After Meeting EP.83｜不聊別的就聊：台灣 - MacroMicro 財經M平方

What this episode covers

本週台灣出口表現疲弱，製造業 PMI 再創歷史新低值，觀察台灣的景氣循環圖也快速落到衰退區間。我們如何解讀台灣 2023 的經濟「先蹲後跳」，什麼時點將出現趨勢反轉呢？同時，我們也用一個新聞常見的總經指標--「景氣燈號」來對照台股的表現，找出長線進場策略！一起跟研究員 Jat 和 AL 來解讀台灣的經濟基本面吧！ 📌 解讀台灣出口、PMI 創新低 📌 半導體庫存狀況與晶片戰升級 📌 從景氣燈號看台股長線最佳買點 📌 一週一圖表：台灣-景氣對策信號vs.台股 2023 H1 線上分享會【MM 全球經濟展望】訂閱會員 6 折、老朋友還享特別優惠 👉https://pse.is/4seqke 【資產配置實戰課】66 折倒數 1 天，2/16 YouTube 直播 👉https://pse.is/4rjcqt ✍️ 量化報告｜景氣燈號 https://pse.is/4rzsh6 ✍️ MM 圖表｜台灣-景氣對策信號vs.台股 https://pse.is/4qce6l ✍️ MM 圖表｜台灣-台經院營業氣候測驗點 https://pse.is/4rxt4p 🤝【企業合作與推廣】歡迎來信：[email protected] 🎧 錄音時間：2/10 1700 💻 研究員：Jat、AL -- 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 38 minutes long.

When was this MacroMicro 財經M平方 episode published?

This episode was published on February 12, 2023.

What is this episode about?

本週台灣出口表現疲弱，製造業 PMI 再創歷史新低值，觀察台灣的景氣循環圖也快速落到衰退區間。我們如何解讀台灣 2023 的經濟「先蹲後跳」，什麼時點將出現趨勢反轉呢？同時，我們也用一個新聞常見的總經指標--「景氣燈號」來對照台股的表現，找出長線進場策略！一起跟研究員 Jat 和 AL 來解讀台灣的經濟基本面吧！ 📌 解讀台灣出口、PMI 創新低 📌 半導體庫存狀況與晶片戰升級 📌 從景氣燈號看台股長線最佳買點 📌...

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