by MacroMicro
財經M平方匯集總經數據並即時更新，秉持著「重視基本面」以及「為自己的投資負責」的兩項初衷，將關鍵的數據轉化為友善的圖表，協助大家創立屬於自己的投資地圖；並希望透過 Podcast 管道，提供所有關注總經趨勢的聽眾更即時的資訊與觀點！ 官網連結：https://www.macromicro.me 【聯繫我們】贊助推廣合作歡迎來信：business@macromicro.me -- Hosting provided by <a href="https://www.soundon.fm/" target="_blank">SoundOn</a>
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Publishing Since
7/18/2020
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July 11, 2026
今年上半年投資熱潮湧入 ETF，台灣 ETF 總規模已突破 7.8 兆台幣！本集邀請研究經理 Dylan 來跟大家聊聊，今年上半年 ETF 資金流向與市場趨勢，包括：新興市場資金版圖大洗牌、科技巨頭資金流向，下半年表現亮眼的主動型 ETF 與被動型 ETF 究竟該怎麼選？ 📌三星財報超預期，股價卻下挫 📌新興市場投資邏輯轉變，台灣權重躍居第一 📌AI 資本支出壓力帶動高品質 ETF 和自由現金流 ETF 竄出 📌主動型 ETF 勝出關鍵和風險 📌Meta出租算力 【🚨調漲倒數】因應 AI 升級，加入 Max 年繳鎖定年前最低價！ <a href="https://pse.is/97747f">https://pse.is/97747f</a> 📢MM 徵才｜把握研究員難得職缺釋出機會！ <a href="https://www.macromicro.me/careers">https://www.macromicro.me/careers</a> 【 ETF 全球投資教戰守則】必修攻略 + 進階循環運用 <a href="https://pse.is/9b76jb">https://pse.is/9b76jb</a> ✍️MM獨家報告｜上半年收官：六大資金趨勢、三大 ETF 策略！ <a href="https://pse.is/9b3sff">https://pse.is/9b3sff</a> ✍️MM獨家報告｜記憶體飆升、蘋果漲價，一文看懂消費市場短中長期影響！ <a href="https://pse.is/9a952r">https://pse.is/9a952r</a> 🎧 錄音時間：7/9 13:00 🎙 主持人：Roger 💻 研究經理：Dylan -- Hosting provided by <a href="https://www.soundon.fm/">SoundOn</a>
July 4, 2026
6 月以來市場震盪加劇，半導體與 AI 相關板塊波動尤其明顯！超強記憶體週期也導致蘋果面臨成本壓力而漲價。 本集邀請研究副總監 Vivianna 與 研究員 JC 來跟大家聊聊，在生成式 AI、AI Agent 的趨勢推動下，記憶體供給何時舒緩？AI 需求如何翻轉過去由終端品牌主導的供應鏈議價權？以及消費性電子漲價是否將影響整體經濟動能? 📌 記憶體超級週期導致蘋果罕見漲價 📌 蘋果供應鏈管理哲學 📌 電子業由買方市場轉向賣方市場 📌 AI 資本支出與潛在總經風險檢視 【🚨即將調漲】因應 AI 升級，立即加入 Max 年繳鎖定現價優惠 <a href="https://pse.is/97747f">https://pse.is/97747f</a> 【✨直播登場】Q3 全新 1+1 場次｜解析下一波 AI 投資主線 <a href="https://pse.is/9abtsn">https://pse.is/9abtsn</a> ✍️MM獨家報告｜記憶體飆升、蘋果漲價，一文看懂消費市場短中長期影響！ <a href="https://pse.is/9a952r">https://pse.is/9a952r</a> ✍️MM獨家報告｜2026 年 7 月投資月報 <a href="https://pse.is/73my73">https://pse.is/73my73</a> 📢MM 內部徵才｜把握研究員難得職缺釋出機會！ <a href="https://www.macromicro.me/careers">macromicro.me/careers</a> 🎧 錄音時間：7/2 13:00 🎙 主持人：Roger 💻來賓：研究副總監 Vivianna、研究員 JC -- Hosting provided by <a href="https://www.soundon.fm/">SoundOn</a>
June 27, 2026
全球大震盪，費半指數一度單日大跌近 8%！本集邀請研究員 Jat 來跟大家聊聊，美光財報救場後 AI 投資態勢，短期內還有什麼因素可能讓市場再次波動？ 除了股市，這集也聊到「台灣房市」。央行管制「就到這邊」，加上資金外溢至股市、房價修正緩慢，短期仍不會全面鬆綁的情況下，台灣房市展望究竟如何？ 📌 美光財報驗證 AI 需求強勁，HBM 與 DRAM 供需仍緊 📌 GLM-5.2 引發 AI CapEx 投報和 IPO 估值疑慮 📌 央行信用管制不鬆綁，房市量縮延續，中古屋、新屋表現分化 📌 用戶提問：銅和黃金的未來展望 【🚨7 月即將調漲！】因應 AI 升級，立即加入 Max 年繳鎖定現價優惠 ht<a href="https://pse.is/97747f">tps://pse.is/97747f</a> ✍️MM獨家報告｜2026 年 7 月投資月報 <a href="https://pse.is/73my73">https://pse.is/73my73</a> ✍️MM獨家報告｜股市創高、經濟大好，台灣房市會跟上嗎？ ht<a href="https://pse.is/995b4c">tps://pse.is/995b4c</a> ✍️MM獨家報告｜Warsh 上任首秀：大幅精簡聲明稿、拒交點陣圖！ ht<a href="https://pse.is/985cfu">tps://pse.is/985cfu</a> --- 🎧 錄音時間：6/25 13:00 🎙 主持人：Roger 💻 研究員：Jat -- Hosting provided by <a href="https://www.soundon.fm/">SoundOn</a>
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財經M平方匯集總經數據並即時更新，秉持著「重視基本面」以及「為自己的投資負責」的兩項初衷，將關鍵的數據轉化為友善的圖表，協助大家創立屬於自己的投資地圖；並希望透過 Podcast 管道，提供所有關注總經趨勢的聽眾更即時的資訊與觀點！
官網連結：https://www.macromicro.me
【聯繫我們】贊助推廣合作歡迎來信：business@macromicro.me
-- Hosting provided by <a href="https://www.soundon.fm/" target="_blank">SoundOn</a>
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