投資理財不應該是少數人專屬的知識，我們相信每個人都應該學習正確提升財富的方法，這也是我們設計此社群的初衷，讓人輕易上手，快樂分享，跟著社群的大家一起進步一起學習～
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GoodWhale 你的財鯨好夥伴
Claim This Podcastby 財鯨動向
4.2(9 reviews)
142 episodes
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Podcast Overview
投資理財不應該是少數人專屬的知識，我們相信每個人都應該學習正確提升財富的方法，這也是我們設計此社群的初衷，讓人輕易上手，快樂分享，跟著社群的大家一起進步一起學習～ -- Hosting provided by <a href="https://www.soundon.fm/" target="_blank">SoundOn</a>
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Publishing Since
3/7/2024
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Recent Episodes
July 11, 2026
【財鯨動向】AI 泡沫前兆？從 Meta 外包算力看懂硬體與軟體的資金輪動！蘋果全線漲價，你還買單嗎？CrowdStrike 拆股是上車訊號？【2026.07.02】
本集節目深入探討當前詭譎多變的投資市場。首先，我們剖析為何美股科技七巨頭表現疲軟，而以台、韓為首的亞洲股市卻迎來驚人漲幅。這背後代表的，是 AI 發展初期，資金從軟體巨頭輪動至關鍵硬體供應商的趨勢。 然而，這場硬體派對是否已接近尾聲？我們將探討下一波資金輪動到軟體應用的可能性，並提醒投資人如何辨別真正利用 AI 提升效率的公司，避開只會喊口號的「大雷包」。此外，節目也涵蓋了近期幾大產業動態：蘋果無預警宣布多項產品漲價，背後反映了記憶體成本的巨大壓力，iPhone 18 的價格也備受關注；資安龍頭 CrowdStrike 宣布拆股，這對公司和投資人意味著什麼？ 最後，我們將重點分析 Meta 決定將部分算力外包的策略轉變，這究竟是 AI 產業算力過剩的警訊，還是 Meta 務實的財務操作？ 現在也能訂閱YT會員，跟著我們鎖定最新趨勢： h<a href="https://marketing.goodwhale.com/BnwoE">ttps://marketing.goodwhale.com/BnwoE</a> 如果想解鎖更多厲害的來賓，歡迎抖內 👉 ht<a href="https://pay.soundon.fm/podcasts/3f30c1a9-b16e-4a86-84b1-dce68abae5c4">tps://pay.soundon.fm/podcasts/3f30c1a9-b16e-4a86-84b1-dce68abae5c4</a> 【主持人們的IG】 GoodWhale : https:/<a href="https://www.instagram.com/real.goodwhale_tw/">/www.instagram.com/real.goodwhale_tw/</a> JohnJohn : https<a href="https://www.instagram.com/j.perfectionist.j/">://www.instagram.com/j.perfectionist.j/</a> Maggy : htt<a href="https://www.instagram.com/maggy_hwang.0324/">ps://www.instagram.com/maggy_hwang.0324/</a> Adgar : h<a href="https://www.instagram.com/adgarsay/">ttps://www.instagram.com/adgarsay/</a> Bryan : <a href="https://www.instagram.com/stock_storyteller88/">https://www.instagram.com/stock_storyteller88/</a> -- Hosting provided by <a href="https://www.soundon.fm/">SoundOn</a>
July 4, 2026
【財鯨動向】G7峰會下的地緣政治與科技戰！孫正義押寶法國核電，能否挑戰美中科技霸權？伊朗停火、歐洲AI中心，誰是最大贏家？【2026.06.25】
