挖趣美股 Watch US Stcok 是一個討論投資理財的節目，而股票是各種投資標的物裡相對容易入手的資產，讓我們在美股裡一起找樂趣，分享財經消息以及相關的時事！
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挖趣美股 Watch US Stock
Claim This Podcastby 馬修跟凱文哥
4 episodes
Updated Daily
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Podcast Overview
挖趣美股 Watch US Stcok 是一個討論投資理財的節目，而股票是各種投資標的物裡相對容易入手的資產，讓我們在美股裡一起找樂趣，分享財經消息以及相關的時事！ -- Hosting provided by SoundOn
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Publishing Since
3/20/2022
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Recent Episodes
May 29, 2022
EP4 DDOG 目前超好財報優等生
在現在升息的環境，科技產業不被華爾街青睞，甚至大逃殺的大環境下，表現持續優異的SaaS DataDoog。
April 18, 2022
EP3 科技板塊的優等生Cloudflare (NET)，野心挑戰亞馬遜！
SaaS 界裡的優等生，我們來看看它為什麼這麼受市場的青睞。 在過去一年多時間裡，如果要在軟體股板塊找個估值曾經最誇張的，第一名應該不是Snowflake(SNOW)，而是CloudFlare(NET)。在去年11月股價達到221元最高峰的時候，市值一度超過680億美元，換算到2021年底的預期市銷率是超過100倍。 CDN, Edge Network, Edge computing，提供足夠靈活的開發者解決方案，讓中小企業也可以用得上"高效的" 資料儲存，資料處理邊緣技術。 小結論 市場的青睞 ＝ 高成長 x 市場的高估值。高成長代表公司的營收，是我們投資者容易掌握的，但是場的估值有許多的外在因素，是大環境的動態平衡。不是單一個點可以左右，我們只能尊重市場多觀察，培養敏感度。 小公司也可以戰勝大企業，只要找到對的需求點加以解決，滿足。但說回來，當小企業變大企業的時候，也是會有小公司在後面虎視眈眈的想要找到突破口。 現今大企業的回應模式，就是併購
March 30, 2022
EP2 科技股信仰的投資人，你不能不知道的雲端板塊
提到的美股投資，你不能不知道雲端板塊。有別於我們熟悉的半導體，伺服器，種種的硬體生產，資本密集的產業。雲端運算的特性是『輕資產』加上 『訂閱制』。讓美股的投資人，不管是大到造市商還是一般散戶給出的估值通常是硬體場家的數倍。今天我們就來聊一聊『雲端板塊』的魅力～～
4 total episodes available
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- What is 挖趣美股 Watch US Stock?
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This podcast updates daily.
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