事件？</p><p>▍Meta 進軍雲服務</p><p>21:52 討論 Meta 打算出租算力，進軍雲服務背後動機。</p><p>31:13 從投資觀點如何看待本次事件？</p><p>＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿</p><p>￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣</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>
631 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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