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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May 23, 2026
本週迎來深具意義的第 200 集里程碑，本集邀請到創辦人暨 001 號研究員 Rachel 來聊聊，近期油價與殖利率攀升對行情的影響、聯準會潛在主席人選的政策動向，以及半導體週期與台日韓股市下半年展望，並解讀用戶 QA。 此外，Rachel 也將親自揭曉 M平方即將於 7 月推出的全新「MM AI」旗艦產品。 📌 MM獨家三層分析：拆解油價與殖利率攀升影響 📌 聯準會潛在主席人選對降息與縮表的影響 📌 半導體估值過熱？製造業週期與基本面解析 📌 亞洲股市展望：台日韓股受惠AI程度解析 🚀立即鎖定優惠價，自動升級 Max AI 新加入、升級「Max 年繳」享活動優惠，上線當天自動升級，無需任何額外操作！ <a href="https://pse.is/94nhnp">https://pse.is/94nhnp</a> 🌟MM 課程推薦｜總經投資入門攻略，輸入「MPD300」即享折扣！ <a href="https://pse.is/93qp3u">https://pse.is/93qp3u</a> -- 🎙 錄音時間：05/21 13:00 💻 創辦人：Rachel -- Hosting provided by <a href="https://www.soundon.fm/">SoundOn</a>
May 16, 2026
【👉友站推廣 】 CME 芝商所｜標普 500 指數期貨 涵蓋美國 500 家大型企業，含 NVDA、AMD、Google 等 AI 科技主線要角，一口合約掌握美股大盤方向，提供近 24 小時交易彈性。註冊登入即可免費使用專業級交易模擬器，現在就點擊連結，了解更多！ <a href="https://pse.is/93qprh">https://pse.is/93qprh</a> --- AI 生產力週期的爆發，讓台股、韓國市值大躍升。本集邀請研究員 Jat 從兩者的產業結構差異、記憶體循環的質變，到科技巨頭的變現聊起，解析這波 AI 浪潮究竟是趨勢還是泡沫的起點？此外，也全面解答近期全球通膨壓力、聯準會動態及用戶 QA！ 📌 台韓產業結構差異 📌 記憶體循環的質變 📌 AI 變現的實質證據 📌 台韓財富效應與內需消費 📌 上集用戶 QA 解答 🌟MM 課程推薦｜總經投資入門攻略，輸入「MPD300」即享折扣！ <a href="https://pse.is/93qp3u">https://pse.is/93qp3u</a> ✍️MM獨家報告｜台韓股市傲視全球，AI 紅利下三大提問 <a href="https://pse.is/93nqbd">https://pse.is/929exu</a> ✍️MM獨家報告｜美股成績單大超預期，AI 變現再升級的兩大關鍵！ <a href="https://pse.is/93nqbp">https://pse.is/93nqbp</a> ✍️MM獨家報告｜雲端 vs. 新雲端、GPU vs. ASIC，一次梳理「AI 終端、中游、上游」！（下） <a href="https://pse.is/93nqbs">https://pse.is/93nqbs</a> -- 🎙 錄音時間：05/14 13:00 💻 研究員：Jat -- Hosting provided by <a href="https://www.soundon.fm/">SoundOn</a>
May 9, 2026
【👉 追覓 X60 Track】 業界首創履帶式45°C活熱水洗地 × AI藍光髒污檢測，吸拖一體全自動 ☑️ 升級履帶式洗地系統，清潔力再提升 ☑️ 45°C 活熱水洗地，有效對抗頑強髒污 ☑️ AI 藍光髒污檢測，多模式對付毛髮、顆粒、液體 ☑️ 100°C沸水自清潔、UV燈除菌 🎉 MM 聽眾超早鳥優惠價 <a href="https://dreame.info/3CupM">https://dreame.info/3CupM</a> --- 本週行情，美股跟亞股同步再度創下歷史新高，美股以記憶體與 CPU 族群格外強勢，這其實也是反應到我們之前提到的 AI 擴散效應跟多點式復甦的現象已經發生。 本集邀請到資深研究員 Jason 來聊聊，現在 AI 生態系的競爭格局應該怎麼梳理？從終端應用層到中游的算力供應層應該要怎麼觀察？ 📌 OpenAI 大爆雷？研究員怎麼看？ 📌 AI 生態系「上、中、下」游全解析！ 📌 CSP 業者資本支出再擴大！ 📌 MM Q&A 解答系列！ ✍️MM獨家報告｜LLM 開啟混戰模式，一次梳理「AI 終端、中游、上游」！（上） <a href="https://pse.is/929exu?utm_id=97758_v0_s00_e0_tv2_a1demo0e1q313q&fbclid=IwZXh0bgNhZW0CMTAAYnJpZBExdFpGQVA2WEJ6eEs5QnFxenNydGMGYXBwX2lkEDIyMjAzOTE3ODgyMDA4OTIAAR698r2CJUS9WJgCHRJ32Svb_UFhmfOTLsMo556Z4sQUEJnpnReYGZpHPGo9kA_aem_5WBrAGoAPz967y07GvCKgQ">https://pse.is/929exu</a> ✍️MM獨家報告｜雲端 vs. 新雲端、GPU vs. ASIC，一次梳理「AI 終端、中游、上游」！（下） <a href="https://pse.is/92kjt9?utm_id=97758_v0_s00_e0_tv2_a1demo0e1q313q&fbclid=IwZXh0bgNhZW0CMTAAYnJpZBExRXRLNTlsWE5TaEFGUThJUXNydGMGYXBwX2lkEDIyMjAzOTE3ODgyMDA4OTIAAR6TRtJzx8enMMiu7iQ7qwgenkoRwzHXH1MTmBbM3GPfjz2IXctdRNK6UxTp7Q_aem_5-Sv_YO9lg6OfP1523C0yg">https://pse.is/92kjt9</a> ✍️MM獨家報告｜2026 年 5 月投資月報 <a href="https://pse.is/73my73?fbclid=IwZXh0bgNhZW0CMTAAYnJpZBExY1FISE5xSlFnQXJIb0NEa3NydGMGYXBwX2lkEDIyMjAzOTE3ODgyMDA4OTIAAR6rvo9xm2MxT1Mpn3t5jgaz3jM0H5y5e3ddzkioR4McfcrHwtBndJnv0qnDqg_aem_ioX3lpKdNc-7_ErumpukLw">https://pse.is/73my73</a> --- 🎙 錄音時間：05/07 13:00 💻 資深研究員：Jason -- 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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