#複雜金融知識簡單說 #專職投資人、產業經理人、半導體分析師、會計師、地政士帶你看懂產業大小事
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Podcast Overview
#複雜金融知識簡單說 #專職投資人、產業經理人、半導體分析師、會計師、地政士帶你看懂產業大小事 FaceBook | Instagram | Youtube | Clubhouse | PressPlay 👉搜尋：wantgo旺大財經筆記 👋 關注+追蹤節目，不錯過新上架免費分享的 Podcast -- Hosting provided by SoundOn
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Publishing Since
12/15/2020
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Recent Episodes
January 24, 2022
EP5 台股刮刮樂，年後開獎
一、總體經濟、美國聯準會加快的緊縮貨幣政策 1. 過往在Pressplay專欄文章、ig限時動態，探討 Q4 行情的統計，今年同樣在一月中斷，誠如傑西李佛摩說的，金融市場沒有新鮮事，有些事重複發生，驗證量化數據資料對交易的重要性！ 2. 由於升息因素導致美股下跌，進而影響台股，美國初請失業金人數因素，緩解市場對聯準會激進的貨幣政策，不過參議院投票通過推進反壟斷法案，市場擔憂情緒增加，聯準會將召開元月 FOMC 會議，可能內容為何？ 3. 台股封關期間，美股超級財報周持續上映，過往台股農曆年後的統計為何？ 二、產業市況、記憶體、伺服器、CCL、面板、LED、半導體、成熟製程、先進製程 1. 觀察台積電元月法說，除亮眼的財報成績單，同時釋出優於市場預期的展望，原本淡季的 Q1，營收將有機會在缺晶片下再創高，營運淡季不淡，解答市場對於半導體景氣循環的疑慮。5G、電動車、資料中心、雲端伺服器，帶動各類產品的半導體矽含量提高，說明目前整體半導體短缺情況未明顯緩解，有助於拉長此波的半導體景氣循環。 2. Allen：記憶體市況、DDR5、DDR4；伺服器、CCL 3. Henry：面板市況、LED、不可見光、驅動IC 4. Jimmy：成熟製程、先進製程 5. Bart：股市觀察 #非制式 clubhouse podcast 2022 01/23 錄製
December 4, 2021
EP4 科技產業概況，半導體矽晶圓、設備、記憶體
一、目前的總經狀況為何？從產業面與貨幣面探討 台積電10月法說釋出 1.透過漲價成功轉嫁維持50%以上的毛利 2.今年第四季營收將持續成長，維持10~15%成長 3.未來存在上修資本支出的空間，以維持先進製程領導地位的市占 伴隨台灣採購經理人指數PMI反彈 台股從年線反彈至今，目前的總經狀況為何？從產業面與貨幣面探討 二、產業分享、其他分享 內容：記憶體(DDR4、DDR5)、電源管理IC PMIC、伺服器、資料中心、電競、半導體設備、矽晶圓、再生晶圓、其他分享 #非制式clubhouse podcast 2021 12/4 錄製
August 22, 2021
EP3 每年發生這件事的機率高？！
統計西元2000年以來，台股除2017年沒有碰年線 統計上的機率其他年份都有不同因子造成波動形成年線理論？！ 一、影響股市波動的因子： 1. 利率：縮表、升息議題，八月底全球央行會議、九月FOMC 2. 貨幣(匯率)：美元指數對新興國家市場的影響、原物料、航運 3. 基本面：外銷訂單是否明顯下滑(解讀美國、台灣、中國PMI庫存指數) 4. 國際股市：費城半導體、那斯達克、重要指標股 二、產業分享 1.內容：車用半導體、矽晶圓、伺服器、被動元件、記憶體、面板、Mini LED、電子紙 三、高手投資人分享 多位高手投資人交易經驗分享 #非制式clubhouse podcast 2021 8/21 錄製
5 total episodes available
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