MK帶你玩轉配息
Claim This Podcastby MK郭俊宏
Podcast Overview
<p>MK 郭俊宏｜每天 用 CASH 法則幫你擋掉雜訊、找到今天的節奏。 <br />不報明牌、不喊進出場。知機者，不焦慮。 <br /> <br />我是 MK 郭俊宏，MK CASH 陪跑學苑創辦人。 <br />11 年配息投資實戰，從套牢到穩定現金流， <br />我把犯過的錯變成一套可複製的系統。 <br /> <br />📅 每週節目 <br />───────────────────────── <br />週一｜觀察日 — 全球市場定調 <br />週二｜洞察日 — 深度指引 + 投資家書 <br />週三｜匯流日 — 整週脈絡收束 <br />───────────────────────── <br /> <br />🔥 想把「看懂」變成「做到」？ <br />核心學員每天開盤前收到 AI 指引， <br />週四進練功房校準配速，遇到問題直接飛鴿問 MK。 <br /> <br />👉 加入 MK CASH 陪跑學苑 <br />https://happy2brich.com/join <br /> <br />📩 商務合作：info@happy2brich.com <br /> <br /> <br/>Powered by <a href="https://firstory.me/zh">Firstory Hosting</a></p>
Language
🇨🇳
Publishing Since
8/22/2020
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Recent Episodes
August 5, 2026
第三層藏寶圖：AI 紅利記憶體的財報三指標
<p>AI 盛世下，記憶體族群強勢反彈，但究竟誰是靠自己實力擴產、誰只是靠融資買時間？這集 MK 帶你回到 22 年銀行企金審查的殘酷現場，用「大旱村莊鑿渠求水」的寓言故事，一口氣拆解記憶體四大巨頭（Micron 美光、SK hynix 海力士、SNDK 閃迪、長鑫存儲 CXMT）的財報真相！</p><p>我們將用企金主管最在乎的三把尺：</p><ol><li><strong>現金流指標</strong>：自由現金流（FCF）是否能在擴產期自給自足？</li><li><strong>資本支出指標</strong>：CapEx 是精準砸在 HBM 與 1-gamma 先進水脈，還是亂花？</li><li><strong>需求可見度指標</strong>：是否有長約（RPO）、鎖量、鎖價到 2026 甚至 2028 年？</li></ol><p>不看 EPS、不聽題材，用最客觀的數據與授信模型，幫你的投資組合驗證一次強弱。</p><p>👉 【AI 超級週期與雙層架構體驗課】限時體驗價 NT$ 1,980（原價 NT$ 3,960，優惠至 8/14 23:59 止）→ <a target="_blank" rel="noopener noreferrer nofollow" href="https://school.happy2brich.com/courses/ai-dividend-cashflow?utm_source=podcast&utm_medium=shownotes&utm_campaign=daily_podcast_20260805&utm_content=course_1980_cta">https://school.happy2brich.com/courses/ai-dividend-cashflow?utm_source=podcast&utm_medium=shownotes&utm_campaign=daily_podcast_20260805&utm_content=course_1980_cta</a></p><p>👉 想建立自己的 CASH 陪跑節奏 → <a target="_blank" rel="noopener noreferrer nofollow" href="https://school.happy2brich.com/join?utm_source=podcast&utm_medium=shownotes&utm_campaign=daily_podcast_20260805&utm_content=podcast_description_cta">https://school.happy2brich.com/join?utm_source=podcast&utm_medium=shownotes&utm_campaign=daily_podcast_20260805&utm_content=podcast_description_cta</a></p><p>#MK陪跑學苑 #洞觀匯流節拍 #CASH投資法 #美光 #海力士 #長鑫存儲 #SNDK #自由現金流 #資本支出 #HBM #AI記憶體 #企金放款邏輯 #不預測只求穩</p> <br /> <br/>Powered by <a href="https://firstory.me/zh">Firstory Hosting</a>
August 4, 2026
大跌時加碼，是勇敢還是接刀？三個訊號驗證你這次的加碼
