After Meeting EP. 148|用量化看趨勢,用指標抓估值 episode artwork

EPISODE · Jan 4, 2025 · 47 MIN

After Meeting EP. 148|用量化看趨勢,用指標抓估值

from MacroMicro 財經M平方 · host MacroMicro

2025 年可說是讓投資人既期待又怕受傷害!新年首發,邀請量化研究員 AL 上節目,用量化數據解析 2025 年基本面指數,也將以 ECY 指標(超額調整後本益比報酬)解析美股的估值及回測。 究竟今年聯準會預期降 2 碼,對於投資市場來說這是需要擔心的嗎? 📌 MM基本面指數:鑑往 24 知來 25 年情境 📌 全球重要經濟體:股匯債原物料新年盤點 📌 ECY指標為何物?與投資市場關連怎麼看 📌 聯準會降息三情境推演,股價估值全掌握 📌 ECY 所屬偏低水位,長線資產配置攻略 【🌟MM年度問卷】只要3分鐘!分享你的心得與回饋,將有機會獲得 10 M幣回饋! https://pse.is/6w6vab 【🔥即將登場】實體場完售候補!創辦人 Rachel 全面解析,AI 與 川普世代下的全球經濟 https://pse.is/6utu3b ✍️ 部落格 | 2025 年只降兩碼要擔心嗎?ECY 指標秒懂估值水位! https://pse.is/6x6qgj ✍️ 圖表 | MM基本面指數 https://pse.is/6x6j3n --- 🎙 錄音時間:1/02 13:00 💻 研究員:AL -- Hosting provided by SoundOn

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After Meeting EP. 148|用量化看趨勢,用指標抓估值

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