Podcast Overview
<p>☀️每日晨報連載中，掌握市場產業資訊 <br />⛅️每日一股連載中，教你技術擬定策略 <br />🌕每週2集Podcast，安穩投資晚上股耐 <br />🌒每週定時股票乾貨懶人包分享 <br /> <br />耐心是智慧的伴侶，更是多頭的良師益友 <br />如果有人問為何強調耐心最重要？ <br /> <br />因為我們從台股萬八一路崩跌3成至萬三時，依然持續免費分享至今。靠的就是耐心風控，調整持股水位就跟旋轉水龍頭一樣簡單！ <br /> <br />靈魂人物 <br />雷老闆：Remus <br />基本直男：Elvis <br />技術舵手：Elson <br />媒體總監：Rick <br /> <br /> <br /> <br/>Powered by <a href="https://firstory.me">Firstory Hosting</a></p>
Language
🇨🇳
Publishing Since
11/30/2021
1 verified contact email on file for 股耐
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Recent Episodes
September 22, 2023
2023.09.22 【基本點線面】景氣循環股｜谷底走了好久｜記憶體
<p>💡本集重點 <br />1. 記憶體報價分析 <br />2. 記憶體庫存分析 <br />3. 記憶體廠商個別故事 <br /> <br />記憶體隨著AI出現，而拉高規格帶動DDR5。記憶體屬於景氣循環股，大概是六到八季為一循環。今年6月時我們蒐集報告後認為記憶體谷底已過，可是到了8月記憶體平均價格依然下跌，幸好8月底的報價有稍微回升 <br /> <br />記憶體的復甦可以從市場訊息得知，目前終端通路庫存水位下降，至少可以開始消化原廠的庫存。近期的盤勢震盪，在操作上比較適合找低基期、低評價的個股，今天Elvis提供幾個有故事的個股跟大家分享</p> <br /> <br/>Powered by <a href="https://firstory.me">Firstory Hosting</a>
September 12, 2023
2023.09.12 【基本點線面】華為手機來勢洶洶｜iPhone16(不是15)搶先看｜股耐最強顧問
<p>💡本集重點： <br /> <br />1. 中國禁令華為受惠 <br />2. iPhone15/16搶先看 <br />3. 顧問用新設備錄音效果超讚 <br /> <br />華為手機麒麟9000S一登場，年底的鋪貨量就往上拉到1500萬至1900萬支。近期中國大陸政府宣布，公企不能使用蘋果手機，而蘋果在中國手機的市佔率是第一名，YTD約16%。由於政府限制蘋果手機的使用，接下來華為會佔掉一些蘋果的市佔率👀 <br /> <br />iPhone15的發布會都還沒開，股耐最強顧問就為各位帶來iPhone15/16的搶先看，想知道該換15還是要等16，基本點線面現在聽起來🌱</p> <br /> <br/>Powered by <a href="https://firstory.me">Firstory Hosting</a>
September 8, 2023
2023.09.07 【基本點線面】AI順暢運行的基礎｜差點被超導體消失｜散熱技術
<p>💡本集重點： <br />1. AI概念對於散熱需求一直提高 <br />2. 各散熱技術在市場上的需求和未來趨勢 <br />3. 台股相關散熱供應鏈及其技術 <br /> <br />散熱是幫助穩定AI運算效能的基礎，散熱技術分成氣冷式、液冷式、浸沒式，其中浸沒式散熱是效率最高、最具有節能特性的技術，但是雙向式浸沒中的冷卻液需要氟化物，3M考量到環保和健康，決定在2025年底停止生產這個冷卻液 ，使得雙向浸沒式散熱技術出現阻礙 <br /> <br />本周基本直男來解說散熱技術及相關供應鏈，一一拆解各相關公司的基本面，最完整的資料都在最新一集基本點線面</p> <br /> <br/>Powered by <a href="https://firstory.me">Firstory Hosting</a>
147 total episodes available
Deep-dive analytics for 股耐
Frequently asked questions
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- What is 股耐?
<p>☀️每日晨報連載中，掌握市場產業資訊 <br />⛅️每日一股連載中，教你技術擬定策略 <br />🌕每週2集Podcast，安穩投資晚上股耐 <br />🌒每週定時股票乾貨懶人包分享 <br /> <br />耐心是智慧的伴侶，更是多頭的良師益友 <br />如果有人問為何強調耐心最重要？ <br /> <br />因為我們從台股萬八一路崩跌3成至萬三時，依然持續免費分享至今。靠的就是耐心風控，調整持股水位就跟旋轉水龍頭一樣簡單！ <br /> <br />靈魂人物 <br />雷老闆：Remus <br />基本直男：Elvis <br />技術舵手：Elson <br />媒體總監：Rick <br /> <br /> <br /> <br/>Powered by <a href="https://firstory.me">Firstory Hosting</a></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 4 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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