by steve
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April 13, 2025
EP75 (深度趨勢系列)關稅風暴中台幹的選擇：從美中貿易戰、全球供應鏈重組到個人投資的反脆弱路徑 <a href="https://www.facebook.com/dahoasaigon**">https://www.facebook.com/dahoasaigon</a>** 大話西貢FB在此**** <a href="https://www.instagram.com/dahoasaigon**">https://www.instagram.com/dahoasaigon</a>** 大話西貢IG在此**** 本集硬核內容 可以語速調慢或者重聽一次 從川普動機到全球產業鏈：關稅背後的三層結構性意圖，關稅不是單一經濟工具，而是從川普個人選舉保衛戰 → 美國國安戰略 → 全球政治圍堵中國供應鏈的一條線性升級。 國家成長與個人投資的連動：你／妳是投資趨勢還是投資週期？長期國家發展要關注人口、資本槓桿、科技與製造實力，是判斷國家未來趨勢的三大因子 我自己的反脆弱策略：在不確定的年代裡，建立屬於自己在職場、財務、國際情勢的認知模型與風險管理力。 如果你也和我們一樣正在越南這裡奮鬥打拼，或者你有想要來越南工作，歡迎你一起收聽，或許能帶給你一點啟發。 宣傳如下: 1. 歡迎與大話西貢相約職涯諮詢 ! 2. 歡迎業配合作 節目尋找乾爹乾媽中! 3. 歡迎校園政府單位及各式樣集團組織活動及演講邀約! 有甚麼想跟STEVE說的或合作的，歡迎來信[email protected] 👌spotify podcast 收聽在此! <a href="https://open.spotify.com/show/48R3fWDSqKFS4f3YIq685Q?si=fd1c5a22334e4431">https://open.spotify.com/show/48R3fWDSqKFS4f3YIq685Q?si=fd1c5a22334e4431</a> 👌apple podcast 請給五星好評!👍👍 <a href="https://podcasts.apple.com/tw/podcast/%E5%A4%A7%E8%A9%B1%E8%A5%BF%E8%B2%A2/id1573790793">https://podcasts.apple.com/tw/podcast/%E5%A4%A7%E8%A9%B1%E8%A5%BF%E8%B2%A2/id1573790793</a>
March 2, 2025
EP74 越南企業系列(2) 越股HOSE代號FPT 7年700%成長 越南科技巨頭(下) <a href="https://www.facebook.com/dahoasaigon**">https://www.facebook.com/dahoasaigon</a>** 大話西貢FB在此**** <a href="https://www.instagram.com/dahoasaigon**">https://www.instagram.com/dahoasaigon</a>** 大話西貢IG在此**** 如果你也和我們一樣正在越南這裡奮鬥打拼，或者你有想要來越南工作，歡迎你一起收聽，或許能帶給你一點啟發。 宣傳如下: 1. 歡迎與大話西貢相約職涯諮詢 ! 2. 歡迎業配合作 節目尋找乾爹乾媽中! 3. 歡迎校園政府單位及各式樣集團組織活動及演講邀約! 有甚麼想跟STEVE說的或合作的，歡迎來信[email protected] 👌spotify podcast 收聽在此! <a href="https://open.spotify.com/show/48R3fWDSqKFS4f3YIq685Q?si=fd1c5a22334e4431">https://open.spotify.com/show/48R3fWDSqKFS4f3YIq685Q?si=fd1c5a22334e4431</a> 👌apple podcast 請給五星好評!👍👍 <a href="https://podcasts.apple.com/tw/podcast/%E5%A4%A7%E8%A9%B1%E8%A5%BF%E8%B2%A2/id1573790793">https://podcasts.apple.com/tw/podcast/%E5%A4%A7%E8%A9%B1%E8%A5%BF%E8%B2%A2/id1573790793</a>
February 15, 2025
EP73 越南企業系列1 越股HOSE代號FPT 股價144,900 年增幅4成 越南科技巨頭(上) AI工廠的發展潛力 <a href="https://www.facebook.com/dahoasaigon**">https://www.facebook.com/dahoasaigon</a>** 大話西貢FB在此**** <a href="https://www.instagram.com/dahoasaigon**">https://www.instagram.com/dahoasaigon</a>** 大話西貢IG在此**** 本集聚焦 FPT 與 Nvidia 攜手打造的 AI 工廠，介紹其核心概念、基礎設施與多個實際應用案例，如醫療影像、金融客服中心與藥師培訓等 如果你也和我們一樣正在越南這裡奮鬥打拼，或者你有想要來越南工作，歡迎你一起收聽，或許能帶給你一點啟發。 宣傳如下: 1. 歡迎與大話西貢相約職涯諮詢 ! 2. 歡迎業配合作 節目尋找乾爹乾媽中! 3. 歡迎校園政府單位及各式樣集團組織活動及演講邀約! 有甚麼想跟STEVE說的或合作的，歡迎來信[email protected] 👌spotify podcast 收聽在此! <a href="https://open.spotify.com/show/48R3fWDSqKFS4f3YIq685Q?si=fd1c5a22334e4431">https://open.spotify.com/show/48R3fWDSqKFS4f3YIq685Q?si=fd1c5a22334e4431</a> 👌apple podcast 請給五星好評!👍👍 <a href="https://podcasts.apple.com/tw/podcast/%E5%A4%A7%E8%A9%B1%E8%A5%BF%E8%B2%A2/id1573790793">https://podcasts.apple.com/tw/podcast/%E5%A4%A7%E8%A9%B1%E8%A5%BF%E8%B2%A2/id1573790793</a>
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