<p>【玉山全球企業卡】付款更便利、管理更簡單！</p><p>依出差、軟體訂閱等用途建立專屬數位卡，支出即時查，額度可控管，精準掌握每一筆支出！</p><p> <a href="https://fstry.pse.is/9eggrl">https://fstry.pse.is/9eggrl</a> </p><p> 謹慎理財 信用無價。其他相關費率依玉山銀行網站及申請書公告為準。</p><p> <br /></p><p>—— 以上為 Firstory Podcast 廣告 ——</p><p> <br /></p><br/> <br /> 上週市場急跌，VIX、均線、布林通道的訊號都亮了，紀律執行加碼的人，這一週看到指數反彈，心裡難免冒出同一句話：我是不是買對了？但反彈不等於確認。這集 MK 用修車驗車的比喻，帶你把加碼之後最容易被忽略的一步做完——驗證。三個訊號：VIX 從 20 快速回落到 15 的動能訊號、台美 PMI 雙雙優於預期的基本面訊號、聯準會通膨態度仍不明確的政策面訊號，缺一不可。市場是教材，機制才是主角，這集陪你把「勇敢還是接刀」這個問題，用客觀數據回答一次。<p>------------------------------</p>👉 想建立自己的 CASH 陪跑節奏 → https://school.happy2brich.com/join?utm_source=podcast&utm_medium=shownotes&utm_campaign=daily_podcast_20260804&utm_content=podcast_description_cta<p>------------------------------#MK陪跑學苑 #觀察節拍 #CASH投資法 #台股 #三尺加碼 #外資動向 #投信買超 #不預測只求穩 #護城河 #精準加碼235</p> <br /> <br/>Powered by <a href="https://firstory.me/zh">Firstory Hosting</a>
August 3, 2026
《觀察節拍》 台股暴漲 3186 點，該追還是怕套？先做這 3 個檢查
<p>台股暴漲三千多點，很多人第一個念頭是：「現在才上車會不會太晚？」但這集 MK 不做即時行情追逐，而是把暴漲日當成一堂陪跑練習：先把點數換成百分比，再檢查量價有沒有共振、籌碼有沒有延續、自己的情緒是不是跑在數據前面。市場是教材，機制才是主角。這集陪你用週一觀察日的節奏，練習把 FOMO 轉回紀律。<br><br>#MK陪跑學苑 #週一觀察日 #Podcast陪跑 #CASH投資法 #台股 #ETF投資 #AI紅利 #FOMO #量價共振 #籌碼觀察 #五大控制閥 #不預測只修煉<br><br>-----------------------------------------------------</p><p>如果你想把今天這集的三個檢查，變成每週固定會轉動的投資系統：</p><p>📊 週一到週四每日 MK AI 賦能指引</p><p>幫你看見市場節奏，不再每天重新猜方向。</p><p>🎯 週四練功房</p><p>把本週觀察、洞察與整合，落成你的 CASH 配速行動。</p><p>💬 飛鴿提問</p><p>卡住時不用自己悶著想，直接把問題丟回系統，讓 MK 陪你校準。</p><p>這不是多看一則分析，而是建立一套每週會自動提醒你：</p><p>現在該看什麼、該等什麼、該調哪個控制閥。</p><p>👉 加入 MK CASH 陪跑學苑</p><p><a target="_blank" rel="noreferrer noopener" href="https://school.happy2brich.com/join?utm_source=podcast&utm_medium=show_notes&utm_campaign=daily_companion&utm_content=20260803">https://school.happy2brich.com/join</a></p><p>-----------------------------------------------------</p> <br /> <br/>Powered by <a href="https://firstory.me/zh">Firstory Hosting</a>
896 total episodes available
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Frequently asked questions
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- What is MK帶你玩轉配息?
<p>MK 郭俊宏｜每天 用 CASH 法則幫你擋掉雜訊、找到今天的節奏。 <br />不報明牌、不喊進出場。知機者，不焦慮。 <br /> <br />我是 MK 郭俊宏，MK CASH 陪跑學苑創辦人。 <br />11 年配息投資實戰，從套牢到穩定現金流， <br />我把犯過的錯變成一套可複製的系統。 <br /> <br />📅 每週節目 <br />───────────────────────── <br />週一｜觀察日 — 全球市場定調 <br />週二｜洞察日 — 深度指引 + 投資家書 <br />週三｜匯流日 — 整週脈絡收束 <br />───────────────────────── <br /> <br />🔥 想把「看懂」變成「做到」？ <br />核心學員每天開盤前收到 AI 指引， <br />週四進練功房校準配速，遇到問題直接飛鴿問 MK。 <br /> <br />👉 加入 MK CASH 陪跑學苑 <br />https://happy2brich.com/join <br /> <br />📩 商務合作：info@happy2brich.com <br /> <br /> <br/>Powered by <a href="https://firstory.me/zh">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 10 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
No, this podcast does not typically feature guests.
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