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財女Jenny · Investment

美股投資學-財女珍妮

JC財經觀點 創辦人 📙 著作：《美股投資學》 📝 專欄：美股投資學:高速成長與穩健收息（https://pse.is/3jmp93） 🌐 網站：JC財經觀點（jcinsight.info） 📧 合作Mail： [email protected] -- Hosting provided by SoundOn

Episodes

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EP433 零售銷售高於預期，消費需求仍強，還要降息救經濟？

18 Sep 2024
30m
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EP432 降息兩碼機率飆升，道指創歷史新高，類股輪動加速

17 Sep 2024
27m
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EP431 聯準會本周啟動降息，利空出盡？各類資產表現如何

16 Sep 2024
29m
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EP430 金價再創新高，錢還是要回AI！甲骨文、Adobe兩樣情

13 Sep 2024
33m
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EP429 輝達大漲8%，通膨降溫，川賀辯論扭轉戰局？

12 Sep 2024
32m
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EP428 8月CPI預測持續降溫？股債雙漲，反彈能延續嗎

11 Sep 2024
30m
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EP427 蘋果iPhone16帶動換機潮？台灣八月出口創新高！

10 Sep 2024
29m
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EP426 非農下調，資金轉向？美股到底在跌什麼

09 Sep 2024
31m
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EP425 殖利率曲線倒掛翻正，利空還利多？衰退一定會來嗎

06 Sep 2024
30m
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EP424 外資賣超千億，這次跌真的?

05 Sep 2024
32m
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EP423 達帶崩美股大跌，PMI低於預期，黃金、債券上漲？

04 Sep 2024
32m
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EP422 PMI復甦，美股將創高？週期投資與股市泡沫指標

03 Sep 2024
35m
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EP422 PMI復甦，美股將創高？週期投資與股市泡沫指標

03 Sep 2024
35m
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EP421 九月降息，債券還能漲?

02 Sep 2024
34m
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EP420 美國Q2 GDP上修高於預期，Dell(DELL), Marvell(MRVL)財報透露AI還沒結束？

30 Aug 2024
29m
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EP419 輝達(NVDA)財報再超預期，股價大跌可以抄底？美超微(SMCI)自爆還有低點阿

29 Aug 2024
33m
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EP418 做空狙擊美超微(SMCI)不跌？好市多(COST)、禮來(LLY)股價再創高

28 Aug 2024
35m
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EP417 道瓊創歷史新高，輝達拖累科技股下跌！財報前怎麼看？

27 Aug 2024
34m
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EP416 【主題專訪】AI是不是泡沫？股市修正的進退場策略 ft. 富果首席研究員Min

26 Aug 2024
1h 5m
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EP415 鮑威爾最強轉向，降息時間到了！輝達再當救世主？

26 Aug 2024
27m
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