After Meeting EP. 100｜一呼百應，產業數據 - MacroMicro 財經M平方

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邀請 MM研究員們上節目的 After Meeting 系列進入編號第 100 集啦！🎉 回顧 2020 年疫情爆發、短短 3 年，台股經歷了各種產業輪動，面對各大產業類股的變化，我們如何判讀這些產業循環？又有哪些「題材」具基本面支撐呢？搭配最新上線且全面開放的台灣產業專區，邀請研究員 Jat 上節目和大家聊聊！ #精華搶先看 📌循環性類股代表 - 傳產特性與配置 📌短期庫存循環與長線週期看電子產業 📌從季節看內需，佈局投資時機輕鬆掌握 📌台灣獨有指標！從月營收數據評估產業 📌入手專區！台灣產業基本面與子產業一覽無遺 --- 🌏 MM 全球經濟展望 | 歷屆 MEO 精彩回顧，市場變化清楚掌握 https://pse.is/58tk4f ✨MM Prime 限時買年送月｜優惠倒數最後 1 天，錯過不再！ https://pse.is/58etnh ✍️部落格 | 電子、傳產、內需怎麼買？掌握台股產業投資三大重點！ https://pse.is/59glas ✍️一週一圖表 | 台灣電子產業營收年增率 https://pse.is/589n3p 👉【友站資訊】MAX 數位資產交易所 | 全新推出網格交易策略 https://campaign.maicoin.com/grid-trading --- 👑收聽下載 Top1. After Meeting EP.58｜停滯性通膨在線等？https://user79582.pse.is/59q9vm 👑收聽下載 Top2. After Meeting EP.62｜通膨零售創高，聯準會「鷹」下去 https://user79582.pse.is/57cfyf 👑收聽下載 Top3. After Meeting EP.57｜制裁一波波油價漲一波 https://user79582.pse.is/5a5wfb 👑收聽下載 Top4. After Meeting EP.56｜烽火下經濟，高高低低為哪樁？ https://user79582.pse.is/59hlla 👑收聽下載 Top5. After Meeting EP.76｜流動性緊張上演中 https://user79582.pse.is/59n4vk — 🎙 錄音時間：09/14 17:30 💻 研究員：Jat -- Hosting provided by SoundOn

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Frequently Asked Questions

How long is this episode of MacroMicro 財經M平方?

This episode is 27 minutes long.

When was this MacroMicro 財經M平方 episode published?

This episode was published on September 17, 2023.

What is this episode about?

邀請 MM研究員們上節目的 After Meeting 系列進入編號第 100 集啦！🎉 回顧 2020 年疫情爆發、短短 3 年，台股經歷了各種產業輪動，面對各大產業類股的變化，我們如何判讀這些產業循環？又有哪些「題材」具基本面支撐呢？搭配最新上線且全面開放的台灣產業專區，邀請研究員 Jat 上節目和大家聊聊！ #精華搶先看 📌循環性類股代表 - 傳產特性與配置 📌短期庫存循環與長線週期看電子產業 📌從季節看內需，佈局投資時機輕鬆掌握...

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