Podcast Episodes

EP266 末日期權加劇波動？哪個類股仍有機會

Episode 266

✅ 【直播分析】美股投資學專屬8月直播
🔗 https://reurl.cc/GA7EO3

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2 years, 6 months ago

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EP265 Nvidia營收翻倍，再度起飛～

Episode 265

✅ Marvell(MRVL)：半導體庫存調整結束，有望搭上產業順風車？
🔗 https://reurl.cc/N0k5np
✅ 美超微電腦(SMCI)：AI帶動營收高速成長，股價大漲200%還能布局？
🔗 https://reurl.cc/LA8vD7
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2 years, 6 months ago

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EP264 這禮拜就等鮑威爾和Nvidia財報

Episode 264

✅ 10年期殖利率創2008年以來新高，TLT資金流出創紀錄，債券還能布局?
🔗 https://reurl.cc/DAze9e
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2 years, 6 months ago

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EP263 強美元

Episode 263

✅ Upstart(UPST) AI貸款平台擴大布局，搶占先機 股價如雲霄飛車，該上車還是觀望？
🔗 https://reurl.cc/119ZeQ
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2 years, 7 months ago

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EP262 危機來了？油價連七漲！

Episode 262

✅ Datadog(DDOG)：調降全年預期，引發股價重挫，漫長黑夜還是黎明前的黑暗？
🔗 https://reurl.cc/nDgXee
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2 years, 7 months ago

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EP261 中國，風險還是機會？

Episode 261

✅ Palantir(PLTR)：AI帶動公司今年將轉虧為盈？目標擠入S&P500成分股行列
🔗 https://reurl.cc/QXKZGo
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2 years, 7 months ago

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EP260 巴菲特不怕美國降評，續買短債

Episode 260

✅ 財報優於預期大漲10% 基本面帶動股價突破整理平台
🔗 https://reurl.cc/o72bjM

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2 years, 7 months ago

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EP259 惠譽降評影響有多大？美股刮颱風

Episode 259

✅ 安森美(ON) 碳化矽收入年成長4倍 汽車、工業需求仍旺推升股價
🔗 https://reurl.cc/018Wxl
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2 years, 7 months ago

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EP258 半導體逛一輪

Episode 258

✅柯林研發(LRCX)：AI成半導體最新成長動能 產業落底訊號浮現？
🔗 https://reurl.cc/2LOxMn
✅ Meta Platforms(META) ：廣告回溫加上AI布局顯成效，股價竟然還在合理價？
🔗 https://reurl.cc/qLq9Dn
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2 years, 7 months ago

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EP257 聯準會壓不住猛猛的Meta

Episode 257

✅Alphabet(GOOG)財報後大漲６％經濟回溫、AI發力股價即將逆轉勝？
🔗 https://youtu.be/IigIFt_Vr2Q
✅微軟(MSFT)：AI獲利引擎尚未發動，微軟股價拉回，買進機會來了？
🔗 https://reurl.cc/jD2ZZy
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2 years, 7 months ago

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