本集節目深入解析全球財經熱點。首先，探討記憶體巨頭美光（MU）亮眼財報，分析其在AI浪潮下DRAM與HPM業務的爆發性成長，並討論記憶體產業是否已擺脫週期性宿命。接著，聚焦G7高峰會，剖析川普與伊朗的停火協議對地緣政治、油價及中東局勢的深遠影響。 更重要的是，節目深入探討軟銀孫正義為何豪擲千億歐元投資法國AI數據中心，揭露歐洲在核電與數據主權上的獨特優勢，以及其能否在美中科技戰中開闢新局。 最後，在會員直播當中獨家拆解馬斯克旗下SpaceX的商業帝國，從火箭運輸、星鏈（Starlink）通訊到太空AI的戰略佈局與財務結構，並點出台灣供應鏈在「去中國化」趨勢下的關鍵角色與投資機會。無論是短期市場輪動或長期產業趨勢，本集都將提供您最精闢的洞察。 現在也能訂閱YT會員，跟著我們鎖定最新趨勢： h<a href="https://marketing.goodwhale.com/BnwoE">ttps://marketing.goodwhale.com/BnwoE</a> 如果想解鎖更多厲害的來賓，歡迎抖內 👉 <a href="https://pay.soundon.fm/podcasts/3f30c1a9-b16e-4a86-84b1-dce68abae5c4">https://pay.soundon.fm/podcasts/3f30c1a9-b16e-4a86-84b1-dce68abae5c4</a> 【主持人們的IG】 GoodWhale : <a href="https://www.instagram.com/real.goodwhale_tw/">https://www.instagram.com/real.goodwhale_tw/</a> JohnJohn : <a href="https://www.instagram.com/j.perfectionist.j/">https://www.instagram.com/j.perfectionist.j/</a> Maggy : <a href="https://www.instagram.com/maggy_hwang.0324/">https://www.instagram.com/maggy_hwang.0324/</a> Adgar : <a href="https://www.instagram.com/adgarsay/">https://www.instagram.com/adgarsay/</a> Bryan : <a href="https://www.instagram.com/stock_storyteller88/">https://www.instagram.com/stock_storyteller88/</a> -- Hosting provided by <a href="https://www.soundon.fm/">SoundOn</a>
June 27, 2026
【財鯨動向】 告別鮑威爾時代！華許新上任：高利率、縮表與通膨，投資人如何應對？【2026.06.18】
本集節目深入解析Fed新主席Wash上任後的政策方針及其對市場的深遠影響。Wash強調貫徹始終、不干預市場，並將通膨視為唯一核心目標，不再參考點陣圖或過度關注就業數據，預示著高利率和縮表將成為常態。 節目中詳細對比了新舊主席的政策差異，並探討了AI作為結構性通膨力量，如何成為維持高利率的底氣。面對市場波動加劇的新時代，主持人分享了實用的投資策略，包括提高現金水位、善用波動工具、聚焦實質基本面，以及對高估值科技股進行嚴格的獲利能力檢視。 此外，也回顧了2022-2023年數據驅動的市場反應，並分享了近期SpaceX等個股的操作經驗，提醒投資人應審慎評估標的，適者生存。 現在也能訂閱YT會員，跟著我們鎖定最新趨勢：<a href="https://marketing.goodwhale.com/BnwoE">https://marketing.goodwhale.com/BnwoE</a> 如果想解鎖更多厲害的來賓，歡迎抖內 👉 <a href="https://pay.soundon.fm/podcasts/3f30c1a9-b16e-4a86-84b1-dce68abae5c4">https://pay.soundon.fm/podcasts/3f30c1a9-b16e-4a86-84b1-dce68abae5c4</a> 【主持人們的IG】 GoodWhale : <a href="https://www.instagram.com/real.goodwhale_tw/">https://www.instagram.com/real.goodwhale_tw/</a> JohnJohn : <a href="https://www.instagram.com/j.perfectionist.j/">https://www.instagram.com/j.perfectionist.j/</a> Maggy : <a href="https://www.instagram.com/maggy_hwang.0324/">https://www.instagram.com/maggy_hwang.0324/</a> Adgar : <a href="https://www.instagram.com/adgarsay/">https://www.instagram.com/adgarsay/</a> Bryan : <a href="https://www.instagram.com/stock_storyteller88/">https://www.instagram.com/stock_storyteller88/</a> -- Hosting provided by <a href="https://www.soundon.fm/">SoundOn</a>
142 total episodes available
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